Amitell Capital’s Cloudflare NET Stock Holding History

Amitell 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 Q1	–	Sell	-13,341	Closed	-$2.63M	–	24
2025 Q4	$2.63M	Buy	13,341 +1,447	+12%	+$306K	2.94%	13
2025 Q3	$2.55M	Buy	+11,894	New	+$2.43M	1.56%	25

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amitell Capital's NET Position: Q1 2026 in Review

Amitell Capital sold out of Cloudflare (NET) in Q1 2026, closing a stake of 13,341 shares — an estimated $2.63M sold.

Amitell Capital first reported a position in NET in Q3 2025 and held it in 2 quarters. The position peaked at $2.63M in Q4 2025. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Amitell Capital reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
Amitell Capital sold 13,341 Cloudflare shares in Q1 2026, an estimated $2.63M.
Amitell Capital first reported a position in Cloudflare in Q3 2025 and held it in 2 quarters.
Amitell Capital's Cloudflare position peaked at $2.63M in Q4 2025.
1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Amitell Capital's 13F filing for Q1 2026, filed 11 May 2026.