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 		$50.2M Buy
204,600
+183,100
+852% +$40.1M 0.07% 204
2026
Q1 		$4.44M Sell
21,500
-38,200
-64% -$7.28M 0.01% 1241
2025
Q4 		$11.8M Sell
59,700
-67,000
-53% -$14.2M 0.02% 644
2025
Q3 		$27.2M Sell
126,700
-10,700
-8% -$2.18M 0.05% 326
2025
Q2 		$26.9M Buy
137,400
+76,400
+125% +$11.1M 0.06% 258
2025
Q1 		$6.87M Buy
+61,000
New +$8.09M 0.02% 643
2024
Q4 		– Sell
-22,100
Closed -$1.79M – 3351
2024
Q3 		$1.79M Buy
22,100
+2,300
+12% +$185K 0.01% 1267
2024
Q2 		$1.64M Sell
19,800
-98,200
-83% -$7.92M 0.01% 1184
2024
Q1 		$11.4M Buy
118,000
+88,700
+303% +$8.03M 0.07% 308
2023
Q4 		$2.44M Buy
29,300
+25,400
+651% +$1.78M 0.02% 996
2023
Q3 		$246K Sell
3,900
-13,000
-77% -$832K ﹤0.01% 2011
2023
Q2 		$1.1M Buy
+16,900
New +$1.01M 0.01% 1255
2022
Q4 		– Sell
-5,000
Closed -$277K – 2707
2022
Q3 		$277K Sell
5,000
-1,000
-17% -$59.4K 0.01% 1842
2022
Q2 		$263K Buy
+6,000
New +$432K 0.01% 1651
2022
Q1 		– Sell
-3,700
Closed -$484K – 2447
2021
Q4 		$484K Buy
3,700
+1,200
+48% +$201K 0.01% 1491
2021
Q3 		$282K Buy
+2,500
New +$299K ﹤0.01% 2087

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.