William Blair & Company
NET icon

William Blair & Company’s Cloudflare NET Stock Holding History

William Blair & Company’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 		$43.2M Buy
176,202
+6,117
+4% +$1.34M 0.11% 158
2026
Q1 		$35.1M Sell
170,085
-27,775
-14% -$5.3M 0.1% 175
2025
Q4 		$39M Sell
197,860
-4,274
-2% -$904K 0.1% 160
2025
Q3 		$43.4M Buy
202,134
+905
+0.4% +$185K 0.12% 155
2025
Q2 		$39.4M Buy
201,229
+180,604
+876% +$26.2M 0.11% 161
2025
Q1 		$2.32M Buy
20,625
+15,726
+321% +$2.08M 0.01% 678
2024
Q4 		$528K Sell
4,899
-27,562
-85% -$2.69M ﹤0.01% 1083
2024
Q3 		$2.63M Sell
32,461
-404
-1% -$32.5K 0.01% 641
2024
Q2 		$2.72M Buy
32,865
+752
+2% +$60.7K 0.01% 618
2024
Q1 		$3.11M Sell
32,113
-1,802
-5% -$163K 0.01% 578
2023
Q4 		$2.82M Sell
33,915
-8,224
-20% -$575K 0.01% 588
2023
Q3 		$2.66M Sell
42,139
-2,797
-6% -$179K 0.01% 591
2023
Q2 		$2.94M Sell
44,936
-2,841
-6% -$170K 0.01% 575
2023
Q1 		$2.95M Sell
47,777
-1,433
-3% -$78.4K 0.01% 568
2022
Q4 		$2.22M Sell
49,210
-4,381
-8% -$217K 0.01% 606
2022
Q3 		$2.96M Buy
53,591
+11,524
+27% +$684K 0.01% 533
2022
Q2 		$1.84M Sell
42,067
-8,929
-18% -$643K 0.01% 660
2022
Q1 		$6.1M Sell
50,996
-566
-1% -$59K 0.02% 423
2021
Q4 		$6.78M Buy
51,562
+1,827
+4% +$306K 0.02% 420
2021
Q3 		$5.6M Sell
49,735
-299
-0.6% -$35.7K 0.02% 431
2021
Q2 		$5.3M Buy
50,034
+4,901
+11% +$406K 0.02% 447
2021
Q1 		$3.17M Buy
45,133
+1,248
+3% +$96.2K 0.01% 559
2020
Q4 		$3.33M Buy
+43,885
New +$2.88M 0.01% 529

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

William Blair & Company's NET Position: Q2 2026 in Review

William Blair & Company increased its Cloudflare (NET) stake by 3.6% in Q2 2026, buying an estimated $1.34M and bringing the position to 176,202 shares worth $43.2M. The position accounts for 0.11% of the portfolio, ranked #158.

William Blair & Company first reported a position in NET in Q4 2020 and has held it in 23 quarters since. The position peaked at $43.4M in Q3 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • William Blair & Company held 176,202 shares of Cloudflare worth $43.2M as of Q2 2026.
  • William Blair & Company bought 6,117 Cloudflare shares in Q2 2026, an estimated $1.34M.
  • Cloudflare made up 0.11% of William Blair & Company's portfolio in Q2 2026, its #158 holding.
  • William Blair & Company first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • William Blair & Company's Cloudflare position peaked at $43.4M in Q3 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.