Calton & Associates’s Cloudflare NET Stock Holding History

Calton & Associates’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	-949	Closed	-$204K	–	473
2025 Q3	$204K	Sell	949 -198	-17%	-$40.4K	0.03%	404
2025 Q2	$225K	Buy	+1,147	New	+$167K	0.04%	343
2021 Q4	–	Sell	-3,372	Closed	-$379K	–	399
2021 Q3	$379K	Buy	+3,372	New	+$403K	0.08%	240

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Calton & Associates's NET Position: Q4 2025 in Review

Calton & Associates sold out of Cloudflare (NET) in Q4 2025, closing a stake of 949 shares — an estimated $204K sold.

Calton & Associates first reported a position in NET in Q3 2021 and held it in 3 quarters. The position peaked at $379K in Q3 2021. 1,093 funds tracked by Wall St. Rank hold NET as of Q4 2025.

Calton & Associates reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
Calton & Associates sold 949 Cloudflare shares in Q4 2025, an estimated $204K.
Calton & Associates first reported a position in Cloudflare in Q3 2021 and held it in 3 quarters.
Calton & Associates's Cloudflare position peaked at $379K in Q3 2021.
1,093 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Calton & Associates's 13F filing for Q4 2025, filed 10 Feb 2026.