FORA Capital’s Cloudflare NET Stock Holding History

FORA Capital’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	-1,033	Closed	-$303K	–	546
2025 Q4	$303K	Sell	1,033 -11,349	-92%	-$2.4M	0.04%	363
2025 Q3	$2.66M	Sell	12,382 -18,643	-60%	-$3.81M	0.47%	45
2025 Q2	$6.08M	Sell	31,025 -14,057	-31%	-$2.04M	0.67%	29
2025 Q1	$5.08M	Buy	+45,082	New	+$5.98M	0.52%	51
2024 Q1	–	Sell	-21,929	Closed	-$1.83M	–	523
2023 Q4	$1.83M	Buy	+21,929	New	+$1.53M	0.16%	167
2022 Q3	–	Sell	-5,258	Closed	-$230K	–	513
2022 Q2	$230K	Buy	+5,258	New	+$379K	0.05%	376
2022 Q1	–	Sell	-7,324	Closed	-$963K	–	594
2021 Q4	$963K	Buy	+7,324	New	+$1.23M	0.37%	80
2021 Q1	–	Sell	-21,753	Closed	-$1.65M	–	984
2020 Q4	$1.65M	Buy	+21,753	New	+$1.43M	0.25%	96
2020 Q3	–	Sell	-27,895	Closed	-$1M	–	873
2020 Q2	$1M	Sell	27,895 -31,192	-53%	-$871K	0.34%	66
2020 Q1	$1.39M	Buy	+59,087	New	+$1.15M	0.3%	79

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

FORA Capital's NET Position: Q1 2026 in Review

FORA Capital sold out of Cloudflare (NET) in Q1 2026, closing a stake of 1,033 shares — an estimated $303K sold.

FORA Capital first reported a position in NET in Q1 2020 and held it in 10 quarters. The position peaked at $6.08M in Q2 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

FORA Capital reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
FORA Capital sold 1,033 Cloudflare shares in Q1 2026, an estimated $303K.
FORA Capital first reported a position in Cloudflare in Q1 2020 and held it in 10 quarters.
FORA Capital's Cloudflare position peaked at $6.08M in Q2 2025.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.