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Vinva Investment Management’s Cloudflare NET Stock Holding History

Vinva 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
2025
Q4 		– Sell
-21,157
Closed -$4.62M – 454
2025
Q3 		$4.62M Sell
21,157
-248
-1% -$50.6K 0.09% 187
2025
Q2 		$4.15M Sell
21,405
-35
-0.2% -$5.08K 0.11% 183
2025
Q1 		$2.46M Buy
21,440
+6,153
+40% +$816K 0.1% 203
2024
Q4 		$1.67M Buy
15,287
+2,355
+18% +$230K 0.06% 241
2024
Q3 		$1.06M Sell
12,932
-442
-3% -$35.5K 0.04% 289
2024
Q2 		$1.09M Sell
13,374
-15,138
-53% -$1.22M 0.05% 283
2024
Q1 		$2.76M Buy
28,512
+15,691
+122% +$1.42M 0.15% 162
2023
Q4 		$1.09M Buy
12,821
+6,182
+93% +$432K 0.07% 250
2023
Q3 		$419K Buy
6,639
+771
+13% +$49.4K 0.04% 309
2023
Q2 		$376K Buy
+5,868
New +$350K 0.03% 328

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

Vinva Investment Management's NET Position: Q4 2025 in Review

Vinva Investment Management sold out of Cloudflare (NET) in Q4 2025, closing a stake of 21,157 shares — an estimated $4.62M sold.

Vinva Investment Management first reported a position in NET in Q2 2023 and held it in 10 quarters. The position peaked at $4.62M in Q3 2025. 1,093 funds tracked by Wall St. Rank hold NET as of Q4 2025.

  • Vinva Investment Management reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
  • Vinva Investment Management sold 21,157 Cloudflare shares in Q4 2025, an estimated $4.62M.
  • Vinva Investment Management first reported a position in Cloudflare in Q2 2023 and held it in 10 quarters.
  • Vinva Investment Management's Cloudflare position peaked at $4.62M in Q3 2025.
  • 1,093 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Vinva Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.