TPA
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Trivium Point Advisory’s Cloudflare NET Stock Holding History

Trivium Point Advisory’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
-935
Closed -$201K – 356
2025
Q3 		$201K Sell
935
-368
-28% -$75.1K 0.02% 344
2025
Q2 		$255K Buy
+1,303
New +$189K 0.03% 302
2024
Q2 		– Sell
-2,158
Closed -$209K – 305
2024
Q1 		$209K Buy
+2,158
New +$195K 0.05% 209

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Trivium Point Advisory's NET Position: Q4 2025 in Review

Trivium Point Advisory sold out of Cloudflare (NET) in Q4 2025, closing a stake of 935 shares — an estimated $201K sold.

Trivium Point Advisory first reported a position in NET in Q1 2024 and held it in 3 quarters. The position peaked at $255K in Q2 2025. 1,093 funds tracked by Wall St. Rank hold NET as of Q4 2025.

  • Trivium Point Advisory reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
  • Trivium Point Advisory sold 935 Cloudflare shares in Q4 2025, an estimated $201K.
  • Trivium Point Advisory first reported a position in Cloudflare in Q1 2024 and held it in 3 quarters.
  • Trivium Point Advisory's Cloudflare position peaked at $255K in Q2 2025.
  • 1,093 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Trivium Point Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.