Baillie Gifford & Co’s Cloudflare Inc Position
Does Baillie Gifford & Co own Cloudflare Inc (NET)? Yes — 15.92M shares worth $3.3B (+3.36% of its 13F portfolio) as of Q1 2026, down from 16.82M shares the prior filed quarter.
Position Value
$3.3B
Q1 2026
Shares
15.92M
% of Portfolio
+3.36%
Quarters Held
24
currently held
Position History NET
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 15.92M | $3.3B | +3.36% |
| Q4 2025 | 16.82M | $3.3B | +2.76% |
| Q3 2025 | 21.85M | $4.7B | +3.47% |
| Q2 2025 | 25.53M | $5.0B | +3.73% |
| Q1 2025 | 27.43M | $3.1B | +2.70% |
| Q4 2024 | 31.88M | $3.4B | +2.64% |
| Q3 2024 | 32.51M | $2.6B | +1.97% |
| Q2 2024 | 32.72M | $2.7B | +2.11% |
| Q1 2024 | 30.15M | $2.9B | +2.27% |
| Q4 2023 | 30.94M | $2.6B | +2.04% |
| Q3 2023 | 31.06M | $2.0B | +1.79% |
| Q2 2023 | 31.51M | $2.1B | +1.75% |
| Q1 2023 | 25.72M | $1.6B | +1.43% |
| Q4 2022 | 26.34M | $1M | +1.24% |
| Q3 2022 | 24.73M | $1.4B | +1.41% |
| Q2 2022 | 24.11M | $1.1B | +1.08% |
| Q1 2022 | 27.13M | $3.2B | +2.28% |
| Q4 2021 | 28.37M | $3.7B | +2.05% |
| Q3 2021 | 29.73M | $3.3B | +1.75% |
| Q2 2021 | 30.27M | $3.2B | +1.56% |
| Q1 2021 | 30.00M | $2.1B | +1.18% |
| Q4 2020 | 29.86M | $2.3B | +1.26% |
| Q3 2020 | 27.65M | $1.1B | +0.78% |
| Q2 2020 | 14.24M | $512M | +0.39% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baillie Gifford & Co’s full portfolio or all institutional holders of NET.