Cloudflare (NET)Carnegie Investment Counsel reduced its stake -110K shares

23K

Shares reported · -110K vs prior quarter

0.11%

Disclosed portfolio weight

$5.55M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 30, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jan 16, 2026Federal contract · $500 obligatedDepartment of Defense awarded Cloudflare, Inc.: $500 obligated to date
2. Jun 30, 2026Company filing · Form 8-K · Executive change, Shareholder voteChanged a top executive or board member, and held a shareholder vote“On June 30, 2025, Cloudflare, Inc. (the "Company") held its 2026 Annual Meeting of Stockholders (the “Annual Meeting”). At the Annual Meeting, the Company’s stockholders approved the amendment and restatement of each of the Company's 2019 Equity Incentive Plan (the “Plan”) and the Company's Amended and Restated 2019 Employee Stock Purchase Plan (the “ESPP”).”
3. Jun 30, 2026Company filing · Form 8-K · Executive change, Shareholder voteChanged a top executive or board member, and held a shareholder vote“On June 30, 2026, Cloudflare, Inc. (the "Company") held its 2026 Annual Meeting of Stockholders (the “Annual Meeting”). At the Annual Meeting, the Company’s stockholders approved the amendment and restatement of each of the Company's 2019 Equity Incentive Plan (the “Plan”) and the Company's Amended and Restated 2019 Employee Stock Purchase Plan (the “ESPP”).”

What came next

1. Aug 6, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
2. Aug 10, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 2 more items)
3. Aug 18, 2026CongressDisclosed partial sale of NET — reported range $1,001 - $15,000
4. Sep 15, 2026Federal contract · $50K obligatedDepartment of Commerce awarded Cloudflare, Inc.: $50K obligated to date
5. Oct 5, 2026Insider · 1 personInsiders: 8 sales (~$11.6M)
6. Oct 6, 2026Insider · 1 personInsiders: 6 sales (~$12.1M)
7. Oct 7, 2026Insider · 1 personInsiders: 7 sales (~$11.5M)

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Cloudflare

For Cloudflare, OQRO holds 22 insider filings (SEC Form 4 or Form 144), 1 Congress trade report, 34 fund holdings reports (13F) and 2 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its NET page.

How this filing works

• SEC Form 13F

Other disclosures at Cloudflare

• SEC Form 4Oct 8, 2026
• SEC Form 4Oct 8, 2026
• SEC Form 4Oct 8, 2026
• SEC Form 4Oct 8, 2026
• SEC Form 4Oct 8, 2026
• SEC Form 4Oct 8, 2026

Everything OQRO holds on this company is on its NET page.