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Equibles

WELLS FARGO & COMPANY/MN

Position in NET — Cloudflare, Inc.

CIK 72971 SAN FRANCISCO, CA
Back to NET Full portfolio

Position in NET

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$127,130,405
-$25,463,693 QoQ
Shares Held
616,121
-20.4% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 98.2660873432329.ToString("F0")% Shared 0.ToString("F0")% None 1.7339126567670962.ToString("F0")%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Derivatives in NET

reported options exposure · as of Mar 31, 2026
CallValue
$67,060,500
CallShares
325,000
PutValue
$16,094,520
PutShares
78,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

WELLS FARGO & COMPANY/MN holds $16,488,887,890 across 125 Software - Infrastructure names. NET ranks #8 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 33,333,314 $12,338,992,840
2 ORCL
Oracle Corp
 7,133,821 $1,049,456,404
3 PANW
Palo Alto Networks Inc
 6,118,822 $980,969,540
4 PLTR
Palantir Technologies Inc.
 4,682,132 $684,902,267
5 AKAM
Akamai Technologies Inc
 1,959,101 $225,002,747
6 CRWD
CrowdStrike Holdings, Inc.
 1,350,083 $131,771,473
7 SNPS
Synopsys Inc
 331,312 $131,358,581
8 NET
Cloudflare, Inc.
This page 		616,121 $127,130,405

All Filings in NET

Export CSV
41 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $127,130,405 616,121
2026-03-31 $67,060,500 325,000
2026-03-31 $16,094,520 78,000
2025-12-31 $15,377,700 78,000
2025-12-31 $152,594,098 774,000
2025-12-31 $64,073,750 325,000
2025-09-30 $69,741,750 325,000
2025-09-30 $161,748,712 753,757
2025-09-30 $27,360,225 127,500
2025-06-30 $71,129,371 363,220
2025-06-30 $65,759,714 335,800
2025-06-30 $15,274,740 78,000
2025-03-31 $13,703,104 121,600
2025-03-31 $29,389,211 260,797
2024-12-31 $26,704,962 248,003
2024-09-30 $21,740,076 268,761
2024-06-30 $17,537,013 211,723
2024-03-31 $21,826,157 225,407
2023-12-31 $18,486,383 222,032
2023-09-30 $13,592,935 215,624
2023-06-30 $993,624 15,200
2023-06-30 $13,865,498 212,108
2023-06-30 $993,624 15,200
2023-03-31 $14,986,893 243,057
2022-12-31 $10,919,253 241,523
2022-09-30 $12,926,775 233,715
2022-06-30 $12,529,911 286,398
2022-06-30 $29,260,000 668,800
2022-03-31 $33,161,807 277,041
2021-12-31 $35,040,410 266,467
2021-09-30 $168,395,751 1,494,858
2021-06-30 $158,345,528 1,496,084
2021-03-31 $5,072,772 72,200
2021-03-31 $119,141,355 1,695,721
2020-12-31 $125,254,618 1,648,304
2020-09-30 $96,614,137 2,352,999
2020-09-30 $5,132,500 125,000
2020-06-30 $1,089,285 30,300
2020-06-30 $65,840,733 1,831,453
2020-03-31 $44,468,652 1,893,895
2020-03-31 $2,582,800 110,000

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