WAU
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Wellington-Altus USA’s Cloudflare NET Stock Holding History

Wellington-Altus USA’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 		$55.1K Hold
267
– – 0.04% 287
2026
Q1 		$65.5K Hold
267
– – 0.04% 300
2025
Q4 		$52.6K Buy
+267
New +$56.5K 0.04% 282

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

Wellington-Altus USA's NET Position: Q2 2026 in Review

Wellington-Altus USA held its Cloudflare (NET) position steady in Q2 2026 at 267 shares worth $55.1K. The position accounts for 0.04% of the portfolio, ranked #287.

Wellington-Altus USA first reported a position in NET in Q4 2025 and has held it in 3 quarters since. The position peaked at $65.5K in Q1 2026. 1,226 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Wellington-Altus USA held 267 shares of Cloudflare worth $55.1K as of Q2 2026.
  • Wellington-Altus USA left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up 0.04% of Wellington-Altus USA's portfolio in Q2 2026, its #287 holding.
  • Wellington-Altus USA first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Cloudflare position peaked at $65.5K in Q1 2026.
  • 1,226 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.