Osaic Holdings’s Cloudflare NET Stock Holding History

Osaic Holdings’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	$9.4K	Buy	+1	New	+$191	﹤0.01%	6338
2025 Q4	–	Sell	-1	Closed	-$15.8K	–	8051
2025 Q3	$15.8K	Hold	1	–	–	﹤0.01%	6089
2025 Q2	$14.6K	Hold	1	–	–	﹤0.01%	5930
2025 Q1	$6.46K	Hold	1	–	–	﹤0.01%	6037
2024 Q4	$6K	Sell	1 -2	-67%	-$195	﹤0.01%	6090
2024 Q3	$11.7K	Hold	3	–	–	﹤0.01%	5723
2024 Q2	$13K	Hold	3	–	–	﹤0.01%	5622
2024 Q1	$17.2K	Hold	3	–	–	﹤0.01%	5455
2023 Q4	$13.3K	Hold	3	–	–	﹤0.01%	5691
2023 Q3	$8.88K	Hold	3	–	–	﹤0.01%	5982
2023 Q2	$9.93K	Buy	3 +1	+50%	+$60	﹤0.01%	5966
2023 Q1	$6.46K	Buy	+2	New	+$109	﹤0.01%	6223
2022 Q1	–	Sell	-2	Closed	-$20K	–	7403
2021 Q4	$20K	Buy	+2	New	+$335	﹤0.01%	5795

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

Osaic Holdings's NET Position: Q1 2026 in Review

Osaic Holdings reduced its Cloudflare (NET) stake by 26% in Q1 2026, selling an estimated $3.89M and leaving 59,589 shares worth $12.3M. The position accounts for 0.02% of the portfolio, ranked #787.

Osaic Holdings first reported a position in NET in Q1 2020 and has held it in 25 quarters since. The position peaked at $23M in Q3 2025. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Osaic Holdings held 59,589 shares of Cloudflare worth $12.3M as of Q1 2026.
Osaic Holdings sold 20,397 Cloudflare shares in Q1 2026, an estimated $3.89M.
Cloudflare made up 0.02% of Osaic Holdings's portfolio in Q1 2026, its #787 holding.
Osaic Holdings first reported a position in Cloudflare in Q1 2020 and has held it in 25 quarters since.
Osaic Holdings's Cloudflare position peaked at $23M in Q3 2025.
1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.