SEC 13F Intelligence

Rovida Advisors Inc. / NET

Rovida Advisors Inc.’s Cloudflare Inc Position

Does Rovida Advisors Inc. own Cloudflare Inc (NET)? Not currently — the last reported position was 351.4K shares worth $46M in Q4 2021; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$46M
Q4 2021
Shares
351.4K
% of Portfolio
+2.07%
Quarters Held
2
position exited

Position History NET

Reported value by quarter
Q3 ’21: $33MQ3 ’21Q4 ’21: $46MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2021351.4K$46M+2.07%
Q3 2021295.9K$33M+1.41%

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