Vanguard Portfolio Management
NET icon

Vanguard Portfolio Management’s Cloudflare NET Stock Holding History

Vanguard Portfolio 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 		$4.13B Buy
16,819,726
+779,837
+5% +$171M 0.19% 80
2026
Q1 		$3.31B Buy
+16,039,889
New +$3.06B 0.17% 97

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management's NET Position: Q2 2026 in Review

Vanguard Portfolio Management increased its Cloudflare (NET) stake by 4.9% in Q2 2026, buying an estimated $171M and bringing the position to 16,819,726 shares worth $4.13B. The position accounts for 0.19% of the portfolio, ranked #80.

Vanguard Portfolio Management first reported a position in NET in Q1 2026 and has held it in 2 quarters since. 1,149 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Vanguard Portfolio Management held 16,819,726 shares of Cloudflare worth $4.13B as of Q2 2026.
  • Vanguard Portfolio Management bought 779,837 Cloudflare shares in Q2 2026, an estimated $171M.
  • Cloudflare made up 0.19% of Vanguard Portfolio Management's portfolio in Q2 2026, its #80 holding.
  • Vanguard Portfolio Management first reported a position in Cloudflare in Q1 2026 and has held it in 2 quarters since.
  • 1,149 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.