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 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 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

Jefferies Financial Group's NET Position: Q1 2026 in Review

Jefferies Financial Group reduced its Cloudflare (NET) stake by 61% in Q1 2026, selling an estimated $4.43M and leaving 15,000 shares worth $3.1M. The position accounts for 0.02% of the portfolio, ranked #470.

Jefferies Financial Group first reported a position in NET in Q4 2022 and has held it in 11 quarters since. The position peaked at $9.37M in Q2 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Jefferies Financial Group held 15,000 shares of Cloudflare worth $3.1M as of Q1 2026.
Jefferies Financial Group sold 23,255 Cloudflare shares in Q1 2026, an estimated $4.43M.
Cloudflare made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #470 holding.
Jefferies Financial Group first reported a position in Cloudflare in Q4 2022 and has held it in 11 quarters since.
Jefferies Financial Group's Cloudflare position peaked at $9.37M in Q2 2025.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.