Capital World Investors
NET icon

Capital World Investors’s Cloudflare NET Stock Holding History

Capital World Investors’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 		$5.97B Buy
24,325,692
+1,590,123
+7% +$348M 0.7% 33
2026
Q1 		$4.69B Sell
22,735,569
-13,089,948
-37% -$2.5B 0.64% 39
2025
Q4 		$7.06B Sell
35,825,517
-4,689,869
-12% -$992M 0.96% 22
2025
Q3 		$8.69B Sell
40,515,386
-292,102
-0.7% -$59.6M 1.19% 13
2025
Q2 		$7.99B Buy
40,807,488
+6,239,571
+18% +$906M 1.16% 13
2025
Q1 		$3.9B Sell
34,567,917
-841,390
-2% -$112M 0.63% 42
2024
Q4 		$3.81B Buy
35,409,307
+260,415
+0.7% +$25.4M 0.58% 41
2024
Q3 		$2.84B Buy
35,148,892
+1,809,030
+5% +$145M 0.44% 63
2024
Q2 		$2.76B Buy
33,339,862
+5,211,340
+19% +$420M 0.45% 57
2024
Q1 		$2.72B Buy
28,128,522
+584,566
+2% +$52.9M 0.45% 60
2023
Q4 		$2.29B Buy
27,543,956
+487,308
+2% +$34.1M 0.41% 72
2023
Q3 		$1.71B Buy
27,056,648
+623,285
+2% +$39.9M 0.34% 78
2023
Q2 		$1.73B Buy
26,433,363
+9,560,273
+57% +$571M 0.33% 81
2023
Q1 		$1.04B Buy
16,873,090
+1,005,607
+6% +$55M 0.22% 120
2022
Q4 		$717M Buy
15,867,483
+7,798,296
+97% +$386M 0.15% 146
2022
Q3 		$446M Sell
8,069,187
-2,430,800
-23% -$144M 0.1% 185
2022
Q2 		$459M Sell
10,499,987
-6,546,477
-38% -$471M 0.1% 196
2022
Q1 		$2.04B Buy
17,046,464
+5,698,601
+50% +$594M 0.35% 70
2021
Q4 		$1.49B Buy
11,347,863
+8,661,214
+322% +$1.45B 0.24% 100
2021
Q3 		$303M Buy
2,686,649
+12
+0% +$1.43K 0.05% 264
2021
Q2 		$284M Buy
2,686,637
+200,546
+8% +$16.6M 0.05% 275
2021
Q1 		$175M Buy
2,486,091
+1,810,936
+268% +$140M 0.03% 309
2020
Q4 		$51.3M Sell
675,155
-49,967
-7% -$3.28M 0.01% 406
2020
Q3 		$29.8M Buy
725,122
+460,727
+174% +$17.6M 0.01% 432
2020
Q2 		$9.51M Hold
264,395
– – ﹤0.01% 474
2020
Q1 		$6.21M Buy
+264,395
New +$5.14M ﹤0.01% 461

Other funds holding NET

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital World Investors's NET Position: Q2 2026 in Review

Capital World Investors increased its Cloudflare (NET) stake by 7% in Q2 2026, buying an estimated $348M and bringing the position to 24,325,692 shares worth $5.97B. The position accounts for 0.7% of the portfolio, ranked #33.

Capital World Investors first reported a position in NET in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.69B in Q3 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Capital World Investors held 24,325,692 shares of Cloudflare worth $5.97B as of Q2 2026.
  • Capital World Investors bought 1,590,123 Cloudflare shares in Q2 2026, an estimated $348M.
  • Cloudflare made up 0.7% of Capital World Investors's portfolio in Q2 2026, its #33 holding.
  • Capital World Investors first reported a position in Cloudflare in Q1 2020 and has held it in 26 quarters since.
  • Capital World Investors's Cloudflare position peaked at $8.69B in Q3 2025.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.