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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
Q2 		– Sell
-22,198
Closed -$4.58M – 50
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Warm Springs Advisors's NET Position: Q2 2026 in Review

Warm Springs Advisors sold out of Cloudflare (NET) in Q2 2026, closing a stake of 22,198 shares — an estimated $4.58M sold.

Warm Springs Advisors first reported a position in NET in Q4 2024 and held it in 6 quarters. The position peaked at $4.76M in Q3 2025. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Warm Springs Advisors reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Warm Springs Advisors sold 22,198 Cloudflare shares in Q2 2026, an estimated $4.58M.
  • Warm Springs Advisors first reported a position in Cloudflare in Q4 2024 and held it in 6 quarters.
  • Warm Springs Advisors's Cloudflare position peaked at $4.76M in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Warm Springs Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.