Los Angeles Capital Management
NET icon

Los Angeles Capital Management’s Cloudflare NET Stock Holding History

Los Angeles Capital 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 		$1.02M Sell
4,930
-246,599
-98% -$47M ﹤0.01% 675
2025
Q4 		$56M Buy
251,529
+72,555
+41% +$15.3M 0.19% 94
2025
Q3 		$38.4M Sell
178,974
-93,965
-34% -$19.2M 0.13% 124
2025
Q2 		$53.4M Buy
272,939
+75,476
+38% +$11M 0.2% 99
2025
Q1 		$22.3M Buy
197,463
+69,641
+54% +$9.23M 0.1% 154
2024
Q4 		$13.8M Sell
127,822
-153,004
-54% -$14.9M 0.06% 216
2024
Q3 		$22.7M Buy
280,826
+116,130
+71% +$9.34M 0.09% 176
2024
Q2 		$13.6M Sell
164,696
-288,955
-64% -$23.3M 0.05% 224
2024
Q1 		$43.9M Buy
453,651
+265,281
+141% +$24M 0.15% 135
2023
Q4 		$15.7M Buy
188,370
+184,977
+5,452% +$12.9M 0.06% 225
2023
Q3 		$214K Sell
3,393
-1,201
-26% -$76.9K ﹤0.01% 1055
2023
Q2 		$300K Buy
4,594
+170
+4% +$10.1K ﹤0.01% 1004
2023
Q1 		$273K Sell
4,424
-73,462
-94% -$4.02M ﹤0.01% 1040
2022
Q4 		$3.52M Buy
77,886
+12,425
+19% +$615K 0.02% 423
2022
Q3 		$3.62M Buy
65,461
+37,795
+137% +$2.24M 0.02% 407
2022
Q2 		$1.21M Buy
+27,666
New +$1.99M 0.01% 655

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

Los Angeles Capital Management's NET Position: Q1 2026 in Review

Los Angeles Capital Management reduced its Cloudflare (NET) stake by 98% in Q1 2026, selling an estimated $47M and leaving 4,930 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Los Angeles Capital Management first reported a position in NET in Q2 2022 and has held it in 16 quarters since. The position peaked at $56M in Q4 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Los Angeles Capital Management held 4,930 shares of Cloudflare worth $1.02M as of Q1 2026.
  • Los Angeles Capital Management sold 246,599 Cloudflare shares in Q1 2026, an estimated $47M.
  • Cloudflare made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q1 2026, its #675 holding.
  • Los Angeles Capital Management first reported a position in Cloudflare in Q2 2022 and has held it in 16 quarters since.
  • Los Angeles Capital Management's Cloudflare position peaked at $56M in Q4 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.