LORD, ABBETT & CO. LLC

Position in NET — Cloudflare, Inc.

CIK 728100 JERSEY CITY, NJ

Position in NET

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$204,701,660

+$23,205,962 QoQ

Shares Held

992,060

+7.8% QoQ

Ownership

0.281%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

LORD, ABBETT & CO. LLC holds $950,529,483 across 9 Software - Infrastructure names. NET ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	1,257,509	$465,492,106
2	NET	Cloudflare, Inc. This page	992,060	$204,701,660
3	PLTR	Palantir Technologies Inc.	1,187,960	$173,774,788
4	DOCN	DigitalOcean Holdings, Inc.	499,647	$42,859,719
5	ORCL	Oracle Corp	237,803	$34,983,199
6	CRWD	CrowdStrike Holdings, Inc.	166,474	$16,248,278
7	CALX	Calix, Inc	121,245	$5,939,792
8	PAY	Paymentus Holdings, Inc.	167,110	$4,244,594

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.