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O'Shaughnessy Asset Management’s Cloudflare NET Stock Holding History

O'Shaughnessy Asset 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 		$10.4M Buy
42,331
+2,880
+7% +$630K 0.05% 375
2026
Q1 		$8.14M Buy
39,451
+4,582
+13% +$874K 0.04% 415
2025
Q4 		$6.87M Sell
34,869
-1,332
-4% -$282K 0.04% 424
2025
Q3 		$7.77M Buy
36,201
+5,067
+16% +$1.03M 0.05% 391
2025
Q2 		$6.1M Sell
31,134
-1,280
-4% -$186K 0.04% 419
2025
Q1 		$3.65M Buy
32,414
+8,422
+35% +$1.12M 0.03% 512
2024
Q4 		$2.58M Buy
23,992
+3,411
+17% +$333K 0.02% 582
2024
Q3 		$1.93M Buy
20,581
+9,905
+93% +$796K 0.02% 654
2024
Q2 		$884K Buy
10,676
+69
+0.7% +$5.57K 0.01% 894
2024
Q1 		$1.03M Buy
10,607
+1,933
+22% +$175K 0.01% 817
2023
Q4 		$722K Buy
8,674
+3,513
+68% +$246K 0.01% 861
2023
Q3 		$325K Buy
+5,161
New +$330K ﹤0.01% 1077
2021
Q4 		– Sell
-1,191
Closed -$134K – 2023
2021
Q3 		$134K Sell
1,191
-816
-41% -$97.5K ﹤0.01% 1235
2021
Q2 		$212K Buy
2,007
+30
+2% +$2.48K ﹤0.01% 1007
2021
Q1 		$139K Buy
1,977
+997
+102% +$76.8K ﹤0.01% 1067
2020
Q4 		$74K Buy
+980
New +$64.3K ﹤0.01% 1159

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

O'Shaughnessy Asset Management's NET Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Cloudflare (NET) stake by 7.3% in Q2 2026, buying an estimated $630K and bringing the position to 42,331 shares worth $10.4M. The position accounts for 0.05% of the portfolio, ranked #375.

O'Shaughnessy Asset Management first reported a position in NET in Q4 2020 and has held it in 16 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • O'Shaughnessy Asset Management held 42,331 shares of Cloudflare worth $10.4M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 2,880 Cloudflare shares in Q2 2026, an estimated $630K.
  • Cloudflare made up 0.05% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #375 holding.
  • O'Shaughnessy Asset Management first reported a position in Cloudflare in Q4 2020 and has held it in 16 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.