NET β€” CLOUDFLARE INC

Ownership history in FORTE CAPITAL LLC /ADV  Β·  20 quarters on record

AI Ownership Summary

FORTE CAPITAL LLC /ADV reported CLOUDFLARE INC (NET) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 2.49% in 2025 Q2. The latest visible filing shows NET at 2.49% 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 FORTE CAPITAL LLC /ADV'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 Q2

NET was reported at 2.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.49% 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 Q2

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.

How FORTE CAPITAL LLC /ADV held NET β€” position size vs. price
% of Fund (quarterly)    NET price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 118,334 -9,591 -7.5% 2.49% $23.2M 2025-08-14 (Est.) $195.38
2025 Q1 REDUCED 127,925 -3,910 -3.0% 1.71% $14.4M 2025-05-02 $124.23
2024 Q4 REDUCED 131,835 -2,128 -1.6% 1.60% $14.2M 2025-02-03 $136.84
2024 Q3 REDUCED 133,963 -364 -0.3% 1.23% $10.8M 2024-10-31 $87.71
2024 Q2 REDUCED 134,327 -691 -0.5% 1.34% $11.1M 2024-08-13 $81.75
2024 Q1 ADDED 135,018 +518 +0.4% 1.62% $13.1M 2024-05-14 $73.35
2023 Q4 REDUCED 134,500 -1,145 -0.8% 1.53% $11.2M 2024-02-06 $81.59
13 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FORTE CAPITAL LLC /ADV and NET

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

How long has FORTE CAPITAL LLC /ADV reported owning NET?

FORTE CAPITAL LLC /ADV reported NET across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported NET position in FORTE CAPITAL LLC /ADV's portfolio?

The largest reported portfolio weight for NET was 2.49% in 2025 Q2.

What is the latest reported NET position on this page?

The most recent filing on this page is 2025 Q2, when FORTE CAPITAL LLC /ADV reported 118,334 shares, equal to 2.49% of portfolio, with an estimated market value of $23.2M.

What does the chart on this NET ownership page compare?

The chart compares FORTE CAPITAL LLC /ADV'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.

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