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 		$91.5M Buy
+373,200
New +$81.6M 0.6% 21
2023
Q4 		– Sell
-225,000
Closed -$14.2M – 1895
2023
Q3 		$14.2M Buy
225,000
+159,600
+244% +$10.2M 0.13% 120
2023
Q2 		$4.28M Buy
+65,400
New +$3.9M 0.04% 400

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.