ExodusPoint Capital Management’s Cloudflare NET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11,051	Closed	-$2.16M	–	1876
2025 Q2	$2.16M	Buy	+11,051	New	+$1.6M	0.03%	721
2025 Q1	–	Sell	-86,218	Closed	-$9.28M	–	1832
2024 Q4	$9.28M	Buy	+86,218	New	+$8.42M	0.1%	287
2024 Q2	–	Sell	-87,689	Closed	-$8.49M	–	1837
2024 Q1	$8.49M	Buy	87,689 +57,861	+194%	+$5.24M	0.11%	235
2023 Q4	$2.48M	Buy	29,828 +25,328	+563%	+$1.77M	0.03%	516
2023 Q3	$284K	Buy	+4,500	New	+$288K	﹤0.01%	1435
2023 Q2	–	Sell	-55,990	Closed	-$3.45M	–	2129
2023 Q1	$3.45M	Buy	55,990 +46,731	+505%	+$2.56M	0.04%	660
2022 Q4	$419K	Sell	9,259 -39,863	-81%	-$1.97M	0.01%	1244
2022 Q3	$2.72M	Buy	+49,122	New	+$2.92M	0.04%	643
2022 Q1	–	Sell	-14,454	Closed	-$1.9M	–	2527
2021 Q4	$1.9M	Buy	14,454 +8,266	+134%	+$1.39M	0.02%	781
2021 Q3	$697K	Buy	+6,188	New	+$739K	0.01%	1212
2020 Q4	–	Sell	-168,043	Closed	-$6.9M	–	2251
2020 Q3	$6.9M	Buy	168,043 +138,697	+473%	+$5.31M	0.2%	135
2020 Q2	$1.05M	Buy	+29,346	New	+$820K	0.03%	717
2019 Q4	–	Sell	-30,531	Closed	-$567K	–	1767
2019 Q3	$567K	Buy	+30,531	New	+$591K	0.02%	602