New Republic Capital’s Cloudflare NET Stock Holding History

New Republic Capital’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	–	Sell	-1,275	Closed	-$274K	–	384
2025 Q3	$274K	Buy	1,275 +20	+2%	+$4.08K	0.08%	147
2025 Q2	$246K	Buy	+1,255	New	+$182K	0.09%	151

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

New Republic Capital's NET Position: Q4 2025 in Review

New Republic Capital sold out of Cloudflare (NET) in Q4 2025, closing a stake of 1,275 shares — an estimated $274K sold.

New Republic Capital first reported a position in NET in Q2 2025 and held it in 2 quarters. The position peaked at $274K in Q3 2025. 1,093 funds tracked by Wall St. Rank hold NET as of Q4 2025.

New Republic Capital reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
New Republic Capital sold 1,275 Cloudflare shares in Q4 2025, an estimated $274K.
New Republic Capital first reported a position in Cloudflare in Q2 2025 and held it in 2 quarters.
New Republic Capital's Cloudflare position peaked at $274K in Q3 2025.
1,093 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on New Republic Capital's 13F filing for Q4 2025, filed 10 Feb 2026.