AAF
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Andra AP-fonden’s Cloudflare NET Stock Holding History

Andra AP-fonden’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
Q1 		$6.9M Sell
33,456
-14,475
-30% -$2.76M 0.08% 247
2025
Q4 		$9.45M Buy
47,931
+8,134
+20% +$1.72M 0.12% 223
2025
Q3 		$8.54M Hold
39,797
– – 0.11% 223
2025
Q2 		$7.79M Sell
39,797
-5,900
-13% -$857K 0.11% 235
2025
Q1 		$5.15M Buy
+45,697
New +$6.06M 0.08% 276
2024
Q4 		– Sell
-4,681
Closed -$379K – 439
2024
Q3 		$379K Sell
4,681
-36,019
-88% -$2.9M 0.01% 395
2024
Q2 		$3.37M Buy
+40,700
New +$3.28M 0.06% 316
2024
Q1 		– Sell
-37,400
Closed -$3.11M – 414
2023
Q4 		$3.11M Sell
37,400
-27,600
-42% -$1.93M 0.16% 200
2023
Q3 		$4.1M Buy
65,000
+33,400
+106% +$2.14M 0.24% 197
2023
Q2 		$2.07M Buy
31,600
+28,300
+858% +$1.69M 0.05% 527
2023
Q1 		$203K Buy
+3,300
New +$180K 0.01% 558
2022
Q4 		– Sell
-10,700
Closed -$592K – 584
2022
Q3 		$592K Sell
10,700
-41,900
-80% -$2.49M 0.02% 545
2022
Q2 		$2.3M Buy
+52,600
New +$3.79M 0.07% 491
2021
Q4 		$12.6M Sell
95,600
-37,400
-28% -$6.27M 0.26% 127
2021
Q3 		$15M Buy
133,000
+7,400
+6% +$884K 0.31% 48
2021
Q2 		$13.3M Buy
125,600
+19,300
+18% +$1.6M 0.27% 77
2021
Q1 		$7.47M Buy
106,300
+1,200
+1% +$92.5K 0.16% 296
2020
Q4 		$7.99M Buy
+105,100
New +$6.89M 0.18% 266

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Andra AP-fonden's NET Position: Q1 2026 in Review

Andra AP-fonden reduced its Cloudflare (NET) stake by 30% in Q1 2026, selling an estimated $2.76M and leaving 33,456 shares worth $6.9M. The position accounts for 0.08% of the portfolio, ranked #247.

Andra AP-fonden first reported a position in NET in Q4 2020 and has held it in 18 quarters since. The position peaked at $15M in Q3 2021. 1,138 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Andra AP-fonden held 33,456 shares of Cloudflare worth $6.9M as of Q1 2026.
  • Andra AP-fonden sold 14,475 Cloudflare shares in Q1 2026, an estimated $2.76M.
  • Cloudflare made up 0.08% of Andra AP-fonden's portfolio in Q1 2026, its #247 holding.
  • Andra AP-fonden first reported a position in Cloudflare in Q4 2020 and has held it in 18 quarters since.
  • Andra AP-fonden's Cloudflare position peaked at $15M in Q3 2021.
  • 1,138 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Andra AP-fonden's 13F filing for Q1 2026, filed 8 May 2026.