LA
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LBP AM’s Cloudflare NET Stock Holding History

LBP AM’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 		$13M Sell
62,814
-10,336
-14% -$1.97M 0.18% 118
2025
Q4 		$14.4M Buy
73,150
+28,904
+65% +$6.11M 0.17% 120
2025
Q3 		$9.49M Hold
44,246
– – 0.12% 154
2025
Q2 		$8.66M Sell
44,246
-54,300
-55% -$7.88M 0.12% 143
2025
Q1 		$11.1M Sell
98,546
-214,125
-68% -$28.4M 0.17% 115
2024
Q4 		$33.7M Hold
312,671
– – 0.46% 45
2024
Q3 		$25.3M Buy
+312,671
New +$25.1M 0.38% 57

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

LBP AM's NET Position: Q1 2026 in Review

LBP AM reduced its Cloudflare (NET) stake by 14% in Q1 2026, selling an estimated $1.97M and leaving 62,814 shares worth $13M. The position accounts for 0.18% of the portfolio, ranked #118.

LBP AM first reported a position in NET in Q3 2024 and has held it in 7 quarters since. The position peaked at $33.7M in Q4 2024. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • LBP AM held 62,814 shares of Cloudflare worth $13M as of Q1 2026.
  • LBP AM sold 10,336 Cloudflare shares in Q1 2026, an estimated $1.97M.
  • Cloudflare made up 0.18% of LBP AM's portfolio in Q1 2026, its #118 holding.
  • LBP AM first reported a position in Cloudflare in Q3 2024 and has held it in 7 quarters since.
  • LBP AM's Cloudflare position peaked at $33.7M in Q4 2024.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.