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Two Sigma Securities’s Cloudflare NET Stock Holding History

Two Sigma Securities’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
2024
Q4 		– Sell
-52,500
Closed -$4.25M – 2684
2024
Q3 		$4.25M Buy
52,500
+17,600
+50% +$1.41M 0.07% 319
2024
Q2 		$2.89M Sell
34,900
-3,400
-9% -$274K 0.03% 559
2024
Q1 		$3.71M Sell
38,300
-3,600
-9% -$326K 0.04% 493
2023
Q4 		$3.49M Sell
41,900
-70,900
-63% -$4.96M 0.03% 479
2023
Q3 		$7.11M Buy
112,800
+38,200
+51% +$2.45M 0.08% 267
2023
Q2 		$4.88M Buy
74,600
+44,700
+149% +$2.67M 0.07% 304
2023
Q1 		$1.84M Sell
29,900
-15,100
-34% -$826K 0.04% 556
2022
Q4 		$2.03M Buy
45,000
+38,600
+603% +$1.91M 0.06% 405
2022
Q3 		$354K Sell
6,400
-137,800
-96% -$8.18M 0.01% 1415
2022
Q2 		$6.31M Buy
144,200
+129,500
+881% +$9.33M 0.22% 103
2022
Q1 		$1.76M Buy
14,700
+7,800
+113% +$813K 0.06% 396
2021
Q4 		$907K Sell
6,900
-10,800
-61% -$1.81M 0.04% 294
2021
Q3 		$1.99M Buy
17,700
+12,500
+240% +$1.49M 0.06% 287
2021
Q2 		$550K Buy
+5,200
New +$430K 0.02% 619
2021
Q1 		– Sell
-5,500
Closed -$418K – 1449
2020
Q4 		$418K Buy
+5,500
New +$361K 0.01% 813
2020
Q1 		– Sell
-22,600
Closed -$386K – 1988
2019
Q4 		$386K Buy
+22,600
New +$385K ﹤0.01% 1623

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 Securities's NET Position: Q1 2026 in Review

Two Sigma Securities reduced its Cloudflare (NET) stake by 40% in Q1 2026, selling an estimated $220K and leaving 1,712 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #669.

Two Sigma Securities first reported a position in NET in Q3 2019 and has held it in 14 quarters since. The position peaked at $4.67M in Q1 2024. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Two Sigma Securities held 1,712 shares of Cloudflare worth $353K as of Q1 2026.
  • Two Sigma Securities sold 1,153 Cloudflare shares in Q1 2026, an estimated $220K.
  • Cloudflare made up 0.04% of Two Sigma Securities's portfolio in Q1 2026, its #669 holding.
  • Two Sigma Securities first reported a position in Cloudflare in Q3 2019 and has held it in 14 quarters since.
  • Two Sigma Securities's Cloudflare position peaked at $4.67M in Q1 2024.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

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