Hidden Lake Asset Management’s Cloudflare NET Stock Holding History

Hidden Lake Asset Management’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 Q2	–	Sell	-32,107	Closed	-$6.62M	–	34
2026 Q1	$6.62M	Buy	+32,107	New	+$6.12M	2%	19
2023 Q1	–	Sell	-59,748	Closed	-$2.7M	–	26
2022 Q4	$2.7M	Buy	+59,748	New	+$2.96M	1.16%	17
2022 Q2	–	Sell	-38,270	Closed	-$4.58M	–	33
2022 Q1	$4.58M	Buy	+38,270	New	+$3.99M	1.57%	19
2021 Q1	–	Sell	-46,579	Closed	-$3.54M	–	24
2020 Q4	$3.54M	Sell	46,579 -122,821	-73%	-$8.05M	1.39%	19
2020 Q3	$6.96M	Buy	169,400 +59,428	+54%	+$2.28M	4.46%	9
2020 Q2	$3.95M	Sell	109,972 -144,907	-57%	-$4.05M	2.12%	16
2020 Q1	$5.99M	Buy	+254,879	New	+$4.96M	9.57%	6

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Hidden Lake Asset Management's NET Position: Q2 2026 in Review

Hidden Lake Asset Management sold out of Cloudflare (NET) in Q2 2026, closing a stake of 32,107 shares — an estimated $6.62M sold.

Hidden Lake Asset Management first reported a position in NET in Q1 2020 and held it in 7 quarters. The position peaked at $6.96M in Q3 2020. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Hidden Lake Asset Management reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
Hidden Lake Asset Management sold 32,107 Cloudflare shares in Q2 2026, an estimated $6.62M.
Hidden Lake Asset Management first reported a position in Cloudflare in Q1 2020 and held it in 7 quarters.
Hidden Lake Asset Management's Cloudflare position peaked at $6.96M in Q3 2020.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Hidden Lake Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.