Position
Fidelity in Cloudflare, Inc.
Back to the book · All holders of NET
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$73.3M$100.29 → $97.68
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 27.3M | $2.53B | — | — | — | 0.1% |
| Q1 2026 | 28.1M | $2.82B | $100.29 | $203M | $81.2M | 0.1% |
| Q2 2026 | 32M | $3.13B | $97.68 | −$73.3M | $387.3M | 0.1% |