Altrafin AG’s Cloudflare NET Stock Holding History

Altrafin AG’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
2025 Q4	–	Sell	-7,700	Closed	-$1.65M	–	49
2025 Q3	$1.65M	Hold	7,700	–	–	0.52%	30
2025 Q2	$1.51M	Buy	7,700 +425	+6%	+$61.7K	0.51%	32
2025 Q1	$820K	Buy	7,275 +775	+12%	+$103K	0.32%	32
2024 Q4	$700K	Buy	+6,500	New	+$635K	0.24%	43

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Altrafin AG's NET Position: Q4 2025 in Review

Altrafin AG sold out of Cloudflare (NET) in Q4 2025, closing a stake of 7,700 shares — an estimated $1.65M sold.

Altrafin AG first reported a position in NET in Q4 2024 and held it in 4 quarters. The position peaked at $1.65M in Q3 2025. 1,092 funds tracked by Wall St. Rank hold NET as of Q4 2025.

Altrafin AG reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
Altrafin AG sold 7,700 Cloudflare shares in Q4 2025, an estimated $1.65M.
Altrafin AG first reported a position in Cloudflare in Q4 2024 and held it in 4 quarters.
Altrafin AG's Cloudflare position peaked at $1.65M in Q3 2025.
1,092 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Altrafin AG's 13F filing for Q4 2025, filed 13 Feb 2026.