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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
Q2 		$761K Sell
3,102
-9
-0.3% -$1.97K 0.55% 36
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Synergy Financial Group's NET Position: Q2 2026 in Review

Synergy Financial Group reduced its Cloudflare (NET) stake by 0.29% in Q2 2026, selling an estimated $1.97K and leaving 3,102 shares worth $761K. The position accounts for 0.55% of the portfolio, ranked #36.

Synergy Financial Group first reported a position in NET in Q4 2021 and has held it in 19 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Synergy Financial Group held 3,102 shares of Cloudflare worth $761K as of Q2 2026.
  • Synergy Financial Group sold 9 Cloudflare shares in Q2 2026, an estimated $1.97K.
  • Cloudflare made up 0.55% of Synergy Financial Group's portfolio in Q2 2026, its #36 holding.
  • Synergy Financial Group first reported a position in Cloudflare in Q4 2021 and has held it in 19 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.