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 		$23.1M Buy
111,800
+37,200
+50% +$7.09M 0.01% 1435
2025
Q4 		$14.7M Buy
74,600
+600
+0.8% +$127K 0.01% 1872
2025
Q3 		$15.9M Sell
74,000
-117,100
-61% -$23.9M 0.01% 1922
2025
Q2 		$37.4M Buy
191,100
+120,100
+169% +$17.4M 0.02% 1014
2025
Q1 		$8M Sell
71,000
-46,500
-40% -$6.16M ﹤0.01% 2410
2024
Q4 		$12.7M Buy
117,500
+16,900
+17% +$1.65M 0.01% 1956
2024
Q3 		$8.14M Sell
100,600
-307,900
-75% -$24.8M ﹤0.01% 2386
2024
Q2 		$33.8M Buy
408,500
+395,500
+3,042% +$31.9M 0.02% 1062
2024
Q1 		$1.26M Buy
13,000
+3,500
+37% +$317K ﹤0.01% 4115
2023
Q4 		$791K Buy
9,500
+5,700
+150% +$399K ﹤0.01% 4328
2023
Q3 		$240K Sell
3,800
-500
-12% -$32K ﹤0.01% 5030
2023
Q2 		$281K Sell
4,300
-500
-10% -$29.8K ﹤0.01% 4931
2023
Q1 		$296K Sell
4,800
-4,000
-45% -$219K ﹤0.01% 4909
2022
Q4 		$398K Buy
+8,800
New +$435K ﹤0.01% 4912
2020
Q4 		– Sell
-16,200
Closed -$665 – 5458
2020
Q3 		$665 Buy
+16,200
New +$620K ﹤0.01% 3422

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.