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
2025 Q2	–	Sell	-39,200	Closed	-$4.42M	–	1556
2025 Q1	$4.42M	Buy	+39,200	New	+$5.2M	0.04%	452

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LMR Partners's NET Position: Q3 2025 in Review

LMR Partners sold out of Cloudflare (NET) in Q3 2025, closing a stake of 30,000 shares — an estimated $5.87M sold.

LMR Partners first reported a position in NET in Q3 2020 and held it in 4 quarters. The position peaked at $11.8M in Q4 2024. 1,038 funds tracked by Wall St. Rank hold NET as of Q3 2025.

LMR Partners reported no remaining Cloudflare position as of Q3 2025 after selling out during the quarter.
LMR Partners sold 30,000 Cloudflare shares in Q3 2025, an estimated $5.87M.
LMR Partners first reported a position in Cloudflare in Q3 2020 and held it in 4 quarters.
LMR Partners's Cloudflare position peaked at $11.8M in Q4 2024.
1,038 funds tracked by Wall St. Rank held Cloudflare as of Q3 2025.

Based on LMR Partners's 13F filing for Q3 2025, filed 14 Nov 2025.