Simplex Trading
NET icon

Simplex Trading’s Cloudflare NET Stock Holding History

Simplex Trading’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 		$39.9M Buy
193,500
+45,400
+31% +$8.66M 0.03% 267
2025
Q4 		$29.2M Sell
148,100
-21,400
-13% -$4.53M 0.02% 426
2025
Q3 		$36.4M Sell
169,500
-29,100
-15% -$5.94M 0.02% 439
2025
Q2 		$38.9M Sell
198,600
-133,700
-40% -$19.4M 0.02% 346
2025
Q1 		$37.4M Buy
332,300
+8,000
+2% +$1.06M 0.02% 333
2024
Q4 		$34.9M Buy
324,300
+8,700
+3% +$850K 0.02% 412
2024
Q3 		$25.5M Sell
315,600
-218,500
-41% -$17.6M 0.02% 543
2024
Q2 		$44.2M Sell
534,100
-134,900
-20% -$10.9M 0.03% 333
2024
Q1 		$64.8M Buy
669,000
+9,800
+1% +$887K 0.04% 276
2023
Q4 		$54.9M Buy
659,200
+56,500
+9% +$3.95M 0.04% 316
2023
Q3 		$38M Buy
602,700
+51,100
+9% +$3.27M 0.03% 356
2023
Q2 		$36.1M Buy
551,600
+63,600
+13% +$3.8M 0.03% 348
2023
Q1 		$30.1M Sell
488,000
-127,500
-21% -$6.97M 0.03% 429
2022
Q4 		$27.8M Buy
615,500
+167,800
+37% +$8.3M 0.03% 445
2022
Q3 		$24.8M Buy
447,700
+26,700
+6% +$1.59M 0.03% 441
2022
Q2 		$18.4M Buy
421,000
+97,700
+30% +$7.04M 0.02% 537
2022
Q1 		$38.7M Sell
323,300
-6,000
-2% -$626K 0.04% 347
2021
Q4 		$43.3M Buy
329,300
+146,100
+80% +$24.5M 0.04% 306
2021
Q3 		$19.1M Buy
183,200
+2,900
+2% +$346K 0.02% 474
2021
Q2 		$19.1M Buy
180,300
+176,895
+5,195% +$14.6M 0.02% 461
2021
Q1 		$23.9M Buy
+3,405
New +$262K 0.04% 249
2020
Q3 		– Sell
-1,185
Closed -$4.26M – 8236
2020
Q2 		$4.26M Buy
1,185
+682
+136% +$19.1K 0.01% 950
2020
Q1 		$1.18M Buy
503
+327
+186% +$6.36K ﹤0.01% 1730
2019
Q4 		$300K Buy
176
+85
+93% +$1.45K ﹤0.01% 3288
2019
Q3 		$168K Buy
+91
New +$1.76K ﹤0.01% 3749

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

Simplex Trading's NET Position: Q1 2026 in Review

Simplex Trading sold out of Cloudflare (NET) in Q1 2026, closing a stake of 37,976 shares — an estimated $7.24M sold.

Simplex Trading first reported a position in NET in Q3 2019 and held it in 14 quarters. The position peaked at $7.49M in Q2 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Simplex Trading reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 37,976 Cloudflare shares in Q1 2026, an estimated $7.24M.
  • Simplex Trading first reported a position in Cloudflare in Q3 2019 and held it in 14 quarters.
  • Simplex Trading's Cloudflare position peaked at $7.49M in Q2 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.