PTJ
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Paul Tudor Jones’s Cloudflare NET Stock Holding History

Paul Tudor Jones’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
Q2 		$22.3M Buy
+91,048
New +$19.9M 0.03% 443
2026
Q1 		– Sell
-114,116
Closed -$21.8M – 4070
2025
Q4 		$22.5M Buy
+114,116
New +$24.1M 0.04% 376
2025
Q2 		– Sell
-91,525
Closed -$13.3M – 3593
2025
Q1 		$10.3M Buy
+91,525
New +$12.1M 0.03% 447
2024
Q1 		– Sell
-96,072
Closed -$8.7M – 2597
2023
Q4 		$8M Sell
96,072
-11,013
-10% -$770K 0.06% 425
2023
Q3 		$6.75M Buy
107,085
+70,561
+193% +$4.52M 0.07% 374
2023
Q2 		$2.39M Sell
36,524
-27,368
-43% -$1.63M 0.03% 803
2023
Q1 		$3.94M Buy
63,892
+29,256
+84% +$1.6M 0.06% 473
2022
Q4 		$1.57M Sell
34,636
-11,864
-26% -$587K 0.03% 788
2022
Q3 		$2.57M Sell
46,500
-5,532
-11% -$329K 0.06% 431
2022
Q2 		$2.28M Sell
52,032
-7,971
-13% -$574K 0.06% 453
2022
Q1 		$7.18M Sell
60,003
-76,171
-56% -$7.94M 0.17% 120
2021
Q4 		$17.9M Buy
136,174
+42,110
+45% +$7.06M 0.3% 37
2021
Q3 		$10.6M Buy
94,064
+30,113
+47% +$3.6M 0.17% 88
2021
Q2 		$6.77M Buy
63,951
+8,872
+16% +$734K 0.13% 139
2021
Q1 		$3.87M Sell
55,079
-72,134
-57% -$5.56M 0.08% 255
2020
Q4 		$9.67M Buy
127,213
+45,970
+57% +$3.01M 0.27% 45
2020
Q3 		$3.34M Buy
81,243
+22,720
+39% +$870K 0.15% 144
2020
Q2 		$2.1M Sell
58,523
-48,481
-45% -$1.35M 0.1% 235
2020
Q1 		$2.51M Buy
107,004
+28,848
+37% +$561K 0.23% 63
2019
Q4 		$1.33M Sell
78,156
-128,142
-62% -$2.18M 0.06% 424
2019
Q3 		$3.83M Buy
+206,298
New +$3.99M 0.13% 164

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Paul Tudor Jones's NET Position: Q2 2026 in Review

Paul Tudor Jones opened a new position in Cloudflare (NET) in Q2 2026: 91,048 shares worth $22.3M. The stake represents 0.03% of the portfolio and ranks #443 among its holdings. This is a return to the name: Paul Tudor Jones previously reported a position in NET as recently as Q4 2025.

Paul Tudor Jones first reported a position in NET in Q3 2019 and has held it in 21 quarters since. The position peaked at $22.5M in Q4 2025. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Paul Tudor Jones held 91,048 shares of Cloudflare worth $22.3M as of Q2 2026.
  • Cloudflare was a new Paul Tudor Jones position in Q2 2026.
  • Cloudflare made up 0.03% of Paul Tudor Jones's portfolio in Q2 2026, its #443 holding.
  • Paul Tudor Jones first reported a position in Cloudflare in Q3 2019 and has held it in 21 quarters since.
  • Paul Tudor Jones's Cloudflare position peaked at $22.5M in Q4 2025.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Tudor Investment Corp's 13F filing for Q2 2026, filed 14 Aug 2026.