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 Q2	$2.74M	Buy	11,185 +349	+3%	+$76.4K	0.09%	189
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 $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 $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s NET Position: Q2 2026 in Review

Lombard Odier Asset Management (Switzerland) increased its Cloudflare (NET) stake by 3.2% in Q2 2026, buying an estimated $76.4K and bringing the position to 11,185 shares worth $2.74M. The position accounts for 0.09% of the portfolio, ranked #189.

Lombard Odier Asset Management (Switzerland) first reported a position in NET in Q1 2021 and has held it in 6 quarters since. 1,227 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Lombard Odier Asset Management (Switzerland) held 11,185 shares of Cloudflare worth $2.74M as of Q2 2026.
Lombard Odier Asset Management (Switzerland) bought 349 Cloudflare shares in Q2 2026, an estimated $76.4K.
Cloudflare made up 0.09% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q2 2026, its #189 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Cloudflare in Q1 2021 and has held it in 6 quarters since.
1,227 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2026, filed 14 Aug 2026.