OAM
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OP Asset Management’s Cloudflare NET Stock Holding History

OP Asset Management’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 		$8.61M Sell
35,091
-20,623
-37% -$4.51M 0.09% 167
2026
Q1 		$11.5M Buy
55,714
+20,243
+57% +$3.86M 0.12% 118
2025
Q4 		$6.99M Buy
35,471
+1,635
+5% +$346K 0.08% 188
2025
Q3 		$7.26M Buy
33,836
+28
+0.1% +$5.72K 0.09% 171
2025
Q2 		$6.62M Buy
33,808
+1,362
+4% +$198K 0.09% 173
2025
Q1 		$3.66M Buy
+32,446
New +$4.3M 0.06% 272

Other funds holding NET

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OP Asset Management's NET Position: Q2 2026 in Review

OP Asset Management reduced its Cloudflare (NET) stake by 37% in Q2 2026, selling an estimated $4.51M and leaving 35,091 shares worth $8.61M. The position accounts for 0.09% of the portfolio, ranked #167.

OP Asset Management first reported a position in NET in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.5M in Q1 2026. 409 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • OP Asset Management held 35,091 shares of Cloudflare worth $8.61M as of Q2 2026.
  • OP Asset Management sold 20,623 Cloudflare shares in Q2 2026, an estimated $4.51M.
  • Cloudflare made up 0.09% of OP Asset Management's portfolio in Q2 2026, its #167 holding.
  • OP Asset Management first reported a position in Cloudflare in Q1 2025 and has held it in 6 quarters since.
  • OP Asset Management's Cloudflare position peaked at $11.5M in Q1 2026.
  • 409 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.