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Första AP-fonden’s Cloudflare NET Stock Holding History

Första 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 		– Sell
-106,100
Closed -$20.9M – 344
2025
Q4 		$20.9M Buy
106,100
+39,100
+58% +$8.27M 0.12% 142
2025
Q3 		$14.4M Buy
67,000
+3,800
+6% +$776K 0.09% 199
2025
Q2 		$12.4M Buy
63,200
+1,900
+3% +$276K 0.08% 207
2025
Q1 		$6.91M Sell
61,300
-2,000
-3% -$265K 0.05% 316
2024
Q4 		$6.82M Sell
63,300
-1,100
-2% -$107K 0.05% 331
2024
Q3 		$5.21M Buy
64,400
+6,600
+11% +$531K 0.04% 386
2024
Q2 		$4.79M Sell
57,800
-5,200
-8% -$420K 0.04% 363
2024
Q1 		$6.1M Buy
63,000
+10,600
+20% +$960K 0.05% 350
2023
Q4 		$4.36M Sell
52,400
-5,100
-9% -$357K 0.04% 383
2023
Q3 		$3.62M Buy
57,500
+400
+0.7% +$25.6K 0.04% 419
2023
Q2 		$3.73M Buy
57,100
+3,800
+7% +$227K 0.04% 429
2023
Q1 		$3.29M Sell
53,300
-9,500
-15% -$519K 0.04% 442
2022
Q4 		$2.84M Buy
62,800
+11,700
+23% +$579K 0.03% 480
2022
Q3 		$2.83M Sell
51,100
-4,800
-9% -$285K 0.03% 452
2022
Q2 		$2.45M Sell
55,900
-22,700
-29% -$1.63M 0.03% 485
2022
Q1 		$9.41M Buy
78,600
+32,200
+69% +$3.36M 0.11% 225
2021
Q4 		$6.1M Sell
46,400
-1,100
-2% -$184K 0.06% 364
2021
Q3 		$5.35M Sell
47,500
-5,200
-10% -$621K 0.06% 375
2021
Q2 		$5.58M Buy
52,700
+3,900
+8% +$323K 0.07% 359
2021
Q1 		$3.43M Buy
48,800
+23,300
+91% +$1.8M 0.05% 442
2020
Q4 		$1.94M Buy
+25,500
New +$1.67M 0.03% 481

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Första AP-fonden sold out of Cloudflare (NET) in Q1 2026, closing a stake of 106,100 shares — an estimated $20.9M sold.

Första AP-fonden first reported a position in NET in Q4 2020 and held it in 21 quarters. The position peaked at $20.9M in Q4 2025. 1,139 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Första AP-fonden reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • Första AP-fonden sold 106,100 Cloudflare shares in Q1 2026, an estimated $20.9M.
  • Första AP-fonden first reported a position in Cloudflare in Q4 2020 and held it in 21 quarters.
  • Första AP-fonden's Cloudflare position peaked at $20.9M in Q4 2025.
  • 1,139 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Första AP-fonden's 13F filing for Q1 2026.