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
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% +$9.79M 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% +$9.51M 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

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
VPM
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
VCM
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management reduced its Cloudflare (NET) stake by 0.49% in Q2 2026, selling an estimated $6.46M and leaving 5,963,905 shares worth $1.46B. The position accounts for 0.08% of the portfolio, ranked #219.

Geode Capital Management first reported a position in NET in Q4 2019 and has held it in 27 quarters since. 952 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Geode Capital Management held 5,963,905 shares of Cloudflare worth $1.46B as of Q2 2026.
  • Geode Capital Management sold 29,524 Cloudflare shares in Q2 2026, an estimated $6.46M.
  • Cloudflare made up 0.08% of Geode Capital Management's portfolio in Q2 2026, its #219 holding.
  • Geode Capital Management first reported a position in Cloudflare in Q4 2019 and has held it in 27 quarters since.
  • 952 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.