QL
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Quarry LP’s Cloudflare NET Stock Holding History

Quarry LP’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 		– Sell
-49
Closed -$9.66K – 1983
2025
Q4 		$9.66K Sell
49
-205
-81% -$43.4K ﹤0.01% 1424
2025
Q3 		$54.5K Buy
254
+158
+165% +$32.3K 0.01% 795
2025
Q2 		$18.8K Sell
96
-78
-45% -$11.3K ﹤0.01% 1202
2025
Q1 		$19.6K Buy
+174
New +$23.1K ﹤0.01% 1117
2024
Q4 		– Sell
-478
Closed -$38.7K – 1889
2024
Q3 		$38.7K Buy
478
+133
+39% +$10.7K 0.01% 852
2024
Q2 		$28.6K Buy
345
+146
+73% +$11.8K 0.01% 941
2024
Q1 		$19.3K Buy
199
+108
+119% +$9.78K ﹤0.01% 945
2023
Q4 		$7.58K Buy
+91
New +$6.37K ﹤0.01% 1162

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
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
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

Quarry LP's NET Position: Q1 2026 in Review

Quarry LP sold out of Cloudflare (NET) in Q1 2026, closing a stake of 49 shares — an estimated $9.66K sold.

Quarry LP first reported a position in NET in Q4 2023 and held it in 8 quarters. The position peaked at $54.5K in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Quarry LP reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • Quarry LP sold 49 Cloudflare shares in Q1 2026, an estimated $9.66K.
  • Quarry LP first reported a position in Cloudflare in Q4 2023 and held it in 8 quarters.
  • Quarry LP's Cloudflare position peaked at $54.5K in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Quarry LP's 13F filing for Q1 2026, filed 15 May 2026.