Optiver Holding’s Cloudflare NET Stock Holding History

Optiver Holding’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	$74.9M	Buy	+305,258	New	+$66.8M	0.02%	196
2026 Q1	–	Sell	-12,767	Closed	-$2.43M	–	2598
2025 Q4	$2.52M	Buy	+12,767	New	+$2.7M	﹤0.01%	432
2025 Q1	–	Sell	-3,384	Closed	-$364K	–	1502
2024 Q4	$364K	Sell	3,384 -4,450	-57%	-$435K	﹤0.01%	444
2024 Q3	$634K	Sell	7,834 -3,540	-31%	-$285K	﹤0.01%	390
2024 Q2	$942K	Sell	11,374 -30,961	-73%	-$2.5M	﹤0.01%	429
2024 Q1	$4.1M	Buy	+42,335	New	+$3.83M	﹤0.01%	358
2023 Q4	–	Sell	-1,605	Closed	-$112K	–	555
2023 Q3	$101K	Buy	1,605 +928	+137%	+$59.4K	﹤0.01%	444
2023 Q2	$44.3K	Buy	+677	New	+$40.4K	﹤0.01%	410

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Optiver Holding's NET Position: Q2 2026 in Review

Optiver Holding opened a new position in Cloudflare (NET) in Q2 2026: 305,258 shares worth $74.9M. The stake represents 0.02% of the portfolio and ranks #196 among its holdings. This is a return to the name: Optiver Holding previously reported a position in NET as recently as Q4 2025.

Optiver Holding first reported a position in NET in Q2 2023 and has held it in 8 quarters since. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Optiver Holding held 305,258 shares of Cloudflare worth $74.9M as of Q2 2026.
Cloudflare was a new Optiver Holding position in Q2 2026.
Cloudflare made up 0.02% of Optiver Holding's portfolio in Q2 2026, its #196 holding.
Optiver Holding first reported a position in Cloudflare in Q2 2023 and has held it in 8 quarters since.
1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Optiver Holding's 13F filing for Q2 2026, filed 12 Aug 2026.