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MN Services Vermogensbeheer’s Cloudflare NET Stock Holding History

MN Services 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 		$22.2M Sell
90,402
-27,800
-24% -$6.08M 0.17% 125
2026
Q1 		$24.4M Sell
118,202
-1,600
-1% -$305K 0.16% 131
2025
Q4 		$23.6M Buy
119,802
+3,002
+3% +$635K 0.15% 142
2025
Q3 		$25.1M Buy
116,800
+1,400
+1% +$286K 0.16% 129
2025
Q2 		$22.6M Buy
115,400
+8,300
+8% +$1.21M 0.16% 141
2025
Q1 		$12.1M Sell
107,100
-8,300
-7% -$1.1M 0.09% 206
2024
Q4 		$12.4M Buy
115,400
+1,900
+2% +$186K 0.08% 223
2024
Q3 		$9.18M Sell
113,500
-2,800
-2% -$225K 0.06% 271
2024
Q2 		$9.63M Sell
116,300
-3,400
-3% -$274K 0.07% 255
2024
Q1 		$11.6M Buy
+119,700
New +$10.8M 0.08% 234
2022
Q2 		– Sell
-160,500
Closed -$19.2M – 450
2022
Q1 		$19.2M Sell
160,500
-11,500
-7% -$1.2M 0.13% 185
2021
Q4 		$22.6M Buy
172,000
+4,300
+3% +$721K 0.13% 191
2021
Q3 		$18.9M Buy
167,700
+2,500
+2% +$299K 0.12% 214
2021
Q2 		$14.7M Buy
+165,200
New +$13.7M 0.11% 211

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

MN Services Vermogensbeheer's NET Position: Q2 2026 in Review

MN Services Vermogensbeheer reduced its Cloudflare (NET) stake by 24% in Q2 2026, selling an estimated $6.08M and leaving 90,402 shares worth $22.2M. The position accounts for 0.17% of the portfolio, ranked #125.

MN Services Vermogensbeheer first reported a position in NET in Q2 2021 and has held it in 14 quarters since. The position peaked at $25.1M in Q3 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • MN Services Vermogensbeheer held 90,402 shares of Cloudflare worth $22.2M as of Q2 2026.
  • MN Services Vermogensbeheer sold 27,800 Cloudflare shares in Q2 2026, an estimated $6.08M.
  • Cloudflare made up 0.17% of MN Services Vermogensbeheer's portfolio in Q2 2026, its #125 holding.
  • MN Services Vermogensbeheer first reported a position in Cloudflare in Q2 2021 and has held it in 14 quarters since.
  • MN Services Vermogensbeheer's Cloudflare position peaked at $25.1M in Q3 2025.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on MN Services Vermogensbeheer's 13F filing for Q2 2026, filed 31 Jul 2026.