OPS
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Orion Portfolio Solutions’s Cloudflare NET Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$718K Buy
6,372
+4,364
+217% +$578K 0.01% 1234
2024
Q4 		$216K Buy
+2,008
New +$196K ﹤0.01% 1718

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Orion Portfolio Solutions's NET Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Cloudflare (NET) stake by 217% in Q1 2025, buying an estimated $578K and bringing the position to 6,372 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #1234.

Orion Portfolio Solutions first reported a position in NET in Q4 2024 and has held it in 2 quarters since. 872 funds tracked by Wall St. Rank hold NET as of Q1 2025.

  • Orion Portfolio Solutions held 6,372 shares of Cloudflare worth $718K as of Q1 2025.
  • Orion Portfolio Solutions bought 4,364 Cloudflare shares in Q1 2025, an estimated $578K.
  • Cloudflare made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1234 holding.
  • Orion Portfolio Solutions first reported a position in Cloudflare in Q4 2024 and has held it in 2 quarters since.
  • 872 funds tracked by Wall St. Rank held Cloudflare as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.