LCAM
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London & Capital Asset Management’s Cloudflare NET Stock Holding History

London & Capital Asset Management’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 		– Sell
-1,417
Closed -$279K – 237
2025
Q4 		$279K Buy
+1,417
New +$300K ﹤0.01% 213

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

London & Capital Asset Management's NET Position: Q1 2026 in Review

London & Capital Asset Management sold out of Cloudflare (NET) in Q1 2026, closing a stake of 1,417 shares — an estimated $279K sold.

London & Capital Asset Management first reported a position in NET in Q4 2025 and held it in 1 quarter. The position peaked at $279K in Q4 2025. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • London & Capital Asset Management reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • London & Capital Asset Management sold 1,417 Cloudflare shares in Q1 2026, an estimated $279K.
  • London & Capital Asset Management first reported a position in Cloudflare in Q4 2025 and held it in 1 quarter.
  • London & Capital Asset Management's Cloudflare position peaked at $279K in Q4 2025.
  • 1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.