JF
NET icon

Jump Financial’s Cloudflare NET Stock Holding History

Jump Financial’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 		$1.75M Sell
8,497
-60,543
-88% -$11.5M 0.02% 712
2025
Q4 		$13.6M Buy
+69,040
New +$14.6M 0.17% 138
2025
Q2 		– Sell
-72,057
Closed -$8.12M – 2017
2025
Q1 		$8.12M Buy
+72,057
New +$9.55M 0.11% 231
2024
Q2 		– Sell
-18,646
Closed -$1.81M – 2104
2024
Q1 		$1.81M Buy
18,646
+5,074
+37% +$459K 0.05% 500
2023
Q4 		$1.13M Buy
13,572
+8,472
+166% +$593K 0.04% 655
2023
Q3 		$322K Sell
5,100
-264
-5% -$16.9K 0.01% 1265
2023
Q2 		$351K Sell
5,364
-1,644
-23% -$98.1K 0.01% 1219
2023
Q1 		$432K Sell
7,008
-10,855
-61% -$594K 0.02% 963
2022
Q4 		$808K Sell
17,863
-104,500
-85% -$5.17M 0.04% 576
2022
Q3 		$6.77M Buy
122,363
+49,137
+67% +$2.92M 0.26% 76
2022
Q2 		$3.2M Buy
+73,226
New +$5.27M 0.14% 204
2022
Q1 		– Sell
-29,239
Closed -$3.85M – 1781
2021
Q4 		$3.85M Buy
+29,239
New +$4.9M 0.24% 45
2021
Q2 		– Sell
-21,154
Closed -$1.49M – 1292
2021
Q1 		$1.49M Sell
21,154
-6,158
-23% -$475K 0.14% 164
2020
Q4 		$2.08M Buy
27,312
+2,120
+8% +$139K 0.35% 26
2020
Q3 		$1.03M Buy
+25,192
New +$964K 0.21% 111

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

Jump Financial's NET Position: Q1 2026 in Review

Jump Financial reduced its Cloudflare (NET) stake by 88% in Q1 2026, selling an estimated $11.5M and leaving 8,497 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #712.

Jump Financial first reported a position in NET in Q3 2020 and has held it in 15 quarters since. The position peaked at $13.6M in Q4 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Jump Financial held 8,497 shares of Cloudflare worth $1.75M as of Q1 2026.
  • Jump Financial sold 60,543 Cloudflare shares in Q1 2026, an estimated $11.5M.
  • Cloudflare made up 0.02% of Jump Financial's portfolio in Q1 2026, its #712 holding.
  • Jump Financial first reported a position in Cloudflare in Q3 2020 and has held it in 15 quarters since.
  • Jump Financial's Cloudflare position peaked at $13.6M in Q4 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.