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 		$228M Sell
1,104,200
-192,800
-15% -$36.8M 0.14% 166
2025
Q4 		$256M Buy
1,297,000
+105,600
+9% +$22.3M 0.14% 144
2025
Q3 		$256M Sell
1,191,400
-21,700
-2% -$4.43M 0.14% 144
2025
Q2 		$238M Buy
1,213,100
+1,092,300
+904% +$159M 0.17% 123
2025
Q1 		$13.6M Sell
120,800
-234,100
-66% -$31M 0.01% 1173
2024
Q4 		$38.2M Sell
354,900
-3,200
-0.9% -$313K 0.03% 687
2024
Q3 		$29M Buy
358,100
+87,300
+32% +$7.02M 0.02% 779
2024
Q2 		$22.4M Buy
270,800
+53,500
+25% +$4.32M 0.02% 833
2024
Q1 		$21M Buy
217,300
+128,300
+144% +$11.6M 0.02% 904
2023
Q4 		$7.41M Buy
89,000
+59,300
+200% +$4.15M 0.01% 1604
2023
Q3 		$1.87M Sell
29,700
-14,400
-33% -$922K ﹤0.01% 2619
2023
Q2 		$2.88M Sell
44,100
-146,700
-77% -$8.76M ﹤0.01% 2328
2023
Q1 		$11.8M Buy
190,800
+48,800
+34% +$2.67M 0.01% 1236
2022
Q4 		$6.42M Sell
142,000
-209,100
-60% -$10.3M 0.01% 1847
2022
Q3 		$19.4M Sell
351,100
-137,700
-28% -$8.18M 0.02% 866
2022
Q2 		$21.4M Buy
488,800
+27,300
+6% +$1.97M 0.03% 822
2022
Q1 		$55.2M Sell
461,500
-274,000
-37% -$28.6M 0.05% 443
2021
Q4 		$96.7M Buy
735,500
+190,000
+35% +$31.8M 0.08% 287
2021
Q3 		$61.5M Buy
545,500
+187,500
+52% +$22.4M 0.06% 435
2021
Q2 		$37.9M Buy
358,000
+5,000
+1% +$414K 0.03% 679
2021
Q1 		$24.8M Buy
353,000
+18,000
+5% +$1.39M 0.02% 817
2020
Q4 		$25.5M Buy
335,000
+45,000
+16% +$2.95M 0.02% 831
2020
Q3 		$11.9M Buy
+290,000
New +$11.1M 0.01% 1129

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.