Franklin Resources
NET icon

Franklin Resources’s Cloudflare NET Stock Holding History

Franklin Resources’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 		$915M Buy
3,729,976
+379,201
+11% +$83M 0.2% 105
2026
Q1 		$691M Sell
3,350,775
-224,936
-6% -$42.9M 0.17% 120
2025
Q4 		$705M Buy
3,575,711
+410,175
+13% +$86.8M 0.17% 123
2025
Q3 		$679M Sell
3,165,536
-372,795
-11% -$76.1M 0.17% 131
2025
Q2 		$693M Buy
3,538,331
+66,653
+2% +$9.68M 0.18% 125
2025
Q1 		$391M Buy
3,471,678
+192,977
+6% +$25.6M 0.11% 192
2024
Q4 		$353M Buy
3,278,701
+1,260,669
+62% +$123M 0.1% 209
2024
Q3 		$189M Sell
2,018,032
-143,259
-7% -$11.5M 0.05% 309
2024
Q2 		$179M Buy
2,161,291
+56,382
+3% +$4.55M 0.06% 299
2024
Q1 		$204M Sell
2,104,909
-317,283
-13% -$28.7M 0.06% 280
2023
Q4 		$202M Sell
2,422,192
-129,716
-5% -$9.07M 0.09% 228
2023
Q3 		$161M Buy
2,551,908
+59,387
+2% +$3.8M 0.08% 263
2023
Q2 		$163M Sell
2,492,521
-654,918
-21% -$39.1M 0.08% 278
2023
Q1 		$194M Sell
3,147,439
-187,695
-6% -$10.3M 0.1% 238
2022
Q4 		$151M Sell
3,335,134
-98,764
-3% -$4.89M 0.08% 291
2022
Q3 		$190M Buy
3,433,898
+441,985
+15% +$26.2M 0.1% 228
2022
Q2 		$131M Buy
2,991,913
+369,048
+14% +$26.6M 0.06% 320
2022
Q1 		$314M Sell
2,622,865
-1,079,671
-29% -$113M 0.13% 205
2021
Q4 		$487M Buy
3,702,536
+1,315,670
+55% +$220M 0.18% 151
2021
Q3 		$269M Sell
2,386,866
-152,435
-6% -$18.2M 0.1% 233
2021
Q2 		$269M Buy
2,539,301
+69,887
+3% +$5.79M 0.1% 233
2021
Q1 		$174M Buy
2,469,414
+79,571
+3% +$6.13M 0.07% 299
2020
Q4 		$182M Sell
2,389,843
-764,522
-24% -$50.1M 0.08% 282
2020
Q3 		$130M Sell
3,154,365
-865,326
-22% -$33.1M 0.06% 323
2020
Q2 		$153M Sell
4,019,691
-1,436,481
-26% -$40.1M 0.08% 272
2020
Q1 		$128M Sell
5,456,172
-469,466
-8% -$9.13M 0.09% 252
2019
Q4 		$99.5M Buy
5,925,638
+3,069,938
+108% +$52.3M 0.05% 380
2019
Q3 		$53M Buy
+2,855,700
New +$55.2M 0.03% 521

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

Franklin Resources's NET Position: Q2 2026 in Review

Franklin Resources increased its Cloudflare (NET) stake by 11% in Q2 2026, buying an estimated $83M and bringing the position to 3,729,976 shares worth $915M. The position accounts for 0.2% of the portfolio, ranked #105.

Franklin Resources first reported a position in NET in Q3 2019 and has held it in 28 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Franklin Resources held 3,729,976 shares of Cloudflare worth $915M as of Q2 2026.
  • Franklin Resources bought 379,201 Cloudflare shares in Q2 2026, an estimated $83M.
  • Cloudflare made up 0.2% of Franklin Resources's portfolio in Q2 2026, its #105 holding.
  • Franklin Resources first reported a position in Cloudflare in Q3 2019 and has held it in 28 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.