AustralianSuper’s Cloudflare NET Stock Holding History

AustralianSuper’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	$6.89M	Sell	19,830 -230,881	-92%	-$68.4M	0.03%	204
2026 Q2	$61.5M	Buy	250,711 +4,384	+2%	+$959K	0.27%	87
2026 Q1	$50.8M	Sell	246,327 -170,631	-41%	-$32.5M	0.26%	90
2025 Q4	$82.2M	Sell	416,958 -98,074	-19%	-$20.7M	0.38%	57
2025 Q3	$111M	Buy	515,032 +24,975	+5%	+$5.1M	0.52%	38
2025 Q2	$96M	Buy	490,057 +471,549	+2,548%	+$68.5M	0.49%	48
2025 Q1	$2.09M	Hold	18,508	–	–	0.01%	186
2024 Q4	$1.99M	Hold	18,508	–	–	0.01%	186
2024 Q3	$1.5M	Buy	18,508 +5,662	+44%	+$455K	0.01%	196
2024 Q2	$1.06M	Hold	12,846	–	–	0.01%	202
2024 Q1	$1.23M	Hold	12,846	–	–	0.01%	198
2023 Q4	$1.07M	Hold	12,846	–	–	0.01%	224
2023 Q3	$810K	Buy	12,846 +634	+5%	+$40.6K	0.01%	222
2023 Q2	$798K	Buy	+12,212	New	+$729K	0.01%	236

Other funds holding NET

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AustralianSuper's NET Position: Q3 2026 in Review

AustralianSuper reduced its Cloudflare (NET) stake by 92% in Q3 2026, selling an estimated $68.4M and leaving 19,830 shares worth $6.89M. The position accounts for 0.03% of the portfolio, ranked #204.

AustralianSuper first reported a position in NET in Q2 2023 and has held it in 14 quarters since. The position peaked at $111M in Q3 2025. 1,150 funds tracked by Wall St. Rank hold NET as of Q3 2026.

AustralianSuper held 19,830 shares of Cloudflare worth $6.89M as of Q3 2026.
AustralianSuper sold 230,881 Cloudflare shares in Q3 2026, an estimated $68.4M.
Cloudflare made up 0.03% of AustralianSuper's portfolio in Q3 2026, its #204 holding.
AustralianSuper first reported a position in Cloudflare in Q2 2023 and has held it in 14 quarters since.
AustralianSuper's Cloudflare position peaked at $111M in Q3 2025.
1,150 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on AustralianSuper's 13F filing for Q3 2026, filed 10 Nov 2026.