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
Q3 		$13.9M Hold
40,000
– – 1.44% 25
2026
Q2 		$9.8M Sell
40,000
-10,000
-20% -$2.19M 1.05% 34
2026
Q1 		$10.3M Hold
50,000
– – 1.22% 28
2025
Q4 		$9.9M 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Archon Partners's NET Position: Q3 2026 in Review

Archon Partners held its Cloudflare (NET) position steady in Q3 2026 at 40,000 shares worth $13.9M. The position accounts for 1.44% of the portfolio, ranked #25.

Archon Partners first reported a position in NET in Q4 2024 and has held it in 8 quarters since. 841 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Archon Partners held 40,000 shares of Cloudflare worth $13.9M as of Q3 2026.
  • Archon Partners left its Cloudflare share count unchanged in Q3 2026.
  • Cloudflare made up 1.44% of Archon Partners's portfolio in Q3 2026, its #25 holding.
  • Archon Partners first reported a position in Cloudflare in Q4 2024 and has held it in 8 quarters since.
  • 841 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Archon Partners's 13F filing for Q3 2026, filed 26 Oct 2026.