DS
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David Shaw’s Cloudflare NET Stock Holding History

David Shaw’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
Q2 		$478M Buy
1,947,802
+660,556
+51% +$145M 0.23% 70
2026
Q1 		$266M Buy
1,287,246
+1,174,413
+1,041% +$224M 0.16% 126
2025
Q4 		$22.2M Buy
+112,833
New +$23.9M 0.01% 1183
2025
Q3 		– Sell
-247,726
Closed -$50.6M – 4803
2025
Q2 		$48.5M Buy
247,726
+242,281
+4,450% +$35.2M 0.03% 584
2025
Q1 		$614K Buy
+5,445
New +$722K ﹤0.01% 3378
2024
Q4 		– Sell
-38,990
Closed -$3.81M – 4712
2024
Q3 		$3.15M Sell
38,990
-93,554
-71% -$7.52M ﹤0.01% 2338
2024
Q2 		$11M Buy
132,544
+46,772
+55% +$3.77M 0.01% 1274
2024
Q1 		$8.31M Sell
85,772
-90,878
-51% -$8.23M 0.01% 1501
2023
Q4 		$14.7M Buy
176,650
+172,550
+4,209% +$12.1M 0.01% 1122
2023
Q3 		$258K Sell
4,100
-2,700
-40% -$173K ﹤0.01% 3675
2023
Q2 		$445K Sell
6,800
-33,475
-83% -$2M ﹤0.01% 3470
2023
Q1 		$2.48M Sell
40,275
-217,820
-84% -$11.9M ﹤0.01% 2521
2022
Q4 		$11.7M Sell
258,095
-331,031
-56% -$16.4M 0.01% 1319
2022
Q3 		$32.6M Sell
589,126
-1,352,316
-70% -$80.3M 0.04% 586
2022
Q2 		$84.9M Buy
1,941,442
+403,528
+26% +$29.1M 0.1% 225
2022
Q1 		$184M Sell
1,537,914
-605,747
-28% -$63.2M 0.17% 107
2021
Q4 		$282M Buy
2,143,661
+1,198,382
+127% +$201M 0.23% 61
2021
Q3 		$106M Buy
945,279
+203,409
+27% +$24.3M 0.1% 232
2021
Q2 		$78.5M Buy
741,870
+56,040
+8% +$4.64M 0.07% 349
2021
Q1 		$48.2M Sell
685,830
-114,426
-14% -$8.82M 0.05% 508
2020
Q4 		$60.8M Buy
800,256
+706,771
+756% +$46.3M 0.05% 418
2020
Q3 		$3.84M Sell
93,485
-382,419
-80% -$14.6M ﹤0.01% 1889
2020
Q2 		$17.1M Buy
475,904
+229,620
+93% +$6.41M 0.02% 864
2020
Q1 		$5.78M Buy
+246,284
New +$4.79M 0.01% 1366

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

David Shaw's NET Position: Q2 2026 in Review

David Shaw increased its Cloudflare (NET) stake by 51% in Q2 2026, buying an estimated $145M and bringing the position to 1,947,802 shares worth $478M. The position accounts for 0.23% of the portfolio, ranked #70.

David Shaw first reported a position in NET in Q1 2020 and has held it in 24 quarters since. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • David Shaw held 1,947,802 shares of Cloudflare worth $478M as of Q2 2026.
  • David Shaw bought 660,556 Cloudflare shares in Q2 2026, an estimated $145M.
  • Cloudflare made up 0.23% of David Shaw's portfolio in Q2 2026, its #70 holding.
  • David Shaw first reported a position in Cloudflare in Q1 2020 and has held it in 24 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.