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AGF Management’s Cloudflare NET Stock Holding History

AGF Management’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 		$3.41M Buy
+13,896
New +$3.04M 0.01% 313
2025
Q4 		– Sell
-46,986
Closed -$10.1M – 680
2025
Q3 		$10.1M Sell
46,986
-52,933
-53% -$10.8M 0.04% 220
2025
Q2 		$19.6M Buy
+99,919
New +$14.5M 0.09% 157
2024
Q2 		– Sell
-8,953
Closed -$867K – 739
2024
Q1 		$867K Sell
8,953
-7,111
-44% -$644K ﹤0.01% 588
2023
Q4 		$1.34M Hold
16,064
– – 0.01% 538
2023
Q3 		$1.01M Buy
+16,064
New +$1.03M 0.01% 558

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

AGF Management's NET Position: Q2 2026 in Review

AGF Management opened a new position in Cloudflare (NET) in Q2 2026: 13,896 shares worth $3.41M. The stake represents 0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: AGF Management previously reported a position in NET as recently as Q3 2025.

AGF Management first reported a position in NET in Q3 2023 and has held it in 6 quarters since. The position peaked at $19.6M in Q2 2025. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • AGF Management held 13,896 shares of Cloudflare worth $3.41M as of Q2 2026.
  • Cloudflare was a new AGF Management position in Q2 2026.
  • Cloudflare made up 0.01% of AGF Management's portfolio in Q2 2026, its #313 holding.
  • AGF Management first reported a position in Cloudflare in Q3 2023 and has held it in 6 quarters since.
  • AGF Management's Cloudflare position peaked at $19.6M in Q2 2025.
  • 1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.