ARS Investment Partners’s Cloudflare NET Stock Holding History

ARS Investment Partners’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 Q2	–	Sell	-16,376	Closed	-$1.76M	–	203
2025 Q1	$1.76M	Hold	16,376	–	–	0.16%	68
2024 Q4	$1.76M	Hold	16,376	–	–	0.16%	68
2024 Q3	$1.32M	Sell	16,376 -20	-0.1%	-$1.61K	0.12%	77
2024 Q2	$1.36M	Sell	16,396 -1,240	-7%	-$100K	0.13%	68
2024 Q1	$1.71M	Buy	17,636 +3,049	+21%	+$276K	0.17%	66
2023 Q4	$1.21M	Hold	14,587	–	–	0.13%	73
2023 Q3	$920K	Hold	14,587	–	–	0.11%	80
2023 Q2	$954K	Hold	14,587	–	–	0.11%	86
2023 Q1	$899K	Hold	14,587	–	–	0.11%	89
2022 Q4	$659K	Sell	14,587 -376	-3%	-$18.6K	0.09%	85
2022 Q3	$828K	Sell	14,963 -1,374	-8%	-$81.6K	0.11%	82
2022 Q2	$715K	Hold	16,337	–	–	0.1%	83
2022 Q1	$1.96M	Sell	16,337 -755	-4%	-$78.7K	0.19%	68
2021 Q4	$2.25M	Sell	17,092 -13,630	-44%	-$2.28M	0.21%	64
2021 Q3	$3.46M	Hold	30,722	–	–	0.35%	54
2021 Q2	$3.25M	Hold	30,722	–	–	0.33%	55
2021 Q1	$2.16M	Sell	30,722 -33,818	-52%	-$2.61M	0.25%	59
2020 Q4	$4.9M	Sell	64,540 -625	-1%	-$41K	0.6%	47
2020 Q3	$2.68M	Sell	65,165 -750	-1%	-$28.7K	0.42%	49
2020 Q2	$2.37M	Buy	+65,915	New	+$1.84M	0.45%	40

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

ARS Investment Partners's NET Position: Q2 2025 in Review

ARS Investment Partners sold out of Cloudflare (NET) in Q2 2025, closing a stake of 16,376 shares — an estimated $1.76M sold.

ARS Investment Partners first reported a position in NET in Q2 2020 and held it in 20 quarters. The position peaked at $4.9M in Q4 2020. 946 funds tracked by Wall St. Rank hold NET as of Q2 2025.

ARS Investment Partners reported no remaining Cloudflare position as of Q2 2025 after selling out during the quarter.
ARS Investment Partners sold 16,376 Cloudflare shares in Q2 2025, an estimated $1.76M.
ARS Investment Partners first reported a position in Cloudflare in Q2 2020 and held it in 20 quarters.
ARS Investment Partners's Cloudflare position peaked at $4.9M in Q4 2020.
946 funds tracked by Wall St. Rank held Cloudflare as of Q2 2025.

Based on ARS Investment Partners's 13F filing for Q2 2025, filed 11 Aug 2025.