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Nicholas Investment Partners’s Cloudflare NET Stock Holding History

Nicholas Investment Partners’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 		$1.32M Sell
5,366
-9,723
-64% -$2.13M 0.07% 180
2026
Q1 		$3.11M Sell
15,089
-5,383
-26% -$1.03M 0.22% 136
2025
Q4 		$4.04M Hold
20,472
– – 0.29% 123
2025
Q3 		$4.39M Hold
20,472
– – 0.34% 111
2025
Q2 		$4.01M Sell
20,472
-1,637
-7% -$238K 0.36% 112
2025
Q1 		$2.49M Buy
22,109
+11,519
+109% +$1.53M 0.26% 131
2024
Q4 		$1.14M Buy
10,590
+5,515
+109% +$539K 0.1% 174
2024
Q3 		$411K Sell
5,075
-4,063
-44% -$327K 0.04% 207
2024
Q2 		$757K Sell
9,138
-185
-2% -$14.9K 0.08% 172
2024
Q1 		$903K Buy
9,323
+4,260
+84% +$386K 0.09% 173
2023
Q4 		$422K Buy
5,063
+18
+0.4% +$1.26K 0.05% 182
2023
Q3 		$318K Buy
+5,045
New +$323K 0.02% 179
2023
Q2 		– Sell
-12,845
Closed -$792K – 207
2023
Q1 		$792K Sell
12,845
-29,233
-69% -$1.6M 0.06% 170
2022
Q4 		$1.9M Sell
42,078
-340
-0.8% -$16.8K 0.17% 126
2022
Q3 		$2.35M Buy
42,418
+33,614
+382% +$2M 0.22% 115
2022
Q2 		$385K Buy
+8,804
New +$634K 0.04% 167

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nicholas Investment Partners's NET Position: Q2 2026 in Review

Nicholas Investment Partners reduced its Cloudflare (NET) stake by 64% in Q2 2026, selling an estimated $2.13M and leaving 5,366 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #180.

Nicholas Investment Partners first reported a position in NET in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.39M in Q3 2025. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Nicholas Investment Partners held 5,366 shares of Cloudflare worth $1.32M as of Q2 2026.
  • Nicholas Investment Partners sold 9,723 Cloudflare shares in Q2 2026, an estimated $2.13M.
  • Cloudflare made up 0.07% of Nicholas Investment Partners's portfolio in Q2 2026, its #180 holding.
  • Nicholas Investment Partners first reported a position in Cloudflare in Q2 2022 and has held it in 16 quarters since.
  • Nicholas Investment Partners's Cloudflare position peaked at $4.39M in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.