Thrivent Financial for Lutherans’s Cloudflare NET Stock Holding History

Thrivent Financial for Lutherans’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	$10.8M	Buy	52,249 +24,135	+86%	+$4.6M	0.02%	610
2025 Q4	$5.54M	Buy	+28,114	New	+$5.95M	0.01%	904
2024 Q2	–	Sell	-12,402	Closed	-$1.2M	–	2566
2024 Q1	$1.2M	Buy	12,402 +556	+5%	+$50.3K	﹤0.01%	1790
2023 Q4	$986K	Buy	11,846 +924	+8%	+$64.6K	﹤0.01%	1847
2023 Q3	$688K	Sell	10,922 -332	-3%	-$21.3K	﹤0.01%	1975
2023 Q2	$736K	Buy	11,254 +4,901	+77%	+$293K	﹤0.01%	1993
2023 Q1	$392K	Sell	6,353 -9,677	-60%	-$529K	﹤0.01%	2221
2022 Q4	$725K	Buy	+16,030	New	+$793K	﹤0.01%	1931
2021 Q3	–	Sell	-43,827	Closed	-$4.64M	–	2489
2021 Q2	$4.64M	Buy	+43,827	New	+$3.63M	0.01%	961

Other funds holding NET

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

Thrivent Financial for Lutherans's NET Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its Cloudflare (NET) stake by 86% in Q1 2026, buying an estimated $4.6M and bringing the position to 52,249 shares worth $10.8M. The position accounts for 0.02% of the portfolio, ranked #610.

Thrivent Financial for Lutherans first reported a position in NET in Q2 2021 and has held it in 9 quarters since. 1,134 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Thrivent Financial for Lutherans held 52,249 shares of Cloudflare worth $10.8M as of Q1 2026.
Thrivent Financial for Lutherans bought 24,135 Cloudflare shares in Q1 2026, an estimated $4.6M.
Cloudflare made up 0.02% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #610 holding.
Thrivent Financial for Lutherans first reported a position in Cloudflare in Q2 2021 and has held it in 9 quarters since.
1,134 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.