Sherman Porfolios’s Cloudflare NET Stock Holding History

Sherman Porfolios’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	-946	Closed	-$203K	–	177
2025 Q3	$203K	Buy	+946	New	+$193K	0.07%	66

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

Sherman Porfolios's NET Position: Q4 2025 in Review

Sherman Porfolios sold out of Cloudflare (NET) in Q4 2025, closing a stake of 946 shares — an estimated $203K sold.

Sherman Porfolios first reported a position in NET in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 1,092 funds tracked by Wall St. Rank hold NET as of Q4 2025.

Sherman Porfolios reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
Sherman Porfolios sold 946 Cloudflare shares in Q4 2025, an estimated $203K.
Sherman Porfolios first reported a position in Cloudflare in Q3 2025 and held it in 1 quarter.
Sherman Porfolios's Cloudflare position peaked at $203K in Q3 2025.
1,092 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Sherman Porfolios's 13F filing for Q4 2025, filed 17 Feb 2026.