NET — CLOUDFLARE INC

Ownership history in Strategy Capital LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Strategy Capital 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
16.51% (2025 Q3)
Avg. % of fund
11.48%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,042,099 -120,839 -10.4% 15.15% $205.4M $197.15
2025 Q3 REDUCED 1,162,938 -3,004 -0.3% 16.51% $249.6M $214.59
2025 Q2 ADDED 1,165,942 +70,021 +6.4% 15.37% $228.3M $195.83
2025 Q1 REDUCED 1,095,921 -71,319 -6.1% 11.79% $123.5M $112.69
15 older quarters 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% 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% Robocap Asset Management Ltd 2.89%
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