CCM
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Cloud Capital Management’s Cloudflare NET Stock Holding History

Cloud Capital Management’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
-147
Closed -$31K – 1015
2025
Q3 		$31K Buy
+147
New +$30K 0.02% 236
2025
Q2 		– Sell
-98
Closed -$11K – 197
2025
Q1 		$11K Buy
+98
New +$13K 0.01% 270

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cloud Capital Management's NET Position: Q4 2025 in Review

Cloud Capital Management sold out of Cloudflare (NET) in Q4 2025, closing a stake of 147 shares — an estimated $31K sold.

Cloud Capital Management first reported a position in NET in Q1 2025 and held it in 2 quarters. The position peaked at $31K in Q3 2025. 1,093 funds tracked by Wall St. Rank hold NET as of Q4 2025.

  • Cloud Capital Management reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 147 Cloudflare shares in Q4 2025, an estimated $31K.
  • Cloud Capital Management first reported a position in Cloudflare in Q1 2025 and held it in 2 quarters.
  • Cloud Capital Management's Cloudflare position peaked at $31K in Q3 2025.
  • 1,093 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.