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
Q1 		$7.53M Hold
36,500
– – ﹤0.01% 3312
2025
Q4 		$7.2M Buy
36,500
+3,100
+9% +$656K ﹤0.01% 3406
2025
Q3 		$7.17M Sell
33,400
-99,900
-75% -$20.4M ﹤0.01% 3305
2025
Q2 		$26.1M Sell
133,300
-226,600
-63% -$32.9M ﹤0.01% 1884
2025
Q1 		$40.6M Buy
359,900
+357,300
+13,742% +$47.4M 0.01% 1380
2024
Q4 		$280K Hold
2,600
– – ﹤0.01% 5524
2024
Q3 		$210K Sell
2,600
-15,000
-85% -$1.21M ﹤0.01% 5436
2024
Q2 		$1.46M Sell
17,600
-58,000
-77% -$4.68M ﹤0.01% 4176
2024
Q1 		$7.32M Buy
75,600
+73,000
+2,808% +$6.61M ﹤0.01% 2761
2023
Q4 		$216K Sell
2,600
-288,200
-99% -$20.2M ﹤0.01% 5121
2023
Q3 		$18.3M Buy
290,800
+260,800
+869% +$16.7M ﹤0.01% 1884
2023
Q2 		$1.96M Hold
30,000
– – ﹤0.01% 3889
2023
Q1 		$1.85M Sell
30,000
-100
-0.3% -$5.47K ﹤0.01% 3929
2022
Q4 		$1.36M Hold
30,100
– – ﹤0.01% 4219
2022
Q3 		$1.67M Hold
30,100
– – ﹤0.01% 4119
2022
Q2 		$1.32M Hold
30,100
– – ﹤0.01% 4402
2022
Q1 		$3.6M Buy
30,100
+22,500
+296% +$2.35M ﹤0.01% 3655
2021
Q4 		$1M Sell
7,600
-32,400
-81% -$5.43M ﹤0.01% 4839
2021
Q3 		$4.51M Buy
+40,000
New +$4.78M ﹤0.01% 3452

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

Goldman Sachs's NET Position: Q1 2026 in Review

Goldman Sachs increased its Cloudflare (NET) stake by 5.1% in Q1 2026, buying an estimated $22.6M and bringing the position to 2,452,366 shares worth $506M. The position accounts for 0.06% of the portfolio, ranked #343.

Goldman Sachs first reported a position in NET in Q3 2019 and has held it in 27 quarters since. The position peaked at $521M in Q3 2025. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Goldman Sachs held 2,452,366 shares of Cloudflare worth $506M as of Q1 2026.
  • Goldman Sachs bought 118,307 Cloudflare shares in Q1 2026, an estimated $22.6M.
  • Cloudflare made up 0.06% of Goldman Sachs's portfolio in Q1 2026, its #343 holding.
  • Goldman Sachs first reported a position in Cloudflare in Q3 2019 and has held it in 27 quarters since.
  • Goldman Sachs's Cloudflare position peaked at $521M in Q3 2025.
  • 1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.