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
2024 Q2	–	Sell	-240,000	Closed	-$23.2M	–	140
2024 Q1	$23.2M	Buy	+240,000	New	+$21.7M	0.8%	47
2023 Q3	–	Sell	-245,000	Closed	-$16M	–	163
2023 Q2	$16M	Buy	+245,000	New	+$14.6M	0.59%	61
2022 Q2	–	Sell	-135,000	Closed	-$16.2M	–	166
2022 Q1	$16.2M	Buy	+135,000	New	+$14.1M	0.57%	59
2021 Q3	–	Sell	-35,000	Closed	-$3.7M	–	138
2021 Q2	$3.7M	Buy	+35,000	New	+$2.9M	0.13%	99

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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.