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 Q1	$100M	Buy	484,500 +329,400	+212%	+$62.8M	0.03%	126
2025 Q4	$30.6M	Buy	155,100 +20,000	+15%	+$4.23M	0.01%	205
2025 Q3	$29M	Buy	135,100 +135,000	+135,000%	+$27.6M	0.01%	190
2025 Q2	$19.6K	Buy	+100	New	+$14.5K	﹤0.01%	840
2025 Q1	–	Sell	-2,000	Closed	-$215K	–	1501
2024 Q4	$215K	Sell	2,000 -3,400	-63%	-$332K	﹤0.01%	476
2024 Q3	$437K	Sell	5,400 -3,600	-40%	-$289K	﹤0.01%	412
2024 Q2	$745K	Sell	9,000 -62,700	-87%	-$5.06M	﹤0.01%	441
2024 Q1	$6.94M	Sell	71,700 -140,600	-66%	-$12.7M	﹤0.01%	319
2023 Q4	$17.7M	Buy	212,300 +141,600	+200%	+$9.9M	0.01%	234
2023 Q3	$4.46M	Buy	70,700 +70,600	+70,600%	+$4.52M	﹤0.01%	324
2023 Q2	$6.54K	Buy	+100	New	+$5.97K	﹤0.01%	432

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

Optiver Holding's NET Position: Q1 2026 in Review

Optiver Holding sold out of Cloudflare (NET) in Q1 2026, closing a stake of 12,767 shares — an estimated $2.43M sold.

Optiver Holding first reported a position in NET in Q2 2023 and held it in 7 quarters. The position peaked at $4.1M in Q1 2024. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Optiver Holding reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
Optiver Holding sold 12,767 Cloudflare shares in Q1 2026, an estimated $2.43M.
Optiver Holding first reported a position in Cloudflare in Q2 2023 and held it in 7 quarters.
Optiver Holding's Cloudflare position peaked at $4.1M in Q1 2024.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Optiver Holding's 13F filing for Q1 2026, filed 15 May 2026.