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Willis Johnson & Associates’s Cloudflare NET Stock Holding History

Willis Johnson & Associates’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 		– Sell
-1,073
Closed -$221K – 154
2026
Q1 		$221K Sell
1,073
-1
-0.1% -$191 0.01% 179
2025
Q4 		$212K Buy
1,074
+4
+0.4% +$846 0.01% 170
2025
Q3 		$230K Buy
1,070
+9
+0.8% +$1.84K 0.01% 164
2025
Q2 		$208K Buy
+1,061
New +$154K 0.01% 160

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

Willis Johnson & Associates's NET Position: Q2 2026 in Review

Willis Johnson & Associates sold out of Cloudflare (NET) in Q2 2026, closing a stake of 1,073 shares — an estimated $221K sold.

Willis Johnson & Associates first reported a position in NET in Q2 2025 and held it in 4 quarters. The position peaked at $230K in Q3 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Willis Johnson & Associates reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 1,073 Cloudflare shares in Q2 2026, an estimated $221K.
  • Willis Johnson & Associates first reported a position in Cloudflare in Q2 2025 and held it in 4 quarters.
  • Willis Johnson & Associates's Cloudflare position peaked at $230K in Q3 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.