Renaissance Technologies
NET icon

Renaissance Technologies’s Cloudflare NET Stock Holding History

Renaissance Technologies’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
Q2 		$42M Buy
+171,400
New +$37.5M 0.06% 397
2026
Q1 		– Sell
-130,400
Closed -$25.7M – 3539
2025
Q4 		$25.7M Sell
130,400
-198,100
-60% -$41.9M 0.04% 497
2025
Q3 		$70.5M Buy
328,500
+273,900
+502% +$55.9M 0.09% 247
2025
Q2 		$10.7M Buy
+54,600
New +$7.93M 0.01% 1024
2024
Q4 		– Sell
-171,900
Closed -$13.9M – 3789
2024
Q3 		$13.9M Buy
171,900
+81,800
+91% +$6.58M 0.02% 873
2024
Q2 		$7.46M Buy
+90,100
New +$7.27M 0.01% 1084
2023
Q1 		– Sell
-131,400
Closed -$5.94M – 4261
2022
Q4 		$5.94M Buy
131,400
+127,000
+2,886% +$6.28M 0.01% 1408
2022
Q3 		$243K Sell
4,400
-820,600
-99% -$48.7M ﹤0.01% 3299
2022
Q2 		$36.1M Sell
825,000
-514,500
-38% -$37.1M 0.04% 464
2022
Q1 		$160M Buy
1,339,500
+513,800
+62% +$53.6M 0.19% 103
2021
Q4 		$109M Buy
825,700
+599,000
+264% +$100M 0.14% 164
2021
Q3 		$25.5M Buy
+226,700
New +$27.1M 0.03% 562
2021
Q2 		– Sell
-299,500
Closed -$21M – 3676
2021
Q1 		$21M Sell
299,500
-315,500
-51% -$24.3M 0.03% 742
2020
Q4 		$46.7M Buy
+615,000
New +$40.3M 0.05% 372
2020
Q3 		– Sell
-514,100
Closed -$18.5M – 3577
2020
Q2 		$18.5M Sell
514,100
-282,400
-35% -$7.89M 0.02% 862
2020
Q1 		$18.7M Buy
+796,500
New +$15.5M 0.02% 808

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies's NET Position: Q2 2026 in Review

Renaissance Technologies opened a new position in Cloudflare (NET) in Q2 2026: 171,400 shares worth $42M. The stake represents 0.06% of the portfolio and ranks #397 among its holdings. This is a return to the name: Renaissance Technologies previously reported a position in NET as recently as Q4 2025.

Renaissance Technologies first reported a position in NET in Q1 2020 and has held it in 16 quarters since. The position peaked at $160M in Q1 2022. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Renaissance Technologies held 171,400 shares of Cloudflare worth $42M as of Q2 2026.
  • Cloudflare was a new Renaissance Technologies position in Q2 2026.
  • Cloudflare made up 0.06% of Renaissance Technologies's portfolio in Q2 2026, its #397 holding.
  • Renaissance Technologies first reported a position in Cloudflare in Q1 2020 and has held it in 16 quarters since.
  • Renaissance Technologies's Cloudflare position peaked at $160M in Q1 2022.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.