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 		$30.4M Sell
147,100
-95,600
-39% -$18.2M 0.08% 185
2025
Q4 		$47.8M Sell
242,700
-3,100
-1% -$656K 0.09% 164
2025
Q3 		$52.7M Buy
245,800
+171,900
+233% +$35.1M 0.08% 135
2025
Q2 		$14.5M Sell
73,900
-26,500
-26% -$3.85M 0.03% 339
2025
Q1 		$11.3M Sell
100,400
-103,900
-51% -$13.8M 0.03% 427
2024
Q4 		$22M Buy
204,300
+91,500
+81% +$8.94M 0.04% 328
2024
Q3 		$9.12M Sell
112,800
-42,700
-27% -$3.43M 0.02% 581
2024
Q2 		$12.9M Buy
155,500
+24,900
+19% +$2.01M 0.03% 403
2024
Q1 		$12.6M Buy
130,600
+52,700
+68% +$4.77M 0.03% 441
2023
Q4 		$6.49M Buy
77,900
+23,300
+43% +$1.63M 0.01% 746
2023
Q3 		$3.44M Sell
54,600
-104,500
-66% -$6.69M 0.01% 902
2023
Q2 		$10.4M Sell
159,100
-655,100
-80% -$39.1M 0.02% 521
2023
Q1 		$50.2M Sell
814,200
-2,958,400
-78% -$162M 0.1% 189
2022
Q4 		$171M Buy
3,772,600
+2,585,700
+218% +$128M 0.26% 52
2022
Q3 		$65.6M Buy
1,186,900
+826,200
+229% +$49.1M 0.1% 204
2022
Q2 		$15.8M Buy
360,700
+163,400
+83% +$11.8M 0.02% 563
2022
Q1 		$23.6M Buy
+197,300
New +$20.6M 0.01% 454
2020
Q4 		– Sell
-185,300
Closed -$7.6M – 3076
2020
Q3 		$7.6M Buy
185,300
+155,900
+530% +$5.97M 0.01% 1129
2020
Q2 		$1.06M Buy
+29,400
New +$821K ﹤0.01% 1719

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.