ClearBridge Investments’s Cloudflare NET Stock Holding History

ClearBridge Investments’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	$224M	Buy	912,622 +900,639	+7,516%	+$197M	0.19%	131
2026 Q1	$2.47M	Buy	11,983 +4,151	+53%	+$792K	﹤0.01%	585
2025 Q4	$1.54M	Hold	7,832	–	–	﹤0.01%	624
2025 Q3	$1.68M	Buy	7,832 +202	+3%	+$41.2K	﹤0.01%	636
2025 Q2	$1.49M	Buy	+7,630	New	+$1.11M	﹤0.01%	624
2020 Q4	–	Sell	-289,648	Closed	-$11.9M	–	812
2020 Q3	$11.9M	Buy	+289,648	New	+$11.1M	0.01%	508

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

VPM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

ClearBridge Investments's NET Position: Q2 2026 in Review

ClearBridge Investments increased its Cloudflare (NET) stake by 7,516% in Q2 2026, buying an estimated $197M and bringing the position to 912,622 shares worth $224M. The position accounts for 0.19% of the portfolio, ranked #131.

ClearBridge Investments first reported a position in NET in Q3 2020 and has held it in 6 quarters since. 944 funds tracked by Wall St. Rank hold NET as of Q2 2026.

ClearBridge Investments held 912,622 shares of Cloudflare worth $224M as of Q2 2026.
ClearBridge Investments bought 900,639 Cloudflare shares in Q2 2026, an estimated $197M.
Cloudflare made up 0.19% of ClearBridge Investments's portfolio in Q2 2026, its #131 holding.
ClearBridge Investments first reported a position in Cloudflare in Q3 2020 and has held it in 6 quarters since.
944 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.