DARK FOREST CAPITAL MANAGEMENT LP

Position in NET — Cloudflare, Inc.

CIK 1853322 NEW YORK, NY

Position in NET

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

Position Value

$1,451,076

+$782,935 QoQ

Shares Held

5,916

+74.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#571

of 1,210 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DARK FOREST CAPITAL MANAGEMENT LP holds $36,278,233 across 30 Software - Infrastructure names. NET ranks #7 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	17,870	$6,665,867
2	VRSN	Verisign Inc/Ca	12,834	$3,228,521
3	FIVN	Five9, Inc.	89,024	$1,897,991
4	IOT	Samsara Inc.	51,445	$1,668,361
5	S	SentinelOne, Inc.	97,248	$1,650,298
6	CRWV	CoreWeave, Inc.	15,882	$1,580,894
7	NET	Cloudflare, Inc. This page	5,916	$1,451,076
8	TOST	Toast, Inc.	49,018	$1,363,680

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,451,076	5,916	+74.6%	Shares	Sole	2026-08-14
2025-12-31	$668,141	3,389	-11.1%	Shares	Sole	2026-02-17
2025-09-30	$817,802	3,811	-2.1%	Shares	Sole	2025-11-17
2025-03-31	$438,702	3,893	+132.4%	Shares	Sole	2025-05-15
2023-03-31	$103,280	1,675	+1480.2%	Shares	Sole	2023-05-12
2022-12-31	$4,792	106	+3433.3%	Shares	Sole	2023-02-13
2022-09-30	$165	3	-93.2%	Shares	Sole	2022-11-14
2022-06-30	$1,925	44	-82.8%	Shares	Sole	2022-08-15
2022-03-31	$30,643	256	+276.5%	Shares	Sole	2022-05-13
2021-12-31	$8,942	68	-96.4%	Shares	Sole	2022-02-11
2021-09-30	$214,936	1,908	-40.9%	Shares	Sole	2021-11-16
2021-06-30	$341,969	3,231	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.