WA
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Waverly Advisors’s Cloudflare NET Stock Holding History

Waverly 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 		$406K Buy
1,969
+479
+32% +$91.3K ﹤0.01% 1177
2025
Q4 		$294K Buy
1,490
+14
+0.9% +$2.96K ﹤0.01% 1215
2025
Q3 		$317K Buy
1,476
+171
+13% +$34.9K ﹤0.01% 1018
2025
Q2 		$256K Buy
+1,305
New +$189K ﹤0.01% 1034

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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waverly Advisors's NET Position: Q1 2026 in Review

Waverly Advisors increased its Cloudflare (NET) stake by 32% in Q1 2026, buying an estimated $91.3K and bringing the position to 1,969 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Waverly Advisors first reported a position in NET in Q2 2025 and has held it in 4 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Waverly Advisors held 1,969 shares of Cloudflare worth $406K as of Q1 2026.
  • Waverly Advisors bought 479 Cloudflare shares in Q1 2026, an estimated $91.3K.
  • Cloudflare made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1177 holding.
  • Waverly Advisors first reported a position in Cloudflare in Q2 2025 and has held it in 4 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.