NET — CLOUDFLARE INC

Ownership history in Capital CS Group, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Capital CS Group, 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
0.86% (2025 Q4)
Avg. % of fund
0.34%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,834 -33,566 -92.2% 0.86% $559K $197.15
2024 Q1 REDUCED 36,400 -11,400 -23.8% 0.26% $270K $96.83
2024 Q1 ADDED 47,800 +34,900 +270.5% 0.10% $101K $96.83
2023 Q2 INITIATED 12,900 — — 0.16% $162K $65.37
% 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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