Valeo Financial Advisors’s Cloudflare NET Stock Holding History

Valeo Financial Advisors’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	$333K	Buy	+1,357	New	+$297K	0.01%	588
2021 Q2	–	Sell	-538	Closed	-$38K	–	1333
2021 Q1	$38K	Sell	538 -2	-0.4%	-$154	﹤0.01%	975
2020 Q4	$41K	Hold	540	–	–	﹤0.01%	842
2020 Q3	$22K	Hold	540	–	–	﹤0.01%	898
2020 Q2	$19K	Hold	540	–	–	﹤0.01%	1080
2020 Q1	$12K	Buy	540 +316	+141%	+$6.15K	﹤0.01%	1036
2019 Q4	$4K	Buy	+224	New	+$3.81K	﹤0.01%	1348

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

Valeo Financial Advisors's NET Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Cloudflare (NET) in Q2 2026: 1,357 shares worth $333K. The stake represents 0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in NET as recently as Q1 2021.

Valeo Financial Advisors first reported a position in NET in Q4 2019 and has held it in 7 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Valeo Financial Advisors held 1,357 shares of Cloudflare worth $333K as of Q2 2026.
Cloudflare was a new Valeo Financial Advisors position in Q2 2026.
Cloudflare made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #588 holding.
Valeo Financial Advisors first reported a position in Cloudflare in Q4 2019 and has held it in 7 quarters since.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.