Sierra Ocean’s Cloudflare NET Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-86	Closed	-$16.8K	–	625
2025 Q2	$16.8K	Sell	86 -10	-10%	-$1.45K	0.01%	362
2025 Q1	$10.8K	Buy	96 +8	+9%	+$1.06K	0.01%	423
2024 Q4	$9.48K	Buy	+88	New	+$8.6K	0.01%	442

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sierra Ocean's NET Position: Q3 2025 in Review

Sierra Ocean sold out of Cloudflare (NET) in Q3 2025, closing a stake of 86 shares — an estimated $16.8K sold.

Sierra Ocean first reported a position in NET in Q4 2024 and held it in 3 quarters. The position peaked at $16.8K in Q2 2025. 1,039 funds tracked by Wall St. Rank hold NET as of Q3 2025.

Sierra Ocean reported no remaining Cloudflare position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 86 Cloudflare shares in Q3 2025, an estimated $16.8K.
Sierra Ocean first reported a position in Cloudflare in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Cloudflare position peaked at $16.8K in Q2 2025.
1,039 funds tracked by Wall St. Rank held Cloudflare as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.