Keystone Investors’s Cloudflare NET Stock Holding History

Keystone Investors’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 Q4	$407K	Buy	+2,064	New	+$437K	0.04%	72
2025 Q3	–	Sell	-12,138	Closed	-$2.38M	–	83
2025 Q2	$2.38M	Buy	+12,138	New	+$1.76M	0.49%	35
2025 Q1	–	Sell	-2,465	Closed	-$265K	–	78
2024 Q4	$265K	Buy	+2,465	New	+$241K	0.02%	69
2024 Q3	–	Sell	-6,231	Closed	-$516K	–	81
2024 Q2	$516K	Buy	+6,231	New	+$503K	0.04%	55
2023 Q2	–	Sell	-25,099	Closed	-$1.55M	–	46
2023 Q1	$1.55M	Buy	+25,099	New	+$1.37M	0.31%	20

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Keystone Investors's NET Position: Q4 2025 in Review

Keystone Investors opened a new position in Cloudflare (NET) in Q4 2025: 2,064 shares worth $407K. The stake represents 0.04% of the portfolio and ranks #72 among its holdings. This is a return to the name: Keystone Investors previously reported a position in NET as recently as Q2 2025.

Keystone Investors first reported a position in NET in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.38M in Q2 2025. 1,090 funds tracked by Wall St. Rank hold NET as of Q4 2025.

Keystone Investors held 2,064 shares of Cloudflare worth $407K as of Q4 2025.
Cloudflare was a new Keystone Investors position in Q4 2025.
Cloudflare made up 0.04% of Keystone Investors's portfolio in Q4 2025, its #72 holding.
Keystone Investors first reported a position in Cloudflare in Q1 2023 and has held it in 5 quarters since.
Keystone Investors's Cloudflare position peaked at $2.38M in Q2 2025.
1,090 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Keystone Investors's 13F filing for Q4 2025, filed 13 Feb 2026.