Morgan Stanley
NET icon

Morgan Stanley’s Cloudflare NET Stock Holding History

Morgan Stanley’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 		$3.74B Sell
15,258,327
-624,994
-4% -$137M 0.2% 84
2026
Q1 		$3.28B Sell
15,883,321
-2,125,924
-12% -$405M 0.2% 81
2025
Q4 		$3.55B Sell
18,009,245
-1,001,947
-5% -$212M 0.21% 80
2025
Q3 		$4.08B Sell
19,011,192
-1,022,279
-5% -$209M 0.25% 69
2025
Q2 		$3.92B Sell
20,033,471
-1,519,188
-7% -$221M 0.26% 71
2025
Q1 		$2.43B Sell
21,552,659
-1,629,838
-7% -$216M 0.17% 105
2024
Q4 		$2.5B Sell
23,182,497
-1,307,204
-5% -$128M 0.17% 97
2024
Q3 		$1.98B Sell
24,489,701
-2,301,478
-9% -$185M 0.14% 127
2024
Q2 		$2.22B Sell
26,791,179
-1,058,096
-4% -$85.4M 0.17% 105
2024
Q1 		$2.7B Sell
27,849,275
-2,523,565
-8% -$229M 0.22% 77
2023
Q4 		$2.53B Sell
30,372,840
-1,278,669
-4% -$89.4M 0.22% 79
2023
Q3 		$2B Sell
31,651,509
-467,982
-1% -$30M 0.2% 95
2023
Q2 		$2.1B Sell
32,119,491
-215,051
-0.7% -$12.8M 0.21% 92
2023
Q1 		$1.99B Buy
32,334,542
+982,428
+3% +$53.7M 0.21% 92
2022
Q4 		$1.42B Sell
31,352,114
-1,791,076
-5% -$88.6M 0.16% 132
2022
Q3 		$1.83B Sell
33,143,190
-1,273,035
-4% -$75.6M 0.25% 78
2022
Q2 		$1.51B Buy
34,416,225
+4,670,132
+16% +$336M 0.2% 106
2022
Q1 		$3.56B Buy
29,746,093
+1,215,994
+4% +$127M 0.48% 34
2021
Q4 		$3.75B Buy
28,530,099
+619,334
+2% +$104M 0.46% 39
2021
Q3 		$3.14B Sell
27,910,765
-819,129
-3% -$97.9M 0.42% 42
2021
Q2 		$3.04B Buy
28,729,894
+15,680,274
+120% +$1.3B 0.4% 46
2021
Q1 		$917M Buy
13,049,620
+4,319,588
+49% +$333M 0.13% 161
2020
Q4 		$663M Buy
8,730,032
+8,317,691
+2,017% +$545M 0.1% 191
2020
Q3 		$16.9M Buy
412,341
+60,341
+17% +$2.31M ﹤0.01% 1601
2020
Q2 		$12.7M Buy
352,000
+223,047
+173% +$6.23M ﹤0.01% 1765
2020
Q1 		$3.03M Buy
128,953
+73,110
+131% +$1.42M ﹤0.01% 2956
2019
Q4 		$953K Buy
55,843
+49,961
+849% +$851K ﹤0.01% 4564
2019
Q3 		$109K Buy
+5,882
New +$114K ﹤0.01% 5414

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley's NET Position: Q2 2026 in Review

Morgan Stanley reduced its Cloudflare (NET) stake by 3.9% in Q2 2026, selling an estimated $137M and leaving 15,258,327 shares worth $3.74B. The position accounts for 0.2% of the portfolio, ranked #84.

Morgan Stanley first reported a position in NET in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.08B in Q3 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Morgan Stanley held 15,258,327 shares of Cloudflare worth $3.74B as of Q2 2026.
  • Morgan Stanley sold 624,994 Cloudflare shares in Q2 2026, an estimated $137M.
  • Cloudflare made up 0.2% of Morgan Stanley's portfolio in Q2 2026, its #84 holding.
  • Morgan Stanley first reported a position in Cloudflare in Q3 2019 and has held it in 28 quarters since.
  • Morgan Stanley's Cloudflare position peaked at $4.08B in Q3 2025.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.