NET — Cloudflare Inc

Ownership history in Whetstone Capital Advisors, LLC  ·  26 quarters on record

This page tracks every 13F SEC filing in which Whetstone Capital Advisors, 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
18.49% (2025 Q3)
Avg. % of fund
10.63%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 293,031 -18,154 -5.8% 18.02% $57.8M $197.15
2025 Q3 REDUCED 311,185 -4,500 -1.4% 18.49% $66.8M $214.59
2025 Q2 REDUCED 315,685 -1,275 -0.4% 17.47% $61.8M $195.83
2025 Q1 REDUCED 316,960 -1,107 -0.3% 15.78% $35.7M $112.69
22 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

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% Robocap Asset Management Ltd 2.89%
← Back to Whetstone Capital Advisors, LLC Holdings