GCM
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Glynn Capital Management’s Cloudflare NET Stock Holding History

Glynn 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 		$11.7M Buy
47,886
+4,706
+11% +$1.03M 3.23% 13
2026
Q1 		$8.91M Sell
43,180
-9,502
-18% -$1.81M 4.26% 9
2025
Q4 		$10.4M Sell
52,682
-18,581
-26% -$3.93M 3.57% 16
2025
Q3 		$15.3M Sell
71,263
-35,603
-33% -$7.27M 4.83% 9
2025
Q2 		$20.9M Sell
106,866
-50,043
-32% -$7.27M 4.71% 12
2025
Q1 		$17.7M Sell
156,909
-58,178
-27% -$7.71M 4.65% 9
2024
Q4 		$23.2M Sell
215,087
-36,021
-14% -$3.52M 5.46% 6
2024
Q3 		$20.3M Buy
251,108
+48,701
+24% +$3.91M 4.65% 12
2024
Q2 		$16.8M Buy
+202,407
New +$16.3M 3.38% 14

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

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

Glynn Capital Management increased its Cloudflare (NET) stake by 11% in Q2 2026, buying an estimated $1.03M and bringing the position to 47,886 shares worth $11.7M. The position accounts for 3.23% of the portfolio, ranked #13.

Glynn Capital Management first reported a position in NET in Q2 2024 and has held it in 9 quarters since. The position peaked at $23.2M in Q4 2024. 1,225 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Glynn Capital Management held 47,886 shares of Cloudflare worth $11.7M as of Q2 2026.
  • Glynn Capital Management bought 4,706 Cloudflare shares in Q2 2026, an estimated $1.03M.
  • Cloudflare made up 3.23% of Glynn Capital Management's portfolio in Q2 2026, its #13 holding.
  • Glynn Capital Management first reported a position in Cloudflare in Q2 2024 and has held it in 9 quarters since.
  • Glynn Capital Management's Cloudflare position peaked at $23.2M in Q4 2024.
  • 1,225 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Glynn Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.