TrueMark Investments’s Cloudflare NET Stock Holding History

TrueMark Investments’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	$2.43M	Sell	9,894 -9,381	-49%	-$2.05M	0.3%	66
2026 Q1	$3.98M	Buy	19,275 +270	+1%	+$51.5K	0.77%	49
2025 Q4	$3.75M	Sell	19,005 -543	-3%	-$115K	0.72%	43
2025 Q3	$4.19M	Sell	19,548 -1,632	-8%	-$333K	0.73%	59
2025 Q2	$4.15M	Sell	21,180 -813	-4%	-$118K	0.9%	50
2025 Q1	$2.48M	Sell	21,993 -1,644	-7%	-$218K	0.65%	55
2024 Q4	$2.55M	Sell	23,637 -1,948	-8%	-$190K	0.81%	51
2024 Q3	$2.07M	Sell	25,585 -582	-2%	-$46.8K	0.66%	57
2024 Q2	$2.17M	Buy	+26,167	New	+$2.11M	0.74%	47

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

TrueMark Investments's NET Position: Q2 2026 in Review

TrueMark Investments reduced its Cloudflare (NET) stake by 49% in Q2 2026, selling an estimated $2.05M and leaving 9,894 shares worth $2.43M. The position accounts for 0.3% of the portfolio, ranked #66.

TrueMark Investments first reported a position in NET in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.19M in Q3 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

TrueMark Investments held 9,894 shares of Cloudflare worth $2.43M as of Q2 2026.
TrueMark Investments sold 9,381 Cloudflare shares in Q2 2026, an estimated $2.05M.
Cloudflare made up 0.3% of TrueMark Investments's portfolio in Q2 2026, its #66 holding.
TrueMark Investments first reported a position in Cloudflare in Q2 2024 and has held it in 9 quarters since.
TrueMark Investments's Cloudflare position peaked at $4.19M in Q3 2025.
1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.