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Oppenheimer Asset Management’s Cloudflare NET Stock Holding History

Oppenheimer 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 		$6.7M Buy
27,322
+12,230
+81% +$2.68M 0.07% 304
2026
Q1 		$3.11M Buy
15,092
+5,666
+60% +$1.08M 0.04% 450
2025
Q4 		$1.86M Sell
9,426
-355
-4% -$75.1K 0.02% 519
2025
Q3 		$2.1M Sell
9,781
-908
-8% -$185K 0.02% 548
2025
Q2 		$2.09M Buy
10,689
+8,027
+302% +$1.17M 0.02% 537
2025
Q1 		$300K Sell
2,662
-1,205
-31% -$160K ﹤0.01% 962
2024
Q4 		$416K Buy
+3,867
New +$378K 0.01% 911

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Oppenheimer Asset Management increased its Cloudflare (NET) stake by 81% in Q2 2026, buying an estimated $2.68M and bringing the position to 27,322 shares worth $6.7M. The position accounts for 0.07% of the portfolio, ranked #304.

Oppenheimer Asset Management first reported a position in NET in Q4 2024 and has held it in 7 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Oppenheimer Asset Management held 27,322 shares of Cloudflare worth $6.7M as of Q2 2026.
  • Oppenheimer Asset Management bought 12,230 Cloudflare shares in Q2 2026, an estimated $2.68M.
  • Cloudflare made up 0.07% of Oppenheimer Asset Management's portfolio in Q2 2026, its #304 holding.
  • Oppenheimer Asset Management first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.