NET — CLOUDFLARE INC

Ownership history in Amitell Capital Pte Ltd  ·  2 quarters on record

This page tracks every 13F SEC filing in which Amitell Capital Pte Ltd reported a position in CLOUDFLARE INC (NET). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.94% (2025 Q4)
Avg. % of fund
2.25%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,341 +1,447 +12.2% 2.94% $2.6M $197.15
2025 Q3 INITIATED 11,894 — — 1.56% $2.6M $214.59
% of Fund (quarterly)    NET price (monthly, adj. close)

Other funds also holding NET

As of 2025 Q4 — sorted by position size

Whetstone Capital Advisors, LLC 3Y 7Y 18.02% Strategy Capital LLC 3Y 15.15% WIM INVESTMENT MANAGEMENT Ltd 11.6% Spear Advisors LLC 4.1% 12 West Capital Management LP 3Y 7Y 3.87% GILDER GAGNON HOWE & CO LLC 3Y 7Y 3.65% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 3.57% DAVIS-REA LTD. 3Y 7Y 3.53% Baker Chad R 3Y 7Y 2.91% Robocap Asset Management Ltd 2.89%
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