Ilex Capital Partners’s Cloudflare NET Stock Holding History

Ilex Capital Partners’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	–	Sell	-15,140	Closed	-$1.71M	–	229
2025 Q1	$1.71M	Buy	+15,140	New	+$2.01M	0.07%	128

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Ilex Capital Partners's NET Position: Q2 2025 in Review

Ilex Capital Partners sold out of Cloudflare (NET) in Q2 2025, closing a stake of 15,140 shares — an estimated $1.71M sold.

Ilex Capital Partners first reported a position in NET in Q1 2025 and held it in 1 quarter. The position peaked at $1.71M in Q1 2025. 946 funds tracked by Wall St. Rank hold NET as of Q2 2025.

Ilex Capital Partners reported no remaining Cloudflare position as of Q2 2025 after selling out during the quarter.
Ilex Capital Partners sold 15,140 Cloudflare shares in Q2 2025, an estimated $1.71M.
Ilex Capital Partners first reported a position in Cloudflare in Q1 2025 and held it in 1 quarter.
Ilex Capital Partners's Cloudflare position peaked at $1.71M in Q1 2025.
946 funds tracked by Wall St. Rank held Cloudflare as of Q2 2025.

Based on Ilex Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.