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Oppenheimer & Co’s Cloudflare NET Stock Holding History

Oppenheimer & Co’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
Q1 		$2.15M Sell
10,422
-828
-7% -$158K 0.03% 570
2025
Q4 		$2.22M Sell
11,250
-1,578
-12% -$334K 0.03% 519
2025
Q3 		$2.75M Buy
12,828
+2,445
+24% +$499K 0.03% 510
2025
Q2 		$2.03M Sell
10,383
-5,961
-36% -$865K 0.03% 569
2025
Q1 		$1.84M Buy
16,344
+1,059
+7% +$140K 0.03% 568
2024
Q4 		$1.65M Sell
15,285
-140
-0.9% -$13.7K 0.02% 603
2024
Q3 		$1.25M Sell
15,425
-138
-0.9% -$11.1K 0.02% 719
2024
Q2 		$1.29M Buy
15,563
+4,121
+36% +$332K 0.02% 678
2024
Q1 		$1.11M Buy
11,442
+4,307
+60% +$390K 0.02% 705
2023
Q4 		$594K Buy
7,135
+1,318
+23% +$92.2K 0.01% 914
2023
Q3 		$367K Sell
5,817
-100
-2% -$6.4K 0.01% 1060
2023
Q2 		$387K Sell
5,917
-1,595
-21% -$95.2K 0.01% 1067
2023
Q1 		$463K Sell
7,512
-8,479
-53% -$464K 0.01% 971
2022
Q4 		$723K Sell
15,991
-3,042
-16% -$150K 0.02% 796
2022
Q3 		$1.05M Sell
19,033
-783
-4% -$46.5K 0.02% 644
2022
Q2 		$867K Sell
19,816
-5,871
-23% -$423K 0.02% 737
2022
Q1 		$3.08M Sell
25,687
-11,628
-31% -$1.21M 0.06% 385
2021
Q4 		$4.91M Sell
37,315
-1,349
-3% -$226K 0.09% 272
2021
Q3 		$4.36M Sell
38,664
-607
-2% -$72.5K 0.08% 290
2021
Q2 		$4.16M Sell
39,271
-3,516
-8% -$291K 0.07% 311
2021
Q1 		$3.01M Sell
42,787
-2,022
-5% -$156K 0.06% 356
2020
Q4 		$3.4M Sell
44,809
-21,528
-32% -$1.41M 0.07% 310
2020
Q3 		$2.72M Buy
66,337
+35,721
+117% +$1.37M 0.07% 316
2020
Q2 		$1.1M Buy
+30,616
New +$855K 0.03% 540

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oppenheimer & Co's NET Position: Q1 2026 in Review

Oppenheimer & Co reduced its Cloudflare (NET) stake by 7.4% in Q1 2026, selling an estimated $158K and leaving 10,422 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #570.

Oppenheimer & Co first reported a position in NET in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.91M in Q4 2021. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Oppenheimer & Co held 10,422 shares of Cloudflare worth $2.15M as of Q1 2026.
  • Oppenheimer & Co sold 828 Cloudflare shares in Q1 2026, an estimated $158K.
  • Cloudflare made up 0.03% of Oppenheimer & Co's portfolio in Q1 2026, its #570 holding.
  • Oppenheimer & Co first reported a position in Cloudflare in Q2 2020 and has held it in 24 quarters since.
  • Oppenheimer & Co's Cloudflare position peaked at $4.91M in Q4 2021.
  • 1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.