Lido Advisors’s Cloudflare NET Stock Holding History

Lido Advisors’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
2024 Q4	–	Sell	-11,000	Closed	-$890K	–	1567
2024 Q3	$890K	Hold	11,000	–	–	﹤0.01%	754
2024 Q2	$911K	Hold	11,000	–	–	0.01%	690
2024 Q1	$1.07M	Hold	11,000	–	–	0.01%	631
2023 Q4	$916K	Hold	11,000	–	–	0.01%	642
2023 Q3	$693K	Hold	11,000	–	–	0.01%	653
2023 Q2	$719K	Buy	+11,000	New	+$657K	0.01%	624
2022 Q4	–	Sell	-11,000	Closed	-$608K	–	1069
2022 Q3	$608K	Hold	11,000	–	–	0.01%	500
2022 Q2	$481K	Hold	11,000	–	–	0.01%	556
2022 Q1	$1.32M	Hold	11,000	–	–	0.01%	339
2021 Q4	$1.45M	Buy	+11,000	New	+$1.84M	0.02%	337

Other funds holding NET

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Lido Advisors's NET Position: Q1 2026 in Review

Lido Advisors reduced its Cloudflare (NET) stake by 37% in Q1 2026, selling an estimated $2.19M and leaving 19,374 shares worth $4M. The position accounts for 0.01% of the portfolio, ranked #505.

Lido Advisors first reported a position in NET in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.49M in Q3 2025. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Lido Advisors held 19,374 shares of Cloudflare worth $4M as of Q1 2026.
Lido Advisors sold 11,471 Cloudflare shares in Q1 2026, an estimated $2.19M.
Cloudflare made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #505 holding.
Lido Advisors first reported a position in Cloudflare in Q4 2020 and has held it in 21 quarters since.
Lido Advisors's Cloudflare position peaked at $6.49M in Q3 2025.
1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.