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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Woodline Partners's NET Position: Q1 2026 in Review

Woodline Partners increased its Cloudflare (NET) stake by 262% in Q1 2026, buying an estimated $57.9M and bringing the position to 419,492 shares worth $86.6M. The position accounts for 0.33% of the portfolio, ranked #56.

Woodline Partners first reported a position in NET in Q3 2023 and has held it in 6 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Woodline Partners held 419,492 shares of Cloudflare worth $86.6M as of Q1 2026.
  • Woodline Partners bought 303,708 Cloudflare shares in Q1 2026, an estimated $57.9M.
  • Cloudflare made up 0.33% of Woodline Partners's portfolio in Q1 2026, its #56 holding.
  • Woodline Partners first reported a position in Cloudflare in Q3 2023 and has held it in 6 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Woodline Partners's 13F filing for Q1 2026, filed 15 May 2026.