IMC Chicago’s Cloudflare NET Stock Holding History

IMC Chicago’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	$16.3M	Sell	66,518 -15,577	-19%	-$3.41M	﹤0.01%	1204
2026 Q1	$16.9M	Buy	82,095 +18,260	+29%	+$3.48M	0.01%	945
2025 Q4	$12.6M	Buy	+63,835	New	+$13.5M	﹤0.01%	1080
2025 Q2	–	Sell	-27,699	Closed	-$4.02M	–	3489
2025 Q1	$3.12M	Buy	+27,699	New	+$3.67M	﹤0.01%	1504
2024 Q4	–	Sell	-46,861	Closed	-$4.58M	–	3281
2024 Q3	$3.79M	Buy	+46,861	New	+$3.77M	﹤0.01%	1270
2022 Q4	–	Sell	-10,964	Closed	-$542K	–	1310
2022 Q3	$606K	Buy	10,964 +145	+1%	+$8.61K	﹤0.01%	1052
2022 Q2	$473K	Buy	+10,819	New	+$779K	﹤0.01%	971
2021 Q1	–	Sell	-32,776	Closed	-$2.53M	–	1138
2020 Q4	$2.49M	Buy	+32,776	New	+$2.15M	﹤0.01%	688

Other funds holding NET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IMC Chicago's NET Position: Q2 2026 in Review

IMC Chicago reduced its Cloudflare (NET) stake by 19% in Q2 2026, selling an estimated $3.41M and leaving 66,518 shares worth $16.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

IMC Chicago first reported a position in NET in Q4 2020 and has held it in 8 quarters since. The position peaked at $16.9M in Q1 2026. 642 funds tracked by Wall St. Rank hold NET as of Q2 2026.

IMC Chicago held 66,518 shares of Cloudflare worth $16.3M as of Q2 2026.
IMC Chicago sold 15,577 Cloudflare shares in Q2 2026, an estimated $3.41M.
Cloudflare made up ﹤0.01% of IMC Chicago's portfolio in Q2 2026, its #1204 holding.
IMC Chicago first reported a position in Cloudflare in Q4 2020 and has held it in 8 quarters since.
IMC Chicago's Cloudflare position peaked at $16.9M in Q1 2026.
642 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on IMC Chicago's 13F filing for Q2 2026, filed 6 Aug 2026.