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Tradewinds LLC’s Cloudflare NET Stock Holding History

Tradewinds LLC’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 		$219K Buy
+1,008
New +$192K 0.07% 143
2025
Q4 		– Sell
-1,008
Closed -$216K – 219
2025
Q3 		$216K Buy
+1,008
New +$206K 0.05% 199

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

Tradewinds LLC's NET Position: Q1 2026 in Review

Tradewinds LLC opened a new position in Cloudflare (NET) in Q1 2026: 1,008 shares worth $219K. The stake represents 0.07% of the portfolio and ranks #143 among its holdings. This is a return to the name: Tradewinds LLC previously reported a position in NET as recently as Q3 2025.

Tradewinds LLC first reported a position in NET in Q3 2025 and has held it in 2 quarters since. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Tradewinds LLC held 1,008 shares of Cloudflare worth $219K as of Q1 2026.
  • Cloudflare was a new Tradewinds LLC position in Q1 2026.
  • Cloudflare made up 0.07% of Tradewinds LLC's portfolio in Q1 2026, its #143 holding.
  • Tradewinds LLC first reported a position in Cloudflare in Q3 2025 and has held it in 2 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Tradewinds LLC's 13F filing for Q1 2026, filed 4 May 2026.