SEC 13F Intelligence

Davis-Rea Ltd. / NET

Davis-Rea Ltd.’s Cloudflare Inc Position

Does Davis-Rea Ltd. own Cloudflare Inc (NET)? Yes — 63.4K shares worth $13M (+3.41% of its 13F portfolio) as of Q1 2026, down from 71.6K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
63.4K
% of Portfolio
+3.41%
Quarters Held
12
currently held

Position History NET

Reported value by quarter
Q2 ’22: $4MQ2 ’22Q4 ’22: $2,945Q1 ’23: $2MQ1 ’23Q1 ’24: $8MQ2 ’24: $11MQ2 ’24Q3 ’24: $12MQ4 ’24: $12MQ4 ’24Q1 ’25: $6MQ2 ’25: $10MQ2 ’25Q3 ’25: $13MQ4 ’25: $14MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202663.4K$13M+3.41%
Q4 202571.6K$14M+3.53%
Q3 202561.3K$13M+3.19%
Q2 202551.3K$10M+2.49%
Q1 202551.3K$6M+1.54%
Q4 2024107.9K$12M+5.88%
Q3 2024152.1K$12M+5.35%
Q2 2024127.0K$11M+5.26%
Q1 202487.1K$8M+3.84%
Q1 202325.1K$2M+0.94%
Q4 202265.2K$2,945+1.84%
Q2 202280.3K$4M+1.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Davis-Rea Ltd.’s full portfolio or all institutional holders of NET.