WJA
NET icon

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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Willis Johnson & Associates's NET Position: Q1 2026 in Review

Willis Johnson & Associates reduced its Cloudflare (NET) stake by 0.09% in Q1 2026, selling an estimated $191 and leaving 1,073 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #179.

Willis Johnson & Associates first reported a position in NET in Q2 2025 and has held it in 4 quarters since. The position peaked at $230K in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Willis Johnson & Associates held 1,073 shares of Cloudflare worth $221K as of Q1 2026.
  • Willis Johnson & Associates sold 1 Cloudflare share in Q1 2026, an estimated $191.
  • Cloudflare made up 0.01% of Willis Johnson & Associates's portfolio in Q1 2026, its #179 holding.
  • Willis Johnson & Associates first reported a position in Cloudflare in Q2 2025 and has held it in 4 quarters since.
  • Willis Johnson & Associates's Cloudflare position peaked at $230K in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.