Point72 (DIFC)’s Cloudflare NET Stock Holding History

Point72 (DIFC)’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
2025 Q3	–	Sell	-3,700	Closed	-$725K	–	1646
2025 Q2	$725K	Buy	3,700 +400	+12%	+$58.1K	0.03%	480
2025 Q1	$372K	Buy	+3,300	New	+$437K	0.02%	717

Other funds holding NET

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Point72 (DIFC)'s NET Position: Q2 2025 in Review

Point72 (DIFC) sold out of Cloudflare (NET) in Q2 2025, closing a stake of 30,008 shares — an estimated $4.36M sold.

Point72 (DIFC) first reported a position in NET in Q1 2024 and held it in 2 quarters. The position peaked at $3.38M in Q1 2025. 947 funds tracked by Wall St. Rank hold NET as of Q2 2025.

Point72 (DIFC) reported no remaining Cloudflare position as of Q2 2025 after selling out during the quarter.
Point72 (DIFC) sold 30,008 Cloudflare shares in Q2 2025, an estimated $4.36M.
Point72 (DIFC) first reported a position in Cloudflare in Q1 2024 and held it in 2 quarters.
Point72 (DIFC)'s Cloudflare position peaked at $3.38M in Q1 2025.
947 funds tracked by Wall St. Rank held Cloudflare as of Q2 2025.

Based on Point72 (DIFC)'s 13F filing for Q2 2025, filed 14 Aug 2025.