NET — CLOUDFLARE INC

Ownership history in Point72 (DIFC) Ltd  ·  6 quarters on record

This page tracks every 13F SEC filing in which Point72 (DIFC) Ltd reported a position in CLOUDFLARE INC (NET). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.14% (2025 Q1)
Avg. % of fund
0.04%
First filed
2024 Q1
Last filed
2025 Q2
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 3,700 +1,200 +48.0% 0.03% $725K $195.83
2025 Q2 REDUCED 2,500 -600 -19.4% 0.02% $490K $195.83
2025 Q1 REDUCED 3,100 -200 -6.1% 0.01% $349K $112.69
2025 Q1 REDUCED 3,300 -26,708 -89.0% 0.02% $372K $112.69
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% of Fund (quarterly)    NET price (monthly, adj. close)

Other funds also holding NET

As of 2025 Q4 — sorted by position size

Whetstone Capital Advisors, LLC 3Y 7Y 18.02% Strategy Capital LLC 3Y 15.15% WIM INVESTMENT MANAGEMENT Ltd 11.6% Spear Advisors LLC 4.1% 12 West Capital Management LP 3Y 7Y 3.87% GILDER GAGNON HOWE & CO LLC 3Y 7Y 3.65% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 3.57% DAVIS-REA LTD. 3Y 7Y 3.53% Amitell Capital Pte Ltd 3Y 2.94% Baker Chad R 3Y 7Y 2.91%
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