Fidelity Investments
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Fidelity Investments’s Cloudflare NET Stock Holding History

Fidelity 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 		$3.1B Sell
12,655,471
-904,980
-7% -$198M 0.13% 118
2026
Q1 		$2.8B Buy
13,560,451
+809,952
+6% +$154M 0.15% 114
2025
Q4 		$2.51B Sell
12,750,499
-498,226
-4% -$105M 0.13% 128
2025
Q3 		$2.84B Sell
13,248,725
-1,063,016
-7% -$217M 0.15% 111
2025
Q2 		$2.8B Buy
14,311,741
+299,929
+2% +$43.5M 0.16% 101
2025
Q1 		$1.58B Buy
14,011,812
+1,663,161
+13% +$220M 0.1% 170
2024
Q4 		$1.33B Buy
12,348,651
+158,656
+1% +$15.5M 0.08% 201
2024
Q3 		$986M Sell
12,189,995
-946,031
-7% -$76M 0.06% 271
2024
Q2 		$1.09B Sell
13,136,026
-1,984,454
-13% -$160M 0.07% 229
2024
Q1 		$1.46B Buy
15,120,480
+505,630
+3% +$45.8M 0.1% 171
2023
Q4 		$1.22B Buy
14,614,850
+538,439
+4% +$37.7M 0.09% 190
2023
Q3 		$887M Buy
14,076,411
+860,053
+7% +$55.1M 0.08% 229
2023
Q2 		$864M Sell
13,216,358
-3,418,656
-21% -$204M 0.07% 244
2023
Q1 		$1.03B Buy
16,635,014
+122,864
+0.7% +$6.72M 0.09% 197
2022
Q4 		$747M Sell
16,512,150
-3,037,485
-16% -$150M 0.07% 262
2022
Q3 		$1.08B Buy
19,549,635
+3,079,420
+19% +$183M 0.11% 157
2022
Q2 		$721M Sell
16,470,215
-5,978,429
-27% -$431M 0.07% 264
2022
Q1 		$2.69B Sell
22,448,644
-6,407,780
-22% -$668M 0.21% 73
2021
Q4 		$3.79B Sell
28,856,424
-2,146,309
-7% -$360M 0.28% 53
2021
Q3 		$3.49B Buy
31,002,733
+606,600
+2% +$72.5M 0.28% 52
2021
Q2 		$3.22B Sell
30,396,133
-792,679
-3% -$65.6M 0.25% 62
2021
Q1 		$2.19B Buy
31,188,812
+896,068
+3% +$69.1M 0.19% 92
2020
Q4 		$2.3B Buy
30,292,744
+1,403,526
+5% +$92M 0.2% 81
2020
Q3 		$1.19B Buy
28,889,218
+4,159,639
+17% +$159M 0.12% 149
2020
Q2 		$889M Buy
24,729,579
+3,012,041
+14% +$84.1M 0.1% 188
2020
Q1 		$510M Hold
21,717,538
– – 0.07% 255
2019
Q4 		$358M Buy
21,717,538
+2,035,708
+10% +$34.7M 0.04% 420
2019
Q3 		$339M Buy
+19,681,830
New +$381M 0.04% 434

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
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

Fidelity Investments's NET Position: Q2 2026 in Review

Fidelity Investments reduced its Cloudflare (NET) stake by 6.7% in Q2 2026, selling an estimated $198M and leaving 12,655,471 shares worth $3.1B. The position accounts for 0.13% of the portfolio, ranked #118.

Fidelity Investments first reported a position in NET in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.79B in Q4 2021. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Fidelity Investments held 12,655,471 shares of Cloudflare worth $3.1B as of Q2 2026.
  • Fidelity Investments sold 904,980 Cloudflare shares in Q2 2026, an estimated $198M.
  • Cloudflare made up 0.13% of Fidelity Investments's portfolio in Q2 2026, its #118 holding.
  • Fidelity Investments first reported a position in Cloudflare in Q3 2019 and has held it in 28 quarters since.
  • Fidelity Investments's Cloudflare position peaked at $3.79B in Q4 2021.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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