Greycroft’s Cloudflare NET Stock Holding History

Greycroft’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	$2.27M	Buy	11,000 +3,000	+38%	+$572K	1.55%	7
2025 Q4	$1.58M	Buy	8,000 +4,000	+100%	+$846K	1%	11
2025 Q3	$858K	Hold	4,000	–	–	0.76%	9
2025 Q2	$783K	Hold	4,000	–	–	0.57%	10
2025 Q1	$451K	Sell	4,000 -2,000	-33%	-$265K	0.48%	10
2024 Q4	$646K	Hold	6,000	–	–	0.57%	8
2024 Q3	$485K	Buy	+6,000	New	+$482K	0.33%	8

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

Greycroft's NET Position: Q1 2026 in Review

Greycroft increased its Cloudflare (NET) stake by 38% in Q1 2026, buying an estimated $572K and bringing the position to 11,000 shares worth $2.27M. The position accounts for 1.55% of the portfolio, ranked #7.

Greycroft first reported a position in NET in Q3 2024 and has held it in 7 quarters since. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Greycroft held 11,000 shares of Cloudflare worth $2.27M as of Q1 2026.
Greycroft bought 3,000 Cloudflare shares in Q1 2026, an estimated $572K.
Cloudflare made up 1.55% of Greycroft's portfolio in Q1 2026, its #7 holding.
Greycroft first reported a position in Cloudflare in Q3 2024 and has held it in 7 quarters since.
1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

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