SP
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SWS Partners’s Cloudflare NET Stock Holding History

SWS Partners’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.26M Buy
17,357
+467
+3% +$102K 0.92% 32
2026
Q1 		$3.49M Buy
16,890
+259
+2% +$49.4K 0.86% 42
2025
Q4 		$3.28M Sell
16,631
-75
-0.4% -$15.9K 0.79% 40
2025
Q3 		$3.58M Sell
16,706
-2,571
-13% -$525K 0.88% 37
2025
Q2 		$3.78M Sell
19,277
-3,671
-16% -$533K 1.02% 27
2025
Q1 		$2.59M Sell
22,948
-4,567
-17% -$605K 0.85% 40
2024
Q4 		$2.96M Sell
27,515
-1,942
-7% -$190K 0.9% 37
2024
Q3 		$2.38M Sell
29,457
-3,280
-10% -$264K 0.76% 52
2024
Q2 		$2.71M Buy
32,737
+428
+1% +$34.5K 0.81% 40
2024
Q1 		$3.13M Sell
32,309
-16,829
-34% -$1.52M 0.94% 37
2023
Q4 		$4.09M Sell
49,138
-798
-2% -$55.8K 1.33% 17
2023
Q3 		$3.15M Buy
49,936
+308
+0.6% +$19.7K 1.16% 24
2023
Q2 		$3.24M Buy
49,628
+3,870
+8% +$231K 1.17% 18
2023
Q1 		$2.82M Buy
45,758
+3,481
+8% +$190K 1.05% 25
2022
Q4 		$1.91M Buy
42,277
+10,849
+35% +$537K 0.91% 49
2022
Q3 		$1.74M Buy
31,428
+11,080
+54% +$658K 0.81% 54
2022
Q2 		$890K Buy
20,348
+49
+0.2% +$3.53K 0.75% 58
2022
Q1 		$2.44M Buy
20,299
+4,283
+27% +$447K 1.6% 25
2021
Q4 		$2.11M Buy
16,016
+3,627
+29% +$608K 1.2% 38
2021
Q3 		$1.4M Buy
12,389
+226
+2% +$27K 0.86% 60
2021
Q2 		$1.29M Buy
+12,163
New +$1.01M 0.84% 66

Other funds holding NET

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

SWS Partners's NET Position: Q2 2026 in Review

SWS Partners increased its Cloudflare (NET) stake by 2.8% in Q2 2026, buying an estimated $102K and bringing the position to 17,357 shares worth $4.26M. The position accounts for 0.92% of the portfolio, ranked #32.

SWS Partners first reported a position in NET in Q2 2021 and has held it in 21 quarters since. 538 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • SWS Partners held 17,357 shares of Cloudflare worth $4.26M as of Q2 2026.
  • SWS Partners bought 467 Cloudflare shares in Q2 2026, an estimated $102K.
  • Cloudflare made up 0.92% of SWS Partners's portfolio in Q2 2026, its #32 holding.
  • SWS Partners first reported a position in Cloudflare in Q2 2021 and has held it in 21 quarters since.
  • 538 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.