PSP
NET icon

Principal Street Partners’s Cloudflare NET Stock Holding History

Principal Street 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
Q4 		– Sell
-1,329
Closed -$285K – 267
2025
Q3 		$285K Sell
1,329
-1,301
-49% -$266K 0.05% 202
2025
Q2 		$515K Buy
+2,630
New +$382K 0.05% 195

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

Principal Street Partners's NET Position: Q4 2025 in Review

Principal Street Partners sold out of Cloudflare (NET) in Q4 2025, closing a stake of 1,329 shares — an estimated $285K sold.

Principal Street Partners first reported a position in NET in Q2 2025 and held it in 2 quarters. The position peaked at $515K in Q2 2025. 1,089 funds tracked by Wall St. Rank hold NET as of Q4 2025.

  • Principal Street Partners reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
  • Principal Street Partners sold 1,329 Cloudflare shares in Q4 2025, an estimated $285K.
  • Principal Street Partners first reported a position in Cloudflare in Q2 2025 and held it in 2 quarters.
  • Principal Street Partners's Cloudflare position peaked at $515K in Q2 2025.
  • 1,089 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Principal Street Partners's 13F filing for Q4 2025, filed 17 Feb 2026.