Lombard Odier Asset Management (Switzerland)’s Cloudflare NET Stock Holding History

Lombard Odier Asset Management (Switzerland)’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 Q1	$2.24M	Buy	10,836 +800	+8%	+$153K	0.08%	197
2025 Q4	$1.98M	Buy	+10,036	New	+$2.12M	0.08%	186
2022 Q1	–	Sell	-1,637	Closed	-$215K	–	317
2021 Q4	$215K	Buy	+1,637	New	+$274K	0.01%	365
2021 Q3	–	Sell	-1,906	Closed	-$202K	–	388
2021 Q2	$202K	Sell	1,906 -3,377	-64%	-$280K	0.01%	489
2021 Q1	$371K	Buy	+5,283	New	+$407K	0.02%	284

Other funds holding NET

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Lombard Odier Asset Management (Switzerland)'s NET Position: Q1 2026 in Review

Lombard Odier Asset Management (Switzerland) increased its Cloudflare (NET) stake by 8% in Q1 2026, buying an estimated $153K and bringing the position to 10,836 shares worth $2.24M. The position accounts for 0.08% of the portfolio, ranked #197.

Lombard Odier Asset Management (Switzerland) first reported a position in NET in Q1 2021 and has held it in 5 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Lombard Odier Asset Management (Switzerland) held 10,836 shares of Cloudflare worth $2.24M as of Q1 2026.
Lombard Odier Asset Management (Switzerland) bought 800 Cloudflare shares in Q1 2026, an estimated $153K.
Cloudflare made up 0.08% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q1 2026, its #197 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Cloudflare in Q1 2021 and has held it in 5 quarters since.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2026, filed 15 May 2026.