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 		$8.58M Buy
41,600
+14,300
+52% +$2.73M ﹤0.01% 2324
2025
Q4 		$5.38M Sell
27,300
-18,700
-41% -$3.96M ﹤0.01% 2927
2025
Q3 		$9.87M Sell
46,000
-21,000
-31% -$4.29M ﹤0.01% 2398
2025
Q2 		$13.1M Buy
67,000
+45,500
+212% +$6.61M 0.01% 1982
2025
Q1 		$2.42M Sell
21,500
-47,300
-69% -$6.27M ﹤0.01% 3601
2024
Q4 		$7.41M Buy
68,800
+59,700
+656% +$5.83M ﹤0.01% 2451
2024
Q3 		$736K Sell
9,100
-23,000
-72% -$1.85M ﹤0.01% 4518
2024
Q2 		$2.66M Buy
32,100
+10,100
+46% +$815K ﹤0.01% 3283
2024
Q1 		$2.13M Buy
22,000
+7,000
+47% +$634K ﹤0.01% 3678
2023
Q4 		$1.25M Buy
15,000
+6,700
+81% +$469K ﹤0.01% 3975
2023
Q3 		$523K Sell
8,300
-10,800
-57% -$691K ﹤0.01% 4629
2023
Q2 		$1.25M Buy
19,100
+14,300
+298% +$853K ﹤0.01% 3861
2023
Q1 		$296K Sell
4,800
-4,000
-45% -$219K ﹤0.01% 4910
2022
Q4 		$398K Buy
+8,800
New +$435K ﹤0.01% 4913
2022
Q2 		– Sell
-21,100
Closed -$2.53M – 7313
2022
Q1 		$2.53M Buy
+21,100
New +$2.2M ﹤0.01% 3642
2020
Q4 		– Sell
-16,000
Closed -$657 – 5459
2020
Q3 		$657 Buy
+16,000
New +$613K ﹤0.01% 3428

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.