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
Q1 		$206M Buy
997,700
+574,900
+136% +$110M 0.03% 391
2025
Q4 		$83.4M Sell
422,800
-4,200
-1% -$888K 0.01% 669
2025
Q3 		$91.6M Buy
427,000
+190,700
+81% +$38.9M 0.01% 634
2025
Q2 		$46.3M Sell
236,300
-90,800
-28% -$13.2M 0.01% 813
2025
Q1 		$36.9M Sell
327,100
-1,463,100
-82% -$194M 0.01% 850
2024
Q4 		$193M Buy
1,790,200
+787,600
+79% +$76.9M 0.04% 256
2024
Q3 		$81.1M Buy
1,002,600
+145,700
+17% +$11.7M 0.02% 468
2024
Q2 		$71M Sell
856,900
-16,400
-2% -$1.32M 0.02% 536
2024
Q1 		$84.6M Sell
873,300
-413,300
-32% -$37.4M 0.02% 416
2023
Q4 		$107M Buy
1,286,600
+170,200
+15% +$11.9M 0.03% 370
2023
Q3 		$70.4M Sell
1,116,400
-49,500
-4% -$3.17M 0.02% 428
2023
Q2 		$76.2M Buy
1,165,900
+381,000
+49% +$22.7M 0.03% 435
2023
Q1 		$48.4M Buy
784,900
+553,300
+239% +$30.3M 0.02% 538
2022
Q4 		$10.5M Sell
231,600
-130,200
-36% -$6.44M ﹤0.01% 1568
2022
Q3 		$20M Sell
361,800
-5,500
-1% -$327K 0.01% 1070
2022
Q2 		$16.1M Sell
367,300
-203,100
-36% -$14.6M 0.01% 1297
2022
Q1 		$68.3M Sell
570,400
-154,400
-21% -$16.1M 0.02% 541
2021
Q4 		$95.3M Buy
724,800
+166,800
+30% +$28M 0.03% 387
2021
Q3 		$62.9M Buy
558,000
+202,200
+57% +$24.2M 0.02% 508
2021
Q2 		$37.7M Sell
355,800
-25,500
-7% -$2.11M 0.01% 685
2021
Q1 		$26.8M Sell
381,300
-109,800
-22% -$8.46M 0.01% 772
2020
Q4 		$37.3M Sell
491,100
-20,700
-4% -$1.36M 0.02% 551
2020
Q3 		$21M Buy
511,800
+278,000
+119% +$10.6M 0.01% 755
2020
Q2 		$8.4M Buy
233,800
+199,400
+580% +$5.57M 0.01% 1323
2020
Q1 		$808K Buy
+34,400
New +$669K ﹤0.01% 3041

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street's NET Position: Q1 2026 in Review

Jane Street increased its Cloudflare (NET) stake by 210% in Q1 2026, buying an estimated $206M and bringing the position to 1,596,439 shares worth $329M. The position accounts for 0.04% of the portfolio, ranked #274.

Jane Street first reported a position in NET in Q3 2019 and has held it in 26 quarters since. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Jane Street held 1,596,439 shares of Cloudflare worth $329M as of Q1 2026.
  • Jane Street bought 1,081,299 Cloudflare shares in Q1 2026, an estimated $206M.
  • Cloudflare made up 0.04% of Jane Street's portfolio in Q1 2026, its #274 holding.
  • Jane Street first reported a position in Cloudflare in Q3 2019 and has held it in 26 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.