EFG Private Wealth Management (Americas) Corp. NET — CLOUDFLARE INC

Ownership history in EFG Private Wealth Management (Americas) Corp.  ·  10 quarters on record

AI Ownership Summary

EFG Private Wealth Management (Americas) Corp. reported CLOUDFLARE INC (NET) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.79% in 2025 Q2. The latest visible filing shows NET at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EFG Private Wealth Management (Americas) Corp.'s position in CLOUDFLARE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NET was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NET stock page EFG Private Wealth Management (Americas) Corp. fund profile EFG Private Wealth Management (Americas) Corp. full holdings
How EFG Private Wealth Management (Americas) Corp. held NET — position size vs. price
% of Fund (quarterly)    NET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 19.5% -6.5% ✅ 17,552 -4,241 -19.5% 0.65% $3.8M 2025-11-14 (Est.) $210.60
2025 Q2 REDUCED 13.7% +11.6% ❌ 21,793 -3,455 -13.7% 0.79% $4.3M 2025-08-12 $202.33
2025 Q1 REDUCED 12.2% +73.8% ❌ 25,248 -3,509 -12.2% 0.58% $2.8M 2025-05-08 $124.31
2024 Q4 ADDED — — — 28,757 +1,553 +5.7% 0.60% $3.1M 2025-02-07 $166.66
2024 Q3 REDUCED — — — 27,204 -214 -0.8% 0.43% $2.2M 2024-11-12 $90.91
2024 Q2 ADDED — — — 27,418 +8,495 +44.9% 0.44% $2.3M 2024-08-06 $76.24
2024 Q1 REDUCED 30.6% -13.3% ✅ 18,923 -8,351 -30.6% 0.56% $1.8M 2024-04-22 $84.69
2023 Q4 ADDED — — — 27,274 +446 +1.7% 0.49% $2.3M 2024-02-01 $79.59
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NET

As of 2026 Q1 — sorted by position size

Whetstone Capital Advisors, LLC 3Y 7Y 20.97% Strategy Capital LLC 3Y 7Y 19.21% WIM INVESTMENT MANAGEMENT Ltd 13.93% Flight Deck Capital, LP 3Y 9.7% Whetstone Capital Advisors, LLC 3Y 7Y 7.16% Capelight Capital Asset Management LP 6.16% Science & Technology Partners, L.P. 5.75% Broad Bay Capital Management, LP 3Y 7Y 5.34% Arrow Capital Pty Ltd 4.87% GILDER GAGNON HOWE & CO LLC 3Y 7Y 4.4%

FAQ About EFG Private Wealth Management (Americas) Corp. and NET

These are the practical questions this page is built to answer before you even open the full history table.

How long has EFG Private Wealth Management (Americas) Corp. reported owning NET?

EFG Private Wealth Management (Americas) Corp. reported NET across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported NET position in EFG Private Wealth Management (Americas) Corp.'s portfolio?

The largest reported portfolio weight for NET was 0.79% in 2025 Q2.

What is the latest reported NET position on this page?

The most recent filing on this page is 2025 Q3, when EFG Private Wealth Management (Americas) Corp. reported 17,552 shares, equal to 0.65% of portfolio, with an estimated market value of $3.8M.

What does the chart on this NET ownership page compare?

The chart compares EFG Private Wealth Management (Americas) Corp.'s quarterly NET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EFG Private Wealth Management (Americas) Corp. time their NET position?

Based on 13F filing dates vs. subsequent NET price moves, EFG Private Wealth Management (Americas) Corp. correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on NET relative to SPY over the holding period was +41.7%.

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