Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Cloudflare NET Stock Holding History

Kayne Anderson Rudnick Investment 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
Q2 		$90.2M Sell
367,585
-168,799
-31% -$36.9M 0.28% 97
2026
Q1 		$111M Buy
536,384
+131,669
+33% +$25.1M 0.33% 83
2025
Q4 		$79.8M Sell
404,715
-98,063
-20% -$20.7M 0.21% 109
2025
Q3 		$108M Sell
502,778
-43,806
-8% -$8.94M 0.26% 101
2025
Q2 		$107M Sell
546,584
-57,661
-10% -$8.37M 0.26% 105
2025
Q1 		$68.1M Sell
604,245
-51,480
-8% -$6.82M 0.17% 117
2024
Q4 		$70.6M Sell
655,725
-30,956
-5% -$3.02M 0.16% 120
2024
Q3 		$55.5M Buy
686,681
+214,581
+45% +$17.2M 0.12% 131
2024
Q2 		$39.1M Sell
472,100
-7
-0% -$565 0.1% 155
2024
Q1 		$45.7M Buy
472,107
+2,756
+0.6% +$250K 0.11% 145
2023
Q4 		$39.1M Buy
469,351
+24,292
+5% +$1.7M 0.1% 150
2023
Q3 		$28.1M Sell
445,059
-22,911
-5% -$1.47M 0.08% 164
2023
Q2 		$30.6M Buy
467,970
+461,002
+6,616% +$27.5M 0.09% 159
2023
Q1 		$430K Buy
6,968
+117
+2% +$6.4K ﹤0.01% 389
2022
Q4 		$310K Buy
6,851
+1,118
+20% +$55.3K ﹤0.01% 408
2022
Q3 		$317K Hold
5,733
– – ﹤0.01% 389
2022
Q2 		$251K Hold
5,733
– – ﹤0.01% 401
2022
Q1 		$686K Sell
5,733
-2
-0% -$209 ﹤0.01% 355
2021
Q4 		$754K Buy
5,735
+2
+0% +$335 ﹤0.01% 356
2021
Q3 		$646K Sell
5,733
-4,290
-43% -$513K ﹤0.01% 354
2021
Q2 		$1.06M Hold
10,023
– – ﹤0.01% 327
2021
Q1 		$704K Buy
10,023
+10,014
+111,267% +$772K ﹤0.01% 343
2020
Q4 		$1K Buy
+9
New +$590 ﹤0.01% 636

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

Kayne Anderson Rudnick Investment Management's NET Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Cloudflare (NET) stake by 31% in Q2 2026, selling an estimated $36.9M and leaving 367,585 shares worth $90.2M. The position accounts for 0.28% of the portfolio, ranked #97.

Kayne Anderson Rudnick Investment Management first reported a position in NET in Q4 2020 and has held it in 23 quarters since. The position peaked at $111M in Q1 2026. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 367,585 shares of Cloudflare worth $90.2M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 168,799 Cloudflare shares in Q2 2026, an estimated $36.9M.
  • Cloudflare made up 0.28% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #97 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • Kayne Anderson Rudnick Investment Management's Cloudflare position peaked at $111M in Q1 2026.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.