MORGAN STANLEY

Position in NET — Cloudflare, Inc.

CIK 895421 NEW YORK, NY

Back to NET Full portfolio

Position in NET

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,742,562,438

+$465,197,992 QoQ

Shares Held

15,258,327

-3.9% QoQ

Ownership

4.29%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

of 1,214 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 80% Shared 4% None 17%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $86,962,413,774 across 153 Software - Infrastructure names. NET ranks #6 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	127,674,661	$47,625,202,034
2	PANW	Palo Alto Networks Inc	29,450,112	$10,043,077,185
3	CRWD	CrowdStrike Holdings, Inc.	25,978,188	$4,956,248,589
4	ORCL	Oracle Corp	30,551,196	$4,477,277,765
5	PLTR	Palantir Technologies Inc.	34,021,287	$3,969,263,546
6	NET	Cloudflare, Inc. This page	15,258,327	$3,742,562,438
7	SNPS	Synopsys Inc	3,768,607	$1,681,062,510
8	FTNT	Fortinet, Inc.	8,561,672	$1,315,244,043

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	$3,742,562,438	15,258,327	-3.9%	Shares	Defined	2026-08-13
2026-03-31	$3,277,364,446	15,883,321	-11.8%	Shares	Defined	2026-05-15
2025-12-31	$3,550,522,643	18,009,245	-5.3%	Shares	Defined	2026-05-27
2025-09-30	$4,079,611,684	19,011,192	-5.1%	Shares	Defined	2026-05-27
2025-06-30	$3,923,154,620	20,033,471	-7.0%	Shares	Defined	2025-08-15
2025-03-31	$2,428,769,136	21,552,659	-7.0%	Shares	Defined	2025-05-15
2024-12-31	$2,496,291,270	23,182,497	-5.3%	Shares	Defined	2025-05-15
2024-09-30	$1,980,971,908	24,489,701	-8.6%	Shares	Defined	2025-05-14
2024-06-30	$2,219,113,348	26,791,179	-3.8%	Shares	Defined	2025-05-14
2024-03-31	$2,696,645,291	27,849,275	-8.3%	Shares	Defined	2024-10-17
2023-12-31	$2,528,842,652	30,372,840	-4.0%	Shares	Defined	2024-08-16
2023-09-30	$1,995,311,121	31,651,509	-1.5%	Shares	Defined	2023-11-15
2023-06-30	$2,099,651,120	32,119,491	-0.7%	Shares	Defined	2023-08-14
2023-03-31	$1,993,747,855	32,334,542	+3.1%	Shares	Defined	2023-05-15
2022-12-31	$1,417,429,068	31,352,114	-5.4%	Shares	Defined	2023-02-14
2022-09-30	$1,833,149,834	33,143,190	-3.7%	Shares	Defined	2022-11-14
2022-06-30	$1,505,709,842	34,416,225	+15.7%	Shares	Defined	2022-10-27
2022-03-31	$3,560,607,330	29,746,093	+4.3%	Shares	Defined	2022-10-27
2021-12-31	$3,751,708,017	28,530,099	+2.2%	Shares	Defined	2022-02-14
2021-09-30	$3,144,147,674	27,910,765	-2.9%	Shares	Defined	2021-11-15
2021-06-30	$3,040,771,977	28,729,894	+120.2%	Shares	Defined	2021-08-23
2021-03-31	$916,866,298	13,049,620	+49.5%	Shares	Defined	2021-05-17
2020-12-31	$663,395,129	8,730,032	+2017.2%	Shares	Defined	2021-02-16
2020-09-30	$16,930,719	412,341	+17.1%	Shares	Defined	2020-11-13
2020-06-30	$12,654,399	352,000	+173.0%	Shares	Defined	2020-08-14
2020-03-31	$3,027,815	128,953	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.