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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 		$7.46M Buy
30,400
+3,700
+14% +$809K 0.01% 1479
2026
Q1 		$5.51M Sell
26,700
-102,400
-79% -$19.5M 0.01% 1638
2025
Q4 		$25.5M Buy
129,100
+122,900
+1,982% +$26M 0.03% 749
2025
Q3 		$1.33M Sell
6,200
-56,600
-90% -$11.6M ﹤0.01% 1601
2025
Q2 		$12.3M Sell
62,800
-2,800
-4% -$407K 0.02% 656
2025
Q1 		$7.39M Sell
65,600
-47,200
-42% -$6.26M 0.02% 788
2024
Q4 		$12.1M Buy
112,800
+49,100
+77% +$4.8M 0.03% 629
2024
Q3 		$5.15M Buy
63,700
+17,100
+37% +$1.37M 0.01% 875
2024
Q2 		$3.86M Buy
46,600
+29,700
+176% +$2.4M 0.01% 918
2024
Q1 		$1.64M Hold
16,900
– – ﹤0.01% 1330
2023
Q4 		$1.41M Buy
+16,900
New +$1.18M ﹤0.01% 1304

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

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.