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Shearwater Capital LLC

Position in NET — Cloudflare, Inc.

CIK 1905665 DENVER, CO

Position in NET

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$255,091
+$39,879 QoQ
Shares Held
1,040
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#913
of 1,214 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Shearwater Capital LLC holds $1,321,695 across 3 Software - Infrastructure names. NET ranks #3 (19.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 NET
Cloudflare, Inc.
This page
1,040 $255,091

All Filings in NET

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $255,091 1,040
2026-03-31 $215,212 1,043
2025-12-31 $205,036 1,040
2025-09-30 $223,173 1,040
2025-06-30 $203,663 1,040