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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
Q2 		$765K Buy
3,119
+1,150
+58% +$252K ﹤0.01% 983
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 $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

Waverly Advisors's NET Position: Q2 2026 in Review

Waverly Advisors increased its Cloudflare (NET) stake by 58% in Q2 2026, buying an estimated $252K and bringing the position to 3,119 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Waverly Advisors first reported a position in NET in Q2 2025 and has held it in 5 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Waverly Advisors held 3,119 shares of Cloudflare worth $765K as of Q2 2026.
  • Waverly Advisors bought 1,150 Cloudflare shares in Q2 2026, an estimated $252K.
  • Cloudflare made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #983 holding.
  • Waverly Advisors first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.