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Pitcairn’s Cloudflare NET Stock Holding History

Pitcairn’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
-3,977
Closed -$853K – 372
2025
Q3 		$853K Sell
3,977
-1,774
-31% -$362K 0.07% 237
2025
Q2 		$1.13M Sell
5,751
-776
-12% -$113K 0.07% 236
2025
Q1 		$736K Sell
6,527
-740
-10% -$98.1K 0.04% 326
2024
Q4 		$783K Buy
7,267
+3,069
+73% +$300K 0.05% 305
2024
Q3 		$340K Sell
4,198
-1,547
-27% -$124K 0.02% 552
2024
Q2 		$476K Buy
5,745
+105
+2% +$8.47K 0.03% 456
2024
Q1 		$546K Sell
5,640
-2,320
-29% -$210K 0.04% 411
2023
Q4 		$663K Sell
7,960
-1,242
-13% -$86.9K 0.05% 316
2023
Q3 		$580K Sell
9,202
-482
-5% -$30.9K 0.05% 314
2023
Q2 		$633K Sell
9,684
-2,996
-24% -$179K 0.05% 290
2023
Q1 		$782K Sell
12,680
-211
-2% -$11.5K 0.07% 238
2022
Q4 		$583K Buy
12,891
+1,927
+18% +$95.3K 0.06% 282
2022
Q3 		$606K Buy
10,964
+1,370
+14% +$81.4K 0.07% 252
2022
Q2 		$420K Buy
9,594
+1,752
+22% +$126K 0.04% 348
2022
Q1 		$939K Buy
7,842
+5,014
+177% +$523K 0.08% 212
2021
Q4 		$372K Buy
2,828
+297
+12% +$49.8K 0.02% 453
2021
Q3 		$286K Buy
+2,531
New +$302K 0.02% 510

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pitcairn's NET Position: Q4 2025 in Review

Pitcairn sold out of Cloudflare (NET) in Q4 2025, closing a stake of 3,977 shares — an estimated $853K sold.

Pitcairn first reported a position in NET in Q3 2021 and held it in 17 quarters. The position peaked at $1.13M in Q2 2025. 1,089 funds tracked by Wall St. Rank hold NET as of Q4 2025.

  • Pitcairn reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 3,977 Cloudflare shares in Q4 2025, an estimated $853K.
  • Pitcairn first reported a position in Cloudflare in Q3 2021 and held it in 17 quarters.
  • Pitcairn's Cloudflare position peaked at $1.13M in Q2 2025.
  • 1,089 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.