Bessemer Group
NET icon

Bessemer Group’s Cloudflare NET Stock Holding History

Bessemer Group’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 		$87.7M Sell
357,676
-6,479
-2% -$1.42M 0.12% 169
2026
Q1 		$75.1M Buy
364,155
+5,474
+2% +$1.04M 0.12% 170
2025
Q4 		$70.7M Sell
358,681
-16,340
-4% -$3.46M 0.11% 174
2025
Q3 		$80.5M Sell
375,021
-85,681
-19% -$17.5M 0.12% 165
2025
Q2 		$90.2M Sell
460,702
-137,378
-23% -$19.9M 0.15% 159
2025
Q1 		$67.4M Buy
598,080
+3,861
+0.6% +$512K 0.12% 165
2024
Q4 		$64M Sell
594,219
-10,902
-2% -$1.07M 0.1% 170
2024
Q3 		$48.9M Buy
605,121
+12,583
+2% +$1.01M 0.08% 186
2024
Q2 		$49.1M Sell
592,538
-2,971
-0.5% -$240K 0.09% 189
2024
Q1 		$57.7M Sell
595,509
-350,585
-37% -$31.7M 0.1% 187
2023
Q4 		$78.8M Buy
946,094
+10,463
+1% +$732K 0.15% 173
2023
Q3 		$59M Buy
935,631
+5,193
+0.6% +$332K 0.13% 173
2023
Q2 		$60.8M Buy
930,438
+18,475
+2% +$1.1M 0.13% 174
2023
Q1 		$56.2M Buy
911,963
+21,136
+2% +$1.16M 0.13% 169
2022
Q4 		$40.3M Buy
890,827
+6,853
+0.8% +$339K 0.1% 186
2022
Q3 		$48.9M Buy
883,974
+28,077
+3% +$1.67M 0.13% 170
2022
Q2 		$37.4M Buy
855,897
+22,531
+3% +$1.62M 0.09% 185
2022
Q1 		$99.8M Buy
833,366
+12,148
+1% +$1.27M 0.21% 142
2021
Q4 		$108M Buy
821,218
+167,030
+26% +$28M 0.22% 139
2021
Q3 		$73.7M Buy
+654,188
New +$78.2M 0.16% 166

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Bessemer Group's NET Position: Q2 2026 in Review

Bessemer Group reduced its Cloudflare (NET) stake by 1.8% in Q2 2026, selling an estimated $1.42M and leaving 357,676 shares worth $87.7M. The position accounts for 0.12% of the portfolio, ranked #169.

Bessemer Group first reported a position in NET in Q3 2021 and has held it in 20 quarters since. The position peaked at $108M in Q4 2021. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Bessemer Group held 357,676 shares of Cloudflare worth $87.7M as of Q2 2026.
  • Bessemer Group sold 6,479 Cloudflare shares in Q2 2026, an estimated $1.42M.
  • Cloudflare made up 0.12% of Bessemer Group's portfolio in Q2 2026, its #169 holding.
  • Bessemer Group first reported a position in Cloudflare in Q3 2021 and has held it in 20 quarters since.
  • Bessemer Group's Cloudflare position peaked at $108M in Q4 2021.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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