Forum Financial Management, LP

Position in NET — Cloudflare, Inc.

CIK 1911832 LOMBARD, IL

Position in NET

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$367,429

+$68,649 QoQ

Shares Held

1,498

+3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#829

of 1,214 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Forum Financial Management, LP holds $22,241,369 across 10 Software - Infrastructure names. NET ranks #5 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	46,743	$17,436,073
2	PLTR	Palantir Technologies Inc.	14,721	$1,717,498
3	ORCL	Oracle Corp	7,390	$1,083,004
4	FTNT	Fortinet, Inc.	3,488	$535,826
5	NET	Cloudflare, Inc. This page	1,498	$367,429
6	PANW	Palo Alto Networks Inc	1,037	$353,637
7	CRWV	CoreWeave, Inc.	2,426	$241,484
8	VHC	VirnetX Holding Corp	17,321	$219,976

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$367,429	1,498	+3.5%	Shares	Sole	2026-07-23
2026-03-31	$298,780	1,448	-65.7%	Shares	Sole	2026-04-23
2025-12-31	$832,367	4,222	+4.1%	Shares	Sole	2026-01-27
2025-09-30	$870,377	4,056	+2.0%	Shares	Sole	2025-10-24
2025-06-30	$779,011	3,978	+8.5%	Shares	Sole	2025-07-30
2025-03-31	$413,234	3,667	+34.1%	Shares	Sole	2025-05-02
2024-12-31	$294,504	2,735	+0.8%	Shares	Sole	2025-02-20
2024-09-30	$219,454	2,713	-3.9%	Shares	Sole	2024-10-29
2024-06-30	$233,829	2,823	+6.1%	Shares	Sole	2024-07-30
2024-03-31	$257,664	2,661	+4.2%	Shares	Sole	2024-05-09
2023-12-31	$212,646	2,554	—	Shares	Sole	2024-02-07
2022-03-31	$317,564	2,653	+11.5%	Principal	Sole	2022-05-16
2021-12-31	$312,970	2,380	—	Principal	Sole	2022-02-18
No filing history on record for this holder in this stock.