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Stone House Investment Management’s Cloudflare NET Stock Holding History

Stone House Investment 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
2026
Q1 		$2.68K Sell
13
-147
-92% -$28K ﹤0.01% 552
2025
Q4 		$31.5K Hold
160
– – ﹤0.01% 208
2025
Q3 		$34.3K Buy
160
+140
+700% +$28.6K 0.01% 186
2025
Q2 		$3.92K Sell
20
-10
-33% -$1.45K ﹤0.01% 360
2025
Q1 		$3.38K Buy
+30
New +$3.98K ﹤0.01% 352

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

Stone House Investment Management's NET Position: Q1 2026 in Review

Stone House Investment Management reduced its Cloudflare (NET) stake by 92% in Q1 2026, selling an estimated $28K and leaving 13 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Stone House Investment Management first reported a position in NET in Q1 2025 and has held it in 5 quarters since. The position peaked at $34.3K in Q3 2025. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Stone House Investment Management held 13 shares of Cloudflare worth $2.68K as of Q1 2026.
  • Stone House Investment Management sold 147 Cloudflare shares in Q1 2026, an estimated $28K.
  • Cloudflare made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #552 holding.
  • Stone House Investment Management first reported a position in Cloudflare in Q1 2025 and has held it in 5 quarters since.
  • Stone House Investment Management's Cloudflare position peaked at $34.3K in Q3 2025.
  • 1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.