Polar Asset Management Partners’s Cloudflare NET Stock Holding History

Polar Asset Management Partners’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
2023 Q1	–	Sell	-260,000	Closed	-$11.8M	–	1118
2022 Q4	$11.8M	Buy	+260,000	New	+$12.9M	0.14%	190
2022 Q3	–	Sell	-110,300	Closed	-$4.83M	–	1461
2022 Q2	$4.83M	Buy	110,300 +37,800	+52%	+$2.72M	0.06%	498
2022 Q1	$8.68M	Buy	+72,500	New	+$7.56M	0.09%	279

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 $6.73T AUM 46.02% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Polar Asset Management Partners's NET Position: Q4 2025 in Review

Polar Asset Management Partners sold out of Cloudflare (NET) in Q4 2025, closing a stake of 6,057 shares — an estimated $1.3M sold.

Polar Asset Management Partners first reported a position in NET in Q4 2021 and held it in 2 quarters. The position peaked at $3.05M in Q4 2021. 1,091 funds tracked by Wall St. Rank hold NET as of Q4 2025.

Polar Asset Management Partners reported no remaining Cloudflare position as of Q4 2025 after selling out during the quarter.
Polar Asset Management Partners sold 6,057 Cloudflare shares in Q4 2025, an estimated $1.3M.
Polar Asset Management Partners first reported a position in Cloudflare in Q4 2021 and held it in 2 quarters.
Polar Asset Management Partners's Cloudflare position peaked at $3.05M in Q4 2021.
1,091 funds tracked by Wall St. Rank held Cloudflare as of Q4 2025.

Based on Polar Asset Management Partners's 13F filing for Q4 2025, filed 17 Feb 2026.