Old Well Partners’s Cloudflare NET Stock Holding History

Old Well Partners’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 Q1	–	Sell	-14,400	Closed	-$1.55M	–	8
2024 Q4	$1.55M	Hold	14,400	–	–	2.96%	13
2024 Q3	$1.16M	Hold	14,400	–	–	2.51%	13
2024 Q2	$1.19M	Hold	14,400	–	–	1.3%	29
2024 Q1	$1.39M	Sell	14,400 -1,200	-8%	-$109K	1.17%	29
2023 Q4	$1.3M	Sell	15,600 -8,600	-36%	-$602K	1.15%	27
2023 Q3	$1.53M	Hold	24,200	–	–	1.26%	26
2023 Q2	$1.58M	Sell	24,200 -1,500	-6%	-$89.5K	1.43%	22
2023 Q1	$1.58M	Buy	25,700 +1,000	+4%	+$54.7K	1.18%	21
2022 Q4	$1.12M	Buy	24,700 +7,500	+44%	+$371K	0.97%	21
2022 Q3	$951K	Buy	17,200 +1,000	+6%	+$59.4K	0.79%	24
2022 Q2	$709K	Buy	+16,200	New	+$1.17M	0.57%	26
2022 Q1	–	Sell	-9,240	Closed	-$1.22M	–	41
2021 Q4	$1.22M	Sell	9,240 -6,060	-40%	-$1.02M	0.75%	24
2021 Q3	$1.72M	Hold	15,300	–	–	0.89%	22
2021 Q2	$1.62M	Hold	15,300	–	–	0.73%	25
2021 Q1	$1.07M	Hold	15,300	–	–	0.53%	23
2020 Q4	$1.16M	Sell	15,300 -8,000	-34%	-$524K	0.6%	23
2020 Q3	$957K	Buy	+23,300	New	+$892K	0.89%	20

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Old Well Partners's NET Position: Q1 2025 in Review

Old Well Partners sold out of Cloudflare (NET) in Q1 2025, closing a stake of 14,400 shares — an estimated $1.55M sold.

Old Well Partners first reported a position in NET in Q3 2020 and held it in 17 quarters. The position peaked at $1.72M in Q3 2021. 871 funds tracked by Wall St. Rank hold NET as of Q1 2025.

Old Well Partners reported no remaining Cloudflare position as of Q1 2025 after selling out during the quarter.
Old Well Partners sold 14,400 Cloudflare shares in Q1 2025, an estimated $1.55M.
Old Well Partners first reported a position in Cloudflare in Q3 2020 and held it in 17 quarters.
Old Well Partners's Cloudflare position peaked at $1.72M in Q3 2021.
871 funds tracked by Wall St. Rank held Cloudflare as of Q1 2025.

Based on Old Well Partners's 13F filing for Q1 2025, filed 15 May 2025.