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 		$2.27M Buy
11,000
+9,000
+450% +$1.72M ﹤0.01% 2662
2025
Q4 		$394K Buy
+2,000
New +$423K ﹤0.01% 3446
2022
Q1 		– Sell
-122,800
Closed -$16.1M – 3768
2021
Q4 		$16.1M Buy
122,800
+19,800
+19% +$3.32M 0.03% 563
2021
Q3 		$11.6M Buy
103,000
+53,000
+106% +$6.33M 0.03% 703
2021
Q2 		$5.29M Buy
50,000
+18,000
+56% +$1.49M 0.01% 1163
2021
Q1 		$2.25M Sell
32,000
-14,400
-31% -$1.11M 0.01% 1609
2020
Q4 		$3.53M Sell
46,400
-53,000
-53% -$3.47M 0.01% 1132
2020
Q3 		$4.08M Buy
+99,400
New +$3.81M 0.01% 896

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.