Focused Alpha LLC’s Cloudflare NET Stock Holding History

Focused Alpha LLC’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	-3,144	Closed	-$620K	–	262
2025 Q4	$620K	Buy	+3,144	New	+$665K	0.18%	112

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

Focused Alpha LLC's NET Position: Q1 2026 in Review

Focused Alpha LLC sold out of Cloudflare (NET) in Q1 2026, closing a stake of 3,144 shares — an estimated $620K sold.

Focused Alpha LLC first reported a position in NET in Q4 2025 and held it in 1 quarter. The position peaked at $620K in Q4 2025. 1,136 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Focused Alpha LLC reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
Focused Alpha LLC sold 3,144 Cloudflare shares in Q1 2026, an estimated $620K.
Focused Alpha LLC first reported a position in Cloudflare in Q4 2025 and held it in 1 quarter.
Focused Alpha LLC's Cloudflare position peaked at $620K in Q4 2025.
1,136 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Focused Alpha LLC's 13F filing for Q1 2026, filed 12 May 2026.