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
Q1 		$310K Sell
1,500
-20,500
-93% -$3.91M 0.01% 1024
2025
Q4 		$4.34M Sell
22,000
-24,900
-53% -$5.27M 0.04% 558
2025
Q3 		$10.1M Sell
46,900
-201,900
-81% -$41.2M 0.04% 496
2025
Q2 		$48.7M Buy
248,800
+52,500
+27% +$7.62M 0.09% 219
2025
Q1 		$22.1M Buy
196,300
+2,200
+1% +$292K 0.04% 395
2024
Q4 		$20.9M Buy
194,100
+125,900
+185% +$12.3M 0.04% 443
2024
Q3 		$5.52M Hold
68,200
– – 0.01% 869
2024
Q2 		$5.65M Sell
68,200
-349,400
-84% -$28.2M 0.01% 729
2024
Q1 		$40.4M Sell
417,600
-442,600
-51% -$40.1M 0.09% 225
2023
Q4 		$71.6M Buy
860,200
+590,700
+219% +$41.3M 0.14% 140
2023
Q3 		$17M Sell
269,500
-190,200
-41% -$12.2M 0.04% 394
2023
Q2 		$30.1M Sell
459,700
-226,700
-33% -$13.5M 0.05% 311
2023
Q1 		$42.3M Buy
686,400
+96,200
+16% +$5.26M 0.08% 218
2022
Q4 		$26.7M Buy
590,200
+297,700
+102% +$14.7M 0.06% 316
2022
Q3 		$16.2M Sell
292,500
-104,700
-26% -$6.22M 0.03% 426
2022
Q2 		$17.4M Buy
397,200
+232,700
+141% +$16.8M 0.03% 462
2022
Q1 		$19.7M Buy
+164,500
New +$17.2M 0.03% 467
2021
Q4 		– Sell
-6,900
Closed -$777K – 1761
2021
Q3 		$777K Buy
+6,900
New +$824K ﹤0.01% 1224

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Tree Management's NET Position: Q1 2026 in Review

Twin Tree Management opened a new position in Cloudflare (NET) in Q1 2026: 3,049 shares worth $629K. The stake represents 0.01% of the portfolio and ranks #881 among its holdings. This is a return to the name: Twin Tree Management previously reported a position in NET as recently as Q1 2025.

Twin Tree Management first reported a position in NET in Q3 2020 and has held it in 13 quarters since. The position peaked at $20.7M in Q2 2022. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Twin Tree Management held 3,049 shares of Cloudflare worth $629K as of Q1 2026.
  • Cloudflare was a new Twin Tree Management position in Q1 2026.
  • Cloudflare made up 0.01% of Twin Tree Management's portfolio in Q1 2026, its #881 holding.
  • Twin Tree Management first reported a position in Cloudflare in Q3 2020 and has held it in 13 quarters since.
  • Twin Tree Management's Cloudflare position peaked at $20.7M in Q2 2022.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.