Frontier Capital Management’s Cloudflare NET Stock Holding History

Frontier 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 Q1	$32.5M	Sell	157,299 -10,713	-6%	-$2.04M	0.33%	117
2025 Q4	$33.1M	Sell	168,012 -137,962	-45%	-$29.2M	0.35%	100
2025 Q3	$65.7M	Buy	305,974 +33,236	+12%	+$6.79M	0.59%	45
2025 Q2	$53.4M	Buy	272,738 +268,867	+6,946%	+$39M	0.49%	68
2025 Q1	$436K	Sell	3,871 -5,540	-59%	-$734K	﹤0.01%	276
2024 Q4	$1.01M	Buy	9,411 +6,782	+258%	+$663K	0.01%	272
2024 Q3	$213K	Sell	2,629 -32,211	-92%	-$2.59M	﹤0.01%	279
2024 Q2	$2.89M	Sell	34,840 -31,755	-48%	-$2.56M	0.03%	262
2024 Q1	$6.45M	Buy	+66,595	New	+$6.03M	0.06%	236

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Frontier Capital Management's NET Position: Q1 2026 in Review

Frontier Capital Management reduced its Cloudflare (NET) stake by 6.4% in Q1 2026, selling an estimated $2.04M and leaving 157,299 shares worth $32.5M. The position accounts for 0.33% of the portfolio, ranked #117.

Frontier Capital Management first reported a position in NET in Q1 2024 and has held it in 9 quarters since. The position peaked at $65.7M in Q3 2025. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Frontier Capital Management held 157,299 shares of Cloudflare worth $32.5M as of Q1 2026.
Frontier Capital Management sold 10,713 Cloudflare shares in Q1 2026, an estimated $2.04M.
Cloudflare made up 0.33% of Frontier Capital Management's portfolio in Q1 2026, its #117 holding.
Frontier Capital Management first reported a position in Cloudflare in Q1 2024 and has held it in 9 quarters since.
Frontier Capital Management's Cloudflare position peaked at $65.7M in Q3 2025.
1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Frontier Capital Management's 13F filing for Q1 2026, filed 15 May 2026.