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.
| 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 |
| 2025 Q2 | ADDED | 303,250 | +285,750 | +1632.9% | 0.25% | $59.4M | $195.83 |
| 2025 Q1 | REDUCED | 17,500 | -625,643 | -97.3% | 0.01% | $2.0M | $112.69 |
| 2025 Q1 | ADDED | 643,143 | +630,143 | +4847.3% | 0.31% | $72.5M | $112.69 |
| 2023 Q3 | INITIATED | 13,000 | — | — | 0.00% | $820K | — |
As of 2025 Q4 — sorted by position size