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Select Equity Group, L.P.

Position in NET — Cloudflare, Inc.

CIK 1592643 NEW YORK, NY

Position in NET

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$9,320
-$176,395,698 QoQ
Shares Held
38
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,133
of 1,214 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Derivatives in NET

reported options exposure · as of Jun 30, 2026
CallValue
$43,267,392
CallShares
176,400
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Select Equity Group, L.P. holds $384,066,940 across 4 Software - Infrastructure names. NET ranks #4 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 NET
Cloudflare, Inc.
This page
38 $9,320

All Filings in NET

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,320 38
2026-06-30 $43,267,392 176,400
2026-03-31 $176,405,018 854,924
2026-03-31 $64,130,472 310,800
2025-12-31 $25,781,896 130,773
2025-09-30 $69,468,147 323,725
2025-09-30 $33,132,696 154,400
2025-06-30 $59,385,447 303,250
2025-06-30 $44,845,070 229,000
2025-03-31 $1,972,075 17,500
2025-03-31 $72,475,784 643,143
2023-09-30 $819,520 13,000