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Thoroughbred Financial Services’s Cloudflare NET Stock Holding History

Thoroughbred Financial Services’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 		$1.02M Hold
4,152
– – 0.05% 312
2026
Q1 		$856K Buy
4,152
+140
+3% +$26.7K 0.05% 312
2025
Q4 		$790K Sell
4,012
-25
-0.6% -$5.29K 0.05% 314
2025
Q3 		$866K Buy
4,037
+25
+0.6% +$5.1K 0.05% 299
2025
Q2 		$785K Sell
4,012
-1,034
-20% -$150K 0.05% 309
2025
Q1 		$568K Buy
+5,046
New +$669K 0.04% 392
2022
Q1 		– Sell
-1,678
Closed -$220K – 378
2021
Q4 		$220K Buy
+1,678
New +$281K 0.05% 310

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

Thoroughbred Financial Services's NET Position: Q2 2026 in Review

Thoroughbred Financial Services held its Cloudflare (NET) position steady in Q2 2026 at 4,152 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #312.

Thoroughbred Financial Services first reported a position in NET in Q4 2021 and has held it in 7 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Thoroughbred Financial Services held 4,152 shares of Cloudflare worth $1.02M as of Q2 2026.
  • Thoroughbred Financial Services left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up 0.05% of Thoroughbred Financial Services's portfolio in Q2 2026, its #312 holding.
  • Thoroughbred Financial Services first reported a position in Cloudflare in Q4 2021 and has held it in 7 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.