Group One Trading’s Cloudflare NET Stock Holding History

Group One Trading’s Portfolio NET Stock Details NET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.15M	Sell	39,499 -25,537	-39%	-$4.87M	0.02%	975
2025 Q4	$12.8M	Buy	65,036 +42,909	+194%	+$9.08M	0.02%	813
2025 Q3	$4.75M	Sell	22,127 -42,456	-66%	-$8.67M	0.01%	1522
2025 Q2	$12.6M	Buy	64,583 +58,776	+1,012%	+$8.53M	0.03%	669
2025 Q1	$654K	Sell	5,807 -53,789	-90%	-$7.13M	﹤0.01%	2832
2024 Q4	$6.42M	Buy	59,596 +7,723	+15%	+$755K	0.01%	982
2024 Q3	$4.2M	Buy	51,873 +11,474	+28%	+$922K	0.01%	1135
2024 Q2	$3.35M	Buy	40,399 +10,718	+36%	+$865K	0.01%	1050
2024 Q1	$2.87M	Buy	29,681 +19,491	+191%	+$1.76M	0.01%	1223
2023 Q4	$848K	Buy	+10,190	New	+$713K	﹤0.01%	2611
2021 Q2	–	Sell	-154,059	Closed	-$12.8M	–	8422
2021 Q1	$10.8M	Sell	154,059 -48,490	-24%	-$3.74M	0.02%	878
2020 Q4	$15.4M	Buy	+202,549	New	+$13.3M	0.03%	562
2020 Q1	–	Sell	-5,488	Closed	-$107K	–	5579
2019 Q4	$94K	Buy	+5,488	New	+$93.4K	﹤0.01%	3677

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Group One Trading's NET Position: Q1 2026 in Review

Group One Trading reduced its Cloudflare (NET) stake by 39% in Q1 2026, selling an estimated $4.87M and leaving 39,499 shares worth $8.15M. The position accounts for 0.02% of the portfolio, ranked #975.

Group One Trading first reported a position in NET in Q4 2019 and has held it in 13 quarters since. The position peaked at $15.4M in Q4 2020. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Group One Trading held 39,499 shares of Cloudflare worth $8.15M as of Q1 2026.
Group One Trading sold 25,537 Cloudflare shares in Q1 2026, an estimated $4.87M.
Cloudflare made up 0.02% of Group One Trading's portfolio in Q1 2026, its #975 holding.
Group One Trading first reported a position in Cloudflare in Q4 2019 and has held it in 13 quarters since.
Group One Trading's Cloudflare position peaked at $15.4M in Q4 2020.
1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Group One Trading's 13F filing for Q1 2026, filed 13 May 2026.