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Graypoint LLC’s Cloudflare NET Stock Holding History

Graypoint 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
2025
Q2 		$325K Sell
1,659
-266
-14% -$38.6K 0.02% 412
2025
Q1 		$217K Buy
+1,925
New +$255K 0.01% 480
2022
Q2 		– Sell
-5,380
Closed -$644K – 321
2022
Q1 		$644K Buy
+5,380
New +$561K 0.06% 175

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Graypoint LLC's NET Position: Q2 2025 in Review

Graypoint LLC reduced its Cloudflare (NET) stake by 14% in Q2 2025, selling an estimated $38.6K and leaving 1,659 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #412.

Graypoint LLC first reported a position in NET in Q1 2022 and has held it in 3 quarters since. The position peaked at $644K in Q1 2022. 946 funds tracked by Wall St. Rank hold NET as of Q2 2025.

  • Graypoint LLC held 1,659 shares of Cloudflare worth $325K as of Q2 2025.
  • Graypoint LLC sold 266 Cloudflare shares in Q2 2025, an estimated $38.6K.
  • Cloudflare made up 0.02% of Graypoint LLC's portfolio in Q2 2025, its #412 holding.
  • Graypoint LLC first reported a position in Cloudflare in Q1 2022 and has held it in 3 quarters since.
  • Graypoint LLC's Cloudflare position peaked at $644K in Q1 2022.
  • 946 funds tracked by Wall St. Rank held Cloudflare as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.