Real Talk Capital’s Cloudflare NET Stock Holding History

Real Talk Capital’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	-1,320	Closed	-$283K	–	99
2025 Q3	$283K	Buy	1,320 +94	+8%	+$19.2K	0.3%	71
2025 Q2	$240K	Buy	+1,226	New	+$178K	0.29%	76

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

Real Talk Capital's NET Position: Q4 2025 in Review

Real Talk Capital sold out of Cloudflare (NET) in Q4 2025, closing a stake of 1,320 shares — an estimated $283K sold.

Real Talk Capital first reported a position in NET in Q2 2025 and held it in 2 quarters. The position peaked at $283K in Q3 2025. 1,092 funds tracked by Wall St. Rank hold NET as of Q4 2025.

Real Talk Capital reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
Real Talk Capital sold 1,320 Cloudflare shares in Q4 2025, an estimated $283K.
Real Talk Capital first reported a position in Cloudflare in Q2 2025 and held it in 2 quarters.
Real Talk Capital's Cloudflare position peaked at $283K in Q3 2025.
1,092 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Real Talk Capital's 13F filing for Q4 2025, filed 11 Feb 2026.