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Cliff Asness’s Cloudflare NET Stock Holding History

Cliff Asness’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 		$509M Buy
2,076,835
+1,169,447
+129% +$256M 0.18% 127
2026
Q1 		$180M Buy
907,388
+294,702
+48% +$56.2M 0.08% 331
2025
Q4 		$121M Buy
612,686
+49,438
+9% +$10.5M 0.06% 415
2025
Q3 		$121M Buy
563,248
+102,197
+22% +$20.9M 0.08% 363
2025
Q2 		$90M Buy
461,051
+118,234
+34% +$17.2M 0.07% 371
2025
Q1 		$37.3M Buy
342,817
+135,637
+65% +$18M 0.04% 543
2024
Q4 		$22.3M Sell
207,180
-274,389
-57% -$26.8M 0.03% 601
2024
Q3 		$38.8M Buy
481,569
+473,088
+5,578% +$38M 0.05% 441
2024
Q2 		$702K Sell
8,481
-43,699
-84% -$3.53M ﹤0.01% 1911
2024
Q1 		$5.05M Buy
52,180
+46,471
+814% +$4.21M 0.01% 981
2023
Q4 		$475K Sell
5,709
-276
-5% -$19.3K ﹤0.01% 1903
2023
Q3 		$377K Sell
5,985
-59
-1% -$3.78K ﹤0.01% 1947
2023
Q2 		$395K Buy
+6,044
New +$361K ﹤0.01% 1849
2022
Q4 		– Sell
-37,552
Closed -$2.08M – 2248
2022
Q3 		$2.08M Sell
37,552
-1,033
-3% -$61.4K 0.01% 1191
2022
Q2 		$1.64M Sell
38,585
-18,356
-32% -$1.32M ﹤0.01% 1199
2022
Q1 		$6.82M Sell
56,941
-28,682
-33% -$2.99M 0.01% 779
2021
Q4 		$11.3M Sell
85,623
-20,416
-19% -$3.42M 0.02% 655
2021
Q3 		$11.9M Sell
106,039
-2,451
-2% -$293K 0.02% 636
2021
Q2 		$11.5M Sell
108,490
-132,367
-55% -$11M 0.02% 665
2021
Q1 		$16.6M Buy
240,857
+68,549
+40% +$5.28M 0.03% 545
2020
Q4 		$13M Buy
+172,308
New +$11.3M 0.02% 555

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

Cliff Asness's NET Position: Q2 2026 in Review

Cliff Asness increased its Cloudflare (NET) stake by 129% in Q2 2026, buying an estimated $256M and bringing the position to 2,076,835 shares worth $509M. The position accounts for 0.18% of the portfolio, ranked #127.

Cliff Asness first reported a position in NET in Q4 2020 and has held it in 21 quarters since. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Cliff Asness held 2,076,835 shares of Cloudflare worth $509M as of Q2 2026.
  • Cliff Asness bought 1,169,447 Cloudflare shares in Q2 2026, an estimated $256M.
  • Cloudflare made up 0.18% of Cliff Asness's portfolio in Q2 2026, its #127 holding.
  • Cliff Asness first reported a position in Cloudflare in Q4 2020 and has held it in 21 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.