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Bryce Point Capital’s Cloudflare NET Stock Holding History

Bryce Point 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
Q3 		– Sell
-4,161
Closed -$815K – 230
2025
Q2 		$815K Buy
+4,161
New +$604K 0.69% 53
2025
Q1 		– Sell
-11,820
Closed -$1.27M – 363
2024
Q4 		$1.27M Buy
+11,820
New +$1.15M 0.37% 107

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bryce Point Capital's NET Position: Q3 2025 in Review

Bryce Point Capital sold out of Cloudflare (NET) in Q3 2025, closing a stake of 4,161 shares — an estimated $815K sold.

Bryce Point Capital first reported a position in NET in Q4 2024 and held it in 2 quarters. The position peaked at $1.27M in Q4 2024. 1,038 funds tracked by Wall St. Rank hold NET as of Q3 2025.

  • Bryce Point Capital reported no remaining Cloudflare position as of Q3 2025 after selling out during the quarter.
  • Bryce Point Capital sold 4,161 Cloudflare shares in Q3 2025, an estimated $815K.
  • Bryce Point Capital first reported a position in Cloudflare in Q4 2024 and held it in 2 quarters.
  • Bryce Point Capital's Cloudflare position peaked at $1.27M in Q4 2024.
  • 1,038 funds tracked by Wall St. Rank held Cloudflare as of Q3 2025.

Based on Bryce Point Capital's 13F filing for Q3 2025, filed 6 Nov 2025.