Point72 Asset Management

Point72 Asset Management’s Cloudflare NET Stock Holding History

Point72 Asset Management’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	$88.5M	Buy	+428,984	New	+$81.8M	0.15%	196
2025 Q4	–	Hold	0	–	–	–	4292
2025 Q3	–	Hold	0	–	–	–	2692
2025 Q2	–	Sell	-281,483	Closed	-$40.9M	–	2604
2025 Q1	$31.7M	Sell	281,483 -1,125,571	-80%	-$149M	0.09%	318
2024 Q4	$152M	Buy	+1,407,054	New	+$137M	0.41%	54
2024 Q3	–	Hold	0	–	–	–	2337
2024 Q2	–	Hold	0	–	–	–	2353
2024 Q1	–	Hold	0	–	–	–	2588
2023 Q4	–	Hold	0	–	–	–	2667
2023 Q2	–	Sell	-10,250	Closed	-$632K	–	2638
2023 Q1	$632K	Buy	+10,250	New	+$560K	﹤0.01%	1187
2022 Q4	–	Sell	-300	Closed	-$14.8K	–	1778
2022 Q3	$17K	Buy	+300	New	+$17.8K	﹤0.01%	1332
2022 Q2	–	Hold	0	–	–	–	1620
2021 Q1	–	Sell	-265,500	Closed	-$20.2M	–	1126
2020 Q4	$20.2M	Buy	265,500 +20,212	+8%	+$1.33M	0.11%	281
2020 Q3	$10.1M	Buy	+245,288	New	+$9.39M	0.06%	404
2019 Q4	–	Sell	-75,000	Closed	-$1.39M	–	1161
2019 Q3	$1.39M	Buy	+75,000	New	+$1.45M	0.01%	641

Other funds holding NET

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 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