Goldman Sachs
NET icon

Goldman Sachs’s Cloudflare NET Stock Holding History

Goldman Sachs’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 		$753M Buy
3,071,969
+619,603
+25% +$136M 0.07% 283
2026
Q1 		$506M Buy
2,452,366
+118,307
+5% +$22.6M 0.06% 343
2025
Q4 		$460M Sell
2,334,059
-94,909
-4% -$20.1M 0.06% 331
2025
Q3 		$521M Buy
2,428,968
+623,575
+35% +$127M 0.06% 290
2025
Q2 		$354M Buy
1,805,393
+635,008
+54% +$92.2M 0.05% 381
2025
Q1 		$132M Buy
1,170,385
+412,502
+54% +$54.7M 0.02% 663
2024
Q4 		$81.6M Sell
757,883
-101,338
-12% -$9.9M 0.01% 927
2024
Q3 		$69.5M Buy
859,221
+36,749
+4% +$2.95M 0.01% 997
2024
Q2 		$68.1M Buy
822,472
+36,661
+5% +$2.96M 0.01% 973
2024
Q1 		$76.1M Sell
785,811
-138,816
-15% -$12.6M 0.01% 926
2023
Q4 		$77M Sell
924,627
-380,727
-29% -$26.6M 0.01% 918
2023
Q3 		$82.3M Buy
1,305,354
+540,843
+71% +$34.6M 0.02% 816
2023
Q2 		$50M Sell
764,511
-180,943
-19% -$10.8M 0.01% 1099
2023
Q1 		$58.3M Sell
945,454
-757,595
-44% -$41.4M 0.01% 966
2022
Q4 		$77M Sell
1,703,049
-107,679
-6% -$5.33M 0.02% 868
2022
Q3 		$100M Buy
1,810,728
+66,532
+4% +$3.95M 0.03% 679
2022
Q2 		$76.3M Buy
1,744,196
+772,160
+79% +$55.6M 0.02% 850
2022
Q1 		$116M Buy
972,036
+293,606
+43% +$30.6M 0.02% 675
2021
Q4 		$89.2M Sell
678,430
-325,462
-32% -$54.5M 0.02% 882
2021
Q3 		$113M Sell
1,003,892
-75,087
-7% -$8.97M 0.02% 683
2021
Q2 		$114M Sell
1,078,979
-108,157
-9% -$8.95M 0.03% 656
2021
Q1 		$83.4M Sell
1,187,136
-1,018,289
-46% -$78.5M 0.02% 774
2020
Q4 		$168M Buy
2,205,425
+671,984
+44% +$44.1M 0.04% 397
2020
Q3 		$63M Sell
1,533,441
-125,499
-8% -$4.8M 0.02% 835
2020
Q2 		$59.6M Buy
1,658,940
+653,494
+65% +$18.3M 0.02% 830
2020
Q1 		$23.6M Buy
1,005,446
+478,391
+91% +$9.3M 0.01% 1393
2019
Q4 		$8.99M Buy
527,055
+302,028
+134% +$5.14M ﹤0.01% 2513
2019
Q3 		$4.18M Buy
+225,027
New +$4.35M ﹤0.01% 2996

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

Goldman Sachs's NET Position: Q2 2026 in Review

Goldman Sachs increased its Cloudflare (NET) stake by 25% in Q2 2026, buying an estimated $136M and bringing the position to 3,071,969 shares worth $753M. The position accounts for 0.07% of the portfolio, ranked #283.

Goldman Sachs first reported a position in NET in Q3 2019 and has held it in 28 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Goldman Sachs held 3,071,969 shares of Cloudflare worth $753M as of Q2 2026.
  • Goldman Sachs bought 619,603 Cloudflare shares in Q2 2026, an estimated $136M.
  • Cloudflare made up 0.07% of Goldman Sachs's portfolio in Q2 2026, its #283 holding.
  • Goldman Sachs first reported a position in Cloudflare in Q3 2019 and has held it in 28 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.