VOYA Investment Management
NET icon

VOYA Investment Management’s Cloudflare NET Stock Holding History

VOYA Investment 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 		$594M Buy
2,881,137
+586,575
+26% +$112M 0.62% 25
2025
Q4 		$452M Buy
2,294,562
+47,017
+2% +$9.95M 0.45% 35
2025
Q3 		$482M Sell
2,247,545
-393,854
-15% -$80.4M 0.48% 33
2025
Q2 		$517M Buy
2,641,399
+26,052
+1% +$3.78M 0.51% 24
2025
Q1 		$295M Sell
2,615,347
-450,241
-15% -$59.7M 0.33% 65
2024
Q4 		$330M Sell
3,065,588
-66,416
-2% -$6.49M 0.34% 52
2024
Q3 		$253M Buy
3,132,004
+329,817
+12% +$26.5M 0.26% 78
2024
Q2 		$232M Buy
2,802,187
+20,974
+0.8% +$1.69M 0.23% 92
2024
Q1 		$269M Sell
2,781,213
-235,679
-8% -$21.3M 0.26% 85
2023
Q4 		$251M Sell
3,016,892
-3,501,150
-54% -$245M 0.26% 84
2023
Q3 		$411M Buy
6,518,042
+60,348
+0.9% +$3.86M 0.45% 39
2023
Q2 		$422M Buy
6,457,694
+1,430,141
+28% +$85.4M 0.44% 43
2023
Q1 		$310M Buy
5,027,553
+2,600,847
+107% +$142M 0.33% 60
2022
Q4 		$110M Buy
2,426,706
+51,684
+2% +$2.56M 0.13% 210
2022
Q3 		$131M Buy
2,375,022
+2,256,502
+1,904% +$134M 0.16% 153
2022
Q2 		$5.18M Sell
118,520
-3,630
-3% -$261K 0.01% 726
2022
Q1 		$14.6M Sell
122,150
-582
-0.5% -$60.7K 0.03% 468
2021
Q4 		$16.1M Buy
122,732
+43,385
+55% +$7.27M 0.03% 442
2021
Q3 		$8.94M Buy
79,347
+612
+0.8% +$73.1K 0.02% 616
2021
Q2 		$8.33M Buy
78,735
+40,235
+105% +$3.33M 0.02% 679
2021
Q1 		$2.71M Buy
38,500
+37
+0.1% +$2.85K 0.01% 1054
2020
Q4 		$2.92M Sell
38,463
-1,983
-5% -$130K 0.01% 988
2020
Q3 		$1.66M Sell
40,446
-1,624
-4% -$62.2K ﹤0.01% 1092
2020
Q2 		$1.51M Buy
+42,070
New +$1.18M ﹤0.01% 1115

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

VOYA Investment Management's NET Position: Q1 2026 in Review

VOYA Investment Management increased its Cloudflare (NET) stake by 26% in Q1 2026, buying an estimated $112M and bringing the position to 2,881,137 shares worth $594M. The position accounts for 0.62% of the portfolio, ranked #25.

VOYA Investment Management first reported a position in NET in Q2 2020 and has held it in 24 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • VOYA Investment Management held 2,881,137 shares of Cloudflare worth $594M as of Q1 2026.
  • VOYA Investment Management bought 586,575 Cloudflare shares in Q1 2026, an estimated $112M.
  • Cloudflare made up 0.62% of VOYA Investment Management's portfolio in Q1 2026, its #25 holding.
  • VOYA Investment Management first reported a position in Cloudflare in Q2 2020 and has held it in 24 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on VOYA Investment Management's 13F filing for Q1 2026, filed 12 May 2026.