American Century Companies
NET icon

American Century Companies’s Cloudflare NET Stock Holding History

American Century Companies’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 		$1.05B Buy
4,286,156
+658,901
+18% +$144M 0.46% 21
2026
Q1 		$748M Buy
3,627,255
+452,846
+14% +$86.4M 0.39% 22
2025
Q4 		$626M Buy
3,174,409
+243,352
+8% +$51.5M 0.31% 27
2025
Q3 		$629M Sell
2,931,057
-46,166
-2% -$9.42M 0.32% 26
2025
Q2 		$583M Sell
2,977,223
-60,197
-2% -$8.74M 0.32% 32
2025
Q1 		$342M Buy
3,037,420
+779,819
+35% +$103M 0.21% 67
2024
Q4 		$243M Buy
2,257,601
+1,017,399
+82% +$99.4M 0.14% 116
2024
Q3 		$100M Sell
1,240,202
-154,530
-11% -$12.4M 0.06% 338
2024
Q2 		$116M Buy
1,394,732
+277,228
+25% +$22.4M 0.07% 273
2024
Q1 		$108M Sell
1,117,504
-97,147
-8% -$8.8M 0.07% 310
2023
Q4 		$101M Sell
1,214,651
-96
-0% -$6.71K 0.07% 307
2023
Q3 		$76.6M Sell
1,214,747
-969
-0.1% -$62K 0.06% 338
2023
Q2 		$79.5M Sell
1,215,716
-61,583
-5% -$3.68M 0.06% 328
2023
Q1 		$78.7M Sell
1,277,299
-103,603
-8% -$5.66M 0.06% 323
2022
Q4 		$62.4M Sell
1,380,902
-137,858
-9% -$6.82M 0.05% 368
2022
Q3 		$84M Buy
1,518,760
+611,999
+67% +$36.3M 0.07% 290
2022
Q2 		$39.7M Buy
906,761
+102,468
+13% +$7.38M 0.03% 478
2022
Q1 		$96.3M Buy
804,293
+262,347
+48% +$27.4M 0.07% 308
2021
Q4 		$71.3M Buy
541,946
+44,273
+9% +$7.42M 0.05% 404
2021
Q3 		$56.1M Buy
497,673
+54,172
+12% +$6.47M 0.04% 428
2021
Q2 		$46.9M Buy
+443,501
New +$36.7M 0.03% 475
2021
Q1 		– Sell
-390,981
Closed -$29.7M – 2233
2020
Q4 		$29.7M Buy
+390,981
New +$25.6M 0.02% 522

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies's NET Position: Q2 2026 in Review

American Century Companies increased its Cloudflare (NET) stake by 18% in Q2 2026, buying an estimated $144M and bringing the position to 4,286,156 shares worth $1.05B. The position accounts for 0.46% of the portfolio, ranked #21.

American Century Companies first reported a position in NET in Q4 2020 and has held it in 22 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • American Century Companies held 4,286,156 shares of Cloudflare worth $1.05B as of Q2 2026.
  • American Century Companies bought 658,901 Cloudflare shares in Q2 2026, an estimated $144M.
  • Cloudflare made up 0.46% of American Century Companies's portfolio in Q2 2026, its #21 holding.
  • American Century Companies first reported a position in Cloudflare in Q4 2020 and has held it in 22 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on American Century Companies's 13F filing for Q2 2026, filed 12 Aug 2026.