Ensign Peak Advisors
NET icon

Ensign Peak Advisors’s Cloudflare NET Stock Holding History

Ensign Peak Advisors’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 		$32.2M Sell
131,238
-25,519
-16% -$5.58M 0.05% 245
2026
Q1 		$32.3M Buy
156,757
+35,009
+29% +$6.68M 0.06% 236
2025
Q4 		$24M Sell
121,748
-92,684
-43% -$19.6M 0.04% 268
2025
Q3 		$46M Sell
214,432
-40,820
-16% -$8.33M 0.08% 210
2025
Q2 		$50M Sell
255,252
-65,465
-20% -$9.5M 0.09% 200
2025
Q1 		$36.1M Buy
320,717
+34,318
+12% +$4.55M 0.07% 216
2024
Q4 		$30.8M Buy
286,399
+17,241
+6% +$1.68M 0.05% 251
2024
Q3 		$21.8M Sell
269,158
-33,047
-11% -$2.66M 0.04% 311
2024
Q2 		$25M Sell
302,205
-336,501
-53% -$27.2M 0.05% 272
2024
Q1 		$61.8M Buy
638,706
+42,126
+7% +$3.81M 0.11% 171
2023
Q4 		$49.7M Buy
596,580
+282,486
+90% +$19.8M 0.1% 184
2023
Q3 		$19.8M Sell
314,094
-150,731
-32% -$9.65M 0.04% 274
2023
Q2 		$30.4M Buy
464,825
+293,814
+172% +$17.5M 0.06% 234
2023
Q1 		$10.5M Buy
171,011
+143,993
+533% +$7.87M 0.02% 403
2022
Q4 		$1.22M Buy
27,018
+2,800
+12% +$139K ﹤0.01% 1019
2022
Q3 		$1.34M Sell
24,218
-43,020
-64% -$2.55M ﹤0.01% 935
2022
Q2 		$2.94M Sell
67,238
-24,578
-27% -$1.77M 0.01% 677
2022
Q1 		$11M Sell
91,816
-123,455
-57% -$12.9M 0.02% 406
2021
Q4 		$28.3M Buy
215,271
+103,402
+92% +$17.3M 0.05% 262
2021
Q3 		$12.6M Buy
111,869
+70,756
+172% +$8.45M 0.03% 392
2021
Q2 		$4.35M Sell
41,113
-6,085
-13% -$504K 0.01% 706
2021
Q1 		$3.32M Sell
47,198
-782
-2% -$60.3K 0.01% 817
2020
Q4 		$3.65M Sell
47,980
-10,976
-19% -$720K 0.01% 740
2020
Q3 		$2.42M Sell
58,956
-12,304
-17% -$471K 0.01% 860
2020
Q2 		$2.56M Buy
71,260
+17,469
+32% +$488K 0.01% 836
2020
Q1 		$1.26M Buy
53,791
+28,214
+110% +$549K ﹤0.01% 1064
2019
Q4 		$436K Buy
+25,577
New +$435K ﹤0.01% 1532

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

Ensign Peak Advisors's NET Position: Q2 2026 in Review

Ensign Peak Advisors reduced its Cloudflare (NET) stake by 16% in Q2 2026, selling an estimated $5.58M and leaving 131,238 shares worth $32.2M. The position accounts for 0.05% of the portfolio, ranked #245.

Ensign Peak Advisors first reported a position in NET in Q4 2019 and has held it in 27 quarters since. The position peaked at $61.8M in Q1 2024. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Ensign Peak Advisors held 131,238 shares of Cloudflare worth $32.2M as of Q2 2026.
  • Ensign Peak Advisors sold 25,519 Cloudflare shares in Q2 2026, an estimated $5.58M.
  • Cloudflare made up 0.05% of Ensign Peak Advisors's portfolio in Q2 2026, its #245 holding.
  • Ensign Peak Advisors first reported a position in Cloudflare in Q4 2019 and has held it in 27 quarters since.
  • Ensign Peak Advisors's Cloudflare position peaked at $61.8M in Q1 2024.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.