GUIDANCE CAPITAL, INC

Position in NET — Cloudflare, Inc.

CIK 1958743 LOUSVILLE, KY

Position in NET

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$205,299

+$33,831 QoQ

Shares Held

837

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#976

of 1,214 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

GUIDANCE CAPITAL, INC holds $8,667,138 across 5 Software - Infrastructure names. NET ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	11,143	$4,156,561
2	PANW	Palo Alto Networks Inc	7,390	$2,520,137
3	CRWD	CrowdStrike Holdings, Inc.	19,124	$912,143
4	ORCL	Oracle Corp	5,957	$872,998
5	NET	Cloudflare, Inc. This page	837	$205,299

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,299	837	+0.7%	Shares	Sole	2026-07-20
2026-03-31	$171,468	831	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.