LWM
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Lyell Wealth Management’s Cloudflare NET Stock Holding History

Lyell Wealth 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 		$11.1M Buy
54,034
+1,665
+3% +$318K 0.82% 44
2025
Q4 		$10.3M Buy
52,369
+253
+0.5% +$53.5K 0.75% 47
2025
Q3 		$11.2M Buy
52,116
+293
+0.6% +$59.8K 0.83% 42
2025
Q2 		$10.1M Buy
51,823
+1,075
+2% +$156K 0.8% 44
2025
Q1 		$5.72M Buy
50,748
+3,190
+7% +$423K 0.53% 63
2024
Q4 		$5.12M Buy
47,558
+7,291
+18% +$712K 0.46% 66
2024
Q3 		$3.26M Sell
40,267
-1,053
-3% -$84.6K 0.3% 84
2024
Q2 		$3.42M Buy
41,320
+6,149
+17% +$496K 0.33% 80
2024
Q1 		$3.41M Buy
35,171
+4,498
+15% +$407K 0.35% 83
2023
Q4 		$2.55M Buy
30,673
+2,292
+8% +$160K 0.29% 86
2023
Q3 		$1.79M Buy
28,381
+2,156
+8% +$138K 0.24% 93
2023
Q2 		$1.71M Buy
26,225
+5,998
+30% +$358K 0.22% 93
2023
Q1 		$1.25M Buy
20,227
+1,606
+9% +$87.8K 0.17% 98
2022
Q4 		$842K Sell
18,621
-468
-2% -$23.2K 0.13% 113
2022
Q3 		$1.06M Buy
19,089
+673
+4% +$40K 0.18% 97
2022
Q2 		$806K Sell
18,416
-948
-5% -$68.3K 0.13% 109
2022
Q1 		$2.32M Buy
19,364
+3,076
+19% +$321K 0.3% 84
2021
Q4 		$2.14M Buy
+16,288
New +$2.73M 0.24% 82

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

Lyell Wealth Management's NET Position: Q1 2026 in Review

Lyell Wealth Management increased its Cloudflare (NET) stake by 3.2% in Q1 2026, buying an estimated $318K and bringing the position to 54,034 shares worth $11.1M. The position accounts for 0.82% of the portfolio, ranked #44.

Lyell Wealth Management first reported a position in NET in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.2M in Q3 2025. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Lyell Wealth Management held 54,034 shares of Cloudflare worth $11.1M as of Q1 2026.
  • Lyell Wealth Management bought 1,665 Cloudflare shares in Q1 2026, an estimated $318K.
  • Cloudflare made up 0.82% of Lyell Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Lyell Wealth Management first reported a position in Cloudflare in Q4 2021 and has held it in 18 quarters since.
  • Lyell Wealth Management's Cloudflare position peaked at $11.2M in Q3 2025.
  • 1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.