SWS Partners

Position in NET — Cloudflare, Inc.

CIK 1731731 COLUMBUS, OH

Position in NET

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,257,324

+$772,242 QoQ

Shares Held

17,357

+2.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

#380

of 1,214 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SWS Partners holds $22,598,606 across 5 Software - Infrastructure names. NET ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKTA	Okta, Inc.	60,161	$8,208,968
2	XYZ	Block, Inc.	89,958	$6,836,808
3	NET	Cloudflare, Inc. This page	17,357	$4,257,324
4	ORCL	Oracle Corp	15,793	$2,314,464
5	MSFT	Microsoft Corp	2,630	$981,042

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,257,324	17,357	+2.8%	Shares	Sole	2026-08-03
2026-03-31	$3,485,082	16,890	+1.6%	Shares	Sole	2026-04-21
2025-12-31	$3,278,801	16,631	-0.4%	Shares	Sole	2026-01-16
2025-09-30	$3,584,940	16,706	-13.3%	Shares	Sole	2025-10-16
2025-06-30	$3,775,014	19,277	-16.0%	Shares	Sole	2025-07-17
2025-03-31	$2,586,010	22,948	-16.6%	Shares	Sole	2025-05-27
2024-12-31	$2,962,815	27,515	-6.6%	Shares	Sole	2025-02-06
2024-09-30	$2,382,776	29,457	-10.0%	Shares	Sole	2024-10-15
2024-06-30	$2,711,605	32,737	+1.3%	Shares	Sole	2024-07-17
2024-03-31	$3,128,480	32,309	-34.2%	Shares	Sole	2024-04-30
2023-12-31	$4,091,229	49,138	-1.6%	Shares	Sole	2024-02-13
2023-09-30	$3,147,965	49,936	+0.6%	Shares	Sole	2023-11-09
2023-06-30	$3,244,182	49,628	+8.5%	Shares	Sole	2023-08-17
2023-03-31	$2,821,438	45,758	+8.2%	Shares	Sole	2023-05-09
2022-12-31	$1,911,343	42,277	+34.5%	Shares	Sole	2023-01-30
2022-09-30	$1,738,282	31,428	+54.5%	Shares	Sole	2022-11-09
2022-06-30	$890,225	20,348	+0.2%	Shares	Sole	2022-07-28
2022-03-31	$2,429,790	20,299	+26.7%	Shares	Sole	2022-05-05
2021-12-31	$2,106,104	16,016	+29.3%	Shares	Sole	2022-01-25
2021-09-30	$1,395,620	12,389	+1.9%	Shares	Sole	2021-11-08
2021-06-30	$1,287,331	12,163	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.