AP
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Archon Partners’s Cloudflare NET Stock Holding History

Archon Partners’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 		$9.81M Sell
40,000
-10,000
-20% -$2.19M 1.05% 34
2026
Q1 		$10.3M Hold
50,000
– – 1.22% 28
2025
Q4 		$9.86M Sell
50,000
-5,000
-9% -$1.06M 1.03% 30
2025
Q3 		$11.8M Hold
55,000
– – 1.25% 26
2025
Q2 		$10.8M Hold
55,000
– – 1.24% 28
2025
Q1 		$6.2M Buy
55,000
+2,000
+4% +$265K 0.75% 32
2024
Q4 		$5.71M Buy
+53,000
New +$5.18M 0.66% 32

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Archon Partners's NET Position: Q2 2026 in Review

Archon Partners reduced its Cloudflare (NET) stake by 20% in Q2 2026, selling an estimated $2.19M and leaving 40,000 shares worth $9.81M. The position accounts for 1.05% of the portfolio, ranked #34.

Archon Partners first reported a position in NET in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.8M in Q3 2025. 804 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Archon Partners held 40,000 shares of Cloudflare worth $9.81M as of Q2 2026.
  • Archon Partners sold 10,000 Cloudflare shares in Q2 2026, an estimated $2.19M.
  • Cloudflare made up 1.05% of Archon Partners's portfolio in Q2 2026, its #34 holding.
  • Archon Partners first reported a position in Cloudflare in Q4 2024 and has held it in 7 quarters since.
  • Archon Partners's Cloudflare position peaked at $11.8M in Q3 2025.
  • 804 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Archon Partners's 13F filing for Q2 2026, filed 6 Aug 2026.