NET — CLOUDFLARE INC

Ownership history in Blue Barn Wealth, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Blue Barn Wealth, LLC 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
1.63% (2021 Q2)
Avg. % of fund
0.9%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 14,650 -24 -0.2% 1.38% $3.1M $214.59
2025 Q2 ADDED 14,674 +352 +2.5% 1.35% $2.9M $195.83
2025 Q1 ADDED 14,322 +12 +0.1% 0.84% $1.6M $112.69
2024 Q4 REDUCED 14,310 -120 -0.8% 0.81% $1.5M $107.68
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Amitell Capital Pte Ltd 3Y 2.94% Baker Chad R 3Y 7Y 2.91%
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