GROUP ONE TRADING LLC

Position in NET — Cloudflare, Inc.

CIK 932540 CHICAGO, IL

Position in NET

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,967,198

+$1,816,975 QoQ

Shares Held

40,636

+2.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#277

of 1,214 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GROUP ONE TRADING LLC holds $137,270,689 across 82 Software - Infrastructure names. NET ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLTR	Palantir Technologies Inc.	158,800	$18,527,196
2	NN	Nextnav Inc.	1,029,972	$18,364,400
3	MSFT	Microsoft Corp	32,986	$12,304,437
4	NET	Cloudflare, Inc. This page	40,636	$9,967,198
5	NUAI	New ERA Energy & Digital, Inc.	1,246,018	$7,949,594
6	ZETA	Zeta Global Holdings Corp.	345,741	$6,804,182
7	OKTA	Okta, Inc.	47,314	$6,455,995
8	XYZ	Block, Inc.	65,206	$4,955,656

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,967,198	40,636	+2.9%	Shares	Sole	2026-08-14
2026-03-31	$8,150,223	39,499	-39.3%	Shares	Sole	2026-05-13
2025-12-31	$12,821,847	65,036	+193.9%	Shares	Sole	2026-02-12
2025-09-30	$4,748,232	22,127	-65.7%	Shares	Sole	2025-11-12
2025-06-30	$12,647,288	64,583	+1012.2%	Shares	Sole	2025-08-14
2025-03-31	$654,390	5,807	-90.3%	Shares	Sole	2025-05-14
2024-12-31	$6,417,297	59,596	+14.9%	Shares	Sole	2025-05-14
2024-09-30	$4,196,006	51,873	+28.4%	Shares	Sole	2024-11-14
2024-06-30	$3,346,249	40,399	+36.1%	Shares	Sole	2024-08-14
2024-03-31	$2,874,011	29,681	+191.3%	Shares	Sole	2024-05-10
2023-12-31	$848,419	10,190	-93.4%	Shares	Sole	2024-02-14
2021-03-31	$10,824,185	154,059	-23.9%	Shares	Sole	2021-05-12
2020-12-31	$15,391,698	202,549	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.