Wellington Management Group
NET icon

Wellington Management Group’s Cloudflare NET Stock Holding History

Wellington Management 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
2026
Q2 		$993M Buy
4,048,753
+37,923
+0.9% +$8.3M 0.17% 132
2026
Q1 		$828M Buy
4,010,830
+2,303,816
+135% +$439M 0.15% 153
2025
Q4 		$337M Buy
1,707,014
+451,280
+36% +$95.5M 0.06% 278
2025
Q3 		$269M Sell
1,255,734
-7,099
-0.6% -$1.45M 0.05% 319
2025
Q2 		$247M Buy
1,262,833
+1,254,451
+14,966% +$182M 0.04% 314
2025
Q1 		$945K Buy
8,382
+2,452
+41% +$325K ﹤0.01% 1717
2024
Q4 		$639K Buy
5,930
+1,896
+47% +$185K ﹤0.01% 1801
2024
Q3 		$326K Buy
4,034
+186
+5% +$15K ﹤0.01% 1859
2024
Q2 		$319K Sell
3,848
-174,473
-98% -$14.1M ﹤0.01% 1826
2024
Q1 		$17.3M Buy
+178,321
New +$16.1M ﹤0.01% 983
2022
Q1 		– Sell
-5,243
Closed -$689K – 2181
2021
Q4 		$689K Buy
+5,243
New +$879K ﹤0.01% 1878
2020
Q3 		– Sell
-23,531
Closed -$846K – 1957
2020
Q2 		$846K Buy
+23,531
New +$657K ﹤0.01% 1531
2019
Q4 		– Sell
-106,467
Closed -$1.98M – 2076
2019
Q3 		$1.98M Buy
+106,467
New +$2.06M ﹤0.01% 1591

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group's NET Position: Q2 2026 in Review

Wellington Management Group increased its Cloudflare (NET) stake by 0.95% in Q2 2026, buying an estimated $8.3M and bringing the position to 4,048,753 shares worth $993M. The position accounts for 0.17% of the portfolio, ranked #132.

Wellington Management Group first reported a position in NET in Q3 2019 and has held it in 13 quarters since. 1,220 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Wellington Management Group held 4,048,753 shares of Cloudflare worth $993M as of Q2 2026.
  • Wellington Management Group bought 37,923 Cloudflare shares in Q2 2026, an estimated $8.3M.
  • Cloudflare made up 0.17% of Wellington Management Group's portfolio in Q2 2026, its #132 holding.
  • Wellington Management Group first reported a position in Cloudflare in Q3 2019 and has held it in 13 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.