TRAN CAPITAL MANAGEMENT, L.P.

Position in NET — Cloudflare, Inc.

CIK 1009262 SAN RAFAEL, CA

Position in NET

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,130,760

New position

Shares Held

16,841

first reported quarter

Ownership

0.005%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#382

of 1,214 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 86% Shared 0% None 14%

Technology · as of Jun 30, 2026

TRAN CAPITAL MANAGEMENT, L.P. holds $108,032,649 across 3 Software - Infrastructure names. NET ranks #3 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	203,058	$69,246,839
2	MSFT	Microsoft Corp	92,904	$34,655,050
3	NET	Cloudflare, Inc. This page	16,841	$4,130,760

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,130,760	16,841	—	Shares	Sole	2026-07-15
No filing history on record for this holder in this stock.