Westwind Capital’s Cloudflare NET Stock Holding History

Westwind 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 Q3	$2.82M	Buy	+8,113	New	+$2.4M	0.66%	28

Other funds holding NET

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Burr Financial Services Pleasant Hill, California $164M AUM 63.8% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Westwind Capital's NET Position: Q3 2026 in Review

Westwind Capital opened a new position in Cloudflare (NET) in Q3 2026: 8,113 shares worth $2.82M. The stake represents 0.66% of the portfolio and ranks #28 among its holdings.

35 funds tracked by Wall St. Rank hold NET as of Q3 2026.

Westwind Capital held 8,113 shares of Cloudflare worth $2.82M as of Q3 2026.
Cloudflare was a new Westwind Capital position in Q3 2026.
Cloudflare made up 0.66% of Westwind Capital's portfolio in Q3 2026, its #28 holding.
35 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.