Arrowstreet Capital
NET icon

Arrowstreet Capital’s Cloudflare NET Stock Holding History

Arrowstreet Capital’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 		$1.23M Buy
+5,028
New +$1.1M ﹤0.01% 1613
2026
Q1 		– Sell
-512,554
Closed -$101M – 2019
2025
Q4 		$101M Buy
512,554
+60,605
+13% +$12.8M 0.06% 295
2025
Q3 		$97M Sell
451,949
-394,492
-47% -$80.5M 0.06% 288
2025
Q2 		$166M Buy
846,441
+51,985
+7% +$7.55M 0.12% 164
2025
Q1 		$89.5M Buy
794,456
+562,320
+242% +$74.5M 0.07% 250
2024
Q4 		$25M Buy
232,136
+179,303
+339% +$17.5M 0.02% 534
2024
Q3 		$4.27M Buy
+52,833
New +$4.25M ﹤0.01% 1018
2023
Q2 		– Sell
-475,851
Closed -$29.3M – 1393
2023
Q1 		$29.3M Buy
475,851
+277,378
+140% +$15.2M 0.04% 344
2022
Q4 		$8.97M Sell
198,473
-29,760
-13% -$1.47M 0.01% 550
2022
Q3 		$12.6M Buy
228,233
+124,793
+121% +$7.41M 0.02% 472
2022
Q2 		$4.53M Buy
+103,440
New +$7.45M 0.01% 626
2022
Q1 		– Sell
-44,489
Closed -$5.85M – 1435
2021
Q4 		$5.85M Sell
44,489
-30,473
-41% -$5.11M 0.01% 786
2021
Q3 		$8.44M Buy
+74,962
New +$8.96M 0.01% 796
2021
Q1 		– Sell
-120,700
Closed -$9.17M – 2430
2020
Q4 		$9.17M Buy
+120,700
New +$7.91M 0.01% 914

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

Arrowstreet Capital's NET Position: Q2 2026 in Review

Arrowstreet Capital opened a new position in Cloudflare (NET) in Q2 2026: 5,028 shares worth $1.23M. The stake represents ﹤0.01% of the portfolio and ranks #1613 among its holdings. This is a return to the name: Arrowstreet Capital previously reported a position in NET as recently as Q4 2025.

Arrowstreet Capital first reported a position in NET in Q4 2020 and has held it in 14 quarters since. The position peaked at $166M in Q2 2025. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Arrowstreet Capital held 5,028 shares of Cloudflare worth $1.23M as of Q2 2026.
  • Cloudflare was a new Arrowstreet Capital position in Q2 2026.
  • Cloudflare made up ﹤0.01% of Arrowstreet Capital's portfolio in Q2 2026, its #1613 holding.
  • Arrowstreet Capital first reported a position in Cloudflare in Q4 2020 and has held it in 14 quarters since.
  • Arrowstreet Capital's Cloudflare position peaked at $166M in Q2 2025.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Arrowstreet Capital's 13F filing for Q2 2026, filed 13 Aug 2026.