Lazard Asset Management
NET icon

Lazard Asset Management’s Cloudflare NET Stock Holding History

Lazard 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 		$1.36M Buy
5,543
+1,236
+29% +$270K ﹤0.01% 1126
2026
Q1 		$889K Sell
4,307
-2,111
-33% -$403K ﹤0.01% 1208
2025
Q4 		$1.27M Buy
6,418
+99
+2% +$20.9K ﹤0.01% 1077
2025
Q3 		$1.36M Buy
6,319
+1,794
+40% +$366K ﹤0.01% 1028
2025
Q2 		$885K Buy
4,525
+3,148
+229% +$457K ﹤0.01% 1337
2025
Q1 		$155K Buy
1,377
+919
+201% +$122K ﹤0.01% 1694
2024
Q4 		$49K Sell
458
-10,596
-96% -$1.04M ﹤0.01% 1974
2024
Q3 		$894K Sell
11,054
-4,269
-28% -$343K ﹤0.01% 1130
2024
Q2 		$1.27M Sell
15,323
-2,250
-13% -$182K ﹤0.01% 927
2024
Q1 		$1.7M Buy
17,573
+594
+3% +$53.8K ﹤0.01% 852
2023
Q4 		$1.41M Hold
16,979
– – ﹤0.01% 900
2023
Q3 		$1.07M Sell
16,979
-8
-0% -$512 ﹤0.01% 965
2023
Q2 		$1.11M Sell
16,987
-7,643
-31% -$456K ﹤0.01% 972
2023
Q1 		$1.52M Sell
24,630
-21,574
-47% -$1.18M ﹤0.01% 953
2022
Q4 		$2.09M Buy
46,204
+29,634
+179% +$1.47M ﹤0.01% 899
2022
Q3 		$916K Sell
16,570
-6,318
-28% -$375K ﹤0.01% 1000
2022
Q2 		$1M Buy
22,888
+2,243
+11% +$162K ﹤0.01% 1002
2022
Q1 		$2.47M Buy
20,645
+1,234
+6% +$129K ﹤0.01% 862
2021
Q4 		$2.55M Sell
19,411
-1,012
-5% -$170K ﹤0.01% 893
2021
Q3 		$2.3M Sell
20,423
-2,248
-10% -$269K ﹤0.01% 892
2021
Q2 		$2.4M Buy
22,671
+500
+2% +$41.4K ﹤0.01% 824
2021
Q1 		$1.56M Sell
22,171
-36,619
-62% -$2.82M ﹤0.01% 825
2020
Q4 		$4.47M Buy
58,790
+15,466
+36% +$1.01M 0.01% 678
2020
Q3 		$1.78M Hold
43,324
– – ﹤0.01% 742
2020
Q2 		$1.56M Sell
43,324
-17,476
-29% -$488K ﹤0.01% 711
2020
Q1 		$1.43M Hold
60,800
– – ﹤0.01% 703
2019
Q4 		$1.04M Buy
60,800
+38,600
+174% +$657K ﹤0.01% 745
2019
Q3 		$412K Buy
+22,200
New +$429K ﹤0.01% 845

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

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

Lazard Asset Management increased its Cloudflare (NET) stake by 29% in Q2 2026, buying an estimated $270K and bringing the position to 5,543 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Lazard Asset Management first reported a position in NET in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.47M in Q4 2020. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Lazard Asset Management held 5,543 shares of Cloudflare worth $1.36M as of Q2 2026.
  • Lazard Asset Management bought 1,236 Cloudflare shares in Q2 2026, an estimated $270K.
  • Cloudflare made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1126 holding.
  • Lazard Asset Management first reported a position in Cloudflare in Q3 2019 and has held it in 28 quarters since.
  • Lazard Asset Management's Cloudflare position peaked at $4.47M in Q4 2020.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.