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Fred Alger Management’s Cloudflare NET Stock Holding History

Fred Alger 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 		$118M Sell
480,127
-57,935
-11% -$12.7M 0.39% 36
2026
Q1 		$111M Buy
538,062
+99,537
+23% +$19M 0.49% 30
2025
Q4 		$86.5M Buy
438,525
+1,890
+0.4% +$400K 0.34% 43
2025
Q3 		$93.7M Sell
436,635
-429,162
-50% -$87.6M 0.36% 36
2025
Q2 		$170M Buy
865,797
+99,940
+13% +$14.5M 0.76% 26
2025
Q1 		$86.3M Sell
765,857
-168,429
-18% -$22.3M 0.49% 34
2024
Q4 		$101M Buy
934,286
+836,591
+856% +$81.7M 0.48% 35
2024
Q3 		$7.9M Sell
97,695
-205,023
-68% -$16.5M 0.04% 204
2024
Q2 		$25.1M Buy
302,718
+65,529
+28% +$5.29M 0.12% 115
2024
Q1 		$23M Buy
237,189
+140,090
+144% +$12.7M 0.11% 138
2023
Q4 		$8.08M Buy
97,099
+26,703
+38% +$1.87M 0.04% 199
2023
Q3 		$4.44M Sell
70,396
-33,856
-32% -$2.17M 0.03% 248
2023
Q2 		$6.81M Buy
+104,252
New +$6.22M 0.03% 219
2022
Q2 		– Sell
-120,121
Closed -$14.4M – 533
2022
Q1 		$14.4M Buy
+120,121
New +$12.5M 0.05% 200
2021
Q4 		– Sell
-150,733
Closed -$17M – 541
2021
Q3 		$17M Sell
150,733
-28,890
-16% -$3.45M 0.04% 209
2021
Q2 		$19M Sell
179,623
-29,499
-14% -$2.44M 0.04% 208
2021
Q1 		$14.7M Sell
209,122
-296
-0.1% -$22.8K 0.04% 225
2020
Q4 		$15.9M Buy
209,418
+38,203
+22% +$2.5M 0.04% 207
2020
Q3 		$7.03M Buy
+171,215
New +$6.55M 0.02% 224

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

Fred Alger Management's NET Position: Q2 2026 in Review

Fred Alger Management reduced its Cloudflare (NET) stake by 11% in Q2 2026, selling an estimated $12.7M and leaving 480,127 shares worth $118M. The position accounts for 0.39% of the portfolio, ranked #36.

Fred Alger Management first reported a position in NET in Q3 2020 and has held it in 19 quarters since. The position peaked at $170M in Q2 2025. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Fred Alger Management held 480,127 shares of Cloudflare worth $118M as of Q2 2026.
  • Fred Alger Management sold 57,935 Cloudflare shares in Q2 2026, an estimated $12.7M.
  • Cloudflare made up 0.39% of Fred Alger Management's portfolio in Q2 2026, its #36 holding.
  • Fred Alger Management first reported a position in Cloudflare in Q3 2020 and has held it in 19 quarters since.
  • Fred Alger Management's Cloudflare position peaked at $170M in Q2 2025.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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