Y.D. More Investments’s Cloudflare NET Stock Holding History

Y.D. More Investments’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	$4.69M	Sell	22,739 -3,268	-13%	-$623K	0.18%	51
2025 Q4	$5.13M	Sell	26,007 -1,587	-6%	-$336K	0.25%	47
2025 Q3	$6.01M	Sell	27,594 -1,882	-6%	-$384K	0.34%	40
2025 Q2	$5.73M	Buy	29,476 +1,516	+5%	+$220K	0.39%	40
2025 Q1	$3.86M	Sell	27,960 -4,061	-13%	-$538K	0.34%	47
2024 Q4	$3.45M	Sell	32,021 -437	-1%	-$42.7K	0.31%	52
2024 Q3	$2.75M	Sell	32,458 -2,769	-8%	-$223K	0.29%	61
2024 Q2	$2.92M	Buy	35,227 +2,053	+6%	+$166K	0.3%	54
2024 Q1	$3.21M	Buy	33,174 +4,193	+14%	+$380K	0.57%	47
2023 Q4	$2.26M	Buy	28,981 +4,188	+17%	+$293K	0.43%	52
2023 Q3	$1.53M	Sell	24,793 -48	-0.2%	-$3.07K	0.29%	59
2023 Q2	$1.62M	Buy	24,841 +2,149	+9%	+$128K	0.37%	43
2023 Q1	$1.4M	Sell	22,692 -6,003	-21%	-$328K	0.32%	44
2022 Q4	$1.3M	Buy	+28,695	New	+$1.42M	0.32%	56

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

Y.D. More Investments's NET Position: Q1 2026 in Review

Y.D. More Investments reduced its Cloudflare (NET) stake by 13% in Q1 2026, selling an estimated $623K and leaving 22,739 shares worth $4.69M. The position accounts for 0.18% of the portfolio, ranked #51.

Y.D. More Investments first reported a position in NET in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.01M in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Y.D. More Investments held 22,739 shares of Cloudflare worth $4.69M as of Q1 2026.
Y.D. More Investments sold 3,268 Cloudflare shares in Q1 2026, an estimated $623K.
Cloudflare made up 0.18% of Y.D. More Investments's portfolio in Q1 2026, its #51 holding.
Y.D. More Investments first reported a position in Cloudflare in Q4 2022 and has held it in 14 quarters since.
Y.D. More Investments's Cloudflare position peaked at $6.01M in Q3 2025.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.