AEGON Asset Management (UK)
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AEGON Asset Management (UK)’s Cloudflare NET Stock Holding History

AEGON Asset Management (UK)’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.4M Buy
193,228
+31,452
+19% +$6.88M 0.51% 46
2026
Q1 		$33.4M Buy
161,776
+6,770
+4% +$1.29M 0.44% 61
2025
Q4 		$30.6M Sell
155,006
-2,482
-2% -$525K 0.36% 76
2025
Q3 		$33.8M Sell
157,488
-58,593
-27% -$12M 0.4% 67
2025
Q2 		$42.3M Sell
216,081
-23,782
-10% -$3.45M 0.54% 50
2025
Q1 		$27M Sell
239,863
-155,440
-39% -$20.6M 0.39% 64
2024
Q4 		$42.6M Buy
395,303
+56,906
+17% +$5.56M 0.56% 46
2024
Q3 		$27.4M Sell
338,397
-3,310
-1% -$266K 0.37% 70
2024
Q2 		$28.3M Buy
341,707
+129,124
+61% +$10.4M 0.4% 65
2024
Q1 		$20.6M Sell
212,583
-115,197
-35% -$10.4M 0.31% 65
2023
Q4 		$27.3M Buy
+327,780
New +$22.9M 0.43% 60
2023
Q2 		$4.6M Hold
70,332
– – 0.07% 110
2023
Q1 		$4.34M Hold
70,332
– – 0.08% 113
2022
Q4 		$3.18M Buy
70,332
+15
+0% +$742 0.06% 119
2022
Q3 		$3.89M Buy
70,317
+11
+0% +$653 0.08% 105
2022
Q2 		$3.08M Buy
70,306
+18
+0% +$1.3K 0.06% 115
2022
Q1 		$8.41M Buy
70,288
+26,082
+59% +$2.72M 0.12% 105
2021
Q4 		$5.81M Buy
+44,206
New +$7.41M 0.07% 125

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AEGON Asset Management (UK)'s NET Position: Q2 2026 in Review

AEGON Asset Management (UK) increased its Cloudflare (NET) stake by 19% in Q2 2026, buying an estimated $6.88M and bringing the position to 193,228 shares worth $47.4M. The position accounts for 0.51% of the portfolio, ranked #46.

AEGON Asset Management (UK) first reported a position in NET in Q4 2021 and has held it in 18 quarters since. 1,228 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • AEGON Asset Management (UK) held 193,228 shares of Cloudflare worth $47.4M as of Q2 2026.
  • AEGON Asset Management (UK) bought 31,452 Cloudflare shares in Q2 2026, an estimated $6.88M.
  • Cloudflare made up 0.51% of AEGON Asset Management (UK)'s portfolio in Q2 2026, its #46 holding.
  • AEGON Asset Management (UK) first reported a position in Cloudflare in Q4 2021 and has held it in 18 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on AEGON Asset Management (UK)'s 13F filing for Q2 2026, filed 13 Jul 2026.