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NET
Showing 8 of 21 quarters

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

SANDS CAPITAL MANAGEMENT, LLC holds 3.7M shares of NET (CLOUDFLARE INC), worth $755.6M as of 2026-Q1. The position was decreased (-1.9% shares). NET represents 3.0% of SANDS CAPITAL MANAGEMENT, LLC's portfolio.

Current Value

$755.6M

Current Shares

3.7M

Total Value Change

+$219.7M

Total Shares Change

-2.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Increased
6.5M
+0.0%
$535.8M1.6%$82.83
49

Other major holders of NET: Capital World Investors, VANGUARD GROUP INC

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