Parallax Volatility Advisers
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Parallax Volatility Advisers’s Cloudflare NET Stock Holding History

Parallax Volatility Advisers’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 		$8.27M Sell
40,100
-231,200
-85% -$44.1M 0.02% 455
2025
Q4 		$53.5M Buy
271,300
+161,100
+146% +$34.1M 0.11% 147
2025
Q3 		$23.6M Sell
110,200
-2,100
-2% -$429K 0.04% 264
2025
Q2 		$22M Sell
112,300
-52,000
-32% -$7.55M 0.05% 253
2025
Q1 		$18.5M Sell
164,300
-65,400
-28% -$8.67M 0.05% 288
2024
Q4 		$24.7M Sell
229,700
-183,000
-44% -$17.9M 0.05% 309
2024
Q3 		$33.4M Buy
412,700
+170,900
+71% +$13.7M 0.06% 226
2024
Q2 		$20M Buy
241,800
+56,000
+30% +$4.52M 0.04% 302
2024
Q1 		$18M Sell
185,800
-205,200
-52% -$18.6M 0.04% 346
2023
Q4 		$32.6M Buy
391,000
+262,800
+205% +$18.4M 0.07% 269
2023
Q3 		$8.08M Sell
128,200
-23,000
-15% -$1.47M 0.02% 596
2023
Q2 		$9.88M Sell
151,200
-554,000
-79% -$33.1M 0.02% 536
2023
Q1 		$43.5M Sell
705,200
-3,046,800
-81% -$167M 0.09% 218
2022
Q4 		$170M Buy
3,752,000
+2,630,000
+234% +$130M 0.26% 54
2022
Q3 		$62.1M Buy
1,122,000
+703,500
+168% +$41.8M 0.1% 221
2022
Q2 		$18.3M Buy
418,500
+226,400
+118% +$16.3M 0.02% 509
2022
Q1 		$23M Buy
+192,100
New +$20M 0.01% 459
2020
Q4 		– Sell
-300,100
Closed -$12.3M – 3074
2020
Q3 		$12.3M Buy
300,100
+166,500
+125% +$6.37M 0.01% 906
2020
Q2 		$4.81M Buy
+133,600
New +$3.73M 0.01% 1094

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

Parallax Volatility Advisers's NET Position: Q1 2026 in Review

Parallax Volatility Advisers reduced its Cloudflare (NET) stake by 82% in Q1 2026, selling an estimated $39.5M and leaving 45,349 shares worth $9.36M. The position accounts for 0.02% of the portfolio, ranked #431.

Parallax Volatility Advisers first reported a position in NET in Q1 2020 and has held it in 18 quarters since. The position peaked at $79.1M in Q3 2025. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Parallax Volatility Advisers held 45,349 shares of Cloudflare worth $9.36M as of Q1 2026.
  • Parallax Volatility Advisers sold 207,048 Cloudflare shares in Q1 2026, an estimated $39.5M.
  • Cloudflare made up 0.02% of Parallax Volatility Advisers's portfolio in Q1 2026, its #431 holding.
  • Parallax Volatility Advisers first reported a position in Cloudflare in Q1 2020 and has held it in 18 quarters since.
  • Parallax Volatility Advisers's Cloudflare position peaked at $79.1M in Q3 2025.
  • 1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Parallax Volatility Advisers's 13F filing for Q1 2026, filed 15 May 2026.