BLUE JEAN FINANCIAL LLC

Position in NET — Cloudflare, Inc.

CIK 2047089 ALBANY, NY

Position in NET

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,795,708

+$2,059,014 QoQ

Shares Held

15,475

+75.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.46%

of 13F equity value

Holder Rank

#40

of 320 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BLUE JEAN FINANCIAL LLC holds $16,516,848 across 5 Software - Infrastructure names. NET ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XYZ	Block, Inc.	74,436	$5,657,136
2	NET	Cloudflare, Inc. This page	15,475	$3,795,708
3	CORZ	Core Scientific, Inc./tx	135,999	$3,480,214
4	FLYW	Flywire Corp	128,158	$2,251,736
5	MSFT	Microsoft Corp	3,571	$1,332,054

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,795,708	15,475	+75.7%	Shares	Sole	2026-07-24
2025-12-31	$1,736,694	8,809	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.