Whetstone Capital Advisors, LLC / NET
Whetstone Capital Advisors, LLC’s Cloudflare Inc Position
Does Whetstone Capital Advisors, LLC own Cloudflare Inc (NET)? Yes — 293.0K shares worth $60M (+20.97% of its 13F portfolio) as of Q1 2026.
Position Value
$60M
Q1 2026
Shares
293.0K
% of Portfolio
+20.97%
Quarters Held
27
currently held
Position History NET
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 293.0K | $60M | +20.97% |
| Q4 2025 | 293.0K | $58M | +18.02% |
| Q3 2025 | 311.2K | $67M | +18.49% |
| Q2 2025 | 315.7K | $62M | +17.47% |
| Q1 2025 | 317.0K | $35,718 | +15.78% |
| Q4 2024 | 318.1K | $34,249 | +11.04% |
| Q3 2024 | 323.3K | $26,149 | +12.60% |
| Q2 2024 | 325.2K | $26,940 | +12.50% |
| Q1 2024 | 323.1K | $31,282 | +13.69% |
| Q4 2023 | 323.2K | $26,909 | +13.53% |
| Q3 2023 | 325.4K | $20,515 | +11.35% |
| Q2 2023 | 345.4K | $22,578 | +12.60% |
| Q1 2023 | 293.4K | $18,090 | +11.66% |
| Q4 2022 | 300.8K | $13,598 | +11.79% |
| Q3 2022 | 346.1K | $19M | +11.81% |
| Q2 2022 | 350.5K | $15M | +8.99% |
| Q1 2022 | 290.1K | $35M | +11.73% |
| Q4 2021 | 453.5K | $60M | +12.22% |
| Q3 2021 | 501.5K | $56M | +9.88% |
| Q2 2021 | 506.6K | $54M | +9.96% |
| Q1 2021 | 518.4K | $36M | +7.68% |
| Q4 2020 | 527.2K | $40M | +8.28% |
| Q3 2020 | 532.0K | $22M | +4.05% |
| Q2 2020 | 459.3K | $17M | +3.48% |
| Q1 2020 | 467.9K | $11M | +3.78% |
| Q4 2019 | 446.3K | $8M | +2.34% |
| Q3 2019 | 312.6K | $6M | +1.56% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Whetstone Capital Advisors, LLC’s full portfolio or all institutional holders of NET.