Dynamic Technology Lab’s Cloudflare NET Stock Holding History

Dynamic Technology Lab’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	-3,420	Closed	-$734K	–	976
2025 Q3	$734K	Buy	+3,420	New	+$698K	0.12%	276
2025 Q2	–	Sell	-10,560	Closed	-$1.19M	–	1226
2025 Q1	$1.19M	Buy	10,560 +990	+10%	+$131K	0.17%	149
2024 Q4	$1.03M	Sell	9,570 -24,024	-72%	-$2.35M	0.17%	194
2024 Q3	$2.72M	Buy	+33,594	New	+$2.7M	0.29%	59
2023 Q3	–	Sell	-8,914	Closed	-$583K	–	1193
2023 Q2	$583K	Buy	+8,914	New	+$532K	0.07%	455
2022 Q3	–	Sell	-10,760	Closed	-$471K	–	1391
2022 Q2	$471K	Buy	+10,760	New	+$775K	0.05%	608
2022 Q1	–	Sell	-12,997	Closed	-$1.71M	–	1369
2021 Q4	$1.71M	Buy	+12,997	New	+$2.18M	0.19%	128
2020 Q3	–	Sell	-30,823	Closed	-$1.11M	–	1226
2020 Q2	$1.11M	Buy	+30,823	New	+$861K	0.17%	175
2020 Q1	–	Sell	-11,777	Closed	-$201K	–	1267
2019 Q4	$201K	Buy	+11,777	New	+$201K	0.03%	835

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

Dynamic Technology Lab's NET Position: Q4 2025 in Review

Dynamic Technology Lab sold out of Cloudflare (NET) in Q4 2025, closing a stake of 3,420 shares — an estimated $734K sold.

Dynamic Technology Lab first reported a position in NET in Q4 2019 and held it in 9 quarters. The position peaked at $2.72M in Q3 2024. 1,089 funds tracked by Wall St. Rank hold NET as of Q4 2025.

Dynamic Technology Lab reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
Dynamic Technology Lab sold 3,420 Cloudflare shares in Q4 2025, an estimated $734K.
Dynamic Technology Lab first reported a position in Cloudflare in Q4 2019 and held it in 9 quarters.
Dynamic Technology Lab's Cloudflare position peaked at $2.72M in Q3 2024.
1,089 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Dynamic Technology Lab's 13F filing for Q4 2025, filed 13 Feb 2026.