JFG
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Jefferies Financial Group’s Cloudflare NET Stock Holding History

Jefferies Financial Group’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
Q2 		$11.8M Buy
48,132
+33,132
+221% +$7.25M 0.08% 220
2026
Q1 		$3.1M Sell
15,000
-23,255
-61% -$4.43M 0.02% 470
2025
Q4 		$7.54M Buy
38,255
+35,173
+1,141% +$7.44M 0.04% 389
2025
Q3 		$661K Sell
3,082
-44,774
-94% -$9.14M ﹤0.01% 999
2025
Q2 		$9.37M Buy
47,856
+42,893
+864% +$6.23M 0.08% 187
2025
Q1 		$559K Buy
4,963
+2,424
+95% +$321K ﹤0.01% 1013
2024
Q4 		$273K Buy
+2,539
New +$248K ﹤0.01% 1294
2024
Q1 		– Sell
-5,631
Closed -$469K – 1884
2023
Q4 		$469K Sell
5,631
-6,395
-53% -$447K ﹤0.01% 1252
2023
Q3 		$758K Buy
12,026
+8,605
+252% +$551K 0.01% 919
2023
Q2 		$224K Sell
3,421
-5,560
-62% -$332K ﹤0.01% 1398
2023
Q1 		$554K Sell
8,981
-1,139
-11% -$62.3K ﹤0.01% 1068
2022
Q4 		$458K Buy
+10,120
New +$501K ﹤0.01% 1093

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jefferies Financial Group's NET Position: Q2 2026 in Review

Jefferies Financial Group increased its Cloudflare (NET) stake by 221% in Q2 2026, buying an estimated $7.25M and bringing the position to 48,132 shares worth $11.8M. The position accounts for 0.08% of the portfolio, ranked #220.

Jefferies Financial Group first reported a position in NET in Q4 2022 and has held it in 12 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Jefferies Financial Group held 48,132 shares of Cloudflare worth $11.8M as of Q2 2026.
  • Jefferies Financial Group bought 33,132 Cloudflare shares in Q2 2026, an estimated $7.25M.
  • Cloudflare made up 0.08% of Jefferies Financial Group's portfolio in Q2 2026, its #220 holding.
  • Jefferies Financial Group first reported a position in Cloudflare in Q4 2022 and has held it in 12 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.