Position history for Select Equity Group, L.P.'s holdings in CLOUDFLARE INC
Select Equity Group, L.P. holds 854,924 shares of NET (CLOUDFLARE INC), worth $176.4M as of 2026-Q1. The position was increased (+553.8% shares). NET represents 0.9% of Select Equity Group, L.P.'s portfolio.
Current Value
$176.4M
Current Shares
854,924
Total Value Change
+$103.9M
Total Shares Change
+211,781
Other major holders of NET: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 854,924 |
+553.8% |
| $176.4M |
| 0.9% |
| $178.91 |
69 |
| 2025-Q4 | Decreased | 130,773 | -59.6% | $25.8M | 0.1% | $199.62 | 0 |
| 2025-Q3 | Increased | 323,725 | +6.8% | $69.5M | 0.3% | $218.58 | 38 |
| 2025-Q2 | Decreased | 303,250 | -52.9% | $59.4M | 0.2% | $194.05 | 0 |
| 2025-Q1 | New | 643,143 | - | $72.5M | 0.3% | $114.92 | 49 |