APG Asset Management
NET icon

APG Asset Management’s Cloudflare NET Stock Holding History

APG Asset 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 		$48M Buy
223,958
+61,586
+38% +$13.5M 0.12% 164
2026
Q1 		$29.1M Sell
162,372
-4,270
-3% -$814K 0.09% 176
2025
Q4 		$28M Sell
166,642
-7,258
-4% -$1.54M 0.08% 184
2025
Q3 		$31.8M Buy
173,900
+4,900
+3% +$1M 0.09% 185
2025
Q2 		$28.2M Sell
169,000
-6,071
-3% -$881K 0.08% 201
2025
Q1 		$18.3M Sell
175,071
-4,200
-2% -$557K 0.06% 262
2024
Q4 		$18.6M Buy
179,271
+162,691
+981% +$15.9M 0.05% 274
2024
Q3 		$1.2M Sell
16,580
-258,046
-94% -$20.7M 0.01% 358
2024
Q2 		$21.2M Buy
274,626
+19,921
+8% +$1.61M 0.04% 321
2024
Q1 		$22.8M Buy
254,705
+52,658
+26% +$4.77M 0.04% 326
2023
Q4 		$15.2M Sell
202,047
-8,865
-4% -$620K 0.03% 352
2023
Q3 		$13.3M Sell
210,912
-26,665
-11% -$1.71M 0.03% 374
2023
Q2 		$14.2M Buy
237,577
+6,416
+3% +$383K 0.03% 376
2023
Q1 		$13.1M Sell
231,161
-35,364
-13% -$1.93M 0.03% 389
2022
Q4 		$12.1M Buy
266,525
+235,087
+748% +$11.6M 0.02% 430
2022
Q3 		$1.77M Sell
31,438
-4,386
-12% -$260K ﹤0.01% 562
2022
Q2 		$1.5M Buy
35,824
+22,234
+164% +$1.6M ﹤0.01% 593
2022
Q1 		$1.46M Sell
13,590
-11,200
-45% -$1.17M ﹤0.01% 621
2021
Q4 		$2.87M Sell
24,790
-6,800
-22% -$1.14M ﹤0.01% 550
2021
Q3 		$3.07M Sell
31,590
-33,900
-52% -$4.05M 0.01% 565
2021
Q2 		$5.84M Buy
65,490
+41,000
+167% +$3.39M 0.01% 518
2021
Q1 		$1.46M Sell
24,490
-25,510
-51% -$1.97M ﹤0.01% 773
2020
Q4 		$3.1M Buy
+50,000
New +$3.28M 0.01% 698

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

APG Asset Management's NET Position: Q2 2026 in Review

APG Asset Management increased its Cloudflare (NET) stake by 38% in Q2 2026, buying an estimated $13.5M and bringing the position to 223,958 shares worth $48M. The position accounts for 0.12% of the portfolio, ranked #164.

APG Asset Management first reported a position in NET in Q4 2020 and has held it in 23 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • APG Asset Management held 223,958 shares of Cloudflare worth $48M as of Q2 2026.
  • APG Asset Management bought 61,586 Cloudflare shares in Q2 2026, an estimated $13.5M.
  • Cloudflare made up 0.12% of APG Asset Management's portfolio in Q2 2026, its #164 holding.
  • APG Asset Management first reported a position in Cloudflare in Q4 2020 and has held it in 23 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on APG Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.