GraniteShares Advisors’s Cloudflare NET Stock Holding History

GraniteShares Advisors’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	$841K	Sell	4,077 -336	-8%	-$64.1K	0.61%	57
2025 Q4	$870K	Buy	4,413 +490	+12%	+$104K	0.53%	60
2025 Q3	$842K	Sell	3,923 -387	-9%	-$79K	0.49%	62
2025 Q2	$844K	Sell	4,310 -233	-5%	-$33.8K	0.52%	63
2025 Q1	$512K	Sell	4,543 -1,273	-22%	-$169K	0.33%	73
2024 Q4	$626K	Sell	5,816 -2,005	-26%	-$196K	0.4%	73
2024 Q3	$633K	Sell	7,821 -914	-10%	-$73.5K	0.43%	76
2024 Q2	$724K	Buy	8,735 +2,565	+42%	+$207K	0.24%	72
2024 Q1	$597K	Sell	6,170 -438	-7%	-$39.7K	0.32%	80
2023 Q4	$550K	Sell	6,608 -1,696	-20%	-$119K	0.5%	83
2023 Q3	$523K	Buy	+8,304	New	+$532K	0.49%	78
2022 Q1	–	Sell	-1,391	Closed	-$182K	–	254
2021 Q4	$182K	Buy	+1,391	New	+$233K	0.08%	199

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

GraniteShares Advisors's NET Position: Q1 2026 in Review

GraniteShares Advisors reduced its Cloudflare (NET) stake by 7.6% in Q1 2026, selling an estimated $64.1K and leaving 4,077 shares worth $841K. The position accounts for 0.61% of the portfolio, ranked #57.

GraniteShares Advisors first reported a position in NET in Q4 2021 and has held it in 12 quarters since. The position peaked at $870K in Q4 2025. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

GraniteShares Advisors held 4,077 shares of Cloudflare worth $841K as of Q1 2026.
GraniteShares Advisors sold 336 Cloudflare shares in Q1 2026, an estimated $64.1K.
Cloudflare made up 0.61% of GraniteShares Advisors's portfolio in Q1 2026, its #57 holding.
GraniteShares Advisors first reported a position in Cloudflare in Q4 2021 and has held it in 12 quarters since.
GraniteShares Advisors's Cloudflare position peaked at $870K in Q4 2025.
1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on GraniteShares Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.