NET — CLOUDFLARE INC

Ownership history in Scientech Research LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Scientech Research 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
0.38% (2025 Q3)
Avg. % of fund
0.23%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,101 -3,380 -39.9% 0.38% $1.1M $214.59
2025 Q1 ADDED 8,481 +5,252 +162.7% 0.25% $956K $112.69
2024 Q3 INITIATED 3,229 — — 0.05% $261K $80.89
% 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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