MAM
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Morse Asset Management’s Cloudflare NET Stock Holding History

Morse 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 		– Sell
-3,300
Closed -$646K – 401
2025
Q2 		$646K Buy
+3,300
New +$479K 0.14% 112
2022
Q1 		– Sell
-5,830
Closed -$767K – 177
2021
Q4 		$767K Sell
5,830
-1,255
-18% -$210K 0.17% 102
2021
Q3 		$798K Buy
7,085
+525
+8% +$62.7K 0.19% 104
2021
Q2 		$694K Buy
+6,560
New +$543K 0.17% 102
2021
Q1 		– Sell
-9,675
Closed -$735K – 157
2020
Q4 		$735K Sell
9,675
-11,265
-54% -$739K 0.2% 86
2020
Q3 		$860K Buy
+20,940
New +$802K 0.28% 69

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morse Asset Management's NET Position: Q3 2025 in Review

Morse Asset Management sold out of Cloudflare (NET) in Q3 2025, closing a stake of 3,300 shares — an estimated $646K sold.

Morse Asset Management first reported a position in NET in Q3 2020 and held it in 6 quarters. The position peaked at $860K in Q3 2020. 1,039 funds tracked by Wall St. Rank hold NET as of Q3 2025.

  • Morse Asset Management reported no remaining Cloudflare position as of Q3 2025 after selling out during the quarter.
  • Morse Asset Management sold 3,300 Cloudflare shares in Q3 2025, an estimated $646K.
  • Morse Asset Management first reported a position in Cloudflare in Q3 2020 and held it in 6 quarters.
  • Morse Asset Management's Cloudflare position peaked at $860K in Q3 2020.
  • 1,039 funds tracked by Wall St. Rank held Cloudflare as of Q3 2025.

Based on Morse Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.