Interval Partners’s Cloudflare NET Stock Holding History

Interval 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
2026 Q1	–	Sell	-12,548	Closed	-$2.47M	–	344
2025 Q4	$2.47M	Sell	12,548 -17,452	-58%	-$3.69M	0.04%	238
2025 Q3	$6.44M	Buy	+30,000	New	+$6.12M	0.11%	186
2025 Q2	–	Sell	-37,914	Closed	-$4.27M	–	450
2025 Q1	$4.27M	Buy	37,914 +7,333	+24%	+$972K	0.09%	192
2024 Q4	$3.29M	Buy	+30,581	New	+$2.99M	0.06%	226
2022 Q1	–	Sell	-18,000	Closed	-$2.37M	–	310
2021 Q4	$2.37M	Buy	+18,000	New	+$3.02M	0.1%	175

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

Interval Partners's NET Position: Q1 2026 in Review

Interval Partners sold out of Cloudflare (NET) in Q1 2026, closing a stake of 12,548 shares — an estimated $2.47M sold.

Interval Partners first reported a position in NET in Q4 2021 and held it in 5 quarters. The position peaked at $6.44M in Q3 2025. 1,136 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Interval Partners reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
Interval Partners sold 12,548 Cloudflare shares in Q1 2026, an estimated $2.47M.
Interval Partners first reported a position in Cloudflare in Q4 2021 and held it in 5 quarters.
Interval Partners's Cloudflare position peaked at $6.44M in Q3 2025.
1,136 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

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