Walleye Trading
NET icon

Walleye Trading’s Cloudflare NET Stock Holding History

Walleye Trading’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 		$68.9M Buy
333,800
+74,300
+29% +$14.2M 0.11% 176
2025
Q4 		$51.2M Buy
259,500
+17,600
+7% +$3.72M 0.07% 282
2025
Q3 		$51.9M Buy
241,900
+124,600
+106% +$25.4M 0.08% 252
2025
Q2 		$23M Sell
117,300
-14,500
-11% -$2.11M 0.04% 473
2025
Q1 		$14.9M Sell
131,800
-179,300
-58% -$23.8M 0.03% 556
2024
Q4 		$33.5M Sell
311,100
-41,200
-12% -$4.03M 0.07% 302
2024
Q3 		$28.5M Buy
352,300
+88,600
+34% +$7.12M 0.06% 342
2024
Q2 		$21.8M Buy
263,700
+72,400
+38% +$5.84M 0.05% 385
2024
Q1 		$18.5M Sell
191,300
-136,600
-42% -$12.4M 0.04% 450
2023
Q4 		$27.3M Buy
327,900
+29,200
+10% +$2.04M 0.06% 332
2023
Q3 		$18.8M Buy
298,700
+23,000
+8% +$1.47M 0.05% 392
2023
Q2 		$18M Sell
275,700
-55,700
-17% -$3.32M 0.05% 335
2023
Q1 		$20.4M Sell
331,400
-266,000
-45% -$14.5M 0.04% 377
2022
Q4 		$27M Buy
597,400
+10,200
+2% +$505K 0.08% 273
2022
Q3 		$32.5M Buy
587,200
+123,600
+27% +$7.34M 0.1% 197
2022
Q2 		$20.3M Buy
463,600
+61,700
+15% +$4.44M 0.07% 318
2022
Q1 		$48.1M Sell
401,900
-125,400
-24% -$13.1M 0.15% 106
2021
Q4 		$69.3M Sell
527,300
-21,200
-4% -$3.55M 0.23% 76
2021
Q3 		$61.8M Buy
548,500
+238,700
+77% +$28.5M 0.22% 68
2021
Q2 		$32.8M Buy
309,800
+265,900
+606% +$22M 0.13% 126
2021
Q1 		$3.08M Sell
43,900
-53,400
-55% -$4.12M 0.01% 990
2020
Q4 		$7.39M Sell
97,300
-237,000
-71% -$15.5M 0.03% 527
2020
Q3 		$13.7M Buy
334,300
+262,200
+364% +$10M 0.07% 196
2020
Q2 		$2.59M Buy
72,100
+38,100
+112% +$1.06M 0.02% 911
2020
Q1 		$798K Buy
34,000
+9,400
+38% +$183K 0.01% 1474
2019
Q4 		$420K Buy
+24,600
New +$419K ﹤0.01% 2554

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

Walleye Trading's NET Position: Q1 2026 in Review

Walleye Trading reduced its Cloudflare (NET) stake by 52% in Q1 2026, selling an estimated $8.91M and leaving 43,487 shares worth $8.97M. The position accounts for 0.02% of the portfolio, ranked #847.

Walleye Trading first reported a position in NET in Q3 2019 and has held it in 15 quarters since. The position peaked at $28.5M in Q4 2020. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Walleye Trading held 43,487 shares of Cloudflare worth $8.97M as of Q1 2026.
  • Walleye Trading sold 46,734 Cloudflare shares in Q1 2026, an estimated $8.91M.
  • Cloudflare made up 0.02% of Walleye Trading's portfolio in Q1 2026, its #847 holding.
  • Walleye Trading first reported a position in Cloudflare in Q3 2019 and has held it in 15 quarters since.
  • Walleye Trading's Cloudflare position peaked at $28.5M in Q4 2020.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Walleye Trading's 13F filing for Q1 2026, filed 11 May 2026.