Geode Capital Management
NET icon

Geode Capital Management’s Cloudflare NET Stock Holding History

Geode 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
Q3 		$2.04B Sell
5,880,928
-82,977
-1% -$24.6M 0.11% 149
2026
Q2 		$1.46B Sell
5,963,905
-29,524
-0.5% -$6.46M 0.08% 219
2026
Q1 		$1.23B Sell
5,993,429
-24,746
-0.4% -$4.72M 0.08% 226
2025
Q4 		$1.18B Buy
6,018,175
+241,981
+4% +$51.2M 0.07% 227
2025
Q3 		$1.24B Buy
5,776,194
+239,515
+4% +$48.9M 0.08% 211
2025
Q2 		$1.08B Buy
5,536,679
+270,227
+5% +$39.2M 0.08% 227
2025
Q1 		$592M Buy
5,266,452
+363,233
+7% +$48.2M 0.05% 346
2024
Q4 		$527M Buy
4,903,219
+68,661
+1% +$6.71M 0.04% 378
2024
Q3 		$390M Buy
4,834,558
+121,810
+3% +$9.8M 0.03% 449
2024
Q2 		$390M Buy
4,712,748
+202,793
+4% +$16.4M 0.03% 419
2024
Q1 		$436M Buy
4,509,955
+202,584
+5% +$18.3M 0.04% 390
2023
Q4 		$358M Buy
4,307,371
+239,096
+6% +$16.7M 0.04% 414
2023
Q3 		$256M Buy
4,068,275
+114,521
+3% +$7.33M 0.03% 463
2023
Q2 		$258M Buy
3,953,754
+156,172
+4% +$9.32M 0.03% 469
2023
Q1 		$234M Buy
3,797,582
+146,503
+4% +$8.01M 0.03% 476
2022
Q4 		$165M Buy
3,651,079
+138,130
+4% +$6.83M 0.02% 541
2022
Q3 		$194M Buy
3,512,949
+25,946
+0.7% +$1.54M 0.03% 486
2022
Q2 		$152M Buy
3,487,003
+6,486
+0.2% +$467K 0.02% 554
2022
Q1 		$416M Buy
3,480,517
+87,403
+3% +$9.11M 0.05% 344
2021
Q4 		$446M Buy
3,393,114
+256,811
+8% +$43M 0.05% 333
2021
Q3 		$353M Buy
3,136,303
+620,511
+25% +$74.1M 0.05% 384
2021
Q2 		$266M Buy
2,515,792
+445,675
+22% +$36.9M 0.04% 441
2021
Q1 		$145M Buy
2,070,117
+298,951
+17% +$23M 0.02% 605
2020
Q4 		$134M Buy
1,771,166
+405,373
+30% +$26.6M 0.02% 587
2020
Q3 		$56.1M Buy
1,365,793
+717,370
+111% +$27.5M 0.01% 859
2020
Q2 		$23.3M Buy
648,423
+340,364
+110% +$9.5M 0.01% 1402
2020
Q1 		$7.23M Buy
308,059
+11,965
+4% +$233K ﹤0.01% 1930
2019
Q4 		$5.05M Buy
+296,094
New +$5.04M ﹤0.01% 2448

Other funds holding NET

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Geode Capital Management's NET Position: Q3 2026 in Review

Geode Capital Management reduced its Cloudflare (NET) stake by 1.4% in Q3 2026, selling an estimated $24.6M and leaving 5,880,928 shares worth $2.04B. The position accounts for 0.11% of the portfolio, ranked #149.

Geode Capital Management first reported a position in NET in Q4 2019 and has held it in 28 quarters since. 841 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Geode Capital Management held 5,880,928 shares of Cloudflare worth $2.04B as of Q3 2026.
  • Geode Capital Management sold 82,977 Cloudflare shares in Q3 2026, an estimated $24.6M.
  • Cloudflare made up 0.11% of Geode Capital Management's portfolio in Q3 2026, its #149 holding.
  • Geode Capital Management first reported a position in Cloudflare in Q4 2019 and has held it in 28 quarters since.
  • 841 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.