SS
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Steve Schonfeld’s Cloudflare NET Stock Holding History

Steve Schonfeld’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 		$1.95M Sell
7,961
-43,469
-85% -$9.51M 0.01% 1083
2026
Q1 		$10.6M Sell
51,430
-56,079
-52% -$10.7M 0.07% 283
2025
Q4 		$21.2M Buy
+107,509
New +$22.7M 0.09% 184
2025
Q3 		– Sell
-5,980
Closed -$1.17M – 2439
2025
Q2 		$1.17M Sell
5,980
-248,219
-98% -$36M 0.01% 1235
2025
Q1 		$28.6M Buy
254,199
+242,378
+2,050% +$32.1M 0.17% 93
2024
Q4 		$1.27M Sell
11,821
-344,142
-97% -$33.6M 0.01% 1019
2024
Q3 		$28.8M Buy
355,963
+127,562
+56% +$10.3M 0.19% 76
2024
Q2 		$18.9M Buy
228,401
+201,576
+751% +$16.3M 0.12% 181
2024
Q1 		$2.6M Buy
+26,825
New +$2.43M 0.02% 900
2023
Q1 		– Sell
-31,216
Closed -$1.41M – 2449
2022
Q4 		$1.41M Buy
31,216
+3,374
+12% +$167K 0.01% 979
2022
Q3 		$1.54M Buy
27,842
+1,733
+7% +$103K 0.01% 1004
2022
Q2 		$1.14M Buy
26,109
+12,109
+86% +$872K 0.01% 962
2022
Q1 		$1.68M Sell
14,000
-90,400
-87% -$9.43M 0.02% 801
2021
Q4 		$13.7M Buy
+104,400
New +$17.5M 0.12% 217
2021
Q1 		– Sell
-12,000
Closed -$912K – 2023
2020
Q4 		$912K Buy
12,000
+3,696
+45% +$242K 0.01% 850
2020
Q3 		$341K Buy
+8,304
New +$318K 0.01% 1048
2020
Q1 		– Sell
-29,661
Closed -$506K – 1383
2019
Q4 		$506K Buy
+29,661
New +$505K 0.01% 738

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

Steve Schonfeld's NET Position: Q2 2026 in Review

Steve Schonfeld reduced its Cloudflare (NET) stake by 85% in Q2 2026, selling an estimated $9.51M and leaving 7,961 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #1083.

Steve Schonfeld first reported a position in NET in Q4 2019 and has held it in 17 quarters since. The position peaked at $28.8M in Q3 2024. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Steve Schonfeld held 7,961 shares of Cloudflare worth $1.95M as of Q2 2026.
  • Steve Schonfeld sold 43,469 Cloudflare shares in Q2 2026, an estimated $9.51M.
  • Cloudflare made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1083 holding.
  • Steve Schonfeld first reported a position in Cloudflare in Q4 2019 and has held it in 17 quarters since.
  • Steve Schonfeld's Cloudflare position peaked at $28.8M in Q3 2024.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.