LCM
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Landscape Capital Management’s Cloudflare NET Stock Holding History

Landscape Capital 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 		$5.44M Buy
22,187
+14,354
+183% +$3.14M 0.35% 51
2026
Q1 		$1.62M Buy
+7,833
New +$1.49M 0.1% 293
2019
Q4 		– Sell
-114,589
Closed -$2.13M – 767
2019
Q3 		$2.13M Buy
+114,589
New +$2.22M 0.16% 153

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

Landscape Capital Management's NET Position: Q2 2026 in Review

Landscape Capital Management increased its Cloudflare (NET) stake by 183% in Q2 2026, buying an estimated $3.14M and bringing the position to 22,187 shares worth $5.44M. The position accounts for 0.35% of the portfolio, ranked #51.

Landscape Capital Management first reported a position in NET in Q3 2019 and has held it in 3 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Landscape Capital Management held 22,187 shares of Cloudflare worth $5.44M as of Q2 2026.
  • Landscape Capital Management bought 14,354 Cloudflare shares in Q2 2026, an estimated $3.14M.
  • Cloudflare made up 0.35% of Landscape Capital Management's portfolio in Q2 2026, its #51 holding.
  • Landscape Capital Management first reported a position in Cloudflare in Q3 2019 and has held it in 3 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Landscape Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.