WC
NET icon

Wexford Capital’s Cloudflare NET Stock Holding History

Wexford 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
2025
Q4 		– Sell
-140
Closed -$30K – 476
2025
Q3 		$30K Buy
+140
New +$28.6K ﹤0.01% 364
2025
Q2 		– Sell
-6,000
Closed -$676K – 295
2025
Q1 		$676K Buy
+6,000
New +$795K 0.18% 99
2020
Q4 		– Sell
-38,000
Closed -$1.56M – 366
2020
Q3 		$1.56M Buy
38,000
+36,797
+3,059% +$1.41M 0.42% 59
2020
Q2 		$43K Buy
+1,203
New +$33.6K 0.01% 163
2020
Q1 		– Sell
-640,813
Closed -$10.9M – 137
2019
Q4 		$10.9M Buy
+640,813
New +$10.9M 1.68% 22

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 $3.37T AUM 44.26% 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

Wexford Capital's NET Position: Q4 2025 in Review

Wexford Capital sold out of Cloudflare (NET) in Q4 2025, closing a stake of 140 shares — an estimated $30K sold.

Wexford Capital first reported a position in NET in Q4 2019 and held it in 5 quarters. The position peaked at $10.9M in Q4 2019. 1,092 funds tracked by Wall St. Rank hold NET as of Q4 2025.

  • Wexford Capital reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
  • Wexford Capital sold 140 Cloudflare shares in Q4 2025, an estimated $30K.
  • Wexford Capital first reported a position in Cloudflare in Q4 2019 and held it in 5 quarters.
  • Wexford Capital's Cloudflare position peaked at $10.9M in Q4 2019.
  • 1,092 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Wexford Capital's 13F filing for Q4 2025, filed 13 Feb 2026.