Artisan Partners
NET icon

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
2021
Q2 		– Sell
-530,300
Closed -$37.3M – 356
2021
Q1 		$37.3M Buy
+530,300
New +$40.9M 0.05% 278

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners's NET Position: Q1 2026 in Review

Artisan Partners increased its Cloudflare (NET) stake by 14% in Q1 2026, buying an estimated $15.2M and bringing the position to 668,158 shares worth $138M. The position accounts for 0.22% of the portfolio, ranked #103.

Artisan Partners first reported a position in NET in Q3 2020 and has held it in 8 quarters since. The position peaked at $153M in Q3 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Artisan Partners held 668,158 shares of Cloudflare worth $138M as of Q1 2026.
  • Artisan Partners bought 79,560 Cloudflare shares in Q1 2026, an estimated $15.2M.
  • Cloudflare made up 0.22% of Artisan Partners's portfolio in Q1 2026, its #103 holding.
  • Artisan Partners first reported a position in Cloudflare in Q3 2020 and has held it in 8 quarters since.
  • Artisan Partners's Cloudflare position peaked at $153M in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Artisan Partners's 13F filing for Q1 2026, filed 13 May 2026.