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
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 $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

Massachusetts Financial Services's NET Position: Q2 2026 in Review

Massachusetts Financial Services increased its Cloudflare (NET) stake by 7.6% in Q2 2026, buying an estimated $24.4M and bringing the position to 1,578,485 shares worth $387M. The position accounts for 0.12% of the portfolio, ranked #175.

Massachusetts Financial Services first reported a position in NET in Q1 2025 and has held it in 6 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Massachusetts Financial Services held 1,578,485 shares of Cloudflare worth $387M as of Q2 2026.
  • Massachusetts Financial Services bought 111,375 Cloudflare shares in Q2 2026, an estimated $24.4M.
  • Cloudflare made up 0.12% of Massachusetts Financial Services's portfolio in Q2 2026, its #175 holding.
  • Massachusetts Financial Services first reported a position in Cloudflare in Q1 2025 and has held it in 6 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.