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Ossiam’s Cloudflare NET Stock Holding History

Ossiam’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 		$5.67M Buy
23,099
+12,792
+124% +$2.8M 0.08% 158
2026
Q1 		$2.13M Buy
10,307
+7,947
+337% +$1.52M 0.04% 158
2025
Q4 		$465K Sell
2,360
-1,108
-32% -$234K 0.01% 287
2025
Q3 		$744K Buy
3,468
+125
+4% +$25.5K 0.01% 514
2025
Q2 		$655K Buy
3,343
+64
+2% +$9.29K 0.01% 445
2025
Q1 		$370K Sell
3,279
-235
-7% -$31.2K 0.01% 451
2024
Q4 		$378K Buy
3,514
+310
+10% +$30.3K 0.01% 485
2024
Q3 		$259K Buy
3,204
+20
+0.6% +$1.61K 0.01% 516
2024
Q2 		$264K Buy
3,184
+145
+5% +$11.7K 0.01% 518
2024
Q1 		$294K Sell
3,039
-1,008
-25% -$91.3K 0.01% 545
2023
Q4 		$337K Hold
4,047
– – 0.01% 536
2023
Q3 		$255K Sell
4,047
-818
-17% -$52.4K ﹤0.01% 581
2023
Q2 		$318K Buy
4,865
+2,886
+146% +$172K 0.01% 518
2023
Q1 		$122K Buy
1,979
+338
+21% +$18.5K ﹤0.01% 572
2022
Q4 		$74.2K Hold
1,641
– – ﹤0.01% 627
2022
Q3 		$91K Buy
+1,641
New +$97.5K ﹤0.01% 592

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

Ossiam's NET Position: Q2 2026 in Review

Ossiam increased its Cloudflare (NET) stake by 124% in Q2 2026, buying an estimated $2.8M and bringing the position to 23,099 shares worth $5.67M. The position accounts for 0.08% of the portfolio, ranked #158.

Ossiam first reported a position in NET in Q3 2022 and has held it in 16 quarters since. 1,225 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Ossiam held 23,099 shares of Cloudflare worth $5.67M as of Q2 2026.
  • Ossiam bought 12,792 Cloudflare shares in Q2 2026, an estimated $2.8M.
  • Cloudflare made up 0.08% of Ossiam's portfolio in Q2 2026, its #158 holding.
  • Ossiam first reported a position in Cloudflare in Q3 2022 and has held it in 16 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.