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Taylor Frigon Capital Management’s Cloudflare NET Stock Holding History

Taylor Frigon Capital Management’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 		$3.79M Sell
15,460
-117
-0.8% -$25.6K 1.77% 9
2026
Q1 		$3.21M Sell
15,577
-173
-1% -$33K 1.83% 2
2025
Q4 		$3.11M Sell
15,750
-267
-2% -$56.5K 1.57% 9
2025
Q3 		$3.44M Sell
16,017
-1,212
-7% -$247K 1.71% 8
2025
Q2 		$3.37M Sell
17,229
-1,112
-6% -$161K 1.79% 4
2025
Q1 		$2.08M Sell
18,341
-17,100
-48% -$2.27M 1.24% 29
2024
Q4 		$3.82M Sell
35,441
-7,280
-17% -$711K 1.93% 6
2024
Q3 		$3.46M Sell
42,721
-4,417
-9% -$355K 1.73% 12
2024
Q2 		$3.9M Buy
47,138
+7,874
+20% +$635K 1.86% 15
2024
Q1 		$3.8M Sell
39,264
-12,048
-23% -$1.09M 1.81% 15
2023
Q4 		$4.27M Sell
51,312
-1,183
-2% -$82.7K 2.14% 8
2023
Q3 		$3.31M Sell
52,495
-1,783
-3% -$114K 1.84% 13
2023
Q2 		$3.55M Sell
54,278
-1,043
-2% -$62.2K 1.73% 17
2023
Q1 		$3.41M Buy
55,321
+17,400
+46% +$951K 1.86% 15
2022
Q4 		$1.71M Sell
37,921
-2,111
-5% -$104K 0.97% 37
2022
Q3 		$2.21M Buy
40,032
+10,138
+34% +$602K 1.15% 34
2022
Q2 		$1.31M Sell
29,894
-1,621
-5% -$117K 0.68% 62
2022
Q1 		$3.77M Buy
+31,515
New +$3.29M 1.4% 30

Other funds holding NET

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Taylor Frigon Capital Management's NET Position: Q2 2026 in Review

Taylor Frigon Capital Management reduced its Cloudflare (NET) stake by 0.75% in Q2 2026, selling an estimated $25.6K and leaving 15,460 shares worth $3.79M. The position accounts for 1.77% of the portfolio, ranked #9.

Taylor Frigon Capital Management first reported a position in NET in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.27M in Q4 2023. 590 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Taylor Frigon Capital Management held 15,460 shares of Cloudflare worth $3.79M as of Q2 2026.
  • Taylor Frigon Capital Management sold 117 Cloudflare shares in Q2 2026, an estimated $25.6K.
  • Cloudflare made up 1.77% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #9 holding.
  • Taylor Frigon Capital Management first reported a position in Cloudflare in Q1 2022 and has held it in 18 quarters since.
  • Taylor Frigon Capital Management's Cloudflare position peaked at $4.27M in Q4 2023.
  • 590 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.