PCH
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Polar Capital Holdings’s Cloudflare NET Stock Holding History

Polar Capital Holdings’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 		$304M Buy
1,240,516
+76,432
+7% +$16.7M 0.72% 36
2026
Q1 		$240M Buy
1,164,084
+233,718
+25% +$44.6M 0.85% 34
2025
Q4 		$183M Sell
930,366
-863,149
-48% -$183M 0.71% 31
2025
Q3 		$385M Sell
1,793,515
-120,443
-6% -$24.6M 1.85% 5
2025
Q2 		$375M Sell
1,913,958
-356,399
-16% -$51.7M 1.96% 6
2025
Q1 		$256M Sell
2,270,357
-662,434
-23% -$87.8M 1.56% 11
2024
Q4 		$316M Sell
2,932,791
-662,714
-18% -$64.7M 1.77% 10
2024
Q3 		$291M Buy
3,595,505
+669,583
+23% +$53.8M 1.39% 12
2024
Q2 		$242M Buy
2,925,922
+380,678
+15% +$30.7M 1.43% 17
2024
Q1 		$246M Buy
2,545,244
+1,815,021
+249% +$164M 1.29% 15
2023
Q4 		$60.8M Buy
730,223
+529,904
+265% +$37.1M 0.37% 74
2023
Q3 		$12.6M Sell
200,319
-656,968
-77% -$42.1M 0.09% 167
2023
Q2 		$56M Sell
857,287
-932,789
-52% -$55.7M 0.28% 81
2023
Q1 		$110M Buy
1,790,076
+434,520
+32% +$23.8M 0.72% 34
2022
Q4 		$61.3M Buy
1,355,556
+311,357
+30% +$15.4M 0.49% 65
2022
Q3 		$57.8K Buy
1,044,199
+736,578
+239% +$43.7M 0.37% 67
2022
Q2 		$13.5K Sell
307,621
-279,385
-48% -$20.1M 0.08% 172
2022
Q1 		$70.3K Buy
+587,006
New +$61.2M 0.32% 73
2021
Q4 		– Sell
-50,053
Closed -$5.64K – 459
2021
Q3 		$5.64K Sell
50,053
-268,544
-84% -$32.1M 0.02% 270
2021
Q2 		$33.7K Buy
318,597
+152,403
+92% +$12.6M 0.15% 126
2021
Q1 		$11.7M Sell
166,194
-265,610
-62% -$20.5M 0.07% 196
2020
Q4 		$32.8M Buy
+431,804
New +$28.3M 0.2% 116

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

Polar Capital Holdings's NET Position: Q2 2026 in Review

Polar Capital Holdings increased its Cloudflare (NET) stake by 6.6% in Q2 2026, buying an estimated $16.7M and bringing the position to 1,240,516 shares worth $304M. The position accounts for 0.72% of the portfolio, ranked #36.

Polar Capital Holdings first reported a position in NET in Q4 2020 and has held it in 22 quarters since. The position peaked at $385M in Q3 2025. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Polar Capital Holdings held 1,240,516 shares of Cloudflare worth $304M as of Q2 2026.
  • Polar Capital Holdings bought 76,432 Cloudflare shares in Q2 2026, an estimated $16.7M.
  • Cloudflare made up 0.72% of Polar Capital Holdings's portfolio in Q2 2026, its #36 holding.
  • Polar Capital Holdings first reported a position in Cloudflare in Q4 2020 and has held it in 22 quarters since.
  • Polar Capital Holdings's Cloudflare position peaked at $385M in Q3 2025.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.