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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
Q2 		$26.3M Buy
107,023
+44,209
+70% +$9.67M 0.26% 76
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 $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

LBP AM's NET Position: Q2 2026 in Review

LBP AM increased its Cloudflare (NET) stake by 70% in Q2 2026, buying an estimated $9.67M and bringing the position to 107,023 shares worth $26.3M. The position accounts for 0.26% of the portfolio, ranked #76.

LBP AM first reported a position in NET in Q3 2024 and has held it in 8 quarters since. The position peaked at $33.7M in Q4 2024. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • LBP AM held 107,023 shares of Cloudflare worth $26.3M as of Q2 2026.
  • LBP AM bought 44,209 Cloudflare shares in Q2 2026, an estimated $9.67M.
  • Cloudflare made up 0.26% of LBP AM's portfolio in Q2 2026, its #76 holding.
  • LBP AM first reported a position in Cloudflare in Q3 2024 and has held it in 8 quarters since.
  • LBP AM's Cloudflare position peaked at $33.7M in Q4 2024.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.