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 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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oak Thistle LLC's NET Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in Cloudflare (NET) in Q2 2026: 9,003 shares worth $2.21M. The stake represents 0.21% of the portfolio and ranks #185 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in NET as recently as Q3 2025.

Oak Thistle LLC first reported a position in NET in Q4 2021 and has held it in 6 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Oak Thistle LLC held 9,003 shares of Cloudflare worth $2.21M as of Q2 2026.
Cloudflare was a new Oak Thistle LLC position in Q2 2026.
Cloudflare made up 0.21% of Oak Thistle LLC's portfolio in Q2 2026, its #185 holding.
Oak Thistle LLC first reported a position in Cloudflare in Q4 2021 and has held it in 6 quarters since.
1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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