Capital World Investors

Position in NET — Cloudflare, Inc.

CIK 1422849 LOS ANGELES, CA

Back to NET Full portfolio

Position in NET

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$4,691,257,307

-$2,371,743,369 QoQ

Shares Held

22,735,569

-36.5% QoQ

Ownership

6.43%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.727215975989.ToString("F0")% Shared 0.ToString("F0")% None 0.2727840240110111.ToString("F0")%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

Capital World Investors holds $30,761,735,133 across 20 Software - Infrastructure names. NET ranks #2 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	61,734,339	$22,852,200,267
2	NET	Cloudflare, Inc. This page	22,735,569	$4,691,257,307
3	XYZ	Block, Inc.	20,602,960	$1,239,886,132
4	AKAM	Akamai Technologies Inc	6,764,438	$776,895,704
5	MDB	MongoDB, Inc.	1,017,235	$248,988,610
6	ORCL	Oracle Corp	1,137,200	$167,293,492
7	FTNT	Fortinet, Inc.	1,605,884	$131,232,840
8	ZETA	Zeta Global Holdings Corp.	8,058,636	$128,293,485

All Filings in NET

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,691,257,307	22,735,569	-36.5%	Shares	Defined	2026-05-13
2025-12-31	$7,063,000,676	35,825,517	-11.6%	Shares	Defined	2026-02-11
2025-09-30	$8,694,196,681	40,515,386	-0.7%	Shares	Defined	2025-11-13
2025-06-30	$7,991,330,375	40,807,488	+18.1%	Shares	Defined	2025-08-13
2025-03-31	$3,895,458,566	34,567,917	-2.4%	Shares	Defined	2025-05-12
2024-12-31	$3,812,874,177	35,409,307	+0.7%	Shares	Defined	2025-02-13
2024-09-30	$2,843,193,873	35,148,892	+5.4%	Shares	Defined	2024-11-13
2024-06-30	$2,761,540,769	33,339,862	+18.5%	Shares	Defined	2024-08-13
2024-03-31	$2,723,684,785	28,128,522	+2.1%	Shares	Defined	2024-05-14
2023-12-31	$2,293,309,776	27,543,956	+1.8%	Shares	Defined	2024-02-13
2023-09-30	$1,705,651,089	27,056,648	+2.4%	Shares	Defined	2023-11-13
2023-06-30	$1,727,948,939	26,433,363	+56.7%	Shares	Defined	2023-08-11
2023-03-31	$1,040,394,729	16,873,090	+6.3%	Shares	Defined	2023-05-15
2022-12-31	$717,368,906	15,867,483	+96.6%	Shares	Defined	2023-02-14
2022-09-30	$446,306,732	8,069,187	-23.2%	Shares	Defined	2022-11-14
2022-06-30	$459,374,431	10,499,987	-38.4%	Shares	Defined	2022-08-15
2022-03-31	$2,040,461,740	17,046,464	+50.2%	Shares	Defined	2022-05-19
2021-12-31	$1,492,243,984	11,347,863	+322.4%	Shares	Defined	2022-02-14
2021-09-30	$302,651,009	2,686,649	+0.0%	Shares	Defined	2021-11-15
2021-06-30	$284,353,660	2,686,637	+8.1%	Shares	Defined	2021-08-16
2021-03-31	$174,672,753	2,486,091	+268.2%	Shares	Defined	2021-05-14
2020-12-31	$51,305,028	675,155	-6.9%	Shares	Defined	2021-02-12
2020-09-30	$29,773,509	725,122	+174.3%	Shares	Defined	2020-11-13
2020-06-30	$9,505,000	264,395	0.0%	Shares	Defined	2020-08-14
2020-03-31	$6,207,994	264,395	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.