Black Swift Group’s Cloudflare NET Stock Holding History

Black Swift Group’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	$279K	Buy	+1,350	New	+$257K	0.05%	108
2025 Q4	–	Sell	-17,750	Closed	-$3.81M	–	126
2025 Q3	$3.81M	Buy	17,750 +2,500	+16%	+$510K	0.67%	35
2025 Q2	$2.99M	Buy	15,250 +900	+6%	+$131K	0.6%	38
2025 Q1	$1.62M	Buy	+14,350	New	+$1.9M	0.37%	46
2024 Q4	–	Sell	-3,500	Closed	-$283K	–	132
2024 Q3	$283K	Hold	3,500	–	–	0.06%	104
2024 Q2	$290K	Buy	+3,500	New	+$282K	0.07%	96
2024 Q1	–	Sell	-5,000	Closed	-$416K	–	114
2023 Q4	$416K	Buy	+5,000	New	+$350K	0.13%	69
2022 Q1	–	Sell	-5,000	Closed	-$658K	–	104
2021 Q4	$658K	Buy	+5,000	New	+$838K	0.19%	65
2020 Q3	–	Sell	-10,000	Closed	-$360K	–	118
2020 Q2	$360K	Sell	10,000 -10,000	-50%	-$279K	0.26%	41
2020 Q1	$470K	Buy	+20,000	New	+$389K	0.47%	22

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

Black Swift Group's NET Position: Q1 2026 in Review

Black Swift Group opened a new position in Cloudflare (NET) in Q1 2026: 1,350 shares worth $279K. The stake represents 0.05% of the portfolio and ranks #108 among its holdings. This is a return to the name: Black Swift Group previously reported a position in NET as recently as Q3 2025.

Black Swift Group first reported a position in NET in Q1 2020 and has held it in 10 quarters since. The position peaked at $3.81M in Q3 2025. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Black Swift Group held 1,350 shares of Cloudflare worth $279K as of Q1 2026.
Cloudflare was a new Black Swift Group position in Q1 2026.
Cloudflare made up 0.05% of Black Swift Group's portfolio in Q1 2026, its #108 holding.
Black Swift Group first reported a position in Cloudflare in Q1 2020 and has held it in 10 quarters since.
Black Swift Group's Cloudflare position peaked at $3.81M in Q3 2025.
1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Black Swift Group's 13F filing for Q1 2026, filed 24 Apr 2026.