Macquarie Group
NET icon

Macquarie Group’s Cloudflare NET Stock Holding History

Macquarie Group’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 		$3.67M Buy
14,973
+2,778
+23% +$608K 0.02% 457
2026
Q1 		$2.52M Sell
12,195
-18,079
-60% -$3.45M 0.02% 488
2025
Q4 		$5.97M Sell
30,274
-836,103
-97% -$177M 0.03% 374
2025
Q3 		$186M Sell
866,377
-55,634
-6% -$11.4M 0.22% 75
2025
Q2 		$181M Sell
922,011
-20,238
-2% -$2.94M 0.22% 82
2025
Q1 		$106M Buy
942,249
+24,508
+3% +$3.25M 0.13% 216
2024
Q4 		$98.8M Buy
917,741
+862,685
+1,567% +$84.3M 0.12% 235
2024
Q3 		$4.45M Buy
55,056
+30,956
+128% +$2.49M ﹤0.01% 994
2024
Q2 		$2M Sell
24,100
-33,349
-58% -$2.69M ﹤0.01% 1225
2024
Q1 		$5.56M Buy
57,449
+33,757
+142% +$3.06M 0.01% 940
2023
Q4 		$1.97M Buy
23,692
+13,535
+133% +$947K ﹤0.01% 1233
2023
Q3 		$640K Buy
10,157
+1,657
+19% +$106K ﹤0.01% 1411
2023
Q2 		$556K Hold
8,500
– – ﹤0.01% 1447
2023
Q1 		$524K Sell
8,500
-153,328
-95% -$8.38M ﹤0.01% 1467
2022
Q4 		$7.32M Sell
161,828
-1,141,134
-88% -$56.4M 0.01% 903
2022
Q3 		$72.1M Buy
1,302,962
+191,693
+17% +$11.4M 0.09% 311
2022
Q2 		$48.6M Buy
1,111,269
+48,175
+5% +$3.47M 0.05% 464
2022
Q1 		$127M Buy
1,063,094
+1,057,115
+17,680% +$110M 0.1% 245
2021
Q4 		$786K Buy
5,979
+3,459
+137% +$580K ﹤0.01% 1599
2021
Q3 		$284K Buy
2,520
+712
+39% +$85.1K ﹤0.01% 1753
2021
Q2 		$192K Sell
1,808
-1,446
-44% -$120K ﹤0.01% 1811
2021
Q1 		$229K Buy
3,254
+1,354
+71% +$104K ﹤0.01% 1671
2020
Q4 		$144K Buy
+1,900
New +$125K ﹤0.01% 1780

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

Macquarie Group's NET Position: Q2 2026 in Review

Macquarie Group increased its Cloudflare (NET) stake by 23% in Q2 2026, buying an estimated $608K and bringing the position to 14,973 shares worth $3.67M. The position accounts for 0.02% of the portfolio, ranked #457.

Macquarie Group first reported a position in NET in Q4 2020 and has held it in 23 quarters since. The position peaked at $186M in Q3 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Macquarie Group held 14,973 shares of Cloudflare worth $3.67M as of Q2 2026.
  • Macquarie Group bought 2,778 Cloudflare shares in Q2 2026, an estimated $608K.
  • Cloudflare made up 0.02% of Macquarie Group's portfolio in Q2 2026, its #457 holding.
  • Macquarie Group first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • Macquarie Group's Cloudflare position peaked at $186M in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Macquarie Group's 13F filing for Q2 2026, filed 14 Aug 2026.