WIM Investment Management’s Cloudflare NET Stock Holding History

WIM 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
2026 Q3	$840K	Sell	2,419 -63,700	-96%	-$18.9M	0.3%	20
2026 Q2	$16.2M	Sell	66,119 -161,630	-71%	-$35.4M	5.31%	6
2026 Q1	$47M	Hold	227,749	–	–	13.93%	2
2025 Q4	$44.9M	Hold	227,749	–	–	11.6%	2
2025 Q3	$48.9M	Sell	227,749 -9,500	-4%	-$1.94M	12.43%	2
2025 Q2	$46.5M	Hold	237,249	–	–	15.44%	3
2025 Q1	$26.7M	Hold	237,249	–	–	11.16%	4
2024 Q4	$25.5M	Sell	237,249 -79,083	-25%	-$7.73M	8.77%	5
2024 Q3	$25.6M	Buy	+316,332	New	+$25.4M	10.76%	4

Other funds holding NET

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

WIM Investment Management's NET Position: Q3 2026 in Review

WIM Investment Management reduced its Cloudflare (NET) stake by 96% in Q3 2026, selling an estimated $18.9M and leaving 2,419 shares worth $840K. The position accounts for 0.3% of the portfolio, ranked #20.

WIM Investment Management first reported a position in NET in Q3 2024 and has held it in 9 quarters since. The position peaked at $48.9M in Q3 2025. 971 funds tracked by Wall St. Rank hold NET as of Q3 2026.

WIM Investment Management held 2,419 shares of Cloudflare worth $840K as of Q3 2026.
WIM Investment Management sold 63,700 Cloudflare shares in Q3 2026, an estimated $18.9M.
Cloudflare made up 0.3% of WIM Investment Management's portfolio in Q3 2026, its #20 holding.
WIM Investment Management first reported a position in Cloudflare in Q3 2024 and has held it in 9 quarters since.
WIM Investment Management's Cloudflare position peaked at $48.9M in Q3 2025.
971 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on WIM Investment Management's 13F filing for Q3 2026, filed 12 Nov 2026.