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	$8.81M	Sell	42,700 -146,000	-77%	-$27.8M	0.01%	1336
2025 Q4	$37.2M	Buy	188,700 +166,000	+731%	+$35.1M	0.04%	548
2025 Q3	$4.87M	Sell	22,700 -1,700	-7%	-$347K	0.01%	1079
2025 Q2	$4.78M	Sell	24,400 -6,700	-22%	-$973K	0.01%	989
2025 Q1	$3.5M	Sell	31,100 -57,800	-65%	-$7.66M	0.01%	1061
2024 Q4	$9.57M	Buy	88,900 +39,100	+79%	+$3.82M	0.02%	709
2024 Q3	$4.03M	Buy	49,800 +2,600	+6%	+$209K	0.01%	945
2024 Q2	$3.91M	Buy	47,200 +30,600	+184%	+$2.47M	0.01%	912
2024 Q1	$1.61M	Hold	16,600	–	–	﹤0.01%	1335
2023 Q4	$1.38M	Buy	+16,600	New	+$1.16M	﹤0.01%	1310
2023 Q2	–	Sell	-60,000	Closed	-$3.7M	–	2568
2023 Q1	$3.7M	Sell	60,000 -30,000	-33%	-$1.64M	0.01%	849
2022 Q4	$4.07M	Buy	90,000 +60,000	+200%	+$2.97M	0.01%	805
2022 Q3	$1.66M	Hold	30,000	–	–	0.01%	964
2022 Q2	$1.31M	Buy	+30,000	New	+$2.16M	0.01%	1020

Other funds holding NET

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Asset Management's NET Position: Q1 2026 in Review

Point72 Asset Management opened a new position in Cloudflare (NET) in Q1 2026: 428,984 shares worth $88.5M. The stake represents 0.11% of the portfolio and ranks #196 among its holdings. This is a return to the name: Point72 Asset Management previously reported a position in NET as recently as Q1 2025.

Point72 Asset Management first reported a position in NET in Q3 2019 and has held it in 8 quarters since. The position peaked at $152M in Q4 2024. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Point72 Asset Management held 428,984 shares of Cloudflare worth $88.5M as of Q1 2026.
Cloudflare was a new Point72 Asset Management position in Q1 2026.
Cloudflare made up 0.11% of Point72 Asset Management's portfolio in Q1 2026, its #196 holding.
Point72 Asset Management first reported a position in Cloudflare in Q3 2019 and has held it in 8 quarters since.
Point72 Asset Management's Cloudflare position peaked at $152M in Q4 2024.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.