LFM
NET icon

LGT Fund Management’s Cloudflare NET Stock Holding History

LGT Fund 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 		$10.8M Buy
44,128
+4,836
+12% +$1.06M 0.45% 44
2026
Q1 		$8.11M Buy
+39,292
New +$7.49M 0.35% 69
2022
Q3 		– Sell
-32,887
Closed -$1.44M – 164
2022
Q2 		$1.44M Buy
32,887
+13,685
+71% +$986K 0.21% 111
2022
Q1 		$2.37M Buy
19,202
+17,002
+773% +$1.77M 0.32% 89
2021
Q4 		$289K Buy
+2,200
New +$369K 0.08% 145

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

LGT Fund Management's NET Position: Q2 2026 in Review

LGT Fund Management increased its Cloudflare (NET) stake by 12% in Q2 2026, buying an estimated $1.06M and bringing the position to 44,128 shares worth $10.8M. The position accounts for 0.45% of the portfolio, ranked #44.

LGT Fund Management first reported a position in NET in Q4 2021 and has held it in 5 quarters since. 1,222 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • LGT Fund Management held 44,128 shares of Cloudflare worth $10.8M as of Q2 2026.
  • LGT Fund Management bought 4,836 Cloudflare shares in Q2 2026, an estimated $1.06M.
  • Cloudflare made up 0.45% of LGT Fund Management's portfolio in Q2 2026, its #44 holding.
  • LGT Fund Management first reported a position in Cloudflare in Q4 2021 and has held it in 5 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on LGT Fund Management's 13F filing for Q2 2026, filed 10 Aug 2026.