Point72 Hong Kong’s Cloudflare NET Stock Holding History

Point72 Hong Kong’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 Q2	–	Sell	-66,065	Closed	-$7.44M	–	625
2025 Q1	$7.44M	Buy	+66,065	New	+$8.76M	0.47%	52
2024 Q2	–	Sell	-487	Closed	-$47.2K	–	637
2024 Q1	$47.2K	Sell	487 -26,950	-98%	-$2.44M	﹤0.01%	462
2023 Q4	$2.28M	Buy	+27,437	New	+$1.92M	0.14%	194
2022 Q4	–	Sell	-92,084	Closed	-$5.09M	–	1136
2022 Q3	$5.09M	Buy	+92,084	New	+$5.47M	0.18%	141
2022 Q1	–	Sell	-14,018	Closed	-$1.84M	–	2172
2021 Q4	$1.84M	Sell	14,018 -3,706	-21%	-$621K	0.06%	361
2021 Q3	$2M	Buy	+17,724	New	+$2.12M	0.06%	464
2020 Q4	–	Sell	-100,000	Closed	-$4.11M	–	1944
2020 Q3	$4.11M	Buy	+100,000	New	+$3.83M	0.44%	51
2019 Q4	–	Sell	-28,343	Closed	-$526K	–	1356
2019 Q3	$526K	Buy	+28,343	New	+$548K	0.15%	86

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Point72 Hong Kong's NET Position: Q2 2025 in Review

Point72 Hong Kong sold out of Cloudflare (NET) in Q2 2025, closing a stake of 66,065 shares — an estimated $7.44M sold.

Point72 Hong Kong first reported a position in NET in Q3 2019 and held it in 8 quarters. The position peaked at $7.44M in Q1 2025. 947 funds tracked by Wall St. Rank hold NET as of Q2 2025.

Point72 Hong Kong reported no remaining Cloudflare position as of Q2 2025 after selling out during the quarter.
Point72 Hong Kong sold 66,065 Cloudflare shares in Q2 2025, an estimated $7.44M.
Point72 Hong Kong first reported a position in Cloudflare in Q3 2019 and held it in 8 quarters.
Point72 Hong Kong's Cloudflare position peaked at $7.44M in Q1 2025.
947 funds tracked by Wall St. Rank held Cloudflare as of Q2 2025.

Based on Point72 Hong Kong's 13F filing for Q2 2025, filed 14 Aug 2025.