Ken Griffin
NET icon

Ken Griffin’s Cloudflare NET Stock Holding History

Ken Griffin’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 		$202M Sell
978,900
-189,600
-16% -$36.2M 0.03% 449
2025
Q4 		$230M Sell
1,168,500
-27,500
-2% -$5.82M 0.03% 430
2025
Q3 		$257M Sell
1,196,000
-14,600
-1% -$2.98M 0.04% 379
2025
Q2 		$237M Sell
1,210,600
-55,200
-4% -$8.01M 0.04% 351
2025
Q1 		$143M Buy
1,265,800
+74,700
+6% +$9.9M 0.03% 504
2024
Q4 		$128M Sell
1,191,100
-275,500
-19% -$26.9M 0.02% 602
2024
Q3 		$119M Sell
1,466,600
-159,500
-10% -$12.8M 0.02% 603
2024
Q2 		$135M Buy
1,626,100
+363,100
+29% +$29.3M 0.03% 518
2024
Q1 		$122M Sell
1,263,000
-264,300
-17% -$23.9M 0.02% 589
2023
Q4 		$127M Sell
1,527,300
-675,600
-31% -$47.3M 0.03% 555
2023
Q3 		$139M Buy
2,202,900
+243,900
+12% +$15.6M 0.03% 467
2023
Q2 		$128M Buy
1,959,000
+959,600
+96% +$57.3M 0.03% 487
2023
Q1 		$61.6M Sell
999,400
-298,400
-23% -$16.3M 0.01% 920
2022
Q4 		$58.7M Buy
1,297,800
+212,800
+20% +$10.5M 0.01% 1000
2022
Q3 		$60M Buy
1,085,000
+41,600
+4% +$2.47M 0.01% 924
2022
Q2 		$45.6M Sell
1,043,400
-516,800
-33% -$37.2M 0.01% 1090
2022
Q1 		$187M Buy
1,560,200
+187,800
+14% +$19.6M 0.04% 375
2021
Q4 		$180M Buy
1,372,400
+225,400
+20% +$37.8M 0.04% 392
2021
Q3 		$129M Buy
1,147,000
+42,900
+4% +$5.13M 0.03% 536
2021
Q2 		$117M Buy
1,104,100
+349,600
+46% +$28.9M 0.03% 580
2021
Q1 		$53M Sell
754,500
-21,000
-3% -$1.62M 0.01% 1000
2020
Q4 		$58.9M Buy
775,500
+6,700
+0.9% +$439K 0.02% 837
2020
Q3 		$31.6M Buy
768,800
+522,500
+212% +$20M 0.01% 1175
2020
Q2 		$8.85M Buy
246,300
+182,900
+288% +$5.11M ﹤0.01% 2365
2020
Q1 		$1.49M Buy
63,400
+51,500
+433% +$1M ﹤0.01% 4637
2019
Q4 		$203K Buy
+11,900
New +$203K ﹤0.01% 8163

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
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 $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

Ken Griffin's NET Position: Q1 2026 in Review

Ken Griffin increased its Cloudflare (NET) stake by 444% in Q1 2026, buying an estimated $302M and bringing the position to 1,941,142 shares worth $401M. The position accounts for 0.06% of the portfolio, ranked #227.

Ken Griffin first reported a position in NET in Q3 2019 and has held it in 27 quarters since. 1,135 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Ken Griffin held 1,941,142 shares of Cloudflare worth $401M as of Q1 2026.
  • Ken Griffin bought 1,584,523 Cloudflare shares in Q1 2026, an estimated $302M.
  • Cloudflare made up 0.06% of Ken Griffin's portfolio in Q1 2026, its #227 holding.
  • Ken Griffin first reported a position in Cloudflare in Q3 2019 and has held it in 27 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.