LAM
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Lountzis Asset Management’s Cloudflare NET Stock Holding History

Lountzis 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
Q2 		$6.6M Sell
26,924
-24
-0.1% -$5.25K 2.09% 11
2026
Q1 		$5.56M Hold
26,948
– – 2.04% 14
2025
Q4 		$5.31M Sell
26,948
-1,609
-6% -$340K 1.89% 14
2025
Q3 		$6.13M Sell
28,557
-1
-0% -$204 2% 14
2025
Q2 		$5.59M Hold
28,558
– – 1.97% 14
2025
Q1 		$3.46M Sell
28,558
-434
-1% -$57.5K 1.31% 18
2024
Q4 		$3.12M Sell
28,992
-671
-2% -$65.6K 1.32% 17
2024
Q3 		$2.4M Buy
29,663
+1,140
+4% +$91.6K 1% 17
2024
Q2 		$2.36M Sell
28,523
-13
-0% -$1.05K 1.1% 15
2024
Q1 		$2.76M Hold
28,536
– – 1.31% 15
2023
Q4 		$2.38M Sell
28,536
-186
-0.6% -$13K 1.3% 15
2023
Q3 		$1.81M Buy
28,722
+15,153
+112% +$970K 1.01% 17
2023
Q2 		$891K Buy
+13,569
New +$810K 0.49% 18

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

Lountzis Asset Management's NET Position: Q2 2026 in Review

Lountzis Asset Management reduced its Cloudflare (NET) stake by 0.09% in Q2 2026, selling an estimated $5.25K and leaving 26,924 shares worth $6.6M. The position accounts for 2.09% of the portfolio, ranked #11.

Lountzis Asset Management first reported a position in NET in Q2 2023 and has held it in 13 quarters since. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Lountzis Asset Management held 26,924 shares of Cloudflare worth $6.6M as of Q2 2026.
  • Lountzis Asset Management sold 24 Cloudflare shares in Q2 2026, an estimated $5.25K.
  • Cloudflare made up 2.09% of Lountzis Asset Management's portfolio in Q2 2026, its #11 holding.
  • Lountzis Asset Management first reported a position in Cloudflare in Q2 2023 and has held it in 13 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Lountzis Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.