LI
NET icon

LRI Investments’s Cloudflare NET Stock Holding History

LRI Investments’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 		$34.8K Sell
142
-330
-70% -$72.2K ﹤0.01% 616
2026
Q1 		$97.3K Sell
472
-903
-66% -$172K 0.01% 411
2025
Q4 		$271K Buy
1,375
+930
+209% +$197K 0.02% 244
2025
Q3 		$95.4K Buy
445
+125
+39% +$25.5K 0.01% 426
2025
Q2 		$62.7K Buy
320
+279
+680% +$40.5K 0.01% 517
2025
Q1 		$4.61K Buy
+41
New +$5.43K ﹤0.01% 965

Other funds holding NET

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

LRI Investments's NET Position: Q2 2026 in Review

LRI Investments reduced its Cloudflare (NET) stake by 70% in Q2 2026, selling an estimated $72.2K and leaving 142 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

LRI Investments first reported a position in NET in Q1 2025 and has held it in 6 quarters since. The position peaked at $271K in Q4 2025. 440 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • LRI Investments held 142 shares of Cloudflare worth $34.8K as of Q2 2026.
  • LRI Investments sold 330 Cloudflare shares in Q2 2026, an estimated $72.2K.
  • Cloudflare made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #616 holding.
  • LRI Investments first reported a position in Cloudflare in Q1 2025 and has held it in 6 quarters since.
  • LRI Investments's Cloudflare position peaked at $271K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.