Gilder Gagnon Howe & Co LLC / NET
Gilder Gagnon Howe & Co LLC’s Cloudflare Inc Position
Does Gilder Gagnon Howe & Co LLC own Cloudflare Inc (NET)? Yes — 1.78M shares worth $367M (+4.40% of its 13F portfolio) as of Q1 2026, up from 1.75M shares the prior filed quarter.
Position Value
$367M
Q1 2026
Shares
1.78M
% of Portfolio
+4.40%
Quarters Held
27
currently held
Position History NET
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.78M | $367M | +4.40% |
| Q4 2025 | 1.75M | $346M | +3.65% |
| Q3 2025 | 1.84M | $394M | +4.02% |
| Q2 2025 | 1.96M | $383M | +4.07% |
| Q1 2025 | 1.98M | $223M | +2.92% |
| Q4 2024 | 2.24M | $241M | +2.60% |
| Q3 2024 | 2.29M | $185M | +2.21% |
| Q2 2024 | 2.33M | $193M | +2.42% |
| Q1 2024 | 2.36M | $229M | +2.86% |
| Q4 2023 | 2.45M | $204M | +2.80% |
| Q3 2023 | 2.68M | $169M | +2.57% |
| Q2 2023 | 2.76M | $181M | +2.47% |
| Q1 2023 | 2.76M | $170M | +2.82% |
| Q4 2022 | 3.06M | $138M | +2.58% |
| Q3 2022 | 3.00M | $166M | +2.89% |
| Q2 2022 | 2.76M | $121M | +2.15% |
| Q1 2022 | 3.33M | $399M | +3.69% |
| Q4 2021 | 4.20M | $553M | +3.15% |
| Q3 2021 | 4.38M | $493M | +2.56% |
| Q2 2021 | 4.81M | $509M | +2.50% |
| Q1 2021 | 4.93M | $346M | +1.87% |
| Q4 2020 | 5.19M | $394M | +1.96% |
| Q3 2020 | 5.24M | $215M | +1.33% |
| Q2 2020 | 5.10M | $183M | +1.43% |
| Q1 2020 | 3.67M | $86M | +1.03% |
| Q4 2019 | 2.84M | $49M | +0.50% |
| Q3 2019 | 3.25M | $60M | +0.75% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gilder Gagnon Howe & Co LLC’s full portfolio or all institutional holders of NET.