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Impact Asset Management’s Cloudflare NET Stock Holding History

Impact 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
2025
Q1 		$335K Sell
2,977
-550
-16% -$72.9K 0.13% 65
2024
Q4 		$380K Hold
3,527
– – 0.15% 54
2024
Q3 		$285K Buy
+3,527
New +$284K 0.11% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Impact Asset Management's NET Position: Q1 2025 in Review

Impact Asset Management reduced its Cloudflare (NET) stake by 16% in Q1 2025, selling an estimated $72.9K and leaving 2,977 shares worth $335K. The position accounts for 0.13% of the portfolio, ranked #65.

Impact Asset Management first reported a position in NET in Q3 2024 and has held it in 3 quarters since. The position peaked at $380K in Q4 2024. 871 funds tracked by Wall St. Rank hold NET as of Q1 2025.

  • Impact Asset Management held 2,977 shares of Cloudflare worth $335K as of Q1 2025.
  • Impact Asset Management sold 550 Cloudflare shares in Q1 2025, an estimated $72.9K.
  • Cloudflare made up 0.13% of Impact Asset Management's portfolio in Q1 2025, its #65 holding.
  • Impact Asset Management first reported a position in Cloudflare in Q3 2024 and has held it in 3 quarters since.
  • Impact Asset Management's Cloudflare position peaked at $380K in Q4 2024.
  • 871 funds tracked by Wall St. Rank held Cloudflare as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.