Yarbrough Capital’s Cloudflare NET Stock Holding History

Yarbrough 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	$9.53M	Hold	38,845	–	–	0.29%	36
2026 Q1	$8.02M	Buy	+38,845	New	+$7.41M	0.28%	38

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

Yarbrough Capital's NET Position: Q2 2026 in Review

Yarbrough Capital held its Cloudflare (NET) position steady in Q2 2026 at 38,845 shares worth $9.53M. The position accounts for 0.29% of the portfolio, ranked #36.

Yarbrough Capital first reported a position in NET in Q1 2026 and has held it in 2 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Yarbrough Capital held 38,845 shares of Cloudflare worth $9.53M as of Q2 2026.
Yarbrough Capital left its Cloudflare share count unchanged in Q2 2026.
Cloudflare made up 0.29% of Yarbrough Capital's portfolio in Q2 2026, its #36 holding.
Yarbrough Capital first reported a position in Cloudflare in Q1 2026 and has held it in 2 quarters since.
1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Yarbrough Capital's 13F filing for Q2 2026, filed 11 Aug 2026.