Covenant Partners’s Cloudflare NET Stock Holding History

Covenant 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
2026 Q1	–	Sell	-1,335	Closed	-$263K	–	85
2025 Q4	$263K	Hold	1,335	–	–	0.08%	106
2025 Q3	$286K	Buy	1,335 +65	+5%	+$13.3K	0.08%	106
2025 Q2	$249K	Buy	+1,270	New	+$184K	0.07%	124

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Covenant Partners's NET Position: Q1 2026 in Review

Covenant Partners sold out of Cloudflare (NET) in Q1 2026, closing a stake of 1,335 shares — an estimated $263K sold.

Covenant Partners first reported a position in NET in Q2 2025 and held it in 3 quarters. The position peaked at $286K in Q3 2025. 1,138 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Covenant Partners reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
Covenant Partners sold 1,335 Cloudflare shares in Q1 2026, an estimated $263K.
Covenant Partners first reported a position in Cloudflare in Q2 2025 and held it in 3 quarters.
Covenant Partners's Cloudflare position peaked at $286K in Q3 2025.
1,138 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Covenant Partners's 13F filing for Q1 2026.