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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fred Alger Management's NET Position: Q1 2026 in Review

Fred Alger Management increased its Cloudflare (NET) stake by 23% in Q1 2026, buying an estimated $19M and bringing the position to 538,062 shares worth $111M. The position accounts for 0.49% of the portfolio, ranked #30.

Fred Alger Management first reported a position in NET in Q3 2020 and has held it in 18 quarters since. The position peaked at $170M in Q2 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Fred Alger Management held 538,062 shares of Cloudflare worth $111M as of Q1 2026.
  • Fred Alger Management bought 99,537 Cloudflare shares in Q1 2026, an estimated $19M.
  • Cloudflare made up 0.49% of Fred Alger Management's portfolio in Q1 2026, its #30 holding.
  • Fred Alger Management first reported a position in Cloudflare in Q3 2020 and has held it in 18 quarters since.
  • Fred Alger Management's Cloudflare position peaked at $170M in Q2 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Fred Alger Management's 13F filing for Q1 2026, filed 15 May 2026.