Lion Street Advisors’s Cloudflare NET Stock Holding History

Lion Street 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
2025 Q3	–	Sell	-1,150	Closed	-$225K	–	309
2025 Q2	$225K	Buy	+1,150	New	+$167K	0.07%	249

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

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

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

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lion Street Advisors's NET Position: Q3 2025 in Review

Lion Street Advisors sold out of Cloudflare (NET) in Q3 2025, closing a stake of 1,150 shares — an estimated $225K sold.

Lion Street Advisors first reported a position in NET in Q2 2025 and held it in 1 quarter. The position peaked at $225K in Q2 2025. 1,039 funds tracked by Wall St. Rank hold NET as of Q3 2025.

Lion Street Advisors reported no remaining Cloudflare position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 1,150 Cloudflare shares in Q3 2025, an estimated $225K.
Lion Street Advisors first reported a position in Cloudflare in Q2 2025 and held it in 1 quarter.
Lion Street Advisors's Cloudflare position peaked at $225K in Q2 2025.
1,039 funds tracked by Wall St. Rank held Cloudflare as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.