Jane Street
NET icon

Jane Street’s Cloudflare NET Stock Holding History

Jane Street’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 		$106M Sell
432,774
-1,163,665
-73% -$255M 0.01% 903
2026
Q1 		$329M Buy
1,596,439
+1,081,299
+210% +$206M 0.04% 274
2025
Q4 		$102M Buy
515,140
+417,356
+427% +$88.3M 0.02% 581
2025
Q3 		$21M Sell
97,784
-42,978
-31% -$8.77M ﹤0.01% 1625
2025
Q2 		$27.6M Sell
140,762
-508,895
-78% -$73.9M 0.01% 1156
2025
Q1 		$73.2M Buy
649,657
+626,040
+2,651% +$83M 0.02% 482
2024
Q4 		$2.54M Sell
23,617
-71,323
-75% -$6.97M ﹤0.01% 3706
2024
Q3 		$7.68M Sell
94,940
-66,148
-41% -$5.32M ﹤0.01% 2232
2024
Q2 		$13.3M Buy
161,088
+34,878
+28% +$2.81M ﹤0.01% 1705
2024
Q1 		$12.2M Sell
126,210
-54,678
-30% -$4.95M ﹤0.01% 1620
2023
Q4 		$15.1M Sell
180,888
-32,546
-15% -$2.28M ﹤0.01% 1535
2023
Q3 		$13.5M Buy
213,434
+52,770
+33% +$3.38M ﹤0.01% 1462
2023
Q2 		$10.5M Buy
160,664
+35,707
+29% +$2.13M ﹤0.01% 1851
2023
Q1 		$7.7M Sell
124,957
-150,350
-55% -$8.22M ﹤0.01% 1908
2022
Q4 		$12.4M Sell
275,307
-789,560
-74% -$39.1M 0.01% 1404
2022
Q3 		$58.9M Buy
1,064,867
+860,872
+422% +$51.1M 0.03% 454
2022
Q2 		$8.93M Sell
203,995
-135,304
-40% -$9.74M ﹤0.01% 1883
2022
Q1 		$40.6M Buy
339,299
+153,515
+83% +$16M 0.01% 785
2021
Q4 		$24.4M Buy
185,784
+147,043
+380% +$24.6M 0.01% 1039
2021
Q3 		$4.36M Buy
38,741
+31,759
+455% +$3.79M ﹤0.01% 2965
2021
Q2 		$739K Sell
6,982
-124,365
-95% -$10.3M ﹤0.01% 6480
2021
Q1 		$9.23M Sell
131,347
-283,310
-68% -$21.8M ﹤0.01% 1632
2020
Q4 		$31.5M Sell
414,657
-8,331
-2% -$546K 0.02% 626
2020
Q3 		$17.4M Buy
422,988
+186,217
+79% +$7.13M 0.01% 849
2020
Q2 		$8.51M Buy
236,771
+61,417
+35% +$1.72M 0.01% 1309
2020
Q1 		$4.12M Buy
+175,354
New +$3.41M ﹤0.01% 1332
2019
Q4 		– Sell
-125,990
Closed -$2.34M – 5516
2019
Q3 		$2.34M Buy
+125,990
New +$2.44M ﹤0.01% 1636

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

Jane Street's NET Position: Q2 2026 in Review

Jane Street reduced its Cloudflare (NET) stake by 73% in Q2 2026, selling an estimated $255M and leaving 432,774 shares worth $106M. The position accounts for 0.01% of the portfolio, ranked #903.

Jane Street first reported a position in NET in Q3 2019 and has held it in 27 quarters since. The position peaked at $329M in Q1 2026. 1,149 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Jane Street held 432,774 shares of Cloudflare worth $106M as of Q2 2026.
  • Jane Street sold 1,163,665 Cloudflare shares in Q2 2026, an estimated $255M.
  • Cloudflare made up 0.01% of Jane Street's portfolio in Q2 2026, its #903 holding.
  • Jane Street first reported a position in Cloudflare in Q3 2019 and has held it in 27 quarters since.
  • Jane Street's Cloudflare position peaked at $329M in Q1 2026.
  • 1,149 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Jane Street's 13F filing for Q2 2026, filed 14 Aug 2026.