Point72 Asset Management
NET icon

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 		$5.51M Sell
26,700
-102,400
-79% -$19.5M 0.01% 1638
2025
Q4 		$25.5M Buy
129,100
+122,900
+1,982% +$26M 0.03% 749
2025
Q3 		$1.33M Sell
6,200
-56,600
-90% -$11.6M ﹤0.01% 1601
2025
Q2 		$12.3M Sell
62,800
-2,800
-4% -$407K 0.02% 656
2025
Q1 		$7.39M Sell
65,600
-47,200
-42% -$6.26M 0.02% 788
2024
Q4 		$12.1M Buy
112,800
+49,100
+77% +$4.8M 0.03% 629
2024
Q3 		$5.15M Buy
63,700
+17,100
+37% +$1.37M 0.01% 875
2024
Q2 		$3.86M Buy
46,600
+29,700
+176% +$2.4M 0.01% 918
2024
Q1 		$1.64M Hold
16,900
– – ﹤0.01% 1330
2023
Q4 		$1.41M Buy
+16,900
New +$1.18M ﹤0.01% 1304

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

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.