Twin Tree Management
NET icon

Twin Tree Management’s Cloudflare NET Stock Holding History

Twin Tree Management’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
-3,049
Closed -$667K – 1612
2026
Q1 		$629K Buy
+3,049
New +$581K 0.01% 881
2025
Q2 		– Sell
-108,012
Closed -$15.7M – 1830
2025
Q1 		$12.2M Buy
+108,012
New +$14.3M 0.02% 604
2024
Q3 		– Sell
-167,047
Closed -$13.4M – 1697
2024
Q2 		$13.8M Buy
+167,047
New +$13.5M 0.03% 483
2023
Q4 		– Sell
-207,285
Closed -$14.5M – 1521
2023
Q3 		$13.1M Buy
+207,285
New +$13.3M 0.03% 458
2023
Q1 		– Sell
-257,361
Closed -$14.1M – 1474
2022
Q4 		$11.6M Buy
257,361
+91,649
+55% +$4.53M 0.03% 535
2022
Q3 		$9.17M Sell
165,712
-307,016
-65% -$18.2M 0.02% 583
2022
Q2 		$20.7M Buy
472,728
+471,699
+45,841% +$34M 0.03% 403
2022
Q1 		$123K Buy
+1,029
New +$107K ﹤0.01% 1492
2021
Q4 		– Sell
-14,704
Closed -$1.66M – 1762
2021
Q3 		$1.66M Sell
14,704
-33,309
-69% -$3.98M ﹤0.01% 1079
2021
Q2 		$5.08M Buy
48,013
+42,435
+761% +$3.51M 0.01% 689
2021
Q1 		$392K Sell
5,578
-58,803
-91% -$4.53M ﹤0.01% 1090
2020
Q4 		$4.89M Buy
64,381
+35,293
+121% +$2.31M 0.02% 633
2020
Q3 		$1.19M Buy
+29,088
New +$1.11M ﹤0.01% 863

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

Twin Tree Management's NET Position: Q2 2026 in Review

Twin Tree Management sold out of Cloudflare (NET) in Q2 2026, closing a stake of 3,049 shares — an estimated $667K sold.

Twin Tree Management first reported a position in NET in Q3 2020 and held it in 13 quarters. The position peaked at $20.7M in Q2 2022. 1,218 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Twin Tree Management reported no remaining Cloudflare position as of Q2 2026 after selling out during the quarter.
  • Twin Tree Management sold 3,049 Cloudflare shares in Q2 2026, an estimated $667K.
  • Twin Tree Management first reported a position in Cloudflare in Q3 2020 and held it in 13 quarters.
  • Twin Tree Management's Cloudflare position peaked at $20.7M in Q2 2022.
  • 1,218 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Twin Tree Management's 13F filing for Q2 2026, filed 12 Aug 2026.