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Optas LLC’s Cloudflare NET Stock Holding History

Optas 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 		$1.92M Sell
7,830
-23
-0.3% -$5.03K 0.27% 52
2026
Q1 		$1.62M Sell
7,853
-7,445
-49% -$1.42M 0.25% 53
2025
Q4 		$3.02M Buy
15,298
+14,063
+1,139% +$2.97M 0.47% 30
2025
Q3 		$265K Buy
1,235
+128
+12% +$26.1K 0.05% 291
2025
Q2 		$217K Buy
+1,107
New +$161K 0.04% 309

Other funds holding NET

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Optas LLC's NET Position: Q2 2026 in Review

Optas LLC reduced its Cloudflare (NET) stake by 0.29% in Q2 2026, selling an estimated $5.03K and leaving 7,830 shares worth $1.92M. The position accounts for 0.27% of the portfolio, ranked #52.

Optas LLC first reported a position in NET in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.02M in Q4 2025. 258 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Optas LLC held 7,830 shares of Cloudflare worth $1.92M as of Q2 2026.
  • Optas LLC sold 23 Cloudflare shares in Q2 2026, an estimated $5.03K.
  • Cloudflare made up 0.27% of Optas LLC's portfolio in Q2 2026, its #52 holding.
  • Optas LLC first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • Optas LLC's Cloudflare position peaked at $3.02M in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.