Blue Barn Wealth, LLC’s Cloudflare Inc Position
Does Blue Barn Wealth, LLC own Cloudflare Inc (NET)? Not currently — the last reported position was 14.7K shares worth $3M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.
Position Value
$3M
Q3 2025
Shares
14.7K
% of Portfolio
+1.38%
Quarters Held
18
position exited
Position History NET
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 14.7K | $3M | +1.38% |
| Q2 2025 | 14.7K | $3M | +1.35% |
| Q1 2025 | 14.3K | $2M | +0.84% |
| Q4 2024 | 14.3K | $2M | +0.81% |
| Q3 2024 | 14.4K | $1M | +0.60% |
| Q2 2024 | 14.4K | $1M | +0.67% |
| Q1 2024 | 14.4K | $1M | +0.78% |
| Q4 2023 | 14.4K | $1M | +0.71% |
| Q3 2023 | 14.6K | $921,834 | +0.61% |
| Q2 2023 | 14.6K | $955,317 | +0.62% |
| Q1 2023 | 14.6K | $901,099 | +0.56% |
| Q4 2022 | 14.6K | $660,699 | +0.43% |
| Q3 2022 | 14.9K | $826,000 | +0.59% |
| Q2 2022 | 14.9K | $653,000 | +0.50% |
| Q1 2022 | 14.9K | $2M | +1.24% |
| Q4 2021 | 15.0K | $2M | +1.48% |
| Q3 2021 | 15.0K | $2M | +1.48% |
| Q2 2021 | 15.0K | $2M | +1.63% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Blue Barn Wealth, LLC’s full portfolio or all institutional holders of NET.