TWM
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Tripletail Wealth Management’s Cloudflare NET Stock Holding History

Tripletail Wealth 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 		$218K Hold
900
– – 0.25% 74
2026
Q1 		$191K Sell
900
-20
-2% -$3.81K 0.26% 75
2025
Q4 		$181K Hold
920
– – 0.23% 76
2025
Q3 		$202K Sell
920
-142
-13% -$29K 0.24% 72
2025
Q2 		$214K Buy
+1,062
New +$154K 0.31% 69

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

Tripletail Wealth Management's NET Position: Q2 2026 in Review

Tripletail Wealth Management held its Cloudflare (NET) position steady in Q2 2026 at 900 shares worth $218K. The position accounts for 0.25% of the portfolio, ranked #74.

Tripletail Wealth Management first reported a position in NET in Q2 2025 and has held it in 5 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Tripletail Wealth Management held 900 shares of Cloudflare worth $218K as of Q2 2026.
  • Tripletail Wealth Management left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up 0.25% of Tripletail Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Tripletail Wealth Management first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.