GEODE CAPITAL MANAGEMENT, LLC

Position in NET — Cloudflare, Inc.

CIK 1214717 BOSTON, MA

Back to NET Full portfolio

Position in NET

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,462,826,617

+$226,142,478 QoQ

Shares Held

5,963,905

-0.5% QoQ

Ownership

1.67%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#10

of 1,214 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

GEODE CAPITAL MANAGEMENT, LLC holds $112,804,351,611 across 148 Software - Infrastructure names. NET ranks #8 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	189,632,090	$70,736,562,210
2	PANW	Palo Alto Networks Inc	19,615,573	$6,689,302,704
3	PLTR	Palantir Technologies Inc.	55,334,968	$6,455,930,716
4	ORCL	Oracle Corp	39,248,959	$5,751,934,940
5	CRWD	CrowdStrike Holdings, Inc.	24,333,356	$4,642,439,323
6	FTNT	Fortinet, Inc.	17,439,799	$2,679,101,921
7	SNPS	Synopsys Inc	4,510,929	$2,012,190,098
8	NET	Cloudflare, Inc. This page	5,963,905	$1,462,826,617

All Filings in NET

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,462,826,617	5,963,905	-0.5%	Shares	Defined	2026-08-12
2026-03-31	$1,236,684,139	5,993,429	-0.4%	Shares	Defined	2026-05-15
2025-12-31	$1,186,483,200	6,018,175	+4.2%	Shares	Defined	2026-02-09
2025-09-30	$1,239,513,469	5,776,194	+4.3%	Shares	Defined	2025-11-12
2025-06-30	$1,084,247,848	5,536,679	+5.1%	Shares	Defined	2025-08-08
2025-03-31	$593,476,475	5,266,452	+7.4%	Shares	Defined	2025-05-13
2024-12-31	$527,978,621	4,903,219	+1.4%	Shares	Defined	2025-02-12
2024-09-30	$391,067,396	4,834,558	+2.6%	Shares	Defined	2024-11-12
2024-06-30	$390,356,916	4,712,748	+4.5%	Shares	Defined	2024-08-09
2024-03-31	$436,698,942	4,509,955	+4.7%	Shares	Defined	2024-05-13
2023-12-31	$358,631,709	4,307,371	+5.9%	Shares	Defined	2024-02-13
2023-09-30	$256,464,056	4,068,275	+2.9%	Shares	Defined	2023-11-13
2023-06-30	$258,456,898	3,953,754	+4.1%	Shares	Defined	2023-08-11
2023-03-31	$234,158,906	3,797,582	+4.0%	Shares	Defined	2023-05-15
2022-12-31	$165,065,281	3,651,079	+3.9%	Shares	Defined	2023-02-13
2022-09-30	$194,301,209	3,512,949	+0.7%	Shares	Defined	2022-11-14
2022-06-30	$152,556,381	3,487,003	+0.2%	Shares	Defined	2022-08-12
2022-03-31	$416,617,884	3,480,517	+2.6%	Shares	Defined	2022-05-13
2021-12-31	$446,194,491	3,393,114	+8.2%	Shares	Defined	2022-02-11
2021-09-30	$353,304,532	3,136,303	+24.7%	Shares	Defined	2021-11-12
2021-06-30	$266,271,425	2,515,792	+21.5%	Shares	Defined	2021-08-13
2021-03-31	$145,446,420	2,070,117	+16.9%	Shares	Defined	2021-05-12
2020-12-31	$134,590,903	1,771,166	+29.7%	Shares	Defined	2021-02-12
2020-09-30	$56,079,460	1,365,793	+110.6%	Shares	Defined	2020-11-13
2020-06-30	$23,310,806	648,423	+110.5%	Shares	Defined	2020-08-13
2020-03-31	$7,233,225	308,059	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.