LCM
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LRT Capital Management’s Cloudflare NET Stock Holding History

LRT 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
Q2 		$785K Sell
3,201
-426
-12% -$93.2K 0.51% 50
2026
Q1 		$748K Sell
3,627
-76
-2% -$14.5K 0.7% 55
2025
Q4 		$730K Buy
3,703
+591
+19% +$125K 0.63% 60
2025
Q3 		$668K Sell
3,112
-3,204
-51% -$654K 0.44% 66
2025
Q2 		$1.24M Buy
6,316
+610
+11% +$88.6K 0.73% 47
2025
Q1 		$643K Buy
+5,706
New +$756K 0.44% 67

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

LRT Capital Management's NET Position: Q2 2026 in Review

LRT Capital Management reduced its Cloudflare (NET) stake by 12% in Q2 2026, selling an estimated $93.2K and leaving 3,201 shares worth $785K. The position accounts for 0.51% of the portfolio, ranked #50.

LRT Capital Management first reported a position in NET in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.24M in Q2 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • LRT Capital Management held 3,201 shares of Cloudflare worth $785K as of Q2 2026.
  • LRT Capital Management sold 426 Cloudflare shares in Q2 2026, an estimated $93.2K.
  • Cloudflare made up 0.51% of LRT Capital Management's portfolio in Q2 2026, its #50 holding.
  • LRT Capital Management first reported a position in Cloudflare in Q1 2025 and has held it in 6 quarters since.
  • LRT Capital Management's Cloudflare position peaked at $1.24M in Q2 2025.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on LRT Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.