TWIM
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TIAA Wealth Investment Management’s Cloudflare NET Stock Holding History

TIAA Wealth Investment 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 		$20.2M Buy
82,314
+69,068
+521% +$15.1M 0.13% 83
2026
Q1 		$2.73M Buy
+13,246
New +$2.53M 0.02% 123

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

TIAA Wealth Investment Management's NET Position: Q2 2026 in Review

TIAA Wealth Investment Management increased its Cloudflare (NET) stake by 521% in Q2 2026, buying an estimated $15.1M and bringing the position to 82,314 shares worth $20.2M. The position accounts for 0.13% of the portfolio, ranked #83.

TIAA Wealth Investment Management first reported a position in NET in Q1 2026 and has held it in 2 quarters since. 1,149 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • TIAA Wealth Investment Management held 82,314 shares of Cloudflare worth $20.2M as of Q2 2026.
  • TIAA Wealth Investment Management bought 69,068 Cloudflare shares in Q2 2026, an estimated $15.1M.
  • Cloudflare made up 0.13% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #83 holding.
  • TIAA Wealth Investment Management first reported a position in Cloudflare in Q1 2026 and has held it in 2 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.