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LMR Partners’s Cloudflare NET Stock Holding History

LMR 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 		$33.4M Buy
+136,257
New +$29.8M 0.12% 164
2025
Q3 		– Sell
-30,000
Closed -$5.87M – 1586
2025
Q2 		$5.87M Buy
30,000
+29,304
+4,210% +$4.25M 0.04% 402
2025
Q1 		$78.4K Sell
696
-109,304
-99% -$14.5M ﹤0.01% 1166
2024
Q4 		$11.8M Buy
+110,000
New +$10.7M 0.1% 209
2020
Q4 		– Sell
-46,264
Closed -$1.9M – 589
2020
Q3 		$1.9M Buy
+46,264
New +$1.77M 0.04% 159

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

LMR Partners's NET Position: Q2 2026 in Review

LMR Partners opened a new position in Cloudflare (NET) in Q2 2026: 136,257 shares worth $33.4M. The stake represents 0.12% of the portfolio and ranks #164 among its holdings. This is a return to the name: LMR Partners previously reported a position in NET as recently as Q2 2025.

LMR Partners first reported a position in NET in Q3 2020 and has held it in 5 quarters since. 1,225 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • LMR Partners held 136,257 shares of Cloudflare worth $33.4M as of Q2 2026.
  • Cloudflare was a new LMR Partners position in Q2 2026.
  • Cloudflare made up 0.12% of LMR Partners's portfolio in Q2 2026, its #164 holding.
  • LMR Partners first reported a position in Cloudflare in Q3 2020 and has held it in 5 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.