LCM
NET icon

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
Q1 		$5.72M Buy
+27,700
New +$5.28M 0.25% 111
2021
Q4 		– Sell
-161,100
Closed -$18.1M – 683
2021
Q3 		$18.1M Buy
+161,100
New +$19.2M 0.08% 216

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

Laurion Capital Management's NET Position: Q1 2026 in Review

Laurion Capital Management opened a new position in Cloudflare (NET) in Q1 2026: 1,629 shares worth $336K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Laurion Capital Management previously reported a position in NET as recently as Q2 2023.

Laurion Capital Management first reported a position in NET in Q3 2019 and has held it in 8 quarters since. The position peaked at $16.5M in Q1 2023. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Laurion Capital Management held 1,629 shares of Cloudflare worth $336K as of Q1 2026.
  • Cloudflare was a new Laurion Capital Management position in Q1 2026.
  • Cloudflare made up 0.01% of Laurion Capital Management's portfolio in Q1 2026, its #308 holding.
  • Laurion Capital Management first reported a position in Cloudflare in Q3 2019 and has held it in 8 quarters since.
  • Laurion Capital Management's Cloudflare position peaked at $16.5M in Q1 2023.
  • 1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Laurion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.