Parnassus Investments
NET icon

Parnassus Investments’s Cloudflare NET Stock Holding History

Parnassus Investments’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 		$22.1M Sell
90,222
-36,758
-29% -$8.04M 0.06% 103
2026
Q1 		$26.2M Buy
126,980
+45
+0% +$8.58K 0.08% 95
2025
Q4 		$25M Sell
126,935
-2,634
-2% -$557K 0.06% 101
2025
Q3 		$27.8M Sell
129,569
-995
-0.8% -$203K 0.06% 106
2025
Q2 		$25.6M Sell
130,564
-3,583
-3% -$520K 0.06% 103
2025
Q1 		$15.1M Sell
134,147
-2,996
-2% -$397K 0.04% 117
2024
Q4 		$14.8M Sell
137,143
-1,267
-0.9% -$124K 0.03% 112
2024
Q3 		$11.2M Buy
138,410
+131,319
+1,852% +$10.6M 0.02% 113
2024
Q2 		$587K Buy
7,091
+2,166
+44% +$175K ﹤0.01% 128
2024
Q1 		$477K Buy
4,925
+1,006
+26% +$91.1K ﹤0.01% 134
2023
Q4 		$326K Buy
3,919
+420
+12% +$29.4K ﹤0.01% 127
2023
Q3 		$221K Sell
3,499
-1,119
-24% -$71.6K ﹤0.01% 138
2023
Q2 		$302K Buy
4,618
+22
+0.5% +$1.31K ﹤0.01% 130
2023
Q1 		$283K Buy
+4,596
New +$251K ﹤0.01% 131

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

Parnassus Investments's NET Position: Q2 2026 in Review

Parnassus Investments reduced its Cloudflare (NET) stake by 29% in Q2 2026, selling an estimated $8.04M and leaving 90,222 shares worth $22.1M. The position accounts for 0.06% of the portfolio, ranked #103.

Parnassus Investments first reported a position in NET in Q1 2023 and has held it in 14 quarters since. The position peaked at $27.8M in Q3 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Parnassus Investments held 90,222 shares of Cloudflare worth $22.1M as of Q2 2026.
  • Parnassus Investments sold 36,758 Cloudflare shares in Q2 2026, an estimated $8.04M.
  • Cloudflare made up 0.06% of Parnassus Investments's portfolio in Q2 2026, its #103 holding.
  • Parnassus Investments first reported a position in Cloudflare in Q1 2023 and has held it in 14 quarters since.
  • Parnassus Investments's Cloudflare position peaked at $27.8M in Q3 2025.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Parnassus Investments's 13F filing for Q2 2026, filed 29 Jul 2026.