TwinBeech Capital’s Cloudflare NET Stock Holding History

TwinBeech Capital’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	$495K	Sell	2,400 -65,425	-96%	-$12.5M	0.05%	360
2025 Q4	$13.4M	Buy	+67,825	New	+$14.3M	0.95%	18
2025 Q2	–	Sell	-328,156	Closed	-$37M	–	885
2025 Q1	$37M	Buy	+328,156	New	+$43.5M	0.67%	32
2024 Q4	–	Sell	-61,062	Closed	-$4.94M	–	828
2024 Q3	$4.94M	Buy	+61,062	New	+$4.91M	0.09%	253
2023 Q3	–	Sell	-132,454	Closed	-$8.66M	–	815
2023 Q2	$8.66M	Buy	+132,454	New	+$7.91M	0.17%	164
2021 Q1	–	Sell	-31,775	Closed	-$2.42M	–	595
2020 Q4	$2.42M	Buy	+31,775	New	+$2.08M	0.39%	79

Other funds holding NET

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

TwinBeech Capital's NET Position: Q1 2026 in Review

TwinBeech Capital reduced its Cloudflare (NET) stake by 96% in Q1 2026, selling an estimated $12.5M and leaving 2,400 shares worth $495K. The position accounts for 0.05% of the portfolio, ranked #360.

TwinBeech Capital first reported a position in NET in Q4 2020 and has held it in 6 quarters since. The position peaked at $37M in Q1 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

TwinBeech Capital held 2,400 shares of Cloudflare worth $495K as of Q1 2026.
TwinBeech Capital sold 65,425 Cloudflare shares in Q1 2026, an estimated $12.5M.
Cloudflare made up 0.05% of TwinBeech Capital's portfolio in Q1 2026, its #360 holding.
TwinBeech Capital first reported a position in Cloudflare in Q4 2020 and has held it in 6 quarters since.
TwinBeech Capital's Cloudflare position peaked at $37M in Q1 2025.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.