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
Q2 		$110M Buy
448,000
+206,000
+85% +$45.1M 0.13% 152
2026
Q1 		$49.9M Buy
242,000
+26,600
+12% +$5.07M 0.08% 246
2025
Q4 		$42.5M Buy
215,400
+7,600
+4% +$1.61M 0.06% 340
2025
Q3 		$44.6M Sell
207,800
-61,100
-23% -$12.5M 0.07% 295
2025
Q2 		$52.7M Buy
268,900
+43,000
+19% +$6.24M 0.1% 213
2025
Q1 		$25.5M Sell
225,900
-396,800
-64% -$52.6M 0.06% 364
2024
Q4 		$67.1M Buy
622,700
+19,500
+3% +$1.91M 0.14% 134
2024
Q3 		$48.8M Buy
603,200
+162,300
+37% +$13M 0.1% 199
2024
Q2 		$36.5M Buy
440,900
+41,400
+10% +$3.34M 0.09% 240
2024
Q1 		$38.7M Sell
399,500
-80,000
-17% -$7.24M 0.08% 227
2023
Q4 		$39.9M Buy
479,500
+151,400
+46% +$10.6M 0.09% 219
2023
Q3 		$20.7M Buy
328,100
+97,700
+42% +$6.26M 0.05% 356
2023
Q2 		$15.1M Sell
230,400
-132,700
-37% -$7.92M 0.05% 403
2023
Q1 		$22.4M Sell
363,100
-74,900
-17% -$4.1M 0.05% 346
2022
Q4 		$19.8M Sell
438,000
-67,600
-13% -$3.34M 0.06% 358
2022
Q3 		$28M Buy
505,600
+191,400
+61% +$11.4M 0.09% 223
2022
Q2 		$13.7M Sell
314,200
-103,600
-25% -$7.46M 0.04% 470
2022
Q1 		$50M Sell
417,800
-30,200
-7% -$3.15M 0.16% 101
2021
Q4 		$58.9M Buy
448,000
+30,300
+7% +$5.08M 0.19% 98
2021
Q3 		$47.1M Sell
417,700
-79,400
-16% -$9.49M 0.17% 100
2021
Q2 		$52.6M Buy
497,100
+268,700
+118% +$22.2M 0.21% 69
2021
Q1 		$16M Sell
228,400
-594,600
-72% -$45.8M 0.07% 196
2020
Q4 		$62.5M Buy
823,000
+225,100
+38% +$14.8M 0.27% 37
2020
Q3 		$24.6M Buy
597,900
+310,200
+108% +$11.9M 0.13% 103
2020
Q2 		$10.3M Sell
287,700
-48,500
-14% -$1.35M 0.07% 261
2020
Q1 		$7.89M Buy
336,200
+106,600
+46% +$2.07M 0.06% 242
2019
Q4 		$3.92M Buy
229,600
+215,600
+1,540% +$3.67M 0.03% 724
2019
Q3 		$260K Buy
+14,000
New +$271K ﹤0.01% 2722

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

Walleye Trading's NET Position: Q2 2026 in Review

Walleye Trading sold out of Cloudflare (NET) in Q2 2026, closing a stake of 43,487 shares — an estimated $9.51M sold.

Walleye Trading first reported a position in NET in Q3 2019 and held it in 15 quarters. The position peaked at $28.5M in Q4 2020. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Walleye Trading reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Walleye Trading sold 43,487 Cloudflare shares in Q2 2026, an estimated $9.51M.
  • Walleye Trading first reported a position in Cloudflare in Q3 2019 and held it in 15 quarters.
  • Walleye Trading's Cloudflare position peaked at $28.5M in Q4 2020.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Walleye Trading's 13F filing for Q2 2026, filed 3 Aug 2026.