OAM
NET icon

Oxford Asset Management’s Cloudflare NET Stock Holding History

Oxford 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
2024
Q2 		– Sell
-7,500
Closed -$726K – 381
2024
Q1 		$726K Buy
+7,500
New +$679K 0.75% 26

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 $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oxford Asset Management's NET Position: Q1 2026 in Review

Oxford Asset Management opened a new position in Cloudflare (NET) in Q1 2026: 1,639 shares worth $338K. The stake represents 0.15% of the portfolio and ranks #215 among its holdings. This is a return to the name: Oxford Asset Management previously reported a position in NET as recently as Q1 2020.

Oxford Asset Management first reported a position in NET in Q3 2019 and has held it in 4 quarters since. The position peaked at $9.9M in Q3 2019. 1,134 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Oxford Asset Management held 1,639 shares of Cloudflare worth $338K as of Q1 2026.
  • Cloudflare was a new Oxford Asset Management position in Q1 2026.
  • Cloudflare made up 0.15% of Oxford Asset Management's portfolio in Q1 2026, its #215 holding.
  • Oxford Asset Management first reported a position in Cloudflare in Q3 2019 and has held it in 4 quarters since.
  • Oxford Asset Management's Cloudflare position peaked at $9.9M in Q3 2019.
  • 1,134 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

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