SEI Investments
NET icon

SEI Investments’s Cloudflare NET Stock Holding History

SEI 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 		$64.5M Sell
262,875
-120,646
-31% -$26.4M 0.06% 369
2026
Q1 		$79.1M Buy
383,521
+41,137
+12% +$7.84M 0.07% 292
2025
Q4 		$67.5M Buy
342,384
+82,071
+32% +$17.4M 0.07% 303
2025
Q3 		$55.9M Sell
260,313
-68,723
-21% -$14M 0.06% 322
2025
Q2 		$64.4M Buy
329,036
+38,776
+13% +$5.63M 0.07% 279
2025
Q1 		$32.7M Buy
290,260
+71,170
+32% +$9.43M 0.04% 464
2024
Q4 		$23.6M Buy
219,090
+35,198
+19% +$3.44M 0.03% 607
2024
Q3 		$14.9M Buy
183,892
+56,351
+44% +$4.53M 0.02% 817
2024
Q2 		$10.6M Buy
127,541
+29,963
+31% +$2.42M 0.02% 889
2024
Q1 		$9.45M Sell
97,578
-25
-0% -$2.26K 0.01% 938
2023
Q4 		$8.13M Buy
97,603
+1,406
+1% +$98.3K 0.01% 968
2023
Q3 		$6.06M Sell
96,197
-16,481
-15% -$1.06M 0.01% 1078
2023
Q2 		$7.37M Sell
112,678
-19,038
-14% -$1.14M 0.01% 1025
2023
Q1 		$8.12M Buy
131,716
+5,786
+5% +$316K 0.02% 963
2022
Q4 		$5.69M Buy
125,930
+20,752
+20% +$1.03M 0.01% 994
2022
Q3 		$5.82M Buy
105,178
+74,171
+239% +$4.41M 0.01% 1026
2022
Q2 		$1.31M Buy
31,007
+8,314
+37% +$599K ﹤0.01% 1723
2022
Q1 		$2.69M Buy
22,693
+7,904
+53% +$824K 0.01% 1425
2021
Q4 		$1.94M Buy
14,789
+1,717
+13% +$288K ﹤0.01% 1598
2021
Q3 		$1.47M Sell
13,072
-11,394
-47% -$1.36M ﹤0.01% 1633
2021
Q2 		$2.59M Buy
24,466
+4,106
+20% +$340K 0.01% 1394
2021
Q1 		$1.43M Sell
20,360
-33,125
-62% -$2.55M ﹤0.01% 1609
2020
Q4 		$4.06M Buy
53,485
+42,071
+369% +$2.76M 0.01% 1069
2020
Q3 		$469K Sell
11,414
-5,334
-32% -$204K ﹤0.01% 1912
2020
Q2 		$602K Sell
16,748
-15,702
-48% -$439K ﹤0.01% 1774
2020
Q1 		$762K Buy
+32,450
New +$631K ﹤0.01% 1582

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

SEI Investments's NET Position: Q2 2026 in Review

SEI Investments reduced its Cloudflare (NET) stake by 31% in Q2 2026, selling an estimated $26.4M and leaving 262,875 shares worth $64.5M. The position accounts for 0.06% of the portfolio, ranked #369.

SEI Investments first reported a position in NET in Q1 2020 and has held it in 26 quarters since. The position peaked at $79.1M in Q1 2026. 1,225 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • SEI Investments held 262,875 shares of Cloudflare worth $64.5M as of Q2 2026.
  • SEI Investments sold 120,646 Cloudflare shares in Q2 2026, an estimated $26.4M.
  • Cloudflare made up 0.06% of SEI Investments's portfolio in Q2 2026, its #369 holding.
  • SEI Investments first reported a position in Cloudflare in Q1 2020 and has held it in 26 quarters since.
  • SEI Investments's Cloudflare position peaked at $79.1M in Q1 2026.
  • 1,225 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.