Readystate Asset Management’s Cloudflare NET Stock Holding History

Readystate Asset Management’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	-1,163	Closed	-$250K	–	443
2025 Q3	$250K	Buy	+1,163	New	+$237K	0.01%	285
2025 Q2	–	Sell	-93,768	Closed	-$10.6M	–	833
2025 Q1	$10.6M	Buy	93,768 +58,089	+163%	+$7.7M	0.35%	48
2024 Q4	$3.84M	Sell	35,679 -79,321	-69%	-$7.75M	0.12%	180
2024 Q3	$9.3M	Sell	115,000 -240,560	-68%	-$19.3M	0.17%	247
2024 Q2	$29.5M	Buy	355,560 +166,120	+88%	+$13.4M	0.96%	18
2024 Q1	$18.3M	Sell	189,440 -19,418	-9%	-$1.76M	0.26%	58
2023 Q4	$17.4M	Buy	208,858 +63,266	+43%	+$4.43M	0.59%	40
2023 Q3	$9.18M	Buy	+145,592	New	+$9.32M	0.46%	61

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Readystate Asset Management's NET Position: Q4 2025 in Review

Readystate Asset Management sold out of Cloudflare (NET) in Q4 2025, closing a stake of 1,163 shares — an estimated $250K sold.

Readystate Asset Management first reported a position in NET in Q3 2023 and held it in 8 quarters. The position peaked at $29.5M in Q2 2024. 1,092 funds tracked by Wall St. Rank hold NET as of Q4 2025.

Readystate Asset Management reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
Readystate Asset Management sold 1,163 Cloudflare shares in Q4 2025, an estimated $250K.
Readystate Asset Management first reported a position in Cloudflare in Q3 2023 and held it in 8 quarters.
Readystate Asset Management's Cloudflare position peaked at $29.5M in Q2 2024.
1,092 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Readystate Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.