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 Q2	–	Sell	-1,350	Closed	-$279K	–	149
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 $846B AUM 46.74% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Black Swift Group's NET Position: Q2 2026 in Review

Black Swift Group sold out of Cloudflare (NET) in Q2 2026, closing a stake of 1,350 shares — an estimated $279K sold.

Black Swift Group first reported a position in NET in Q1 2020 and held it in 10 quarters. The position peaked at $3.81M in Q3 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Black Swift Group reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
Black Swift Group sold 1,350 Cloudflare shares in Q2 2026, an estimated $279K.
Black Swift Group first reported a position in Cloudflare in Q1 2020 and held it in 10 quarters.
Black Swift Group's Cloudflare position peaked at $3.81M in Q3 2025.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Black Swift Group's 13F filing for Q2 2026, filed 13 Aug 2026.