FCM
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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
Q2 		$40.6M Buy
165,415
+8,116
+5% +$1.78M 0.38% 96
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
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

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

Frontier Capital Management increased its Cloudflare (NET) stake by 5.2% in Q2 2026, buying an estimated $1.78M and bringing the position to 165,415 shares worth $40.6M. The position accounts for 0.38% of the portfolio, ranked #96.

Frontier Capital Management first reported a position in NET in Q1 2024 and has held it in 10 quarters since. The position peaked at $65.7M in Q3 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Frontier Capital Management held 165,415 shares of Cloudflare worth $40.6M as of Q2 2026.
  • Frontier Capital Management bought 8,116 Cloudflare shares in Q2 2026, an estimated $1.78M.
  • Cloudflare made up 0.38% of Frontier Capital Management's portfolio in Q2 2026, its #96 holding.
  • Frontier Capital Management first reported a position in Cloudflare in Q1 2024 and has held it in 10 quarters since.
  • Frontier Capital Management's Cloudflare position peaked at $65.7M in Q3 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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