Oak Ridge Investments’s Cloudflare NET Stock Holding History

Oak Ridge Investments’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	$15.2M	Sell	62,004 -3,472	-5%	-$760K	0.86%	28
2026 Q1	$13.5M	Buy	65,476 +326	+0.5%	+$62.2K	0.89%	20
2025 Q4	$12.8M	Buy	65,150 +5,360	+9%	+$1.13M	0.78%	21
2025 Q3	$12.8M	Buy	59,790 +1,072	+2%	+$219K	0.83%	23
2025 Q2	$11.5M	Buy	58,718 +1,681	+3%	+$244K	0.82%	28
2025 Q1	$6.43M	Buy	57,037 +11,410	+25%	+$1.51M	0.53%	41
2024 Q4	$4.91M	Buy	+45,627	New	+$4.46M	0.39%	51

Other funds holding NET

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Oak Ridge Investments's NET Position: Q2 2026 in Review

Oak Ridge Investments reduced its Cloudflare (NET) stake by 5.3% in Q2 2026, selling an estimated $760K and leaving 62,004 shares worth $15.2M. The position accounts for 0.86% of the portfolio, ranked #28.

Oak Ridge Investments first reported a position in NET in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Oak Ridge Investments held 62,004 shares of Cloudflare worth $15.2M as of Q2 2026.
Oak Ridge Investments sold 3,472 Cloudflare shares in Q2 2026, an estimated $760K.
Cloudflare made up 0.86% of Oak Ridge Investments's portfolio in Q2 2026, its #28 holding.
Oak Ridge Investments first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
274 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.