Question 1

How many shares of NET does Select Equity Group, L.P. own?

Accepted Answer

As of 2026-Q1, Select Equity Group, L.P. holds 854,924 shares of NET (CLOUDFLARE INC).

Question 2

What is Select Equity Group, L.P.'s NET position worth?

Accepted Answer

As of 2026-Q1, Select Equity Group, L.P.'s NET position is worth $176.4M.

Question 3

Is Select Equity Group, L.P. buying or selling NET?

Accepted Answer

In 2026-Q1, Select Equity Group, L.P. increased their NET position (+553.8% change in shares).

Question 4

When did Select Equity Group, L.P. first buy NET?

Accepted Answer

Based on available 13F filings, Select Equity Group, L.P. first reported a position in NET in 2025-Q1. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	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

NET5 quarters

NET
5 quarters