WSA
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Warm Springs Advisors’s Cloudflare NET Stock Holding History

Warm Springs 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
Q1 		$4.58M Hold
22,198
– – 3.89% 8
2025
Q4 		$4.38M Hold
22,198
– – 3.39% 9
2025
Q3 		$4.76M Hold
22,198
– – 3.62% 8
2025
Q2 		$4.35M Buy
22,198
+10,000
+82% +$1.45M 3.73% 7
2025
Q1 		$1.37M Sell
12,198
-3,000
-20% -$398K 1.38% 27
2024
Q4 		$1.64M Buy
+15,198
New +$1.48M 1.52% 22

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.61T AUM 30.72% 1-Year Est. Return

Warm Springs Advisors's NET Position: Q1 2026 in Review

Warm Springs Advisors held its Cloudflare (NET) position steady in Q1 2026 at 22,198 shares worth $4.58M. The position accounts for 3.89% of the portfolio, ranked #8.

Warm Springs Advisors first reported a position in NET in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.76M in Q3 2025. 1,134 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Warm Springs Advisors held 22,198 shares of Cloudflare worth $4.58M as of Q1 2026.
  • Warm Springs Advisors left its Cloudflare share count unchanged in Q1 2026.
  • Cloudflare made up 3.89% of Warm Springs Advisors's portfolio in Q1 2026, its #8 holding.
  • Warm Springs Advisors first reported a position in Cloudflare in Q4 2024 and has held it in 6 quarters since.
  • Warm Springs Advisors's Cloudflare position peaked at $4.76M in Q3 2025.
  • 1,134 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Warm Springs Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.