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Gilder Gagnon Howe & Co’s Cloudflare NET Stock Holding History

Gilder Gagnon Howe & Co’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 		$367M Buy
1,778,168
+23,707
+1% +$4.52M 4.4% 3
2025
Q4 		$346M Sell
1,754,461
-81,969
-4% -$17.3M 3.65% 5
2025
Q3 		$394M Sell
1,836,430
-119,429
-6% -$24.4M 4.02% 4
2025
Q2 		$383M Sell
1,955,859
-25,814
-1% -$3.75M 4.07% 4
2025
Q1 		$223M Sell
1,981,673
-257,620
-12% -$34.2M 2.92% 6
2024
Q4 		$241M Sell
2,239,293
-47,806
-2% -$4.67M 2.6% 7
2024
Q3 		$185M Sell
2,287,099
-44,205
-2% -$3.55M 2.21% 10
2024
Q2 		$193M Sell
2,331,304
-30,787
-1% -$2.48M 2.42% 9
2024
Q1 		$229M Sell
2,362,091
-90,386
-4% -$8.18M 2.86% 6
2023
Q4 		$204M Sell
2,452,477
-230,682
-9% -$16.1M 2.8% 5
2023
Q3 		$169M Sell
2,683,159
-79,856
-3% -$5.11M 2.57% 7
2023
Q2 		$181M Buy
2,763,015
+406
+0% +$24.2K 2.47% 6
2023
Q1 		$170M Sell
2,762,609
-294,398
-10% -$16.1M 2.82% 4
2022
Q4 		$138M Buy
3,057,007
+58,516
+2% +$2.89M 2.58% 7
2022
Q3 		$166M Buy
2,998,491
+240,844
+9% +$14.3M 2.89% 4
2022
Q2 		$121M Sell
2,757,647
-575,423
-17% -$41.4M 2.15% 6
2022
Q1 		$399M Sell
3,333,070
-869,719
-21% -$90.7M 3.69% 3
2021
Q4 		$553M Sell
4,202,789
-176,589
-4% -$29.6M 3.15% 3
2021
Q3 		$493M Sell
4,379,378
-430,854
-9% -$51.5M 2.56% 5
2021
Q2 		$509M Sell
4,810,232
-115,421
-2% -$9.55M 2.5% 6
2021
Q1 		$346M Sell
4,925,653
-261,385
-5% -$20.1M 1.87% 8
2020
Q4 		$394M Sell
5,187,038
-54,703
-1% -$3.59M 1.96% 7
2020
Q3 		$215M Buy
5,241,741
+141,183
+3% +$5.41M 1.33% 15
2020
Q2 		$183M Buy
5,100,558
+1,429,447
+39% +$39.9M 1.43% 14
2020
Q1 		$86.2M Buy
3,671,111
+828,173
+29% +$16.1M 1.03% 27
2019
Q4 		$48.5M Sell
2,842,938
-410,638
-13% -$6.99M 0.5% 71
2019
Q3 		$60.4M Buy
+3,253,576
New +$62.9M 0.69% 54

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gilder Gagnon Howe & Co's NET Position: Q1 2026 in Review

Gilder Gagnon Howe & Co increased its Cloudflare (NET) stake by 1.4% in Q1 2026, buying an estimated $4.52M and bringing the position to 1,778,168 shares worth $367M. The position accounts for 4.4% of the portfolio, ranked #3.

Gilder Gagnon Howe & Co first reported a position in NET in Q3 2019 and has held it in 27 quarters since. The position peaked at $553M in Q4 2021. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Gilder Gagnon Howe & Co held 1,778,168 shares of Cloudflare worth $367M as of Q1 2026.
  • Gilder Gagnon Howe & Co bought 23,707 Cloudflare shares in Q1 2026, an estimated $4.52M.
  • Cloudflare made up 4.4% of Gilder Gagnon Howe & Co's portfolio in Q1 2026, its #3 holding.
  • Gilder Gagnon Howe & Co first reported a position in Cloudflare in Q3 2019 and has held it in 27 quarters since.
  • Gilder Gagnon Howe & Co's Cloudflare position peaked at $553M in Q4 2021.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Gilder Gagnon Howe & Co's 13F filing for Q1 2026, filed 15 May 2026.