LTAS
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Linden Thomas Advisory Services’s Cloudflare NET Stock Holding History

Linden Thomas Advisory Services’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 		$735K Sell
2,996
-623
-17% -$136K 0.06% 377
2026
Q1 		$747K Buy
+3,619
New +$690K 0.07% 350

Other funds holding NET

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Linden Thomas Advisory Services's NET Position: Q2 2026 in Review

Linden Thomas Advisory Services reduced its Cloudflare (NET) stake by 17% in Q2 2026, selling an estimated $136K and leaving 2,996 shares worth $735K. The position accounts for 0.06% of the portfolio, ranked #377.

Linden Thomas Advisory Services first reported a position in NET in Q1 2026 and has held it in 2 quarters since. The position peaked at $747K in Q1 2026. 289 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Linden Thomas Advisory Services held 2,996 shares of Cloudflare worth $735K as of Q2 2026.
  • Linden Thomas Advisory Services sold 623 Cloudflare shares in Q2 2026, an estimated $136K.
  • Cloudflare made up 0.06% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #377 holding.
  • Linden Thomas Advisory Services first reported a position in Cloudflare in Q1 2026 and has held it in 2 quarters since.
  • Linden Thomas Advisory Services's Cloudflare position peaked at $747K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.