Castle Hook Partners’s Cloudflare NET Stock Holding History

Castle Hook Partners’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	-7,052	Closed	-$1.51M	–	76
2025 Q3	$1.51M	Buy	7,052 +1,687	+31%	+$344K	0.01%	59
2025 Q2	$1.05M	Buy	+5,365	New	+$779K	0.01%	65
2021 Q1	–	Sell	-59,382	Closed	-$4.51M	–	89
2020 Q4	$4.51M	Buy	+59,382	New	+$3.89M	0.23%	30

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Castle Hook Partners's NET Position: Q4 2025 in Review

Castle Hook Partners sold out of Cloudflare (NET) in Q4 2025, closing a stake of 7,052 shares — an estimated $1.51M sold.

Castle Hook Partners first reported a position in NET in Q4 2020 and held it in 3 quarters. The position peaked at $4.51M in Q4 2020. 1,089 funds tracked by Wall St. Rank hold NET as of Q4 2025.

Castle Hook Partners reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
Castle Hook Partners sold 7,052 Cloudflare shares in Q4 2025, an estimated $1.51M.
Castle Hook Partners first reported a position in Cloudflare in Q4 2020 and held it in 3 quarters.
Castle Hook Partners's Cloudflare position peaked at $4.51M in Q4 2020.
1,089 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Castle Hook Partners's 13F filing for Q4 2025, filed 17 Feb 2026.