Squarepoint
NET icon

Squarepoint’s Cloudflare NET Stock Holding History

Squarepoint’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 		$157M Buy
638,961
+57,270
+10% +$12.5M 0.17% 98
2026
Q1 		$120M Sell
581,691
-944,887
-62% -$180M 0.14% 127
2025
Q4 		$301M Buy
1,526,578
+624,341
+69% +$132M 0.32% 46
2025
Q3 		$194M Buy
902,237
+622,791
+223% +$127M 0.19% 97
2025
Q2 		$54.7M Sell
279,446
-534,465
-66% -$77.6M 0.06% 371
2025
Q1 		$91.7M Sell
813,911
-227,489
-22% -$30.2M 0.11% 177
2024
Q4 		$112M Sell
1,041,400
-404,757
-28% -$39.5M 0.11% 160
2024
Q3 		$117M Buy
1,446,157
+406,158
+39% +$32.6M 0.18% 77
2024
Q2 		$86.1M Sell
1,039,999
-383,280
-27% -$30.9M 0.14% 122
2024
Q1 		$138M Buy
1,423,279
+1,002,500
+238% +$90.8M 0.24% 56
2023
Q4 		$35M Buy
420,779
+178,040
+73% +$12.5M 0.07% 327
2023
Q3 		$15.3M Sell
242,739
-169,124
-41% -$10.8M 0.04% 578
2023
Q2 		$26.9M Sell
411,863
-405,685
-50% -$24.2M 0.08% 272
2023
Q1 		$50.4M Buy
817,548
+275,517
+51% +$15.1M 0.21% 86
2022
Q4 		$24.5M Buy
542,031
+466,667
+619% +$23.1M 0.1% 204
2022
Q3 		$4.17M Sell
75,364
-50,589
-40% -$3M 0.02% 877
2022
Q2 		$5.51M Buy
+125,953
New +$9.07M 0.03% 628
2022
Q1 		– Sell
-41,466
Closed -$4.32M – 3293
2021
Q4 		$5.45M Buy
+41,466
New +$6.95M 0.01% 761
2021
Q3 		– Sell
-67,053
Closed -$8.01M – 3250
2021
Q2 		$7.1M Buy
+67,053
New +$5.55M 0.03% 585
2021
Q1 		– Sell
-29,292
Closed -$2.23M – 3450
2020
Q4 		$2.23M Buy
29,292
+7,428
+34% +$487K 0.02% 882
2020
Q3 		$898K Buy
+21,864
New +$837K 0.01% 1053
2020
Q2 		– Sell
-16,889
Closed -$397K – 2420
2020
Q1 		$397K Buy
+16,889
New +$328K 0.01% 1159

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

Squarepoint's NET Position: Q2 2026 in Review

Squarepoint increased its Cloudflare (NET) stake by 9.8% in Q2 2026, buying an estimated $12.5M and bringing the position to 638,961 shares worth $157M. The position accounts for 0.17% of the portfolio, ranked #98.

Squarepoint first reported a position in NET in Q1 2020 and has held it in 22 quarters since. The position peaked at $301M in Q4 2025. 1,219 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Squarepoint held 638,961 shares of Cloudflare worth $157M as of Q2 2026.
  • Squarepoint bought 57,270 Cloudflare shares in Q2 2026, an estimated $12.5M.
  • Cloudflare made up 0.17% of Squarepoint's portfolio in Q2 2026, its #98 holding.
  • Squarepoint first reported a position in Cloudflare in Q1 2020 and has held it in 22 quarters since.
  • Squarepoint's Cloudflare position peaked at $301M in Q4 2025.
  • 1,219 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Squarepoint's 13F filing for Q2 2026, filed 14 Aug 2026.