WFI
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West Family Investments’s Cloudflare NET Stock Holding History

West Family Investments’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 		$446K Buy
1,818
+733
+68% +$160K 0.13% 216
2026
Q1 		$224K Sell
1,085
-489
-31% -$93.3K 0.08% 228
2025
Q4 		$310K Sell
1,574
-730
-32% -$154K 0.07% 254
2025
Q3 		$494K Hold
2,304
– – 0.11% 179
2025
Q2 		$451K Buy
+2,304
New +$334K 0.12% 178

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

West Family Investments's NET Position: Q2 2026 in Review

West Family Investments increased its Cloudflare (NET) stake by 68% in Q2 2026, buying an estimated $160K and bringing the position to 1,818 shares worth $446K. The position accounts for 0.13% of the portfolio, ranked #216.

West Family Investments first reported a position in NET in Q2 2025 and has held it in 5 quarters since. The position peaked at $494K in Q3 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • West Family Investments held 1,818 shares of Cloudflare worth $446K as of Q2 2026.
  • West Family Investments bought 733 Cloudflare shares in Q2 2026, an estimated $160K.
  • Cloudflare made up 0.13% of West Family Investments's portfolio in Q2 2026, its #216 holding.
  • West Family Investments first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • West Family Investments's Cloudflare position peaked at $494K in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.