Baillie Gifford & Co
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Baillie Gifford & Co’s Cloudflare NET Stock Holding History

Baillie Gifford & Co’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 		$3.58B Sell
14,598,594
-1,325,829
-8% -$290M 3.25% 7
2026
Q1 		$3.29B Sell
15,924,423
-899,524
-5% -$172M 3.36% 7
2025
Q4 		$3.32B Sell
16,823,947
-5,024,793
-23% -$1.06B 2.76% 12
2025
Q3 		$4.69B Sell
21,848,740
-3,676,391
-14% -$751M 3.47% 8
2025
Q2 		$5B Sell
25,525,131
-1,900,690
-7% -$276M 3.73% 7
2025
Q1 		$3.09B Sell
27,425,821
-4,458,339
-14% -$591M 2.7% 11
2024
Q4 		$3.43B Sell
31,884,160
-626,432
-2% -$61.2M 2.64% 12
2024
Q3 		$2.63B Sell
32,510,592
-212,078
-0.6% -$17M 1.97% 17
2024
Q2 		$2.71B Buy
32,722,670
+2,575,396
+9% +$208M 2.11% 13
2024
Q1 		$2.92B Sell
30,147,274
-791,403
-3% -$71.7M 2.27% 12
2023
Q4 		$2.58B Sell
30,938,677
-119,547
-0.4% -$8.36M 2.04% 10
2023
Q3 		$1.96B Sell
31,058,224
-447,397
-1% -$28.6M 1.79% 13
2023
Q2 		$2.06B Buy
31,505,621
+5,787,888
+23% +$345M 1.75% 14
2023
Q1 		$1.59B Sell
25,717,733
-617,705
-2% -$33.8M 1.43% 18
2022
Q4 		$1.19B Buy
26,335,438
+1,610,191
+7% +$79.7M 1.24% 20
2022
Q3 		$1.37B Buy
24,725,247
+610,639
+3% +$36.3M 1.41% 19
2022
Q2 		$1.06B Sell
24,114,608
-3,019,220
-11% -$217M 1.08% 27
2022
Q1 		$3.25B Sell
27,133,828
-1,239,135
-4% -$129M 2.28% 10
2021
Q4 		$3.73B Sell
28,372,963
-1,361,979
-5% -$228M 2.05% 11
2021
Q3 		$3.35B Sell
29,734,942
-532,242
-2% -$63.6M 1.75% 11
2021
Q2 		$3.2B Buy
30,267,184
+271,966
+0.9% +$22.5M 1.56% 14
2021
Q1 		$2.11B Buy
29,995,218
+132,980
+0.4% +$10.2M 1.18% 22
2020
Q4 		$2.27B Buy
29,862,238
+2,209,662
+8% +$145M 1.26% 19
2020
Q3 		$1.14B Buy
27,652,576
+13,413,985
+94% +$514M 0.78% 33
2020
Q2 		$512M Buy
+14,238,591
New +$398M 0.39% 49

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co's NET Position: Q2 2026 in Review

Baillie Gifford & Co reduced its Cloudflare (NET) stake by 8.3% in Q2 2026, selling an estimated $290M and leaving 14,598,594 shares worth $3.58B. The position accounts for 3.25% of the portfolio, ranked #7.

Baillie Gifford & Co first reported a position in NET in Q2 2020 and has held it in 25 quarters since. The position peaked at $5B in Q2 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Baillie Gifford & Co held 14,598,594 shares of Cloudflare worth $3.58B as of Q2 2026.
  • Baillie Gifford & Co sold 1,325,829 Cloudflare shares in Q2 2026, an estimated $290M.
  • Cloudflare made up 3.25% of Baillie Gifford & Co's portfolio in Q2 2026, its #7 holding.
  • Baillie Gifford & Co first reported a position in Cloudflare in Q2 2020 and has held it in 25 quarters since.
  • Baillie Gifford & Co's Cloudflare position peaked at $5B in Q2 2025.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Baillie Gifford & Co's 13F filing for Q2 2026, filed 6 Aug 2026.