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NETNET

Showing 8 of 22 quarters

Position history for SANDS CAPITAL MANAGEMENT, LLCSANDS CAPITAL MANAGEMENT, LLC's holdings in CLOUDFLARE INC

Yes. Sands Capital Management holds 3,239,504 shares of NET (Cloudflare), worth $794.6M, as of its Q2 2026 13F filing. It reduced the position by 422,245 shares (-11.5%) from Q1 2026. Sands Capital Management has held NET since Q1 2021, across 22 quarterly 13F filings. NET is 3.0% of Sands Capital Management's reported 13F portfolio.

Current Value

$794.6M

Current Shares

3.2M

Total Value Change

+$281.4M

Total Shares Change

-3.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.2M
-11.5%
$794.6M3.0%$245.28
0
2026-Q1
Decreased
3.7M
-1.9%
$755.6M3.0%$178.91
0
2025-Q4
Decreased
3.7M
-2.0%
$735.6M2.2%$199.62
0
2025-Q3
Decreased
3.8M
-22.7%
$817.2M2.3%$218.58
0
2025-Q2
Decreased
4.9M
-23.3%
$965.2M2.8%$194.05
0
2025-Q1
Decreased
6.4M
-17.2%
$724.3M2.5%$114.92
0
2024-Q4
Increased
7.8M
+22.4%
$836.2M2.5%$109.03
66
2024-Q3
Decreased
6.3M
-1.9%
$513.2M1.6%$81.59
0

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