OCM
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Oribel Capital Management’s Cloudflare NET Stock Holding History

Oribel Capital Management’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 		$23.1M Buy
94,000
+15,300
+19% +$3.35M 0.7% 53
2026
Q1 		$16.2M Buy
+78,700
New +$15M 0.72% 51

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oribel Capital Management's NET Position: Q2 2026 in Review

Oribel Capital Management increased its Cloudflare (NET) stake by 19% in Q2 2026, buying an estimated $3.35M and bringing the position to 94,000 shares worth $23.1M. The position accounts for 0.7% of the portfolio, ranked #52.

Oribel Capital Management first reported a position in NET in Q1 2025 and has held it in 6 quarters since. 1,222 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Oribel Capital Management held 94,000 shares of Cloudflare worth $23.1M as of Q2 2026.
  • Oribel Capital Management bought 15,300 Cloudflare shares in Q2 2026, an estimated $3.35M.
  • Cloudflare made up 0.7% of Oribel Capital Management's portfolio in Q2 2026, its #52 holding.
  • Oribel Capital Management first reported a position in Cloudflare in Q1 2025 and has held it in 6 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Oribel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.