Massachusetts Financial Services
NET icon

Massachusetts Financial Services’s Cloudflare NET Stock Holding History

Massachusetts Financial Services’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
Q3 		$668M Buy
1,922,672
+344,187
+22% +$102M 0.23% 109
2026
Q2 		$387M Buy
1,578,485
+111,375
+8% +$24.4M 0.12% 175
2026
Q1 		$303M Sell
1,467,110
-172,551
-11% -$32.9M 0.1% 189
2025
Q4 		$323M Buy
1,639,661
+336,768
+26% +$71.2M 0.1% 191
2025
Q3 		$280M Buy
1,302,893
+639,245
+96% +$131M 0.09% 221
2025
Q2 		$130M Buy
663,648
+344,943
+108% +$50.1M 0.04% 351
2025
Q1 		$35.9M Buy
+318,705
New +$42.2M 0.01% 510

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Massachusetts Financial Services's NET Position: Q3 2026 in Review

Massachusetts Financial Services increased its Cloudflare (NET) stake by 22% in Q3 2026, buying an estimated $102M and bringing the position to 1,922,672 shares worth $668M. The position accounts for 0.23% of the portfolio, ranked #109.

Massachusetts Financial Services first reported a position in NET in Q1 2025 and has held it in 7 quarters since. 934 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Massachusetts Financial Services held 1,922,672 shares of Cloudflare worth $668M as of Q3 2026.
  • Massachusetts Financial Services bought 344,187 Cloudflare shares in Q3 2026, an estimated $102M.
  • Cloudflare made up 0.23% of Massachusetts Financial Services's portfolio in Q3 2026, its #109 holding.
  • Massachusetts Financial Services first reported a position in Cloudflare in Q1 2025 and has held it in 7 quarters since.
  • 934 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Massachusetts Financial Services's 13F filing for Q3 2026, filed 12 Nov 2026.