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ASR Vermogensbeheer’s Cloudflare NET Stock Holding History

ASR Vermogensbeheer’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 		$3.2M Sell
13,049
-16,089
-55% -$3.52M 0.03% 330
2026
Q1 		$6.01M Buy
29,138
+501
+2% +$95.5K 0.07% 232
2025
Q4 		$5.65M Buy
28,637
+3,196
+13% +$676K 0.07% 242
2025
Q3 		$5.46M Sell
25,441
-89
-0.3% -$18.2K 0.07% 241
2025
Q2 		$5M Buy
25,530
+5,988
+31% +$869K 0.06% 250
2025
Q1 		$2.2M Buy
+19,542
New +$2.59M 0.03% 321

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

ASR Vermogensbeheer's NET Position: Q2 2026 in Review

ASR Vermogensbeheer reduced its Cloudflare (NET) stake by 55% in Q2 2026, selling an estimated $3.52M and leaving 13,049 shares worth $3.2M. The position accounts for 0.03% of the portfolio, ranked #330.

ASR Vermogensbeheer first reported a position in NET in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.01M in Q1 2026. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • ASR Vermogensbeheer held 13,049 shares of Cloudflare worth $3.2M as of Q2 2026.
  • ASR Vermogensbeheer sold 16,089 Cloudflare shares in Q2 2026, an estimated $3.52M.
  • Cloudflare made up 0.03% of ASR Vermogensbeheer's portfolio in Q2 2026, its #330 holding.
  • ASR Vermogensbeheer first reported a position in Cloudflare in Q1 2025 and has held it in 6 quarters since.
  • ASR Vermogensbeheer's Cloudflare position peaked at $6.01M in Q1 2026.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on ASR Vermogensbeheer's 13F filing for Q2 2026, filed 20 Jul 2026.