Optima Capital’s Cloudflare NET Stock Holding History

Optima Capital’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	–	Sell	-19	Closed	-$3.75K	–	887
2025 Q4	$3.75K	Buy	+19	New	+$4.02K	﹤0.01%	661

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optima Capital's NET Position: Q1 2026 in Review

Optima Capital sold out of Cloudflare (NET) in Q1 2026, closing a stake of 19 shares — an estimated $3.75K sold.

Optima Capital first reported a position in NET in Q4 2025 and held it in 1 quarter. The position peaked at $3.75K in Q4 2025. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Optima Capital reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 19 Cloudflare shares in Q1 2026, an estimated $3.75K.
Optima Capital first reported a position in Cloudflare in Q4 2025 and held it in 1 quarter.
Optima Capital's Cloudflare position peaked at $3.75K in Q4 2025.
1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.