Jasper Ridge Partners’s Cloudflare NET Stock Holding History

Jasper Ridge Partners’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	$6.83M	Hold	27,835	–	–	0.15%	39
2026 Q1	$5.74M	Hold	27,835	–	–	0.13%	44
2025 Q4	$5.49M	Hold	27,835	–	–	0.12%	45
2025 Q3	$5.97M	Hold	27,835	–	–	0.13%	46
2025 Q2	$5.45M	Hold	27,835	–	–	0.14%	46
2025 Q1	$3.14M	Hold	27,835	–	–	0.1%	57
2024 Q4	$3M	Hold	27,835	–	–	0.09%	59
2024 Q3	$2.25M	Hold	27,835	–	–	0.06%	71
2024 Q2	$2.31M	Hold	27,835	–	–	0.07%	69
2024 Q1	$2.7M	Hold	27,835	–	–	0.08%	65
2023 Q4	$2.32M	Sell	27,835 -59,381	-68%	-$4.15M	0.09%	62
2023 Q3	$5.5M	Buy	87,216 +3,522	+4%	+$225K	0.26%	36
2023 Q2	$5.47M	Hold	83,694	–	–	0.28%	35
2023 Q1	$5.16M	Buy	83,694 +1,761	+2%	+$96.3K	0.25%	36
2022 Q4	$3.7M	Hold	81,933	–	–	0.22%	40
2022 Q3	$4.53M	Hold	81,933	–	–	0.3%	38
2022 Q2	$3.58M	Hold	81,933	–	–	0.22%	43
2022 Q1	$9.81M	Hold	81,933	–	–	0.48%	32
2021 Q4	$10.8M	Sell	81,933 -55,952	-41%	-$9.38M	0.4%	33
2021 Q3	$15.5M	Buy	137,885 +5,284	+4%	+$631K	0.69%	24
2021 Q2	$14M	Buy	132,601 +11,984	+10%	+$992K	0.7%	23
2021 Q1	$8.47M	Buy	120,617 +9,278	+8%	+$715K	0.39%	30
2020 Q4	$8.46M	Buy	111,339 +37,113	+50%	+$2.43M	0.37%	32
2020 Q3	$3.05M	Buy	74,226 +59,381	+400%	+$2.27M	0.18%	48
2020 Q2	$534K	Buy	+14,845	New	+$415K	0.04%	82

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jasper Ridge Partners's NET Position: Q2 2026 in Review

Jasper Ridge Partners held its Cloudflare (NET) position steady in Q2 2026 at 27,835 shares worth $6.83M. The position accounts for 0.15% of the portfolio, ranked #39.

Jasper Ridge Partners first reported a position in NET in Q2 2020 and has held it in 25 quarters since. The position peaked at $15.5M in Q3 2021. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Jasper Ridge Partners held 27,835 shares of Cloudflare worth $6.83M as of Q2 2026.
Jasper Ridge Partners left its Cloudflare share count unchanged in Q2 2026.
Cloudflare made up 0.15% of Jasper Ridge Partners's portfolio in Q2 2026, its #39 holding.
Jasper Ridge Partners first reported a position in Cloudflare in Q2 2020 and has held it in 25 quarters since.
Jasper Ridge Partners's Cloudflare position peaked at $15.5M in Q3 2021.
1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Jasper Ridge Partners's 13F filing for Q2 2026, filed 13 Aug 2026.