Millennium Management
NET icon

Millennium Management’s Cloudflare NET Stock Holding History

Millennium Management’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 		$46M Buy
223,047
+7,678
+4% +$1.46M 0.02% 878
2025
Q4 		$42.5M Buy
215,369
+180,102
+511% +$38.1M 0.02% 921
2025
Q3 		$7.57M Buy
35,267
+7,229
+26% +$1.48M ﹤0.01% 2688
2025
Q2 		$5.49M Sell
28,038
-307,904
-92% -$44.7M ﹤0.01% 2889
2025
Q1 		$37.9M Buy
335,942
+218,530
+186% +$29M 0.02% 967
2024
Q4 		$12.6M Sell
117,412
-179,058
-60% -$17.5M 0.01% 1958
2024
Q3 		$24M Buy
296,470
+116,762
+65% +$9.39M 0.01% 1382
2024
Q2 		$14.9M Buy
179,708
+105,346
+142% +$8.5M 0.01% 1744
2024
Q1 		$7.2M Buy
74,362
+51,614
+227% +$4.67M ﹤0.01% 2500
2023
Q4 		$1.89M Sell
22,748
-103,459
-82% -$7.24M ﹤0.01% 3657
2023
Q3 		$7.96M Buy
126,207
+117,759
+1,394% +$7.54M ﹤0.01% 2270
2023
Q2 		$552K Buy
+8,448
New +$504K ﹤0.01% 4472
2023
Q1 		– Sell
-695,732
Closed -$38M – 6683
2022
Q4 		$31.5M Buy
695,732
+90,057
+15% +$4.45M 0.02% 1089
2022
Q3 		$33.5M Buy
605,675
+58,837
+11% +$3.49M 0.02% 940
2022
Q2 		$23.9M Buy
546,838
+39,657
+8% +$2.86M 0.01% 1143
2022
Q1 		$60.7M Sell
507,181
-77,588
-13% -$8.09M 0.03% 580
2021
Q4 		$76.9M Buy
584,769
+566,630
+3,124% +$94.9M 0.04% 479
2021
Q3 		$2.04M Buy
+18,139
New +$2.17M ﹤0.01% 3886
2021
Q2 		– Sell
-359,999
Closed -$25.3M – 6893
2021
Q1 		$25.3M Sell
359,999
-413,116
-53% -$31.8M 0.02% 914
2020
Q4 		$58.7M Buy
773,115
+489,550
+173% +$32.1M 0.04% 378
2020
Q3 		$11.6K Sell
283,565
-291,924
-51% -$11.2M 0.01% 1140
2020
Q2 		$20.7M Buy
575,489
+383,489
+200% +$10.7M 0.03% 713
2020
Q1 		$4.51M Buy
192,000
+174,042
+969% +$3.39M 0.01% 1406
2019
Q4 		$306K Sell
17,958
-50,587
-74% -$861K ﹤0.01% 3658
2019
Q3 		$1.27M Buy
+68,545
New +$1.33M ﹤0.01% 2710

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

Millennium Management's NET Position: Q1 2026 in Review

Millennium Management increased its Cloudflare (NET) stake by 3.6% in Q1 2026, buying an estimated $1.46M and bringing the position to 223,047 shares worth $46M. The position accounts for 0.02% of the portfolio, ranked #878.

Millennium Management first reported a position in NET in Q3 2019 and has held it in 25 quarters since. The position peaked at $76.9M in Q4 2021. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Millennium Management held 223,047 shares of Cloudflare worth $46M as of Q1 2026.
  • Millennium Management bought 7,678 Cloudflare shares in Q1 2026, an estimated $1.46M.
  • Cloudflare made up 0.02% of Millennium Management's portfolio in Q1 2026, its #878 holding.
  • Millennium Management first reported a position in Cloudflare in Q3 2019 and has held it in 25 quarters since.
  • Millennium Management's Cloudflare position peaked at $76.9M in Q4 2021.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.