LJCM
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Lee Johnson Capital Management’s Cloudflare NET Stock Holding History

Lee Johnson 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
2025
Q4 		– Sell
-22,537
Closed -$4.84M – 109
2025
Q3 		$4.84M Buy
+22,537
New +$4.6M 1.61% 22

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Lee Johnson Capital Management's NET Position: Q4 2025 in Review

Lee Johnson Capital Management sold out of Cloudflare (NET) in Q4 2025, closing a stake of 22,537 shares — an estimated $4.84M sold.

Lee Johnson Capital Management first reported a position in NET in Q3 2025 and held it in 1 quarter. The position peaked at $4.84M in Q3 2025. 1,092 funds tracked by Wall St. Rank hold NET as of Q4 2025.

  • Lee Johnson Capital Management reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
  • Lee Johnson Capital Management sold 22,537 Cloudflare shares in Q4 2025, an estimated $4.84M.
  • Lee Johnson Capital Management first reported a position in Cloudflare in Q3 2025 and held it in 1 quarter.
  • Lee Johnson Capital Management's Cloudflare position peaked at $4.84M in Q3 2025.
  • 1,092 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Lee Johnson Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.