Grandeur Peak Global Advisors, LLC NET — Cloudflare Inc

Ownership history in Grandeur Peak Global Advisors, LLC  ·  16 quarters on record

AI Ownership Summary

Grandeur Peak Global Advisors, LLC reported Cloudflare Inc (NET) in 16 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.73% in 2024 Q2. The latest visible filing shows NET at 2.23% 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 Grandeur Peak Global Advisors, LLC'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 Q4

NET was reported at 2.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.73% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 Grandeur Peak Global Advisors, LLC fund profile Grandeur Peak Global Advisors, LLC full holdings
How Grandeur Peak Global Advisors, LLC 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 Q4 ADDED — — — 83,878 +25,046 +42.6% 2.23% $16.5M 2026-02-13 $195.85
2025 Q3 REDUCED 42.0% -6.5% ✅ 58,832 -42,682 -42.0% 1.69% $12.6M 2025-11-14 $210.60
2025 Q2 REDUCED 12.1% +11.6% ❌ 101,514 -14,012 -12.1% 2.40% $19.9M 2025-08-13 $199.34
2025 Q1 REDUCED 55.2% +73.8% ❌ 115,526 -142,209 -55.2% 1.44% $13.0M 2025-05-15 $152.80
2024 Q4 REDUCED 36.1% +4.7% ❌ 257,735 -145,675 -36.1% 2.46% $27.8M 2025-02-13 $176.50
2024 Q3 REDUCED — — — 403,410 -9,589 -2.3% 2.71% $32.6M 2024-11-14 $91.93
2024 Q2 ADDED — — — 412,999 +77,593 +23.1% 2.73% $34.2M 2024-08-14 $81.46
2024 Q1 REDUCED 26.8% -13.3% ✅ 335,406 -122,559 -26.8% 2.58% $32.5M 2024-05-16 $75.14
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NET

As of 2026 Q2 — sorted by position size

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 1.5% RDA Financial Network 3Y 7Y 0.87% Grant Private Wealth Management Inc 0.58% Atlas Brown,Inc. 3Y 7Y 0.55% STABLEFORD CAPITAL II LLC 3Y 0.45% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.34% Hummer Financial Advisory Services Inc 3Y 0.29% Avant Financial Advisors LLC 0.24% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.17% Shearwater Capital LLC 3Y 0.12%

FAQ About Grandeur Peak Global Advisors, LLC and NET

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

How long has Grandeur Peak Global Advisors, LLC reported owning NET?

Grandeur Peak Global Advisors, LLC reported NET across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported NET position in Grandeur Peak Global Advisors, LLC's portfolio?

The largest reported portfolio weight for NET was 2.73% in 2024 Q2.

What is the latest reported NET position on this page?

The most recent filing on this page is 2025 Q4, when Grandeur Peak Global Advisors, LLC reported 83,878 shares, equal to 2.23% of portfolio, with an estimated market value of $16.5M.

What does the chart on this NET ownership page compare?

The chart compares Grandeur Peak Global Advisors, LLC'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 Grandeur Peak Global Advisors, LLC time their NET position?

Based on 13F filing dates vs. subsequent NET price moves, Grandeur Peak Global Advisors, LLC correctly timed 8 out of 15 reported position changes (53%). The annualised alpha on NET relative to SPY over the holding period was +14.3%.

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