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Blue Barn Wealth’s Cloudflare NET Stock Holding History

Blue Barn Wealth’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
Q4 		– Sell
-14,650
Closed -$3.14M – 118
2025
Q3 		$3.14M Sell
14,650
-24
-0.2% -$4.9K 1.38% 16
2025
Q2 		$2.87M Buy
14,674
+352
+2% +$51.1K 1.35% 18
2025
Q1 		$1.61M Buy
14,322
+12
+0.1% +$1.59K 0.84% 27
2024
Q4 		$1.54M Sell
14,310
-120
-0.8% -$11.7K 0.81% 29
2024
Q3 		$1.17M Sell
14,430
-7
-0% -$563 0.6% 37
2024
Q2 		$1.2M Buy
14,437
+4
+0% +$323 0.67% 32
2024
Q1 		$1.4M Buy
14,433
+3
+0% +$272 0.78% 32
2023
Q4 		$1.2M Sell
14,430
-193
-1% -$13.5K 0.71% 32
2023
Q3 		$922K Buy
14,623
+9
+0.1% +$576 0.61% 34
2023
Q2 		$955K Hold
14,614
– – 0.62% 33
2023
Q1 		$901K Hold
14,614
– – 0.56% 33
2022
Q4 		$661K Sell
14,614
-313
-2% -$15.5K 0.43% 44
2022
Q3 		$826K Hold
14,927
– – 0.59% 32
2022
Q2 		$653K Hold
14,927
– – 0.5% 38
2022
Q1 		$1.79M Hold
14,927
– – 1.24% 20
2021
Q4 		$1.96M Sell
14,927
-85
-0.6% -$14.2K 1.33% 19
2021
Q3 		$1.69M Hold
15,012
– – 1.48% 17
2021
Q2 		$1.59M Buy
+15,012
New +$1.24M 1.63% 17

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Blue Barn Wealth's NET Position: Q4 2025 in Review

Blue Barn Wealth sold out of Cloudflare (NET) in Q4 2025, closing a stake of 14,650 shares — an estimated $3.14M sold.

Blue Barn Wealth first reported a position in NET in Q2 2021 and held it in 18 quarters. The position peaked at $3.14M in Q3 2025. 1,089 funds tracked by Wall St. Rank hold NET as of Q4 2025.

  • Blue Barn Wealth reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 14,650 Cloudflare shares in Q4 2025, an estimated $3.14M.
  • Blue Barn Wealth first reported a position in Cloudflare in Q2 2021 and held it in 18 quarters.
  • Blue Barn Wealth's Cloudflare position peaked at $3.14M in Q3 2025.
  • 1,089 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.