WWM
NET icon

Whalen Wealth Management’s Cloudflare NET Stock Holding History

Whalen Wealth Management’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
Q3 		$527K Sell
1,517
-516
-25% -$153K 0.22% 108
2026
Q2 		$499K Sell
2,033
-179
-8% -$39.2K 0.22% 113
2026
Q1 		$456K Buy
+2,212
New +$422K 0.24% 105

Other funds holding NET

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
BFS
Burr Financial Services Pleasant Hill, California $164M AUM 63.8% 1-Year Est. Return

Whalen Wealth Management's NET Position: Q3 2026 in Review

Whalen Wealth Management reduced its Cloudflare (NET) stake by 25% in Q3 2026, selling an estimated $153K and leaving 1,517 shares worth $527K. The position accounts for 0.22% of the portfolio, ranked #108.

Whalen Wealth Management first reported a position in NET in Q1 2026 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Whalen Wealth Management held 1,517 shares of Cloudflare worth $527K as of Q3 2026.
  • Whalen Wealth Management sold 516 Cloudflare shares in Q3 2026, an estimated $153K.
  • Cloudflare made up 0.22% of Whalen Wealth Management's portfolio in Q3 2026, its #108 holding.
  • Whalen Wealth Management first reported a position in Cloudflare in Q1 2026 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.