EFG Asset Management’s Cloudflare NET Stock Holding History

EFG Asset 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 Q3	$4.55M	Sell	21,211 -5,820	-22%	-$1.19M	0.59%	67
2025 Q2	$5.29M	Sell	27,031 -4,122	-13%	-$598K	0.75%	42
2025 Q1	$3.51M	Sell	31,153 -1,553	-5%	-$206K	0.58%	54
2024 Q4	$3.52M	Buy	32,706 +1,052	+3%	+$103K	0.48%	79
2024 Q3	$2.56M	Buy	31,654 +1,474	+5%	+$118K	0.43%	97
2024 Q2	$2.5M	Sell	30,180 -4,508	-13%	-$364K	0.43%	83
2024 Q1	$3.36M	Sell	34,688 -4,683	-12%	-$424K	0.58%	49
2023 Q4	$3.28M	Sell	39,371 -10,124	-20%	-$708K	0.62%	59
2023 Q3	$3.12M	Buy	49,495 +11,475	+30%	+$735K	0.74%	46
2023 Q2	$2.49M	Buy	+38,020	New	+$2.27M	0.53%	63

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

EFG Asset Management reduced its Cloudflare (NET) stake by 22% in Q3 2025, selling an estimated $1.19M and leaving 21,211 shares worth $4.55M. The position accounts for 0.59% of the portfolio, ranked #67.

EFG Asset Management first reported a position in NET in Q2 2023 and has held it in 10 quarters since. The position peaked at $5.29M in Q2 2025. 1,038 funds tracked by Wall St. Rank hold NET as of Q3 2025.

EFG Asset Management held 21,211 shares of Cloudflare worth $4.55M as of Q3 2025.
EFG Asset Management sold 5,820 Cloudflare shares in Q3 2025, an estimated $1.19M.
Cloudflare made up 0.59% of EFG Asset Management's portfolio in Q3 2025, its #67 holding.
EFG Asset Management first reported a position in Cloudflare in Q2 2023 and has held it in 10 quarters since.
EFG Asset Management's Cloudflare position peaked at $5.29M in Q2 2025.
1,038 funds tracked by Wall St. Rank held Cloudflare as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.