Synergy Financial Group’s Cloudflare NET Stock Holding History

Synergy Financial Group’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 Q1	$642K	Sell	3,111 -216	-6%	-$41.2K	0.48%	42
2025 Q4	$656K	Sell	3,327 -29	-0.9%	-$6.13K	0.46%	41
2025 Q3	$720K	Sell	3,356 -88	-3%	-$18K	0.49%	41
2025 Q2	$674K	Sell	3,444 -101	-3%	-$14.7K	0.5%	43
2025 Q1	$399K	Hold	3,545	–	–	0.36%	57
2024 Q4	$382K	Sell	3,545 -328	-8%	-$32K	0.32%	59
2024 Q3	$313K	Sell	3,873 -262	-6%	-$21.1K	0.3%	64
2024 Q2	$343K	Hold	4,135	–	–	0.36%	54
2024 Q1	$400K	Sell	4,135 -32	-0.8%	-$2.9K	0.45%	49
2023 Q4	$347K	Sell	4,167 -24	-0.6%	-$1.68K	0.43%	53
2023 Q3	$264K	Hold	4,191	–	–	0.37%	62
2023 Q2	$274K	Hold	4,191	–	–	0.37%	61
2023 Q1	$258K	Sell	4,191 -330	-7%	-$18K	0.42%	62
2022 Q4	$204K	Sell	4,521 -1,343	-23%	-$66.4K	0.4%	69
2022 Q3	$324K	Buy	5,864 +888	+18%	+$52.7K	0.49%	58
2022 Q2	$218K	Buy	4,976 +851	+21%	+$61.3K	0.34%	77
2022 Q1	$494K	Buy	4,125 +704	+21%	+$73.4K	0.52%	54
2021 Q4	$450K	Buy	+3,421	New	+$573K	0.4%	61

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Synergy Financial Group's NET Position: Q1 2026 in Review

Synergy Financial Group reduced its Cloudflare (NET) stake by 6.5% in Q1 2026, selling an estimated $41.2K and leaving 3,111 shares worth $642K. The position accounts for 0.48% of the portfolio, ranked #42.

Synergy Financial Group first reported a position in NET in Q4 2021 and has held it in 18 quarters since. The position peaked at $720K in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Synergy Financial Group held 3,111 shares of Cloudflare worth $642K as of Q1 2026.
Synergy Financial Group sold 216 Cloudflare shares in Q1 2026, an estimated $41.2K.
Cloudflare made up 0.48% of Synergy Financial Group's portfolio in Q1 2026, its #42 holding.
Synergy Financial Group first reported a position in Cloudflare in Q4 2021 and has held it in 18 quarters since.
Synergy Financial Group's Cloudflare position peaked at $720K in Q3 2025.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.