BIT Capital’s Cloudflare NET Stock Holding History

BIT 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
2025 Q2	–	Sell	-4,129	Closed	-$465K	–	111
2025 Q1	$465K	Buy	+4,129	New	+$547K	0.04%	76
2022 Q2	–	Sell	-109	Closed	-$13K	–	149
2022 Q1	$13K	Buy	109 +19	+21%	+$1.98K	﹤0.01%	156
2021 Q4	$11.8K	Buy	+90	New	+$15.1K	﹤0.01%	143

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 $3.37T AUM 44.26% 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

BIT Capital's NET Position: Q2 2025 in Review

BIT Capital sold out of Cloudflare (NET) in Q2 2025, closing a stake of 4,129 shares — an estimated $465K sold.

BIT Capital first reported a position in NET in Q4 2021 and held it in 3 quarters. The position peaked at $465K in Q1 2025. 946 funds tracked by Wall St. Rank hold NET as of Q2 2025.

BIT Capital reported no remaining Cloudflare position as of Q2 2025 after selling out during the quarter.
BIT Capital sold 4,129 Cloudflare shares in Q2 2025, an estimated $465K.
BIT Capital first reported a position in Cloudflare in Q4 2021 and held it in 3 quarters.
BIT Capital's Cloudflare position peaked at $465K in Q1 2025.
946 funds tracked by Wall St. Rank held Cloudflare as of Q2 2025.

Based on BIT Capital's 13F filing for Q2 2025, filed 8 Aug 2025.