O'Neil Global Advisors, Inc.

Position in NET — Cloudflare, Inc.

CIK 1861159 LOS ANGELES, CA

Position in NET

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$260,977

-$6,080 QoQ

Shares Held

1,064

-61.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#910

of 1,214 holders

Holding Since

Jun 2021

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

O'Neil Global Advisors, Inc. holds $30,721,999 across 4 Software - Infrastructure names. NET ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWD	CrowdStrike Holdings, Inc.	96,860	$18,479,435
2	FLYW	Flywire Corp	401,686	$7,057,623
3	XYZ	Block, Inc.	64,789	$4,923,964
4	NET	Cloudflare, Inc. This page	1,064	$260,977

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,977	1,064	-61.4%	Shares	Sole	2026-08-10
2024-03-31	$267,057	2,758	-96.4%	Shares	Sole	2024-05-10
2023-12-31	$6,432,667	77,260	+24.0%	Shares	Sole	2024-02-09
2023-03-31	$3,842,034	62,310	+2386.4%	Shares	Sole	2023-04-14
2021-09-30	$282,300	2,506	-58.9%	Shares	Sole	2021-11-02
2021-06-30	$645,624	6,100	—	Shares	Sole	2021-07-12
No filing history on record for this holder in this stock.