D.E. Shaw & Co
NET icon

D.E. Shaw & Co’s Cloudflare NET Stock Holding History

D.E. Shaw & Co’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 		$335M Sell
1,623,200
-118,600
-7% -$22.6M 0.2% 92
2025
Q4 		$343M Sell
1,741,800
-28,100
-2% -$5.94M 0.19% 103
2025
Q3 		$380M Buy
1,769,900
+184,200
+12% +$37.6M 0.21% 90
2025
Q2 		$311M Buy
1,585,700
+1,353,500
+583% +$197M 0.22% 85
2025
Q1 		$26.2M Buy
232,200
+76,700
+49% +$10.2M 0.02% 781
2024
Q4 		$16.7M Buy
155,500
+7,300
+5% +$713K 0.01% 1142
2024
Q3 		$12M Buy
148,200
+70,500
+91% +$5.67M 0.01% 1298
2024
Q2 		$6.44M Buy
77,700
+5,900
+8% +$476K 0.01% 1658
2024
Q1 		$6.95M Sell
71,800
-249,100
-78% -$22.6M 0.01% 1649
2023
Q4 		$26.7M Sell
320,900
-7,500
-2% -$525K 0.02% 765
2023
Q3 		$20.7M Sell
328,400
-23,500
-7% -$1.5M 0.02% 833
2023
Q2 		$23M Buy
351,900
+15,000
+4% +$895K 0.02% 794
2023
Q1 		$20.8M Sell
336,900
-37,500
-10% -$2.05M 0.02% 872
2022
Q4 		$16.9M Sell
374,400
-109,400
-23% -$5.41M 0.02% 1032
2022
Q3 		$26.8M Buy
483,800
+129,600
+37% +$7.7M 0.03% 687
2022
Q2 		$15.5M Buy
354,200
+65,300
+23% +$4.7M 0.02% 1061
2022
Q1 		$34.6M Sell
288,900
-278,600
-49% -$29M 0.03% 672
2021
Q4 		$74.6M Buy
567,500
+77,800
+16% +$13M 0.06% 377
2021
Q3 		$55.2M Buy
489,700
+232,200
+90% +$27.7M 0.05% 484
2021
Q2 		$27.3M Buy
257,500
+10,000
+4% +$828K 0.02% 845
2021
Q1 		$17.4M Sell
247,500
-45,500
-16% -$3.51M 0.02% 1011
2020
Q4 		$22.3M Buy
+293,000
New +$19.2M 0.02% 899

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

D.E. Shaw & Co's NET Position: Q1 2026 in Review

D.E. Shaw & Co increased its Cloudflare (NET) stake by 1,041% in Q1 2026, buying an estimated $224M and bringing the position to 1,287,246 shares worth $266M. The position accounts for 0.16% of the portfolio, ranked #126.

D.E. Shaw & Co first reported a position in NET in Q1 2020 and has held it in 23 quarters since. The position peaked at $282M in Q4 2021. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • D.E. Shaw & Co held 1,287,246 shares of Cloudflare worth $266M as of Q1 2026.
  • D.E. Shaw & Co bought 1,174,413 Cloudflare shares in Q1 2026, an estimated $224M.
  • Cloudflare made up 0.16% of D.E. Shaw & Co's portfolio in Q1 2026, its #126 holding.
  • D.E. Shaw & Co first reported a position in Cloudflare in Q1 2020 and has held it in 23 quarters since.
  • D.E. Shaw & Co's Cloudflare position peaked at $282M in Q4 2021.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.