State Street
NET icon

State Street’s Cloudflare NET Stock Holding History

State Street’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 		$1.82B Buy
7,420,765
+242,046
+3% +$53M 0.05% 280
2026
Q1 		$1.48B Buy
7,178,719
+189,730
+3% +$36.2M 0.05% 307
2025
Q4 		$1.38B Buy
6,988,989
+178,597
+3% +$37.8M 0.05% 316
2025
Q3 		$1.46B Buy
6,810,392
+202,732
+3% +$41.4M 0.05% 306
2025
Q2 		$1.29B Buy
6,607,660
+46,848
+0.7% +$6.8M 0.05% 315
2025
Q1 		$739M Buy
6,560,812
+53,101
+0.8% +$7.04M 0.03% 435
2024
Q4 		$701M Buy
6,507,711
+116,356
+2% +$11.4M 0.03% 467
2024
Q3 		$517M Buy
6,391,355
+89,218
+1% +$7.17M 0.02% 529
2024
Q2 		$522M Buy
6,302,137
+68,598
+1% +$5.53M 0.02% 509
2024
Q1 		$604M Buy
6,233,539
+190,321
+3% +$17.2M 0.03% 487
2023
Q4 		$503M Buy
6,043,218
+292,805
+5% +$20.5M 0.02% 511
2023
Q3 		$363M Buy
5,750,413
+95,954
+2% +$6.14M 0.02% 557
2023
Q2 		$370M Buy
5,654,459
+45,002
+0.8% +$2.69M 0.02% 574
2023
Q1 		$346M Buy
5,609,457
+148,483
+3% +$8.12M 0.02% 582
2022
Q4 		$247M Sell
5,460,974
-52,470
-1% -$2.6M 0.01% 677
2022
Q3 		$305M Buy
5,513,444
+73,264
+1% +$4.35M 0.02% 598
2022
Q2 		$238M Sell
5,440,180
-112,429
-2% -$8.1M 0.01% 674
2022
Q1 		$665M Buy
5,552,609
+278,422
+5% +$29M 0.03% 447
2021
Q4 		$694M Buy
5,274,187
+81,860
+2% +$13.7M 0.03% 460
2021
Q3 		$585M Buy
5,192,327
+242,784
+5% +$29M 0.03% 486
2021
Q2 		$524M Buy
4,949,543
+1,916,598
+63% +$159M 0.03% 517
2021
Q1 		$213M Buy
3,032,945
+468,251
+18% +$36.1M 0.01% 770
2020
Q4 		$195M Buy
2,564,694
+1,443,949
+129% +$94.7M 0.01% 756
2020
Q3 		$46M Buy
1,120,745
+90,537
+9% +$3.47M ﹤0.01% 1526
2020
Q2 		$37M Buy
1,030,208
+1,012,708
+5,787% +$28.3M ﹤0.01% 1632
2020
Q1 		$411K Buy
17,500
+2,400
+16% +$46.7K ﹤0.01% 3483
2019
Q4 		$258K Buy
+15,100
New +$257K ﹤0.01% 3606

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street's NET Position: Q2 2026 in Review

State Street increased its Cloudflare (NET) stake by 3.4% in Q2 2026, buying an estimated $53M and bringing the position to 7,420,765 shares worth $1.82B. The position accounts for 0.05% of the portfolio, ranked #280.

State Street first reported a position in NET in Q4 2019 and has held it in 27 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • State Street held 7,420,765 shares of Cloudflare worth $1.82B as of Q2 2026.
  • State Street bought 242,046 Cloudflare shares in Q2 2026, an estimated $53M.
  • Cloudflare made up 0.05% of State Street's portfolio in Q2 2026, its #280 holding.
  • State Street first reported a position in Cloudflare in Q4 2019 and has held it in 27 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.