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Woodline Partners’s Cloudflare NET Stock Holding History

Woodline Partners’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 		– Sell
-419,492
Closed -$86.6M – 1109
2026
Q1 		$86.6M Buy
419,492
+303,708
+262% +$57.9M 0.33% 56
2025
Q4 		$22.8M Sell
115,784
-67,422
-37% -$14.3M 0.09% 288
2025
Q3 		$39.3M Buy
183,206
+166,552
+1,000% +$34M 0.19% 153
2025
Q2 		$3.26M Buy
+16,654
New +$2.42M 0.02% 637
2025
Q1 		– Sell
-61,646
Closed -$6.64M – 989
2024
Q4 		$6.64M Buy
+61,646
New +$6.02M 0.04% 428
2023
Q4 		– Sell
-344,626
Closed -$21.7M – 601
2023
Q3 		$21.7M Buy
+344,626
New +$22.1M 0.25% 119

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

Woodline Partners's NET Position: Q2 2026 in Review

Woodline Partners sold out of Cloudflare (NET) in Q2 2026, closing a stake of 419,492 shares — an estimated $86.6M sold.

Woodline Partners first reported a position in NET in Q3 2023 and held it in 6 quarters. The position peaked at $86.6M in Q1 2026. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Woodline Partners reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Woodline Partners sold 419,492 Cloudflare shares in Q2 2026, an estimated $86.6M.
  • Woodline Partners first reported a position in Cloudflare in Q3 2023 and held it in 6 quarters.
  • Woodline Partners's Cloudflare position peaked at $86.6M in Q1 2026.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Woodline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.