Two Sigma Investments’s Cloudflare NET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $582M | Buy |
2,819,837
+1,562,239
| +124% | +$298M | 0.48% | 28 |
|
|
2025
Q4 | $248M | Buy |
1,257,598
+20,634
| +2% | +$4.36M | 0.37% | 28 |
|
|
2025
Q3 | $265M | Sell |
1,236,964
-126,250
| -9% | -$25.8M | 0.41% | 17 |
|
|
2025
Q2 | $267M | Sell |
1,363,214
-20,803
| -2% | -$3.02M | 0.48% | 16 |
|
|
2025
Q1 | $156M | Buy |
1,384,017
+1,058,703
| +325% | +$140M | 0.34% | 62 |
|
|
2024
Q4 | $35M | Sell |
325,314
-650,998
| -67% | -$63.6M | 0.08% | 323 |
|
|
2024
Q3 | $79M | Buy |
976,312
+66,631
| +7% | +$5.36M | 0.18% | 136 |
|
|
2024
Q2 | $75.3M | Sell |
909,681
-907,966
| -50% | -$73.3M | 0.18% | 138 |
|
|
2024
Q1 | $176M | Sell |
1,817,647
-291,082
| -14% | -$26.4M | 0.43% | 49 |
|
|
2023
Q4 | $176M | Buy |
2,108,729
+422,608
| +25% | +$29.6M | 0.42% | 45 |
|
|
2023
Q3 | $106M | Buy |
1,686,121
+405,920
| +32% | +$26M | 0.3% | 82 |
|
|
2023
Q2 | $83.7M | Sell |
1,280,201
-64,713
| -5% | -$3.86M | 0.22% | 131 |
|
|
2023
Q1 | $82.9M | Buy |
1,344,914
+918,096
| +215% | +$50.2M | 0.25% | 111 |
|
|
2022
Q4 | $19.3M | Buy |
426,818
+185,889
| +77% | +$9.2M | 0.06% | 364 |
|
|
2022
Q3 | $13.3M | Sell |
240,929
-2,508,611
| -91% | -$149M | 0.05% | 414 |
|
|
2022
Q2 | $120M | Buy |
2,749,540
+1,678,682
| +157% | +$121M | 0.4% | 62 |
|
|
2022
Q1 | $128M | Sell |
1,070,858
-710,803
| -40% | -$74.1M | 0.39% | 55 |
|
|
2021
Q4 | $234M | Buy |
+1,781,661
| New | +$299M | 0.57% | 18 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4673 |
|
|
2021
Q2 | – | Sell |
-8,700
| Closed | -$720K | – | 4521 |
|
|
2021
Q1 | $611K | Sell |
8,700
-187,703
| -96% | -$14.5M | ﹤0.01% | 2739 |
|
|
2020
Q4 | $14.9M | Buy |
+196,403
| New | +$12.9M | 0.05% | 455 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3496 |
|
Other funds holding NET
VPM
VCM
