NET — CLOUDFLARE INC

Ownership history in Select Equity Group, L.P.  ·  8 quarters on record

This page tracks every 13F SEC filing in which Select Equity Group, L.P. reported a position in CLOUDFLARE INC (NET). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.31% (2025 Q1)
Avg. % of fund
0.16%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 130,773 -192,952 -59.6% 0.11% $25.8M $197.15
2025 Q3 ADDED 323,725 +169,325 +109.7% 0.29% $69.5M $214.59
2025 Q3 REDUCED 154,400 -74,600 -32.6% 0.14% $33.1M $214.59
2025 Q2 REDUCED 229,000 -74,250 -24.5% 0.19% $44.8M $195.83
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NET price (monthly, adj. close)

Other funds also holding NET

As of 2025 Q4 — sorted by position size

Whetstone Capital Advisors, LLC 3Y 7Y 18.02% Strategy Capital LLC 3Y 15.15% WIM INVESTMENT MANAGEMENT Ltd 11.6% Spear Advisors LLC 4.1% 12 West Capital Management LP 3Y 7Y 3.87% GILDER GAGNON HOWE & CO LLC 3Y 7Y 3.65% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 3.57% DAVIS-REA LTD. 3Y 7Y 3.53% Amitell Capital Pte Ltd 3Y 2.94% Baker Chad R 3Y 7Y 2.91%
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