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Liontrust Investment Partners’s Cloudflare NET Stock Holding History

Liontrust Investment Partners’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 		$9.15M Sell
37,313
-12,885
-26% -$2.82M 0.13% 95
2026
Q1 		$10.4M Sell
50,198
-61,831
-55% -$11.8M 0.18% 92
2025
Q4 		$22.1M Sell
112,029
-4,570
-4% -$967K 0.33% 68
2025
Q3 		$25M Sell
116,599
-876
-0.7% -$179K 0.37% 64
2025
Q2 		$23M Buy
117,475
+50,763
+76% +$7.37M 0.33% 64
2025
Q1 		$7.52M Sell
66,712
-137,233
-67% -$18.2M 0.12% 111
2024
Q4 		$22M Buy
203,945
+19,577
+11% +$1.91M 0.32% 60
2024
Q3 		$15.3M Hold
184,368
– – 0.22% 76
2024
Q2 		$15.3M Buy
+184,368
New +$14.9M 0.22% 76
2023
Q4 		– Sell
-25,000
Closed -$1.58M – 197
2023
Q3 		$1.58M Sell
25,000
-7,000
-22% -$448K 0.03% 149
2023
Q2 		$2.09M Sell
32,000
-67,000
-68% -$4M 0.03% 177
2023
Q1 		$6.1M Sell
99,000
-58,000
-37% -$3.17M 0.09% 128
2022
Q4 		$7.1M Buy
157,000
+7,000
+5% +$346K 0.12% 80
2022
Q3 		$8.3M Buy
150,000
+26,000
+21% +$1.54M 0.13% 87
2022
Q2 		$5.42M Sell
124,000
-20,000
-14% -$1.44M 0.08% 143
2022
Q1 		$17.2M Buy
144,000
+35,000
+32% +$3.65M 0.23% 53
2021
Q4 		$14.3M Buy
109,000
+2,100
+2% +$352K 0.17% 63
2021
Q3 		$12M Buy
+106,900
New +$12.8M 0.17% 69
2020
Q4 		$7.42M Buy
+97,600
New +$6.4M 0.15% 87

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

Liontrust Investment Partners's NET Position: Q2 2026 in Review

Liontrust Investment Partners reduced its Cloudflare (NET) stake by 26% in Q2 2026, selling an estimated $2.82M and leaving 37,313 shares worth $9.15M. The position accounts for 0.13% of the portfolio, ranked #95.

Liontrust Investment Partners first reported a position in NET in Q4 2020 and has held it in 19 quarters since. The position peaked at $25M in Q3 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Liontrust Investment Partners held 37,313 shares of Cloudflare worth $9.15M as of Q2 2026.
  • Liontrust Investment Partners sold 12,885 Cloudflare shares in Q2 2026, an estimated $2.82M.
  • Cloudflare made up 0.13% of Liontrust Investment Partners's portfolio in Q2 2026, its #95 holding.
  • Liontrust Investment Partners first reported a position in Cloudflare in Q4 2020 and has held it in 19 quarters since.
  • Liontrust Investment Partners's Cloudflare position peaked at $25M in Q3 2025.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.