Group One Trading
NET icon

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 		$21.3M Buy
103,100
+18,600
+22% +$3.55M 0.04% 458
2025
Q4 		$16.7M Sell
84,500
-38,200
-31% -$8.08M 0.03% 646
2025
Q3 		$26.3M Buy
122,700
+20,000
+19% +$4.08M 0.05% 382
2025
Q2 		$20.1M Sell
102,700
-47,900
-32% -$6.95M 0.04% 427
2025
Q1 		$17M Buy
150,600
+84,300
+127% +$11.2M 0.05% 376
2024
Q4 		$7.14M Buy
66,300
+3,500
+6% +$342K 0.02% 908
2024
Q3 		$5.08M Buy
62,800
+9,700
+18% +$780K 0.01% 992
2024
Q2 		$4.4M Sell
53,100
-16,300
-23% -$1.32M 0.02% 886
2024
Q1 		$6.72M Sell
69,400
-238,500
-77% -$21.6M 0.03% 641
2023
Q4 		$25.6M Buy
307,900
+20,000
+7% +$1.4M 0.07% 250
2023
Q3 		$18.1M Sell
287,900
-9,300
-3% -$595K 0.06% 261
2023
Q2 		$19.4M Buy
297,200
+9,200
+3% +$549K 0.06% 246
2023
Q1 		$17.8M Sell
288,000
-496,200
-63% -$27.1M 0.06% 245
2022
Q4 		$35.5M Buy
784,200
+63,400
+9% +$3.14M 0.08% 227
2022
Q3 		$39.9M Sell
720,800
-10,300
-1% -$612K 0.08% 169
2022
Q2 		$32M Sell
731,100
-16,000
-2% -$1.15M 0.05% 306
2022
Q1 		$89.4M Sell
747,100
-281,000
-27% -$29.3M 0.09% 134
2021
Q4 		$135M Buy
1,028,100
+183,600
+22% +$30.8M 0.11% 102
2021
Q3 		$95.1M Buy
844,500
+16,000
+2% +$1.91M 0.1% 128
2021
Q2 		$87.7M Buy
828,500
+372,600
+82% +$30.8M 0.11% 131
2021
Q1 		$32M Buy
455,900
+64,700
+17% +$4.99M 0.05% 353
2020
Q4 		$29.7M Sell
391,200
-191,500
-33% -$12.6M 0.05% 313
2020
Q3 		$23.9M Buy
582,700
+33,800
+6% +$1.29M 0.08% 220
2020
Q2 		$19.7M Buy
548,900
+387,200
+239% +$10.8M 0.09% 232
2020
Q1 		$3.8M Buy
161,700
+136,200
+534% +$2.65M 0.03% 676
2019
Q4 		$435K Buy
25,500
+11,400
+81% +$194K ﹤0.01% 2547
2019
Q3 		$262K Buy
+14,100
New +$273K ﹤0.01% 2881

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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. 1,130 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.
  • 1,130 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.