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Panagora Asset Management’s Cloudflare NET Stock Holding History

Panagora Asset 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 		$39.8M Buy
162,288
+49,125
+43% +$10.7M 0.12% 160
2026
Q1 		$23.4M Buy
113,163
+87,338
+338% +$16.7M 0.09% 211
2025
Q4 		$5.09M Buy
25,825
+24,039
+1,346% +$5.08M 0.02% 383
2025
Q3 		$383K Sell
1,786
-220
-11% -$44.9K ﹤0.01% 879
2025
Q2 		$393K Sell
2,006
-140
-7% -$20.3K ﹤0.01% 862
2025
Q1 		$242K Sell
2,146
-12
-0.6% -$1.59K ﹤0.01% 990
2024
Q4 		$232K Sell
2,158
-4,337
-67% -$424K ﹤0.01% 1026
2024
Q3 		$525K Buy
6,495
+975
+18% +$78.4K ﹤0.01% 916
2024
Q2 		$457K Sell
5,520
-5,313
-49% -$429K ﹤0.01% 942
2024
Q1 		$1.05M Hold
10,833
– – 0.01% 783
2023
Q4 		$902K Buy
10,833
+3,033
+39% +$212K 0.01% 846
2023
Q3 		$492K Hold
7,800
– – ﹤0.01% 976
2023
Q2 		$510K Hold
7,800
– – ﹤0.01% 983
2023
Q1 		$481K Sell
7,800
-253
-3% -$13.8K ﹤0.01% 1136
2022
Q4 		$364K Sell
8,053
-639
-7% -$31.6K ﹤0.01% 1236
2022
Q3 		$481K Sell
8,692
-4,569
-34% -$271K ﹤0.01% 1147
2022
Q2 		$580K Buy
13,261
+5,030
+61% +$362K ﹤0.01% 1109
2022
Q1 		$985K Sell
8,231
-8,682
-51% -$905K 0.01% 943
2021
Q4 		$2.22M Sell
16,913
-25,888
-60% -$4.34M 0.01% 615
2021
Q3 		$4.82M Buy
42,801
+34,591
+421% +$4.13M 0.03% 434
2021
Q2 		$869K Sell
8,210
-362
-4% -$30K ﹤0.01% 1069
2021
Q1 		$602K Buy
8,572
+3,405
+66% +$262K ﹤0.01% 1246
2020
Q4 		$393K Buy
+5,167
New +$339K ﹤0.01% 1322
2020
Q1 		– Sell
-4,530
Closed -$77K – 2574
2019
Q4 		$77K Sell
4,530
-5,470
-55% -$93.1K ﹤0.01% 1850
2019
Q3 		$186K Buy
+10,000
New +$193K ﹤0.01% 1648

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

Panagora Asset Management's NET Position: Q2 2026 in Review

Panagora Asset Management increased its Cloudflare (NET) stake by 43% in Q2 2026, buying an estimated $10.7M and bringing the position to 162,288 shares worth $39.8M. The position accounts for 0.12% of the portfolio, ranked #160.

Panagora Asset Management first reported a position in NET in Q3 2019 and has held it in 25 quarters since. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Panagora Asset Management held 162,288 shares of Cloudflare worth $39.8M as of Q2 2026.
  • Panagora Asset Management bought 49,125 Cloudflare shares in Q2 2026, an estimated $10.7M.
  • Cloudflare made up 0.12% of Panagora Asset Management's portfolio in Q2 2026, its #160 holding.
  • Panagora Asset Management first reported a position in Cloudflare in Q3 2019 and has held it in 25 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.