LAM
NET icon

L2 Asset Management’s Cloudflare NET Stock Holding History

L2 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 		$442K Buy
1,800
+205
+13% +$44.8K 0.05% 271
2026
Q1 		$329K Buy
1,595
+121
+8% +$23.1K 0.03% 305
2025
Q4 		$291K Buy
1,474
+110
+8% +$23.3K 0.04% 296
2025
Q3 		$293K Buy
1,364
+33
+2% +$6.74K 0.04% 291
2025
Q2 		$261K Buy
+1,331
New +$193K 0.04% 305

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

L2 Asset Management's NET Position: Q2 2026 in Review

L2 Asset Management increased its Cloudflare (NET) stake by 13% in Q2 2026, buying an estimated $44.8K and bringing the position to 1,800 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #271.

L2 Asset Management first reported a position in NET in Q2 2025 and has held it in 5 quarters since. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • L2 Asset Management held 1,800 shares of Cloudflare worth $442K as of Q2 2026.
  • L2 Asset Management bought 205 Cloudflare shares in Q2 2026, an estimated $44.8K.
  • Cloudflare made up 0.05% of L2 Asset Management's portfolio in Q2 2026, its #271 holding.
  • L2 Asset Management first reported a position in Cloudflare in Q2 2025 and has held it in 5 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.