NET — CLOUDFLARE INC

Ownership history in Oak Thistle LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Oak Thistle 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
0.35% (2021 Q4)
Avg. % of fund
0.16%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,065 +2,880 +243.0% 0.13% $872K $214.59
2025 Q2 REDUCED 1,185 -3,238 -73.2% 0.03% $232K $195.83
2023 Q1 ADDED 4,423 +2,596 +142.1% 0.16% $273K $61.66
2022 Q1 REDUCED 1,827 -1,583 -46.4% 0.12% $219K $119.70
1 older quarter 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% 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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