Wolverine Asset Management’s Cloudflare NET Stock Holding History

Wolverine Asset 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 Q1	–	Sell	-3,000	Closed	-$591K	–	1832
2025 Q4	$591K	Hold	3,000	–	–	﹤0.01%	891
2025 Q3	$644K	Hold	3,000	–	–	﹤0.01%	820
2025 Q2	$587K	Hold	3,000	–	–	0.01%	842
2025 Q1	$338K	Buy	+3,000	New	+$398K	﹤0.01%	925
2024 Q4	–	Sell	-60,000	Closed	-$4.85M	–	1747
2024 Q3	$4.85M	Buy	+60,000	New	+$4.82M	0.05%	300
2022 Q3	–	Sell	-15,000	Closed	-$656K	–	2462
2022 Q2	$656K	Buy	+15,000	New	+$1.08M	0.01%	917

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wolverine Asset Management's NET Position: Q2 2025 in Review

Wolverine Asset Management sold out of Cloudflare (NET) in Q2 2025, closing a stake of 28,002 shares — an estimated $4.07M sold.

Wolverine Asset Management first reported a position in NET in Q2 2020 and held it in 12 quarters. The position peaked at $48.5M in Q3 2021. 946 funds tracked by Wall St. Rank hold NET as of Q2 2025.

Wolverine Asset Management reported no remaining Cloudflare position as of Q2 2025 after selling out during the quarter.
Wolverine Asset Management sold 28,002 Cloudflare shares in Q2 2025, an estimated $4.07M.
Wolverine Asset Management first reported a position in Cloudflare in Q2 2020 and held it in 12 quarters.
Wolverine Asset Management's Cloudflare position peaked at $48.5M in Q3 2021.
946 funds tracked by Wall St. Rank held Cloudflare as of Q2 2025.

Based on Wolverine Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.