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
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 $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

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.