LCM
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Laurion Capital Management’s Cloudflare NET Stock Holding History

Laurion 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 		$40M Buy
163,100
+162,700
+40,675% +$35.6M 1.03% 26
2026
Q1 		$82.5K Buy
+400
New +$76.3K ﹤0.01% 333
2021
Q4 		– Sell
-90,300
Closed -$10.2M – 682
2021
Q3 		$10.2M Buy
+90,300
New +$10.8M 0.04% 271

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

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

Laurion Capital Management sold out of Cloudflare (NET) in Q2 2026, closing a stake of 1,629 shares — an estimated $356K sold.

Laurion Capital Management first reported a position in NET in Q3 2019 and held it in 8 quarters. The position peaked at $16.5M in Q1 2023. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Laurion Capital Management reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Laurion Capital Management sold 1,629 Cloudflare shares in Q2 2026, an estimated $356K.
  • Laurion Capital Management first reported a position in Cloudflare in Q3 2019 and held it in 8 quarters.
  • Laurion Capital Management's Cloudflare position peaked at $16.5M in Q1 2023.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

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