NET — Cloudflare Inc.

Ownership history in AGF MANAGEMENT LTD  ·  5 quarters on record

This page tracks every 13F SEC filing in which AGF MANAGEMENT LTD reported a position in Cloudflare Inc. (NET). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2025 Q2)
Avg. % of fund
0.03%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 46,986 -52,933 -53.0% 0.04% $10.1M $214.59
2025 Q2 ADDED 99,919 +90,966 +1016.0% 0.09% $19.6M $195.83
2024 Q1 REDUCED 8,953 -7,111 -44.3% 0.00% $867K $96.83
2023 Q4 UNCHANGED 16,064 — 0% 0.01% $1.3M $83.26
2023 Q3 INITIATED 16,064 — — 0.01% $1.0M —
% of Fund (quarterly)    NET price (monthly, adj. close)

Other funds also holding NET

As of 2025 Q4 — sorted by position size

Whetstone Capital Advisors, LLC 3Y 7Y 18.02% Strategy Capital LLC 3Y 15.15% WIM INVESTMENT MANAGEMENT Ltd 11.6% Spear Advisors LLC 4.1% 12 West Capital Management LP 3Y 7Y 3.87% GILDER GAGNON HOWE & CO LLC 3Y 7Y 3.65% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 3.57% DAVIS-REA LTD. 3Y 7Y 3.53% Amitell Capital Pte Ltd 3Y 2.94% Baker Chad R 3Y 7Y 2.91%
← Back to AGF MANAGEMENT LTD Holdings