OCM
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Osbon Capital Management’s Cloudflare NET Stock Holding History

Osbon 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
Q1 		$3.41M Buy
16,542
+4,086
+33% +$779K 2.79% 9
2025
Q4 		$2.46M Buy
+12,456
New +$2.63M 2.3% 9

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osbon Capital Management's NET Position: Q1 2026 in Review

Osbon Capital Management increased its Cloudflare (NET) stake by 33% in Q1 2026, buying an estimated $779K and bringing the position to 16,542 shares worth $3.41M. The position accounts for 2.79% of the portfolio, ranked #9.

Osbon Capital Management first reported a position in NET in Q4 2025 and has held it in 2 quarters since. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Osbon Capital Management held 16,542 shares of Cloudflare worth $3.41M as of Q1 2026.
  • Osbon Capital Management bought 4,086 Cloudflare shares in Q1 2026, an estimated $779K.
  • Cloudflare made up 2.79% of Osbon Capital Management's portfolio in Q1 2026, its #9 holding.
  • Osbon Capital Management first reported a position in Cloudflare in Q4 2025 and has held it in 2 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.