Select Equity Group
NET icon

Select Equity Group’s Cloudflare NET Stock Holding History

Select Equity Group’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 		$9.32K Sell
38
-854,886
-100% -$187M ﹤0.01% 154
2026
Q1 		$176M Buy
854,924
+724,151
+554% +$138M 0.9% 34
2025
Q4 		$25.8M Sell
130,773
-192,952
-60% -$40.8M 0.11% 109
2025
Q3 		$69.5M Buy
323,725
+20,475
+7% +$4.18M 0.29% 68
2025
Q2 		$59.4M Sell
303,250
-339,893
-53% -$49.3M 0.25% 69
2025
Q1 		$72.5M Buy
+643,143
New +$85.3M 0.31% 59

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

Select Equity Group's NET Position: Q2 2026 in Review

Select Equity Group reduced its Cloudflare (NET) stake by 100% in Q2 2026, selling an estimated $187M and leaving 38 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

Select Equity Group first reported a position in NET in Q1 2025 and has held it in 6 quarters since. The position peaked at $176M in Q1 2026. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Select Equity Group held 38 shares of Cloudflare worth $9.32K as of Q2 2026.
  • Select Equity Group sold 854,886 Cloudflare shares in Q2 2026, an estimated $187M.
  • Cloudflare made up ﹤0.01% of Select Equity Group's portfolio in Q2 2026, its #154 holding.
  • Select Equity Group first reported a position in Cloudflare in Q1 2025 and has held it in 6 quarters since.
  • Select Equity Group's Cloudflare position peaked at $176M in Q1 2026.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.