Two Sigma Advisers
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Two Sigma Advisers’s Cloudflare NET Stock Holding History

Two Sigma Advisers’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 		– Sell
-2,340,000
Closed -$461M – 1386
2025
Q4 		$461M Buy
2,340,000
+805,700
+53% +$170M 0.9% 23
2025
Q3 		$329M Buy
1,534,300
+834,400
+119% +$170M 0.66% 33
2025
Q2 		$137M Sell
699,900
-73,100
-9% -$10.6M 0.28% 83
2025
Q1 		$87.1M Buy
773,000
+683,000
+759% +$90.5M 0.2% 107
2024
Q4 		$9.69M Sell
90,000
-826,100
-90% -$80.7M 0.02% 492
2024
Q3 		$74.1M Sell
916,100
-159,200
-15% -$12.8M 0.17% 115
2024
Q2 		$89.1M Sell
1,075,300
-1,171,200
-52% -$94.5M 0.2% 102
2024
Q1 		$218M Buy
2,246,500
+259,500
+13% +$23.5M 0.5% 43
2023
Q4 		$165M Buy
1,987,000
+681,800
+52% +$47.7M 0.39% 60
2023
Q3 		$82.3M Buy
1,305,200
+328,600
+34% +$21M 0.21% 112
2023
Q2 		$63.8M Buy
976,600
+153,700
+19% +$9.17M 0.16% 144
2023
Q1 		$50.7M Sell
822,900
-228,900
-22% -$12.5M 0.13% 162
2022
Q4 		$47.6M Sell
1,051,800
-494,300
-32% -$24.5M 0.13% 163
2022
Q3 		$85.5M Sell
1,546,100
-824,900
-35% -$49M 0.25% 99
2022
Q2 		$104M Buy
2,371,000
+852,000
+56% +$61.4M 0.29% 80
2022
Q1 		$182M Buy
1,519,000
+719,000
+90% +$75M 0.48% 42
2021
Q4 		$105M Buy
+800,000
New +$134M 0.26% 92
2020
Q2 		– Sell
-12,600
Closed -$296K – 2568
2020
Q1 		$296K Buy
+12,600
New +$245K ﹤0.01% 2017

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

Two Sigma Advisers's NET Position: Q1 2026 in Review

Two Sigma Advisers sold out of Cloudflare (NET) in Q1 2026, closing a stake of 2,340,000 shares — an estimated $461M sold.

Two Sigma Advisers first reported a position in NET in Q1 2020 and held it in 18 quarters. The position peaked at $461M in Q4 2025. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Two Sigma Advisers reported no remaining Cloudflare position as of Q1 2026 after selling out during the quarter.
  • Two Sigma Advisers sold 2,340,000 Cloudflare shares in Q1 2026, an estimated $461M.
  • Two Sigma Advisers first reported a position in Cloudflare in Q1 2020 and held it in 18 quarters.
  • Two Sigma Advisers's Cloudflare position peaked at $461M in Q4 2025.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Two Sigma Advisers's 13F filing for Q1 2026.