LORD, ABBETT & CO. LLC

Position in NET — Cloudflare, Inc.

CIK 728100 JERSEY CITY, NJ

Position in NET

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$121,221,055

-$83,480,605 QoQ

Shares Held

494,215

-50.2% QoQ

Ownership

0.139%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#64

of 1,214 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LORD, ABBETT & CO. LLC holds $1,067,911,224 across 11 Software - Infrastructure names. NET ranks #2 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	1,225,813	$457,252,765
2	NET	Cloudflare, Inc. This page	494,215	$121,221,055
3	TWLO	Twilio Inc	560,573	$115,663,027
4	CRWD	CrowdStrike Holdings, Inc.	571,928	$109,115,283
5	DOCN	DigitalOcean Holdings, Inc.	536,038	$84,174,047
6	NTAP	NetApp, Inc.	483,682	$74,854,626
7	ORCL	Oracle Corp	237,884	$34,861,900
8	PLTR	Palantir Technologies Inc.	290,027	$33,837,450

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$121,221,055	494,215	-50.2%	Shares	Sole	2026-08-14
2026-03-31	$204,701,660	992,060	+7.8%	Shares	Sole	2026-05-14
2025-12-31	$181,495,698	920,597	-14.6%	Shares	Sole	2026-02-13
2025-09-30	$231,249,694	1,077,635	+10.3%	Shares	Sole	2025-11-13
2025-06-30	$191,412,075	977,440	+10.1%	Shares	Sole	2025-08-14
2025-03-31	$100,061,395	887,935	+20.9%	Shares	Sole	2025-05-13
2024-12-31	$79,086,329	734,457	-52.6%	Shares	Sole	2025-02-14
2023-03-31	$95,506,098	1,548,915	+100.2%	Shares	Sole	2024-10-07
2022-12-31	$34,982,639	773,781	+42.1%	Shares	Sole	2024-10-07
2022-09-30	$30,111,261	544,409	+46.4%	Shares	Sole	2022-11-14
2021-12-31	$48,909,846	371,938	+69.1%	Shares	Sole	2022-02-11
2020-03-31	$5,165,599	220,000	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.