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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glynn Capital Management's NET Position: Q1 2026 in Review

Glynn Capital Management reduced its Cloudflare (NET) stake by 18% in Q1 2026, selling an estimated $1.81M and leaving 43,180 shares worth $8.91M. The position accounts for 4.26% of the portfolio, ranked #9.

Glynn Capital Management first reported a position in NET in Q2 2024 and has held it in 8 quarters since. The position peaked at $23.2M in Q4 2024. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Glynn Capital Management held 43,180 shares of Cloudflare worth $8.91M as of Q1 2026.
Glynn Capital Management sold 9,502 Cloudflare shares in Q1 2026, an estimated $1.81M.
Cloudflare made up 4.26% of Glynn Capital Management's portfolio in Q1 2026, its #9 holding.
Glynn Capital Management first reported a position in Cloudflare in Q2 2024 and has held it in 8 quarters since.
Glynn Capital Management's Cloudflare position peaked at $23.2M in Q4 2024.
1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Glynn Capital Management's 13F filing for Q1 2026, filed 8 May 2026.