O'Neil Global Advisors’s Cloudflare NET Stock Holding History

O'Neil Global Advisors’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	$261K	Buy	+1,064	New	+$233K	0.06%	61
2024 Q2	–	Sell	-2,758	Closed	-$267K	–	62
2024 Q1	$267K	Sell	2,758 -74,502	-96%	-$6.75M	0.33%	24
2023 Q4	$6.43M	Buy	+77,260	New	+$5.4M	3.74%	6
2023 Q2	–	Sell	-62,310	Closed	-$3.84M	–	100
2023 Q1	$3.84M	Buy	+62,310	New	+$3.41M	1.98%	16
2021 Q4	–	Sell	-2,506	Closed	-$282K	–	86
2021 Q3	$282K	Sell	2,506 -3,594	-59%	-$429K	0.22%	65
2021 Q2	$646K	Buy	+6,100	New	+$505K	0.2%	53

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

O'Neil Global Advisors's NET Position: Q2 2026 in Review

O'Neil Global Advisors opened a new position in Cloudflare (NET) in Q2 2026: 1,064 shares worth $261K. The stake represents 0.06% of the portfolio and ranks #61 among its holdings. This is a return to the name: O'Neil Global Advisors previously reported a position in NET as recently as Q1 2024.

O'Neil Global Advisors first reported a position in NET in Q2 2021 and has held it in 6 quarters since. The position peaked at $6.43M in Q4 2023. 1,225 funds tracked by Wall St. Rank hold NET as of Q2 2026.

O'Neil Global Advisors held 1,064 shares of Cloudflare worth $261K as of Q2 2026.
Cloudflare was a new O'Neil Global Advisors position in Q2 2026.
Cloudflare made up 0.06% of O'Neil Global Advisors's portfolio in Q2 2026, its #61 holding.
O'Neil Global Advisors first reported a position in Cloudflare in Q2 2021 and has held it in 6 quarters since.
O'Neil Global Advisors's Cloudflare position peaked at $6.43M in Q4 2023.
1,225 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on O'Neil Global Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.