Parkwood LLC’s Cloudflare NET Stock Holding History

Parkwood LLC’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	$22.7M	Buy	110,000 +3,986	+4%	+$760K	2.01%	11
2025 Q4	$20.9M	Buy	106,014 +18,264	+21%	+$3.86M	1.78%	16
2025 Q3	$18.8M	Buy	+87,750	New	+$17.9M	1.84%	13
2024 Q2	–	Sell	-7,602	Closed	-$736K	–	188
2024 Q1	$736K	Buy	7,602 +4,179	+122%	+$378K	0.08%	157
2023 Q4	$285K	Sell	3,423 -3,421	-50%	-$239K	0.05%	119
2023 Q3	$431K	Sell	6,844 -4,262	-38%	-$273K	0.08%	102
2023 Q2	$726K	Buy	11,106 +3,949	+55%	+$236K	0.13%	95
2023 Q1	$441K	Sell	7,157 -2,871	-29%	-$157K	0.08%	118
2022 Q4	$453K	Buy	10,028 +2,841	+40%	+$141K	0.09%	112
2022 Q3	$398K	Sell	7,187 -4,654	-39%	-$276K	0.08%	121
2022 Q2	$518K	Buy	11,841 +8,211	+226%	+$591K	0.1%	109
2022 Q1	$435K	Buy	3,630 +1,973	+119%	+$206K	0.07%	103
2021 Q4	$218K	Sell	1,657 -3,423	-67%	-$574K	0.04%	112
2021 Q3	$572K	Buy	+5,080	New	+$607K	0.1%	100

Other funds holding NET

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

Capital International Investors

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

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