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 		$396M Sell
1,614,400
-8,800
-0.5% -$1.93M 0.19% 88
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 $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.