OV Management’s Cloudflare NET Stock Holding History

OV 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	$109K	Sell	444 -2	-0.4%	-$438	0.2%	20
2026 Q1	$92K	Sell	446 -2,569	-85%	-$490K	0.19%	39
2025 Q4	$594K	Sell	3,015 -47	-2%	-$9.94K	0.51%	43
2025 Q3	$657K	Buy	3,062 +30	+1%	+$6.13K	0.56%	43
2025 Q2	$594K	Sell	3,032 -5,055	-63%	-$734K	0.5%	46
2025 Q1	$911K	Sell	8,087 -57	-0.7%	-$7.56K	0.43%	53
2024 Q4	$877K	Buy	8,144 +458	+6%	+$44.7K	0.41%	51
2024 Q3	$622K	Buy	7,686 +2,515	+49%	+$202K	0.41%	55
2024 Q2	$428K	Buy	5,171 +49	+1%	+$3.95K	0.3%	60
2024 Q1	$496K	Hold	5,122	–	–	0.36%	59
2023 Q4	$426K	Buy	+5,122	New	+$358K	0.35%	58

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

OV Management's NET Position: Q2 2026 in Review

OV Management reduced its Cloudflare (NET) stake by 0.45% in Q2 2026, selling an estimated $438 and leaving 444 shares worth $109K. The position accounts for 0.2% of the portfolio, ranked #20.

OV Management first reported a position in NET in Q4 2023 and has held it in 11 quarters since. The position peaked at $911K in Q1 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

OV Management held 444 shares of Cloudflare worth $109K as of Q2 2026.
OV Management sold 2 Cloudflare shares in Q2 2026, an estimated $438.
Cloudflare made up 0.2% of OV Management's portfolio in Q2 2026, its #20 holding.
OV Management first reported a position in Cloudflare in Q4 2023 and has held it in 11 quarters since.
OV Management's Cloudflare position peaked at $911K in Q1 2025.
1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on OV Management's 13F filing for Q2 2026, filed 10 Aug 2026.