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Driehaus Capital Management’s Cloudflare NET Stock Holding History

Driehaus Capital Management’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 		– Sell
-2,548
Closed -$526K – 408
2026
Q1 		$526K Sell
2,548
-426
-14% -$81.2K ﹤0.01% 338
2025
Q4 		$586K Buy
2,974
+453
+18% +$95.8K ﹤0.01% 367
2025
Q3 		$541K Sell
2,521
-2,369
-48% -$484K ﹤0.01% 401
2025
Q2 		$958K Sell
4,890
-1,004
-17% -$146K 0.01% 360
2025
Q1 		$664K Buy
5,894
+527
+10% +$69.9K 0.01% 362
2024
Q4 		$578K Sell
5,367
-3,155
-37% -$308K ﹤0.01% 349
2024
Q3 		$689K Buy
8,522
+2,220
+35% +$178K 0.01% 330
2024
Q2 		$522K Buy
+6,302
New +$508K 0.01% 332
2020
Q4 		– Sell
-30,000
Closed -$1.23M – 447
2020
Q3 		$1.23M Sell
30,000
-26,200
-47% -$1M 0.03% 278
2020
Q2 		$2.02M Sell
56,200
-7,800
-12% -$218K 0.05% 260
2020
Q1 		$1.5M Buy
+64,000
New +$1.24M 0.05% 252

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

Driehaus Capital Management's NET Position: Q2 2026 in Review

Driehaus Capital Management sold out of Cloudflare (NET) in Q2 2026, closing a stake of 2,548 shares — an estimated $526K sold.

Driehaus Capital Management first reported a position in NET in Q1 2020 and held it in 11 quarters. The position peaked at $2.02M in Q2 2020. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Driehaus Capital Management reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Driehaus Capital Management sold 2,548 Cloudflare shares in Q2 2026, an estimated $526K.
  • Driehaus Capital Management first reported a position in Cloudflare in Q1 2020 and held it in 11 quarters.
  • Driehaus Capital Management's Cloudflare position peaked at $2.02M in Q2 2020.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Driehaus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.