Oak Thistle LLC’s Cloudflare NET Stock Holding History

Oak Thistle LLC’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 Q3	$464K	Sell	1,335 -7,668	-85%	-$2.27M	0.04%	419
2026 Q2	$2.21M	Buy	+9,003	New	+$1.97M	0.21%	185
2025 Q4	–	Sell	-4,065	Closed	-$872K	–	603
2025 Q3	$872K	Buy	4,065 +2,880	+243%	+$588K	0.13%	286
2025 Q2	$232K	Buy	+1,185	New	+$172K	0.03%	428
2023 Q2	–	Sell	-4,423	Closed	-$273K	–	484
2023 Q1	$273K	Buy	+4,423	New	+$242K	0.16%	279
2022 Q2	–	Sell	-1,827	Closed	-$219K	–	331
2022 Q1	$219K	Sell	1,827 -1,583	-46%	-$165K	0.12%	333
2021 Q4	$448K	Buy	+3,410	New	+$571K	0.35%	119

Other funds holding NET

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Oak Thistle LLC's NET Position: Q3 2026 in Review

Oak Thistle LLC reduced its Cloudflare (NET) stake by 85% in Q3 2026, selling an estimated $2.27M and leaving 1,335 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #419.

Oak Thistle LLC first reported a position in NET in Q4 2021 and has held it in 7 quarters since. The position peaked at $2.21M in Q2 2026. 1,091 funds tracked by Wall St. Rank hold NET as of Q3 2026.

Oak Thistle LLC held 1,335 shares of Cloudflare worth $464K as of Q3 2026.
Oak Thistle LLC sold 7,668 Cloudflare shares in Q3 2026, an estimated $2.27M.
Cloudflare made up 0.04% of Oak Thistle LLC's portfolio in Q3 2026, its #419 holding.
Oak Thistle LLC first reported a position in Cloudflare in Q4 2021 and has held it in 7 quarters since.
Oak Thistle LLC's Cloudflare position peaked at $2.21M in Q2 2026.
1,091 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.