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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
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 $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AGF Management's NET Position: Q4 2025 in Review

AGF Management sold out of Cloudflare (NET) in Q4 2025, closing a stake of 46,986 shares — an estimated $10.1M sold.

AGF Management first reported a position in NET in Q3 2023 and held it in 5 quarters. The position peaked at $19.6M in Q2 2025. 1,091 funds tracked by Wall St. Rank hold NET as of Q4 2025.

  • AGF Management reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
  • AGF Management sold 46,986 Cloudflare shares in Q4 2025, an estimated $10.1M.
  • AGF Management first reported a position in Cloudflare in Q3 2023 and held it in 5 quarters.
  • AGF Management's Cloudflare position peaked at $19.6M in Q2 2025.
  • 1,091 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on AGF Management's 13F filing for Q4 2025, filed 17 Feb 2026.