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Summit Partners Public Asset Management’s Cloudflare NET Stock Holding History

Summit Partners Public Asset Management’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 		– Sell
-108,000
Closed -$22.3M – 202
2026
Q1 		$22.3M Buy
+108,000
New +$20.6M 0.6% 59
2024
Q2 		– Sell
-24,000
Closed -$2.32M – 141
2024
Q1 		$2.32M Buy
+24,000
New +$2.17M 0.08% 115
2020
Q2 		– Sell
-106,900
Closed -$2.51M – 114
2020
Q1 		$2.51M Buy
+106,900
New +$2.08M 0.21% 63

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Partners Public Asset Management's NET Position: Q2 2026 in Review

Summit Partners Public Asset Management sold out of Cloudflare (NET) in Q2 2026, closing a stake of 108,000 shares — an estimated $22.3M sold.

Summit Partners Public Asset Management first reported a position in NET in Q1 2020 and held it in 3 quarters. The position peaked at $22.3M in Q1 2026. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Summit Partners Public Asset Management reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Summit Partners Public Asset Management sold 108,000 Cloudflare shares in Q2 2026, an estimated $22.3M.
  • Summit Partners Public Asset Management first reported a position in Cloudflare in Q1 2020 and held it in 3 quarters.
  • Summit Partners Public Asset Management's Cloudflare position peaked at $22.3M in Q1 2026.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.