Parkwood LLC

Position in NET — Cloudflare, Inc.

CIK 1597823 CLEVELAND, OH

Position in NET

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$19,723,210

-$2,974,190 QoQ

Shares Held

80,411

-26.9% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

1.94%

of 13F equity value

Holder Rank

#206

of 1,214 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Parkwood LLC holds $50,043,256 across 3 Software - Infrastructure names. NET ranks #2 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEVA	Aeva Technologies, Inc.	743,627	$21,356,967
2	NET	Cloudflare, Inc. This page	80,411	$19,723,210
3	CRWD	CrowdStrike Holdings, Inc.	46,980	$8,963,079

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,723,210	80,411	-26.9%	Shares	Sole	2026-08-14
2026-03-31	$22,697,400	110,000	+3.8%	Shares	Sole	2026-05-15
2025-12-31	$20,900,660	106,014	+20.8%	Shares	Sole	2026-02-17
2025-09-30	$18,830,272	87,750	+1054.3%	Shares	Sole	2025-11-14
2024-03-31	$736,101	7,602	+122.1%	Shares	Sole	2024-05-15
2023-12-31	$284,998	3,423	-50.0%	Shares	Sole	2024-02-14
2023-09-30	$431,445	6,844	-38.4%	Shares	Sole	2023-11-14
2023-06-30	$725,999	11,106	+55.2%	Shares	Sole	2023-08-14
2023-03-31	$441,300	7,157	-28.6%	Shares	Sole	2023-05-15
2022-12-31	$453,365	10,028	+39.5%	Shares	Sole	2023-02-14
2022-09-30	$397,512	7,187	-39.3%	Shares	Sole	2022-11-14
2022-06-30	$518,043	11,841	+226.2%	Shares	Sole	2022-08-16
2022-03-31	$434,511	3,630	+119.1%	Shares	Sole	2022-05-13
2021-12-31	$217,895	1,657	-67.4%	Shares	Sole	2022-02-11
2021-09-30	$572,262	5,080	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.