Moloney Securities Asset Management’s Cloudflare NET Stock Holding History

Moloney Securities 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 Q3	$574K	Buy	+2,675	New	+$546K	0.07%	259
2025 Q1	–	Sell	-5,725	Closed	-$616K	–	507
2024 Q4	$616K	Sell	5,725 -2,487	-30%	-$243K	0.08%	238
2024 Q3	$664K	Buy	8,212 +2,850	+53%	+$229K	0.09%	244
2024 Q2	$444K	Buy	+5,362	New	+$433K	0.06%	290
2024 Q1	–	Sell	-3,612	Closed	-$301K	–	488
2023 Q4	$301K	Sell	3,612 -1,200	-25%	-$83.9K	0.05%	336
2023 Q3	$303K	Buy	+4,812	New	+$308K	0.05%	311
2020 Q2	–	Sell	-14,250	Closed	-$335K	–	317
2020 Q1	$335K	Buy	+14,250	New	+$277K	0.12%	172

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Moloney Securities Asset Management's NET Position: Q3 2025 in Review

Moloney Securities Asset Management opened a new position in Cloudflare (NET) in Q3 2025: 2,675 shares worth $574K. The stake represents 0.07% of the portfolio and ranks #259 among its holdings. This is a return to the name: Moloney Securities Asset Management previously reported a position in NET as recently as Q4 2024.

Moloney Securities Asset Management first reported a position in NET in Q1 2020 and has held it in 7 quarters since. The position peaked at $664K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold NET as of Q3 2025.

Moloney Securities Asset Management held 2,675 shares of Cloudflare worth $574K as of Q3 2025.
Cloudflare was a new Moloney Securities Asset Management position in Q3 2025.
Cloudflare made up 0.07% of Moloney Securities Asset Management's portfolio in Q3 2025, its #259 holding.
Moloney Securities Asset Management first reported a position in Cloudflare in Q1 2020 and has held it in 7 quarters since.
Moloney Securities Asset Management's Cloudflare position peaked at $664K in Q3 2024.
1,039 funds tracked by Wall St. Rank held Cloudflare as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.