MORGAN STANLEY

Position in NET — Cloudflare, Inc.

CIK 895421 NEW YORK, NY

Back to NET Full portfolio

Position in NET

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,277,364,446

-$273,158,197 QoQ

Shares Held

15,883,321

-11.8% QoQ

Ownership

4.49%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 83.60821392453127.ToString("F0")% Shared 0.8042083894167976.ToString("F0")% None 15.58757768605193.ToString("F0")%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

MORGAN STANLEY holds $74,052,632,714 across 149 Software - Infrastructure names. NET ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	124,881,288	$46,227,306,365
2	PANW	Palo Alto Networks Inc	32,318,958	$5,181,375,336
3	PLTR	Palantir Technologies Inc.	32,202,689	$4,710,609,338
4	ORCL	Oracle Corp	29,132,672	$4,285,707,368
5	NET	Cloudflare, Inc. This page	15,883,321	$3,277,364,446
6	SNPS	Synopsys Inc	3,915,831	$1,552,548,666
7	XYZ	Block, Inc.	15,880,557	$955,691,913
8	FTNT	Fortinet, Inc.	8,844,318	$722,757,656

All Filings in NET

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.