VFA
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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
2021
Q2 		– Sell
-600
Closed -$42K – 1332
2021
Q1 		$42K Buy
600
+400
+200% +$30.8K ﹤0.01% 940
2020
Q4 		$15K Buy
+200
New +$13.1K ﹤0.01% 1104

Other funds holding NET

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 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. 525 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.
  • 525 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.