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PDT Partners’s Cloudflare NET Stock Holding History

PDT Partners’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 		$5.53M Buy
26,792
+11,500
+75% +$2.19M 0.33% 100
2025
Q4 		$3.01M Sell
15,292
-600
-4% -$127K 0.2% 189
2025
Q3 		$3.41M Hold
15,892
– – 0.22% 164
2025
Q2 		$3.11M Buy
15,892
+13,300
+513% +$1.93M 0.18% 205
2025
Q1 		$292K Sell
2,592
-16,934
-87% -$2.24M 0.02% 614
2024
Q4 		$2.1M Sell
19,526
-30,343
-61% -$2.96M 0.19% 190
2024
Q3 		$4.03M Buy
49,869
+17,367
+53% +$1.4M 0.36% 56
2024
Q2 		$2.69M Sell
32,502
-10,698
-25% -$863K 0.25% 133
2024
Q1 		$4.18M Buy
43,200
+31,385
+266% +$2.84M 0.4% 56
2023
Q4 		$984K Buy
11,815
+15
+0.1% +$1.05K 0.11% 292
2023
Q3 		$744K Buy
+11,800
New +$755K 0.09% 353
2022
Q4 		– Sell
-15,900
Closed -$879K – 807
2022
Q3 		$879K Buy
+15,900
New +$944K 0.13% 256
2022
Q2 		– Sell
-27,400
Closed -$3.28M – 1088
2022
Q1 		$3.28M Sell
27,400
-7,900
-22% -$824K 0.28% 82
2021
Q4 		$4.64M Sell
35,300
-5,101
-13% -$855K 0.35% 67
2021
Q3 		$4.55M Buy
+40,401
New +$4.83M 0.33% 110

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

PDT Partners's NET Position: Q1 2026 in Review

PDT Partners increased its Cloudflare (NET) stake by 75% in Q1 2026, buying an estimated $2.19M and bringing the position to 26,792 shares worth $5.53M. The position accounts for 0.33% of the portfolio, ranked #100.

PDT Partners first reported a position in NET in Q3 2021 and has held it in 15 quarters since. 1,132 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • PDT Partners held 26,792 shares of Cloudflare worth $5.53M as of Q1 2026.
  • PDT Partners bought 11,500 Cloudflare shares in Q1 2026, an estimated $2.19M.
  • Cloudflare made up 0.33% of PDT Partners's portfolio in Q1 2026, its #100 holding.
  • PDT Partners first reported a position in Cloudflare in Q3 2021 and has held it in 15 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on PDT Partners's 13F filing for Q1 2026, filed 15 May 2026.