LAM
NET icon

Lewis Asset Management’s Cloudflare NET Stock Holding History

Lewis 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 		$246K Hold
1,004
– – 0.09% 193
2026
Q1 		$207K Buy
+1,004
New +$191K 0.08% 191

Other funds holding NET

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Lewis Asset Management held its Cloudflare (NET) position steady in Q2 2026 at 1,004 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #193.

Lewis Asset Management first reported a position in NET in Q1 2026 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Lewis Asset Management held 1,004 shares of Cloudflare worth $246K as of Q2 2026.
  • Lewis Asset Management left its Cloudflare share count unchanged in Q2 2026.
  • Cloudflare made up 0.09% of Lewis Asset Management's portfolio in Q2 2026, its #193 holding.
  • Lewis Asset Management first reported a position in Cloudflare in Q1 2026 and has held it in 2 quarters since.
  • 437 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.