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 Q1	$4.13M	Buy	+20,000	New	+$3.81M	0.11%	124
2025 Q2	–	Sell	-100,000	Closed	-$11.3M	–	174
2025 Q1	$11.3M	Buy	+100,000	New	+$13.3M	0.29%	99
2022 Q3	–	Sell	-49,800	Closed	-$2.18M	–	158
2022 Q2	$2.18M	Buy	+49,800	New	+$3.59M	0.1%	117
2021 Q3	–	Sell	-50,000	Closed	-$5.29M	–	139
2021 Q2	$5.29M	Buy	+50,000	New	+$4.14M	0.19%	90
2020 Q2	–	Sell	-60,000	Closed	-$1.41M	–	115
2020 Q1	$1.41M	Buy	+60,000	New	+$1.17M	0.12%	70

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Partners Public Asset Management's NET Position: Q1 2026 in Review

Summit Partners Public Asset Management opened a new position in Cloudflare (NET) in Q1 2026: 108,000 shares worth $22.3M. The stake represents 0.6% of the portfolio and ranks #59 among its holdings. This is a return to the name: Summit Partners Public Asset Management previously reported a position in NET as recently as Q1 2024.

Summit Partners Public Asset Management first reported a position in NET in Q1 2020 and has held it in 3 quarters since. 1,134 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Summit Partners Public Asset Management held 108,000 shares of Cloudflare worth $22.3M as of Q1 2026.
Cloudflare was a new Summit Partners Public Asset Management position in Q1 2026.
Cloudflare made up 0.6% of Summit Partners Public Asset Management's portfolio in Q1 2026, its #59 holding.
Summit Partners Public Asset Management first reported a position in Cloudflare in Q1 2020 and has held it in 3 quarters since.
1,134 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q1 2026, filed 15 May 2026.