Two Sigma Advisers’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137M | Sell |
699,900
-73,100
| -9% | -$14.3M | 0.28% | 83 |
|
|
2025
Q1 | $87.1M | Buy |
773,000
+683,000
| +759% | +$77M | 0.2% | 107 |
|
|
2024
Q4 | $9.69M | Sell |
90,000
-826,100
| -90% | -$89M | 0.02% | 492 |
|
|
2024
Q3 | $74.1M | Sell |
916,100
-159,200
| -15% | -$12.9M | 0.17% | 115 |
|
|
2024
Q2 | $89.1M | Sell |
1,075,300
-1,171,200
| -52% | -$97M | 0.2% | 102 |
|
|
2024
Q1 | $218M | Buy |
2,246,500
+259,500
| +13% | +$25.1M | 0.5% | 43 |
|
|
2023
Q4 | $165M | Buy |
1,987,000
+681,800
| +52% | +$56.8M | 0.39% | 60 |
|
|
2023
Q3 | $82.3M | Buy |
1,305,200
+328,600
| +34% | +$20.7M | 0.21% | 112 |
|
|
2023
Q2 | $63.8M | Buy |
976,600
+153,700
| +19% | +$10M | 0.16% | 144 |
|
|
2023
Q1 | $50.7M | Sell |
822,900
-228,900
| -22% | -$14.1M | 0.13% | 162 |
|
|
2022
Q4 | $47.6M | Sell |
1,051,800
-494,300
| -32% | -$22.3M | 0.13% | 163 |
|
|
2022
Q3 | $85.5M | Sell |
1,546,100
-824,900
| -35% | -$45.6M | 0.25% | 99 |
|
|
2022
Q2 | $104M | Buy |
2,371,000
+852,000
| +56% | +$37.3M | 0.29% | 80 |
|
|
2022
Q1 | $182M | Buy |
1,519,000
+719,000
| +90% | +$86.1M | 0.48% | 42 |
|
|
2021
Q4 | $105M | Buy |
+800,000
| New | +$105M | 0.26% | 92 |
|
|
2020
Q2 | – | Sell |
-12,600
| Closed | -$296K | – | 2568 |
|
|
2020
Q1 | $296K | Buy |
+12,600
| New | +$296K | ﹤0.01% | 2017 |
|