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Jackson Square Capital’s Cloudflare NET Stock Holding History

Jackson Square Capital’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 		$4.63M Sell
18,876
-732
-4% -$160K 0.64% 35
2026
Q1 		$4.05M Sell
19,608
-20,594
-51% -$3.93M 0.85% 31
2025
Q4 		$7.93M Buy
40,202
+463
+1% +$97.9K 1.57% 16
2025
Q3 		$8.53M Sell
39,739
-1,572
-4% -$321K 1.86% 14
2025
Q2 		$8.09M Buy
41,311
+29,026
+236% +$4.21M 1.8% 16
2025
Q1 		$1.38M Buy
12,285
+1,038
+9% +$138K 0.45% 48
2024
Q4 		$1.21M Buy
11,247
+63
+0.6% +$6.16K 0.29% 63
2024
Q3 		$905K Sell
11,184
-332
-3% -$26.7K 0.22% 77
2024
Q2 		$954K Sell
11,516
-1,424
-11% -$115K 0.23% 70
2024
Q1 		$1.25M Buy
12,940
+520
+4% +$47.1K 0.32% 59
2023
Q4 		$1.03M Buy
12,420
+1,395
+13% +$97.6K 0.33% 60
2023
Q3 		$695K Sell
11,025
-6,379
-37% -$408K 0.28% 61
2023
Q2 		$1.14M Sell
17,404
-49,983
-74% -$2.98M 0.46% 50
2023
Q1 		$4.16M Buy
67,387
+37,879
+128% +$2.07M 1.86% 20
2022
Q4 		$1.33M Sell
29,508
-10,751
-27% -$532K 0.63% 47
2022
Q3 		$2.23M Buy
40,259
+868
+2% +$51.6K 1.09% 29
2022
Q2 		$1.72M Sell
39,391
-19,936
-34% -$1.44M 0.73% 42
2022
Q1 		$7.1M Sell
59,327
-6,842
-10% -$713K 2.21% 8
2021
Q4 		$8.7M Buy
66,169
+2,554
+4% +$428K 2.5% 6
2021
Q3 		$7.17M Buy
63,615
+402
+0.6% +$48K 2.33% 6
2021
Q2 		$6.69M Sell
63,213
-7,485
-11% -$620K 2.15% 8
2021
Q1 		$4.97M Sell
70,698
-19,535
-22% -$1.51M 1.9% 11
2020
Q4 		$6.86M Sell
90,233
-7,506
-8% -$492K 2.64% 4
2020
Q3 		$4.01M Buy
97,739
+2,339
+2% +$89.5K 1.77% 17
2020
Q2 		$3.43M Buy
95,400
+77,092
+421% +$2.15M 1.73% 21
2020
Q1 		$430K Sell
18,308
-43
-0.2% -$836 0.33% 58
2019
Q4 		$313K Buy
+18,351
New +$312K 0.18% 88

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

Jackson Square Capital's NET Position: Q2 2026 in Review

Jackson Square Capital reduced its Cloudflare (NET) stake by 3.7% in Q2 2026, selling an estimated $160K and leaving 18,876 shares worth $4.63M. The position accounts for 0.64% of the portfolio, ranked #35.

Jackson Square Capital first reported a position in NET in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.7M in Q4 2021. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Jackson Square Capital held 18,876 shares of Cloudflare worth $4.63M as of Q2 2026.
  • Jackson Square Capital sold 732 Cloudflare shares in Q2 2026, an estimated $160K.
  • Cloudflare made up 0.64% of Jackson Square Capital's portfolio in Q2 2026, its #35 holding.
  • Jackson Square Capital first reported a position in Cloudflare in Q4 2019 and has held it in 27 quarters since.
  • Jackson Square Capital's Cloudflare position peaked at $8.7M in Q4 2021.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.