EAMA
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EFG Asset Management (Americas)’s Cloudflare NET Stock Holding History

EFG Asset Management (Americas)’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
Q3 		$3.77M Sell
17,552
-4,241
-19% -$866K 0.65% 48
2025
Q2 		$4.27M Sell
21,793
-3,455
-14% -$502K 0.79% 41
2025
Q1 		$2.85M Sell
25,248
-3,509
-12% -$465K 0.58% 54
2024
Q4 		$3.1M Buy
28,757
+1,553
+6% +$152K 0.6% 57
2024
Q3 		$2.2M Sell
27,204
-214
-0.8% -$17.2K 0.43% 71
2024
Q2 		$2.27M Buy
27,418
+8,495
+45% +$685K 0.45% 66
2024
Q1 		$1.83M Sell
18,923
-8,351
-31% -$756K 0.56% 49
2023
Q4 		$2.27M Buy
27,274
+446
+2% +$31.2K 0.49% 69
2023
Q3 		$1.69M Buy
26,828
+5,745
+27% +$368K 0.4% 75
2023
Q2 		$1.38M Buy
+21,083
New +$1.26M 0.32% 87

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EFG Asset Management (Americas)'s NET Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its Cloudflare (NET) stake by 19% in Q3 2025, selling an estimated $866K and leaving 17,552 shares worth $3.77M. The position accounts for 0.65% of the portfolio, ranked #48.

EFG Asset Management (Americas) first reported a position in NET in Q2 2023 and has held it in 10 quarters since. The position peaked at $4.27M in Q2 2025. 1,039 funds tracked by Wall St. Rank hold NET as of Q3 2025.

  • EFG Asset Management (Americas) held 17,552 shares of Cloudflare worth $3.77M as of Q3 2025.
  • EFG Asset Management (Americas) sold 4,241 Cloudflare shares in Q3 2025, an estimated $866K.
  • Cloudflare made up 0.65% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #48 holding.
  • EFG Asset Management (Americas) first reported a position in Cloudflare in Q2 2023 and has held it in 10 quarters since.
  • EFG Asset Management (Americas)'s Cloudflare position peaked at $4.27M in Q2 2025.
  • 1,039 funds tracked by Wall St. Rank held Cloudflare as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.