Baillie Gifford & Co’s Cloudflare NET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VPM
VCM
