Two Sigma Investments
NET icon

Two Sigma Investments’s Cloudflare NET Stock Holding History

Two Sigma Investments’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 		$1.55M Buy
7,500
+4,500
+150% +$858K ﹤0.01% 2958
2025
Q4 		$591K Buy
+3,000
New +$635K ﹤0.01% 3214
2022
Q1 		– Sell
-100,700
Closed -$13.2M – 3767
2021
Q4 		$13.2M Buy
100,700
+14,300
+17% +$2.4M 0.03% 655
2021
Q3 		$9.73M Buy
86,400
+45,400
+111% +$5.42M 0.02% 792
2021
Q2 		$4.34M Buy
41,000
+18,800
+85% +$1.56M 0.01% 1292
2021
Q1 		$1.56M Sell
22,200
-8,900
-29% -$686K ﹤0.01% 1902
2020
Q4 		$2.36M Sell
31,100
-86,500
-74% -$5.67M 0.01% 1391
2020
Q3 		$4.83M Buy
+117,600
New +$4.5M 0.02% 809

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 Investments's NET Position: Q1 2026 in Review

Two Sigma Investments increased its Cloudflare (NET) stake by 124% in Q1 2026, buying an estimated $298M and bringing the position to 2,819,837 shares worth $582M. The position accounts for 0.47% of the portfolio, ranked #28.

Two Sigma Investments first reported a position in NET in Q4 2020 and has held it in 20 quarters since. 1,131 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Two Sigma Investments held 2,819,837 shares of Cloudflare worth $582M as of Q1 2026.
  • Two Sigma Investments bought 1,562,239 Cloudflare shares in Q1 2026, an estimated $298M.
  • Cloudflare made up 0.47% of Two Sigma Investments's portfolio in Q1 2026, its #28 holding.
  • Two Sigma Investments first reported a position in Cloudflare in Q4 2020 and has held it in 20 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.