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 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 $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

AustralianSuper's NET Position: Q2 2026 in Review

AustralianSuper increased its Cloudflare (NET) stake by 1.8% in Q2 2026, buying an estimated $959K and bringing the position to 250,711 shares worth $61.5M. The position accounts for 0.27% of the portfolio, ranked #87.

AustralianSuper first reported a position in NET in Q2 2023 and has held it in 13 quarters since. The position peaked at $111M in Q3 2025. 1,222 funds tracked by Wall St. Rank hold NET as of Q2 2026.

AustralianSuper held 250,711 shares of Cloudflare worth $61.5M as of Q2 2026.
AustralianSuper bought 4,384 Cloudflare shares in Q2 2026, an estimated $959K.
Cloudflare made up 0.27% of AustralianSuper's portfolio in Q2 2026, its #87 holding.
AustralianSuper first reported a position in Cloudflare in Q2 2023 and has held it in 13 quarters since.
AustralianSuper's Cloudflare position peaked at $111M in Q3 2025.
1,222 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on AustralianSuper's 13F filing for Q2 2026, filed 12 Aug 2026.