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Whetstone Capital Advisors’s Cloudflare NET Stock Holding History

Whetstone Capital Advisors’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 		$60.5M Hold
293,031
– – 20.97% 1
2025
Q4 		$57.8M Sell
293,031
-18,154
-6% -$3.84M 18.02% 2
2025
Q3 		$66.8M Sell
311,185
-4,500
-1% -$919K 18.49% 1
2025
Q2 		$61.8M Sell
315,685
-1,275
-0.4% -$185K 17.47% 2
2025
Q1 		$35.7M Sell
316,960
-1,107
-0.3% -$147K 15.78% 1
2024
Q4 		$34.2M Sell
318,067
-5,205
-2% -$509K 11.04% 2
2024
Q3 		$26.1M Sell
323,272
-1,976
-0.6% -$159K 12.6% 1
2024
Q2 		$26.9M Buy
325,248
+2,189
+0.7% +$177K 12.5% 1
2024
Q1 		$31.3M Sell
323,059
-130
-0% -$11.8K 13.69% 1
2023
Q4 		$26.9M Sell
323,189
-2,233
-0.7% -$156K 13.53% 1
2023
Q3 		$20.5M Sell
325,422
-19,967
-6% -$1.28M 11.35% 1
2023
Q2 		$22.6M Buy
345,389
+52,004
+18% +$3.1M 12.6% 1
2023
Q1 		$18.1M Sell
293,385
-7,397
-2% -$404K 11.66% 1
2022
Q4 		$13.6M Sell
300,782
-45,303
-13% -$2.24M 11.79% 2
2022
Q3 		$19.1M Sell
346,085
-4,453
-1% -$264K 11.81% 2
2022
Q2 		$15.3M Buy
350,538
+60,473
+21% +$4.36M 8.99% 4
2022
Q1 		$34.7M Sell
290,065
-163,402
-36% -$17M 11.73% 1
2021
Q4 		$59.6M Sell
453,467
-48,025
-10% -$8.05M 12.22% 1
2021
Q3 		$56.5M Sell
501,492
-5,077
-1% -$607K 9.88% 2
2021
Q2 		$53.6M Sell
506,569
-11,872
-2% -$983K 9.96% 2
2021
Q1 		$36.4M Sell
518,441
-8,789
-2% -$677K 7.68% 3
2020
Q4 		$40.1M Sell
527,230
-4,819
-0.9% -$316K 8.28% 3
2020
Q3 		$21.8M Buy
532,049
+72,700
+16% +$2.78M 4.05% 10
2020
Q2 		$16.5M Sell
459,349
-8,600
-2% -$240K 3.48% 12
2020
Q1 		$11M Buy
467,949
+21,604
+5% +$420K 3.78% 12
2019
Q4 		$7.62M Buy
446,345
+133,745
+43% +$2.28M 2.34% 15
2019
Q3 		$5.8M Buy
+312,600
New +$6.05M 1.56% 21

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whetstone Capital Advisors's NET Position: Q1 2026 in Review

Whetstone Capital Advisors held its Cloudflare (NET) position steady in Q1 2026 at 293,031 shares worth $60.5M. The position accounts for 20.97% of the portfolio, ranked #1.

Whetstone Capital Advisors first reported a position in NET in Q3 2019 and has held it in 27 quarters since. The position peaked at $66.8M in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Whetstone Capital Advisors held 293,031 shares of Cloudflare worth $60.5M as of Q1 2026.
  • Whetstone Capital Advisors left its Cloudflare share count unchanged in Q1 2026.
  • Cloudflare made up 20.97% of Whetstone Capital Advisors's portfolio in Q1 2026, its #1 holding.
  • Whetstone Capital Advisors first reported a position in Cloudflare in Q3 2019 and has held it in 27 quarters since.
  • Whetstone Capital Advisors's Cloudflare position peaked at $66.8M in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

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