Jim Simons
NET icon

Jim Simons’s Cloudflare NET Stock Holding History

Jim Simons’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 		– Sell
-130,400
Closed -$25.7M – 3539
2025
Q4 		$25.7M Sell
130,400
-198,100
-60% -$41.9M 0.04% 497
2025
Q3 		$70.5M Buy
328,500
+273,900
+502% +$55.9M 0.09% 247
2025
Q2 		$10.7M Buy
+54,600
New +$7.93M 0.01% 1024
2024
Q4 		– Sell
-171,900
Closed -$13.9M – 3789
2024
Q3 		$13.9M Buy
171,900
+81,800
+91% +$6.58M 0.02% 873
2024
Q2 		$7.46M Buy
+90,100
New +$7.27M 0.01% 1084
2023
Q1 		– Sell
-131,400
Closed -$5.94M – 4261
2022
Q4 		$5.94M Buy
131,400
+127,000
+2,886% +$6.28M 0.01% 1408
2022
Q3 		$243K Sell
4,400
-820,600
-99% -$48.7M ﹤0.01% 3299
2022
Q2 		$36.1M Sell
825,000
-514,500
-38% -$37.1M 0.04% 464
2022
Q1 		$160M Buy
1,339,500
+513,800
+62% +$53.6M 0.19% 103
2021
Q4 		$109M Buy
825,700
+599,000
+264% +$100M 0.14% 164
2021
Q3 		$25.5M Buy
+226,700
New +$27.1M 0.03% 562
2021
Q2 		– Sell
-299,500
Closed -$21M – 3676
2021
Q1 		$21M Sell
299,500
-315,500
-51% -$24.3M 0.03% 742
2020
Q4 		$46.7M Buy
+615,000
New +$40.3M 0.05% 372
2020
Q3 		– Sell
-514,100
Closed -$18.5M – 3577
2020
Q2 		$18.5M Sell
514,100
-282,400
-35% -$7.89M 0.02% 862
2020
Q1 		$18.7M Buy
+796,500
New +$15.5M 0.02% 808

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 $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jim Simons's NET Position: Q1 2026 in Review

Jim Simons sold out of Cloudflare (NET) in Q1 2026, closing a stake of 130,400 shares — an estimated $25.7M sold.

Jim Simons first reported a position in NET in Q1 2020 and held it in 15 quarters. The position peaked at $160M in Q1 2022. 1,135 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Jim Simons reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 130,400 Cloudflare shares in Q1 2026, an estimated $25.7M.
  • Jim Simons first reported a position in Cloudflare in Q1 2020 and held it in 15 quarters.
  • Jim Simons's Cloudflare position peaked at $160M in Q1 2022.
  • 1,135 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.