Painted Porch Advisors’s Cloudflare NET Stock Holding History

Painted Porch Advisors’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 Q2	–	Sell	-6	Closed	-$676	–	509
2025 Q1	$676	Buy	+6	New	+$795	﹤0.01%	486

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Painted Porch Advisors's NET Position: Q2 2025 in Review

Painted Porch Advisors sold out of Cloudflare (NET) in Q2 2025, closing a stake of 6 shares — an estimated $676 sold.

Painted Porch Advisors first reported a position in NET in Q1 2025 and held it in 1 quarter. The position peaked at $676 in Q1 2025. 946 funds tracked by Wall St. Rank hold NET as of Q2 2025.

Painted Porch Advisors reported no remaining Cloudflare position as of Q2 2025 after selling out during the quarter.
Painted Porch Advisors sold 6 Cloudflare shares in Q2 2025, an estimated $676.
Painted Porch Advisors first reported a position in Cloudflare in Q1 2025 and held it in 1 quarter.
Painted Porch Advisors's Cloudflare position peaked at $676 in Q1 2025.
946 funds tracked by Wall St. Rank held Cloudflare as of Q2 2025.

Based on Painted Porch Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.