Artisan Partners’s Cloudflare NET Stock Holding History

Artisan 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	$120M	Sell	489,716 -178,442	-27%	-$39M	0.19%	107
2026 Q1	$138M	Buy	668,158 +79,560	+14%	+$15.2M	0.22%	103
2025 Q4	$116M	Sell	588,598 -126,460	-18%	-$26.7M	0.17%	138
2025 Q3	$153M	Sell	715,058 -58,134	-8%	-$11.9M	0.22%	102
2025 Q2	$151M	Buy	773,192 +293,189	+61%	+$42.6M	0.22%	107
2025 Q1	$54.1M	Buy	+480,003	New	+$63.6M	0.09%	204
2021 Q2	–	Sell	-363,518	Closed	-$25.5M	–	355
2021 Q1	$25.5M	Buy	363,518 +632	+0.2%	+$48.7K	0.03%	297
2020 Q4	$27.6M	Sell	362,886 -15,589	-4%	-$1.02M	0.03%	286
2020 Q3	$15.5M	Buy	+378,475	New	+$14.5M	0.02%	293

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Artisan Partners's NET Position: Q2 2026 in Review

Artisan Partners reduced its Cloudflare (NET) stake by 27% in Q2 2026, selling an estimated $39M and leaving 489,716 shares worth $120M. The position accounts for 0.19% of the portfolio, ranked #107.

Artisan Partners first reported a position in NET in Q3 2020 and has held it in 9 quarters since. The position peaked at $153M in Q3 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Artisan Partners held 489,716 shares of Cloudflare worth $120M as of Q2 2026.
Artisan Partners sold 178,442 Cloudflare shares in Q2 2026, an estimated $39M.
Cloudflare made up 0.19% of Artisan Partners's portfolio in Q2 2026, its #107 holding.
Artisan Partners first reported a position in Cloudflare in Q3 2020 and has held it in 9 quarters since.
Artisan Partners's Cloudflare position peaked at $153M in Q3 2025.
1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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