BAILLIE GIFFORD & CO

Position in NET — Cloudflare, Inc.

CIK 1088875 EDINBURGH, X0

Back to NET Full portfolio

Position in NET

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$3,285,845,439

-$30,995,711 QoQ

Shares Held

15,924,423

-5.3% QoQ

Ownership

4.51%

of shares outstanding

% of Portfolio

3.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 64.61002072100194.ToString("F0")% Shared 0.ToString("F0")% None 35.389979278998055.ToString("F0")%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

BAILLIE GIFFORD & CO holds $7,680,344,068 across 14 Software - Infrastructure names. NET ranks #1 (42.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NET	Cloudflare, Inc. This page	15,924,423	$3,285,845,439
2	IOT	Samsara Inc.	57,523,792	$1,822,928,967
3	MSFT	Microsoft Corp	3,878,029	$1,435,529,994
4	KSPI	Joint Stock Co Kaspi.kz	5,123,207	$379,475,939
5	WIX	Wix.com Ltd.	2,719,700	$244,963,379
6	RELY	Remitly Global, Inc.	11,818,307	$185,192,869
7	XYZ	Block, Inc.	2,666,255	$160,455,224
8	MDB	MongoDB, Inc.	267,331	$65,434,608

All Filings in NET

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,285,845,439	15,924,423	-5.3%	Shares	Defined	2026-05-08
2025-12-31	$3,316,841,150	16,823,947	-23.0%	Shares	Sole	2026-01-23
2025-09-30	$4,688,521,116	21,848,740	-14.4%	Shares	Defined	2025-10-31
2025-06-30	$4,998,586,401	25,525,131	-6.9%	Shares	Sole	2025-08-06
2025-03-31	$3,090,615,766	27,425,821	-14.0%	Shares	Defined	2025-05-07
2024-12-31	$3,433,286,347	31,884,160	-1.9%	Shares	Defined	2025-01-31
2024-09-30	$2,629,781,784	32,510,592	-0.6%	Shares	Defined	2024-11-05
2024-06-30	$2,710,418,754	32,722,670	+8.5%	Shares	Defined	2024-07-25
2024-03-31	$2,919,160,540	30,147,274	-2.6%	Shares	Sole	2024-05-01
2023-12-31	$2,575,954,245	30,938,677	-0.4%	Shares	Sole	2024-01-26
2023-09-30	$1,957,910,440	31,058,224	-1.4%	Shares	Sole	2023-11-13
2023-06-30	$2,059,522,443	31,505,621	+22.5%	Shares	Sole	2023-07-28
2023-03-31	$1,585,755,415	25,717,733	-2.3%	Shares	Sole	2023-05-03
2022-12-31	$1,190,625,150	26,335,438	+6.5%	Shares	Defined	2023-03-10
2022-09-30	$1,367,553,410	24,725,247	+2.5%	Shares	Defined	2022-10-27
2022-06-30	$1,055,014,099	24,114,608	-11.1%	Shares	Defined	2022-08-08
2022-03-31	$3,247,919,210	27,133,828	-4.4%	Shares	Defined	2022-05-05
2021-12-31	$3,731,044,633	28,372,963	-4.6%	Shares	Defined	2022-01-20
2021-09-30	$3,349,641,215	29,734,942	-1.8%	Shares	Defined	2021-10-19
2021-06-30	$3,203,478,752	30,267,184	+0.9%	Shares	Defined	2021-08-02
2021-03-31	$2,107,464,015	29,995,218	+0.4%	Shares	Defined	2021-05-06
2020-12-31	$2,269,231,463	29,862,238	+8.0%	Shares	Defined	2021-02-10
2020-09-30	$1,135,414,769	27,652,576	+94.2%	Shares	Defined	2020-11-12
2020-06-30	$511,877,344	14,238,591	—	Shares	Defined	2020-08-12
No filing history on record for this holder in this stock.