Lord, Abbett & Co
NET icon

Lord, Abbett & Co’s Cloudflare NET Stock Holding History

Lord, Abbett & Co’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 		$121M Sell
494,215
-497,845
-50% -$109M 0.35% 76
2026
Q1 		$205M Buy
992,060
+71,463
+8% +$13.6M 0.67% 36
2025
Q4 		$181M Sell
920,597
-157,038
-15% -$33.2M 0.56% 45
2025
Q3 		$231M Buy
1,077,635
+100,195
+10% +$20.5M 0.69% 34
2025
Q2 		$191M Buy
977,440
+89,505
+10% +$13M 0.62% 39
2025
Q1 		$100M Buy
887,935
+153,478
+21% +$20.3M 0.36% 80
2024
Q4 		$79.1M Buy
+734,457
New +$71.8M 0.25% 107
2023
Q2 		– Sell
-1,548,915
Closed -$95.5M – 563
2023
Q1 		$95.5M Buy
1,548,915
+775,134
+100% +$42.4M 0.34% 84
2022
Q4 		$35M Buy
773,781
+229,372
+42% +$11.3M 0.13% 239
2022
Q3 		$30.1M Buy
+544,409
New +$32.3M 0.11% 252
2022
Q1 		– Sell
-371,938
Closed -$48.9M – 659
2021
Q4 		$48.9M Buy
+371,938
New +$62.3M 0.11% 267
2020
Q2 		– Sell
-220,000
Closed -$5.17M – 677
2020
Q1 		$5.17M Buy
+220,000
New +$4.28M 0.02% 537

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lord, Abbett & Co's NET Position: Q2 2026 in Review

Lord, Abbett & Co reduced its Cloudflare (NET) stake by 50% in Q2 2026, selling an estimated $109M and leaving 494,215 shares worth $121M. The position accounts for 0.35% of the portfolio, ranked #76.

Lord, Abbett & Co first reported a position in NET in Q1 2020 and has held it in 12 quarters since. The position peaked at $231M in Q3 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Lord, Abbett & Co held 494,215 shares of Cloudflare worth $121M as of Q2 2026.
  • Lord, Abbett & Co sold 497,845 Cloudflare shares in Q2 2026, an estimated $109M.
  • Cloudflare made up 0.35% of Lord, Abbett & Co's portfolio in Q2 2026, its #76 holding.
  • Lord, Abbett & Co first reported a position in Cloudflare in Q1 2020 and has held it in 12 quarters since.
  • Lord, Abbett & Co's Cloudflare position peaked at $231M in Q3 2025.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Lord, Abbett & Co's 13F filing for Q2 2026, filed 14 Aug 2026.