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 		$5.82M Sell
28,200
-20,800
-42% -$3.97M 0.01% 1184
2025
Q4 		$9.66M Buy
49,000
+13,500
+38% +$2.86M 0.02% 983
2025
Q3 		$7.62M Sell
35,500
-5,300
-13% -$1.08M 0.01% 1122
2025
Q2 		$7.99M Buy
40,800
+1,400
+4% +$203K 0.02% 975
2025
Q1 		$4.44M Sell
39,400
-58,000
-60% -$7.69M 0.01% 1162
2024
Q4 		$10.5M Buy
97,400
+37,000
+61% +$3.61M 0.02% 669
2024
Q3 		$4.89M Buy
60,400
+7,500
+14% +$603K 0.01% 1020
2024
Q2 		$4.38M Sell
52,900
-19,700
-27% -$1.59M 0.02% 888
2024
Q1 		$7.03M Sell
72,600
-221,000
-75% -$20M 0.03% 608
2023
Q4 		$24.4M Buy
293,600
+68,600
+30% +$4.8M 0.06% 272
2023
Q3 		$14.2M Buy
225,000
+33,400
+17% +$2.14M 0.05% 351
2023
Q2 		$12.5M Buy
191,600
+59,800
+45% +$3.57M 0.04% 411
2023
Q1 		$8.13M Sell
131,800
-40,000
-23% -$2.19M 0.03% 590
2022
Q4 		$7.77M Sell
171,800
-58,700
-25% -$2.9M 0.02% 887
2022
Q3 		$12.7M Sell
230,500
-36,100
-14% -$2.14M 0.03% 599
2022
Q2 		$11.7M Sell
266,600
-109,000
-29% -$7.85M 0.02% 744
2022
Q1 		$45M Sell
375,600
-181,900
-33% -$19M 0.04% 285
2021
Q4 		$73.3M Buy
557,500
+205,900
+59% +$34.5M 0.06% 214
2021
Q3 		$39.6M Buy
351,600
+47,800
+16% +$5.71M 0.04% 347
2021
Q2 		$32.2M Buy
303,800
+119,500
+65% +$9.89M 0.04% 389
2021
Q1 		$12.9M Sell
184,300
-423,000
-70% -$32.6M 0.02% 784
2020
Q4 		$46.1M Buy
607,300
+63,700
+12% +$4.18M 0.08% 204
2020
Q3 		$22.3M Buy
543,600
+115,300
+27% +$4.41M 0.07% 240
2020
Q2 		$15.4M Buy
428,300
+106,400
+33% +$2.97M 0.07% 303
2020
Q1 		$7.56M Buy
321,900
+271,900
+544% +$5.29M 0.06% 352
2019
Q4 		$853K Buy
50,000
+37,800
+310% +$644K 0.01% 2012
2019
Q3 		$227K Buy
+12,200
New +$236K ﹤0.01% 2993

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.