Whetstone Capital Advisors, LLC

SEC CIK: 0001607278
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

NET holding history

Cloudflare, Inc. in every 13F filed by Whetstone Capital Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NET overview All 13F holders of NET Full Q2 2026 holdings

Shares (Q2 2026): 292,861
Value: $71.8M
% of portfolio: 19.0%
Quarters held: 22; Since Q1 2021

Holdings of NET by Whetstone Capital Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	292,861	$71.8M	19.0%	−170−0.1%	Reduced	Holders
Q1 2026	293,031	$60.5M	22.7%	00.0%	Unchanged	Holders
Q4 2025	293,031	$57.8M	18.0%	−18,154−5.8%	Reduced	Holders
Q3 2025	311,185	$66.8M	18.5%	−4,500−1.4%	Reduced	Holders
Q2 2025	315,685	$61.8M	17.5%	−1,275−0.4%	Reduced	Holders
Q1 2025	316,960	$35.7M	15.8%	−1,107−0.3%	Reduced	Holders
Q4 2024	318,067	$34.2M	13.0%	−5,205−1.6%	Reduced	Holders
Q3 2024	323,272	$26.1M	12.6%	−1,976−0.6%	Reduced	Holders
Q2 2024	325,248	$26.9M	12.5%	+2,189+0.7%	Added	Holders
Q1 2024	323,059	$31.3M	13.7%	−1300.0%	Reduced	Holders
Q4 2023	323,189	$26.9M	13.5%	−2,233−0.7%	Reduced	Holders
Q3 2023	325,422	$20.5M	11.3%	−19,967−5.8%	Reduced	Holders
Q2 2023	345,389	$22.6M	12.6%	+52,004+17.7%	Added	Holders
Q1 2023	293,385	$18.1M	11.7%	−7,397−2.5%	Reduced	Holders
Q4 2022	300,782	$13.6M	11.8%	−45,303−13.1%	Reduced	Holders
Q3 2022	346,085	$19.1M	11.8%	−4,453−1.3%	Reduced	Holders
Q2 2022	350,538	$15.3M	9.0%	+60,473+20.8%	Added	Holders
Q1 2022	290,065	$34.7M	11.7%	−163,402−36.0%	Reduced	Holders
Q4 2021	453,467	$59.6M	12.3%	−48,025−9.6%	Reduced	Holders
Q3 2021	501,492	$56.5M	9.9%	−5,077−1.0%	Reduced	Holders
Q2 2021	506,569	$53.6M	10.0%	−11,872−2.3%	Reduced	Holders
Q1 2021	518,441	$36.4M	7.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.