Grimes & Company’s Cloudflare NET Stock Holding History

Grimes & Company’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	-5,645	Closed	-$1.11M	–	462
2025 Q4	$1.11M	Buy	5,645 +1,585	+39%	+$335K	0.03%	238
2025 Q3	$871K	Buy	+4,060	New	+$829K	0.02%	244

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

Grimes & Company's NET Position: Q1 2026 in Review

Grimes & Company sold out of Cloudflare (NET) in Q1 2026, closing a stake of 5,645 shares — an estimated $1.11M sold.

Grimes & Company first reported a position in NET in Q3 2025 and held it in 2 quarters. The position peaked at $1.11M in Q4 2025. 1,136 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Grimes & Company reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
Grimes & Company sold 5,645 Cloudflare shares in Q1 2026, an estimated $1.11M.
Grimes & Company first reported a position in Cloudflare in Q3 2025 and held it in 2 quarters.
Grimes & Company's Cloudflare position peaked at $1.11M in Q4 2025.
1,136 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.