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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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.