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 		$29.7M Buy
144,100
+25,400
+21% +$4.84M 0.02% 329
2025
Q4 		$23.4M Sell
118,700
-78,700
-40% -$16.6M 0.01% 503
2025
Q3 		$42.4M Sell
197,400
-90,500
-31% -$18.5M 0.02% 394
2025
Q2 		$56.4M Buy
287,900
+43,800
+18% +$6.36M 0.03% 266
2025
Q1 		$27.5M Sell
244,100
-72,800
-23% -$9.65M 0.02% 420
2024
Q4 		$34.1M Sell
316,900
-17,700
-5% -$1.73M 0.02% 420
2024
Q3 		$27.1M Buy
334,600
+7,800
+2% +$627K 0.02% 519
2024
Q2 		$27.1M Sell
326,800
-600,400
-65% -$48.4M 0.02% 497
2024
Q1 		$89.8M Buy
927,200
+499,500
+117% +$45.2M 0.05% 195
2023
Q4 		$35.6M Buy
427,700
+16,800
+4% +$1.18M 0.02% 467
2023
Q3 		$25.9M Sell
410,900
-252,200
-38% -$16.1M 0.02% 475
2023
Q2 		$43.3M Buy
663,100
+115,300
+21% +$6.88M 0.04% 309
2023
Q1 		$33.8M Buy
547,800
+217,200
+66% +$11.9M 0.03% 388
2022
Q4 		$14.9M Sell
330,600
-14,800
-4% -$732K 0.02% 676
2022
Q3 		$19.1M Sell
345,400
-95,000
-22% -$5.64M 0.02% 528
2022
Q2 		$19.3M Buy
440,400
+39,300
+10% +$2.83M 0.02% 513
2022
Q1 		$48M Sell
401,100
-78,800
-16% -$8.22M 0.04% 295
2021
Q4 		$63.1M Buy
479,900
+193,600
+68% +$32.4M 0.06% 234
2021
Q3 		$29.9M Sell
286,300
-1,600
-0.6% -$191K 0.03% 346
2021
Q2 		$30.5M Buy
287,900
+284,752
+9,045% +$23.6M 0.03% 329
2021
Q1 		$22.1M Buy
+3,148
New +$243K 0.04% 259
2020
Q3 		– Sell
-3,324
Closed -$11.9M – 8238
2020
Q2 		$11.9M Buy
3,324
+612
+23% +$17.1K 0.02% 451
2020
Q1 		$6.37M Buy
2,712
+1,628
+150% +$31.7K 0.01% 578
2019
Q4 		$1.85M Buy
1,084
+317
+41% +$5.4K ﹤0.01% 1549
2019
Q3 		$1.42M Buy
+767
New +$14.8K ﹤0.01% 1620

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.