NET — CLOUDFLARE, INC. CL-A

Ownership history in DAVIS-REA LTD.  ·  26 quarters on record

This page tracks every 13F SEC filing in which DAVIS-REA LTD. reported a position in CLOUDFLARE, INC. CL-A (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
5.88% (2024 Q4)
Avg. % of fund
3.24%
First filed
2009 Q4
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 71,576 +10,303 +16.8% 3.53% $14.1M $197.15
2025 Q3 ADDED 61,273 +9,947 +19.4% 3.19% $13.1M $214.59
2025 Q2 ADDED 51,326 +51,281 +113957.8% 2.49% $10.1M $195.83
2025 Q2 REDUCED 45 -51,281 -99.9% 0.00% $630 $195.83
22 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% Amitell Capital Pte Ltd 3Y 2.94% Baker Chad R 3Y 7Y 2.91% Robocap Asset Management Ltd 2.89%
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