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Van Hulzen Asset Management’s Cloudflare NET Stock Holding History

Van Hulzen Asset 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 		$1.15M Buy
4,675
+110
+2% +$24.1K 0.08% 156
2026
Q1 		$942K Sell
4,565
-250
-5% -$47.7K 0.07% 176
2025
Q4 		$949K Sell
4,815
-440
-8% -$93.1K 0.07% 166
2025
Q3 		$1.13M Sell
5,255
-150
-3% -$30.6K 0.08% 152
2025
Q2 		$1.06M Buy
5,405
+80
+2% +$11.6K 0.09% 150
2025
Q1 		$600K Sell
5,325
-1,470
-22% -$195K 0.05% 194
2024
Q4 		$732K Buy
6,795
+400
+6% +$39.1K 0.05% 191
2024
Q3 		$517K Sell
6,395
-1,260
-16% -$101K 0.04% 204
2024
Q2 		$634K Sell
7,655
-5,923
-44% -$478K 0.04% 183
2024
Q1 		$1.31M Buy
13,578
+760
+6% +$68.8K 0.09% 146
2023
Q4 		$1.07M Sell
12,818
-966
-7% -$67.6K 0.08% 152
2023
Q3 		$869K Buy
13,784
+9,268
+205% +$593K 0.07% 169
2023
Q2 		$295K Buy
4,516
+341
+8% +$20.4K 0.03% 244
2023
Q1 		$257K Buy
+4,175
New +$228K 0.02% 249
2022
Q4 		– Sell
-4,605
Closed -$255K – 297
2022
Q3 		$255K Buy
+4,605
New +$273K 0.03% 232
2022
Q2 		– Sell
-3,975
Closed -$476K – 314
2022
Q1 		$476K Sell
3,975
-1,490
-27% -$155K 0.05% 176
2021
Q4 		$719K Sell
5,465
-575
-10% -$96.4K 0.08% 143
2021
Q3 		$680K Sell
6,040
-342
-5% -$40.9K 0.1% 116
2021
Q2 		$675K Buy
6,382
+32
+0.5% +$2.65K 0.1% 117
2021
Q1 		$446K Sell
6,350
-3,630
-36% -$280K 0.07% 158
2020
Q4 		$758K Sell
9,980
-1,105
-10% -$72.4K 0.11% 104
2020
Q3 		$455K Sell
11,085
-1,655,742
-99% -$63.4M 0.07% 137
2020
Q2 		$59.9M Buy
1,666,827
+1,648,592
+9,041% +$46.1M 9.01% 1
2020
Q1 		$428K Buy
+18,235
New +$355K 0.09% 131

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

Van Hulzen Asset Management's NET Position: Q2 2026 in Review

Van Hulzen Asset Management increased its Cloudflare (NET) stake by 2.4% in Q2 2026, buying an estimated $24.1K and bringing the position to 4,675 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #156.

Van Hulzen Asset Management first reported a position in NET in Q1 2020 and has held it in 24 quarters since. The position peaked at $59.9M in Q2 2020. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Van Hulzen Asset Management held 4,675 shares of Cloudflare worth $1.15M as of Q2 2026.
  • Van Hulzen Asset Management bought 110 Cloudflare shares in Q2 2026, an estimated $24.1K.
  • Cloudflare made up 0.08% of Van Hulzen Asset Management's portfolio in Q2 2026, its #156 holding.
  • Van Hulzen Asset Management first reported a position in Cloudflare in Q1 2020 and has held it in 24 quarters since.
  • Van Hulzen Asset Management's Cloudflare position peaked at $59.9M in Q2 2020.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.