Odyssean LLC’s Cloudflare NET Stock Holding History

Odyssean 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	$1.33M	Buy	5,438 +693	+15%	+$152K	0.22%	165
2026 Q1	$979K	Buy	4,745 +1,073	+29%	+$205K	0.36%	113
2025 Q4	$724K	Buy	+3,672	New	+$777K	0.52%	123

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Odyssean LLC's NET Position: Q2 2026 in Review

Odyssean LLC increased its Cloudflare (NET) stake by 15% in Q2 2026, buying an estimated $152K and bringing the position to 5,438 shares worth $1.33M. The position accounts for 0.22% of the portfolio, ranked #165.

Odyssean LLC first reported a position in NET in Q4 2025 and has held it in 3 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Odyssean LLC held 5,438 shares of Cloudflare worth $1.33M as of Q2 2026.
Odyssean LLC bought 693 Cloudflare shares in Q2 2026, an estimated $152K.
Cloudflare made up 0.22% of Odyssean LLC's portfolio in Q2 2026, its #165 holding.
Odyssean LLC first reported a position in Cloudflare in Q4 2025 and has held it in 3 quarters since.
1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Odyssean LLC's 13F filing for Q2 2026, filed 14 Aug 2026.