Cubist Systematic Strategies’s Cloudflare NET Stock Holding History

Cubist Systematic Strategies’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
2025 Q3	$56.9M	Sell	265,100 -2,500	-0.9%	-$510K	0.27%	42
2025 Q2	$52.4M	Buy	267,600 +78,300	+41%	+$11.4M	0.24%	56
2025 Q1	$21.3M	Buy	189,300 +60,600	+47%	+$8.03M	0.13%	176
2024 Q4	$13.9M	Sell	128,700 -20,900	-14%	-$2.04M	0.09%	336
2024 Q3	$12.1M	Buy	149,600 +48,300	+48%	+$3.88M	0.07%	379
2024 Q2	$8.39M	Buy	101,300 +20,000	+25%	+$1.61M	0.06%	493
2024 Q1	$7.87M	Buy	81,300 +1,300	+2%	+$118K	0.04%	667
2023 Q4	$6.66M	Hold	80,000	–	–	0.04%	695
2023 Q3	$5.04M	Hold	80,000	–	–	0.04%	746
2023 Q2	$5.23M	Buy	80,000 +61,400	+330%	+$3.66M	0.03%	816
2023 Q1	$1.15M	Buy	+18,600	New	+$1.02M	0.01%	2073

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cubist Systematic Strategies's NET Position: Q2 2025 in Review

Cubist Systematic Strategies sold out of Cloudflare (NET) in Q2 2025, closing a stake of 80,844 shares — an estimated $11.7M sold.

Cubist Systematic Strategies first reported a position in NET in Q1 2020 and held it in 17 quarters. The position peaked at $16.5M in Q1 2024. 946 funds tracked by Wall St. Rank hold NET as of Q2 2025.

Cubist Systematic Strategies reported no remaining Cloudflare position as of Q2 2025 after selling out during the quarter.
Cubist Systematic Strategies sold 80,844 Cloudflare shares in Q2 2025, an estimated $11.7M.
Cubist Systematic Strategies first reported a position in Cloudflare in Q1 2020 and held it in 17 quarters.
Cubist Systematic Strategies's Cloudflare position peaked at $16.5M in Q1 2024.
946 funds tracked by Wall St. Rank held Cloudflare as of Q2 2025.

Based on Cubist Systematic Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.