NWI Management’s Cloudflare NET Stock Holding History

NWI 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
2026 Q1	–	Sell	-18,000	Closed	-$3.55M	–	60
2025 Q4	$3.55M	Hold	18,000	–	–	0.16%	48
2025 Q3	$3.86M	Hold	18,000	–	–	0.21%	46
2025 Q2	$3.52M	Hold	18,000	–	–	0.18%	43
2025 Q1	$2.03M	Hold	18,000	–	–	0.25%	33
2024 Q4	$1.94M	Hold	18,000	–	–	0.09%	42
2024 Q3	$1.46M	Hold	18,000	–	–	0.04%	35
2024 Q2	$1.49M	Hold	18,000	–	–	0.05%	31
2024 Q1	$1.74M	Sell	18,000 -82,000	-82%	-$7.42M	0.05%	43
2023 Q4	$8.33M	Hold	100,000	–	–	0.21%	23
2023 Q3	$6.3M	Hold	100,000	–	–	0.31%	27
2023 Q2	$6.54M	Hold	100,000	–	–	1.17%	21
2023 Q1	$6.17M	Hold	100,000	–	–	0.68%	30
2022 Q4	$4.52M	Hold	100,000	–	–	1%	29
2022 Q3	$5.53M	Hold	100,000	–	–	0.97%	28
2022 Q2	$4.38M	Hold	100,000	–	–	0.26%	39
2022 Q1	$12M	Sell	100,000 -5,000	-5%	-$521K	1.37%	20
2021 Q4	$13.8M	Buy	105,000 +5,000	+5%	+$838K	0.91%	22
2021 Q3	$11.3M	Hold	100,000	–	–	0.7%	25
2021 Q2	$10.6M	Buy	+100,000	New	+$8.28M	0.65%	30
2019 Q4	–	Sell	-1,000	Closed	-$19K	–	51
2019 Q3	$19K	Buy	+1,000	New	+$19.3K	﹤0.01%	42

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

NWI Management's NET Position: Q1 2026 in Review

NWI Management sold out of Cloudflare (NET) in Q1 2026, closing a stake of 18,000 shares — an estimated $3.55M sold.

NWI Management first reported a position in NET in Q3 2019 and held it in 20 quarters. The position peaked at $13.8M in Q4 2021. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

NWI Management reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
NWI Management sold 18,000 Cloudflare shares in Q1 2026, an estimated $3.55M.
NWI Management first reported a position in Cloudflare in Q3 2019 and held it in 20 quarters.
NWI Management's Cloudflare position peaked at $13.8M in Q4 2021.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on NWI Management's 13F filing for Q1 2026, filed 15 May 2026.