West Branch Capital’s Cloudflare NET Stock Holding History

West Branch Capital’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	$5.89K	Hold	24	–	–	﹤0.01%	267
2026 Q1	$4.95K	Hold	24	–	–	﹤0.01%	273
2025 Q4	$4.73K	Hold	24	–	–	﹤0.01%	315
2025 Q3	$5.15K	Hold	24	–	–	﹤0.01%	325
2025 Q2	$4.7K	Hold	24	–	–	﹤0.01%	335
2025 Q1	$2.71K	Hold	24	–	–	﹤0.01%	386
2024 Q4	$2.58K	Hold	24	–	–	﹤0.01%	368
2024 Q3	$1.94K	Hold	24	–	–	﹤0.01%	378
2024 Q2	$1.99K	Hold	24	–	–	﹤0.01%	382
2024 Q1	$2.32K	Hold	24	–	–	﹤0.01%	375
2023 Q4	$2K	Hold	24	–	–	﹤0.01%	400
2023 Q3	$1.51K	Hold	24	–	–	﹤0.01%	393
2023 Q2	$1.57K	Hold	24	–	–	﹤0.01%	395
2023 Q1	$1.48K	Hold	24	–	–	﹤0.01%	401
2022 Q4	$1.08K	Sell	24 -243	-91%	-$12K	﹤0.01%	404
2022 Q3	$15K	Hold	267	–	–	0.01%	253
2022 Q2	$12K	Hold	267	–	–	0.01%	260
2022 Q1	$32K	Hold	267	–	–	0.02%	211
2021 Q4	$35K	Hold	267	–	–	0.01%	224
2021 Q3	$30K	Hold	267	–	–	0.01%	221
2021 Q2	$28K	Buy	+267	New	+$22.1K	0.01%	236

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

West Branch Capital's NET Position: Q2 2026 in Review

West Branch Capital held its Cloudflare (NET) position steady in Q2 2026 at 24 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

West Branch Capital first reported a position in NET in Q2 2021 and has held it in 21 quarters since. The position peaked at $35K in Q4 2021. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

West Branch Capital held 24 shares of Cloudflare worth $5.89K as of Q2 2026.
West Branch Capital left its Cloudflare share count unchanged in Q2 2026.
Cloudflare made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #267 holding.
West Branch Capital first reported a position in Cloudflare in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Cloudflare position peaked at $35K in Q4 2021.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.