Strategy Asset Managers’s Cloudflare NET Stock Holding History

Strategy Asset Managers’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	-1,351	Closed	-$265K	–	267
2025 Q2	$265K	Buy	+1,351	New	+$196K	0.05%	207

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategy Asset Managers's NET Position: Q3 2025 in Review

Strategy Asset Managers sold out of Cloudflare (NET) in Q3 2025, closing a stake of 1,351 shares — an estimated $265K sold.

Strategy Asset Managers first reported a position in NET in Q2 2025 and held it in 1 quarter. The position peaked at $265K in Q2 2025. 1,038 funds tracked by Wall St. Rank hold NET as of Q3 2025.

Strategy Asset Managers reported no remaining Cloudflare position as of Q3 2025 after selling out during the quarter.
Strategy Asset Managers sold 1,351 Cloudflare shares in Q3 2025, an estimated $265K.
Strategy Asset Managers first reported a position in Cloudflare in Q2 2025 and held it in 1 quarter.
Strategy Asset Managers's Cloudflare position peaked at $265K in Q2 2025.
1,038 funds tracked by Wall St. Rank held Cloudflare as of Q3 2025.

Based on Strategy Asset Managers's 13F filing for Q3 2025, filed 4 Nov 2025.