Lyell Wealth Management
NET icon

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
Q3 		$19.3M Sell
55,648
-259
-0.5% -$76.7K 1.15% 23
2026
Q2 		$13.7M Buy
55,907
+1,873
+3% +$410K 0.84% 37
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return

Lyell Wealth Management's NET Position: Q3 2026 in Review

Lyell Wealth Management reduced its Cloudflare (NET) stake by 0.46% in Q3 2026, selling an estimated $76.7K and leaving 55,648 shares worth $19.3M. The position accounts for 1.15% of the portfolio, ranked #23.

Lyell Wealth Management first reported a position in NET in Q4 2021 and has held it in 20 quarters since. 488 funds tracked by Wall St. Rank hold NET as of Q3 2026.

  • Lyell Wealth Management held 55,648 shares of Cloudflare worth $19.3M as of Q3 2026.
  • Lyell Wealth Management sold 259 Cloudflare shares in Q3 2026, an estimated $76.7K.
  • Cloudflare made up 1.15% of Lyell Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Lyell Wealth Management first reported a position in Cloudflare in Q4 2021 and has held it in 20 quarters since.
  • 488 funds tracked by Wall St. Rank held Cloudflare as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.