TL
NET icon

Tradewinds LLC’s Cloudflare NET Stock Holding History

Tradewinds LLC’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 		$445K Buy
1,787
+779
+77% +$170K 0.1% 134
2026
Q1 		$219K Buy
+1,008
New +$192K 0.07% 143
2025
Q4 		– Sell
-1,008
Closed -$216K – 219
2025
Q3 		$216K Buy
+1,008
New +$206K 0.05% 199

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tradewinds LLC's NET Position: Q2 2026 in Review

Tradewinds LLC increased its Cloudflare (NET) stake by 77% in Q2 2026, buying an estimated $170K and bringing the position to 1,787 shares worth $445K. The position accounts for 0.1% of the portfolio, ranked #134.

Tradewinds LLC first reported a position in NET in Q3 2025 and has held it in 3 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Tradewinds LLC held 1,787 shares of Cloudflare worth $445K as of Q2 2026.
  • Tradewinds LLC bought 779 Cloudflare shares in Q2 2026, an estimated $170K.
  • Cloudflare made up 0.1% of Tradewinds LLC's portfolio in Q2 2026, its #134 holding.
  • Tradewinds LLC first reported a position in Cloudflare in Q3 2025 and has held it in 3 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.