Vanguard Group
NET icon

Vanguard Group’s Cloudflare NET Stock Holding History

Vanguard 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
2025
Q4 		$6.39B Buy
32,407,646
+90,397
+0.3% +$19.1M 0.09% 195
2025
Q3 		$6.93B Buy
32,317,249
+821,684
+3% +$168M 0.1% 172
2025
Q2 		$6.17B Buy
31,495,565
+658,656
+2% +$95.6M 0.1% 185
2025
Q1 		$3.48B Buy
30,836,909
+538,850
+2% +$71.4M 0.06% 305
2024
Q4 		$3.26B Sell
30,298,059
-68,873
-0.2% -$6.73M 0.06% 328
2024
Q3 		$2.46B Buy
30,366,932
+535,587
+2% +$43.1M 0.04% 406
2024
Q2 		$2.47B Buy
29,831,345
+1,259,292
+4% +$102M 0.05% 373
2024
Q1 		$2.77B Buy
28,572,053
+412,864
+1% +$37.4M 0.05% 354
2023
Q4 		$2.34B Buy
28,159,189
+740,914
+3% +$51.8M 0.05% 372
2023
Q3 		$1.73B Buy
27,418,275
+395,363
+1% +$25.3M 0.04% 438
2023
Q2 		$1.77B Buy
27,022,912
+708,207
+3% +$42.3M 0.04% 441
2023
Q1 		$1.62B Buy
26,314,705
+431,221
+2% +$23.6M 0.04% 452
2022
Q4 		$1.17B Buy
25,883,484
+583,513
+2% +$28.9M 0.03% 527
2022
Q3 		$1.4B Buy
25,299,971
+1,398,081
+6% +$83M 0.04% 451
2022
Q2 		$1.05B Buy
23,901,890
+543,890
+2% +$39.2M 0.03% 561
2022
Q1 		$2.8B Buy
23,358,000
+548,149
+2% +$57.2M 0.07% 312
2021
Q4 		$3B Buy
22,809,851
+920,313
+4% +$154M 0.07% 302
2021
Q3 		$2.47B Buy
21,889,538
+1,518,091
+7% +$181M 0.06% 340
2021
Q2 		$2.16B Buy
20,371,447
+1,773,373
+10% +$147M 0.05% 392
2021
Q1 		$1.31B Buy
18,598,074
+1,380,899
+8% +$106M 0.04% 532
2020
Q4 		$1.31B Buy
17,217,175
+4,033,602
+31% +$264M 0.04% 493
2020
Q3 		$541M Buy
13,183,573
+3,970,471
+43% +$152M 0.02% 747
2020
Q2 		$331M Buy
9,213,102
+5,795,087
+170% +$162M 0.01% 968
2020
Q1 		$80.3M Buy
3,418,015
+76,826
+2% +$1.49M ﹤0.01% 1650
2019
Q4 		$57M Buy
3,341,189
+722,228
+28% +$12.3M ﹤0.01% 2044
2019
Q3 		$48.6M Buy
+2,618,961
New +$50.7M ﹤0.01% 2081

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Vanguard Group's NET Position: Q4 2025 in Review

Vanguard Group increased its Cloudflare (NET) stake by 0.28% in Q4 2025, buying an estimated $19.1M and bringing the position to 32,407,646 shares worth $6.39B. The position accounts for 0.09% of the portfolio, ranked #195.

Vanguard Group first reported a position in NET in Q3 2019 and has held it in 26 quarters since. The position peaked at $6.93B in Q3 2025. 1,092 funds tracked by Wall St. Rank hold NET as of Q4 2025.

  • Vanguard Group held 32,407,646 shares of Cloudflare worth $6.39B as of Q4 2025.
  • Vanguard Group bought 90,397 Cloudflare shares in Q4 2025, an estimated $19.1M.
  • Cloudflare made up 0.09% of Vanguard Group's portfolio in Q4 2025, its #195 holding.
  • Vanguard Group first reported a position in Cloudflare in Q3 2019 and has held it in 26 quarters since.
  • Vanguard Group's Cloudflare position peaked at $6.93B in Q3 2025.
  • 1,092 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.