AAMU
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APG Asset Management US’s Cloudflare NET Stock Holding History

APG Asset Management US’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
-4,591
Closed -$997K – 136
2025
Q3 		$997K Hold
4,591
– – 0.01% 127
2025
Q2 		$849K Hold
4,591
– – 0.01% 133
2025
Q1 		$531K Sell
4,591
-4,989
-52% -$661K ﹤0.01% 158
2024
Q4 		$1.03M Buy
+9,580
New +$936K 0.01% 123
2024
Q1 		– Sell
-55,131
Closed -$4.59M – 184
2023
Q4 		$4.59M Buy
+55,131
New +$3.86M 0.03% 136

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

APG Asset Management US's NET Position: Q4 2025 in Review

APG Asset Management US sold out of Cloudflare (NET) in Q4 2025, closing a stake of 4,591 shares — an estimated $997K sold.

APG Asset Management US first reported a position in NET in Q4 2023 and held it in 5 quarters. The position peaked at $4.59M in Q4 2023. 1,093 funds tracked by Wall St. Rank hold NET as of Q4 2025.

  • APG Asset Management US reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
  • APG Asset Management US sold 4,591 Cloudflare shares in Q4 2025, an estimated $997K.
  • APG Asset Management US first reported a position in Cloudflare in Q4 2023 and held it in 5 quarters.
  • APG Asset Management US's Cloudflare position peaked at $4.59M in Q4 2023.
  • 1,093 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on APG Asset Management US's 13F filing for Q4 2025, filed 12 Feb 2026.