Steven Cohen’s Cloudflare NET Stock Holding History

Steven Cohen’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	–	Sell	-428,984	Closed	-$93.9M	–	4407
2026 Q1	$88.5M	Buy	+428,984	New	+$81.8M	0.11%	196
2025 Q2	–	Sell	-281,483	Closed	-$40.9M	–	2467
2025 Q1	$31.7M	Sell	281,483 -1,125,571	-80%	-$149M	0.07%	318
2024 Q4	$152M	Buy	+1,407,054	New	+$137M	0.33%	54
2023 Q2	–	Sell	-10,250	Closed	-$632K	–	2569
2023 Q1	$632K	Buy	+10,250	New	+$560K	﹤0.01%	1187
2022 Q4	–	Sell	-300	Closed	-$14.8K	–	1700
2022 Q3	$17K	Buy	+300	New	+$17.8K	﹤0.01%	1332
2021 Q1	–	Sell	-265,500	Closed	-$20.2M	–	1109
2020 Q4	$20.2M	Buy	265,500 +20,212	+8%	+$1.33M	0.1%	281
2020 Q3	$10.1M	Buy	+245,288	New	+$9.39M	0.05%	404
2019 Q4	–	Sell	-75,000	Closed	-$1.39M	–	1146
2019 Q3	$1.39M	Buy	+75,000	New	+$1.45M	0.01%	641

Other funds holding NET

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steven Cohen's NET Position: Q2 2026 in Review

Steven Cohen sold out of Cloudflare (NET) in Q2 2026, closing a stake of 428,984 shares — an estimated $93.9M sold.

Steven Cohen first reported a position in NET in Q3 2019 and held it in 8 quarters. The position peaked at $152M in Q4 2024. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Steven Cohen reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
Steven Cohen sold 428,984 Cloudflare shares in Q2 2026, an estimated $93.9M.
Steven Cohen first reported a position in Cloudflare in Q3 2019 and held it in 8 quarters.
Steven Cohen's Cloudflare position peaked at $152M in Q4 2024.
1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.