JY
NET icon

Jeff Yass’s Cloudflare NET Stock Holding History

Jeff Yass’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 		$732M Buy
2,983,500
+964,500
+48% +$211M 0.06% 239
2026
Q1 		$417M Buy
2,019,000
+197,600
+11% +$37.7M 0.05% 310
2025
Q4 		$359M Buy
1,821,400
+34,600
+2% +$7.32M 0.04% 342
2025
Q3 		$383M Sell
1,786,800
-112,100
-6% -$22.9M 0.04% 333
2025
Q2 		$372M Buy
1,898,900
+171,300
+10% +$24.9M 0.05% 281
2025
Q1 		$195M Sell
1,727,600
-63,400
-4% -$8.4M 0.03% 401
2024
Q4 		$193M Buy
1,791,000
+59,200
+3% +$5.78M 0.03% 434
2024
Q3 		$140M Sell
1,731,800
-522,900
-23% -$42M 0.02% 512
2024
Q2 		$187M Buy
2,254,700
+464,100
+26% +$37.4M 0.03% 379
2024
Q1 		$173M Sell
1,790,600
-99,400
-5% -$9M 0.03% 440
2023
Q4 		$157M Sell
1,890,000
-93,400
-5% -$6.53M 0.03% 492
2023
Q3 		$125M Sell
1,983,400
-318,500
-14% -$20.4M 0.03% 517
2023
Q2 		$150M Buy
2,301,900
+693,100
+43% +$41.4M 0.03% 443
2023
Q1 		$99.2M Sell
1,608,800
-176,200
-10% -$9.63M 0.02% 593
2022
Q4 		$80.7M Buy
1,785,000
+352,400
+25% +$17.4M 0.02% 644
2022
Q3 		$79.2M Sell
1,432,600
-47,200
-3% -$2.8M 0.02% 586
2022
Q2 		$64.7M Sell
1,479,800
-187,600
-11% -$13.5M 0.02% 716
2022
Q1 		$200M Sell
1,667,400
-515,400
-24% -$53.7M 0.03% 400
2021
Q4 		$287M Sell
2,182,800
-175,200
-7% -$29.4M 0.04% 353
2021
Q3 		$266M Sell
2,358,000
-55,300
-2% -$6.61M 0.04% 412
2021
Q2 		$255M Buy
2,413,300
+35,000
+1% +$2.9M 0.04% 408
2021
Q1 		$167M Sell
2,378,300
-184,900
-7% -$14.3M 0.03% 523
2020
Q4 		$195M Buy
2,563,200
+1,583,700
+162% +$104M 0.03% 427
2020
Q3 		$40.2M Buy
979,500
+478,100
+95% +$18.3M 0.01% 988
2020
Q2 		$18M Buy
501,400
+243,700
+95% +$6.81M ﹤0.01% 1517
2020
Q1 		$6.05M Buy
257,700
+222,200
+626% +$4.32M ﹤0.01% 2334
2019
Q4 		$606K Buy
35,500
+21,400
+152% +$364K ﹤0.01% 6562
2019
Q3 		$262K Buy
+14,100
New +$273K ﹤0.01% 8593

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

Jeff Yass's NET Position: Q2 2026 in Review

Jeff Yass reduced its Cloudflare (NET) stake by 12% in Q2 2026, selling an estimated $9.4M and leaving 320,307 shares worth $78.6M. The position accounts for 0.01% of the portfolio, ranked #1133.

Jeff Yass first reported a position in NET in Q3 2019 and has held it in 27 quarters since. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Jeff Yass held 320,307 shares of Cloudflare worth $78.6M as of Q2 2026.
  • Jeff Yass sold 42,983 Cloudflare shares in Q2 2026, an estimated $9.4M.
  • Cloudflare made up 0.01% of Jeff Yass's portfolio in Q2 2026, its #1133 holding.
  • Jeff Yass first reported a position in Cloudflare in Q3 2019 and has held it in 27 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.