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Oarsman Capital’s Cloudflare NET Stock Holding History

Oarsman Capital’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 		$298K Sell
1,215
-3
-0.2% -$656 0.03% 189
2026
Q1 		$251K Hold
1,218
– – 0.03% 198
2025
Q4 		$240K Hold
1,218
– – 0.03% 205
2025
Q3 		$261K Buy
+1,218
New +$249K 0.04% 198
2025
Q1 		– Sell
-760
Closed -$81.8K – 624
2024
Q4 		$81.8K Hold
760
– – 0.01% 368
2024
Q3 		$61.5K Buy
+760
New +$61.1K 0.01% 417

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oarsman Capital's NET Position: Q2 2026 in Review

Oarsman Capital reduced its Cloudflare (NET) stake by 0.25% in Q2 2026, selling an estimated $656 and leaving 1,215 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #189.

Oarsman Capital first reported a position in NET in Q3 2024 and has held it in 6 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Oarsman Capital held 1,215 shares of Cloudflare worth $298K as of Q2 2026.
  • Oarsman Capital sold 3 Cloudflare shares in Q2 2026, an estimated $656.
  • Cloudflare made up 0.03% of Oarsman Capital's portfolio in Q2 2026, its #189 holding.
  • Oarsman Capital first reported a position in Cloudflare in Q3 2024 and has held it in 6 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.