NET — CLOUDFLARE INC

Ownership history in TWINBEECH CAPITAL LP  ·  5 quarters on record

This page tracks every 13F SEC filing in which TWINBEECH CAPITAL LP 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
0.95% (2025 Q4)
Avg. % of fund
0.46%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 67,825 -260,331 -79.3% 0.95% $13.4M $197.15
2025 Q1 ADDED 328,156 +267,094 +437.4% 0.67% $37.0M $112.69
2024 Q3 REDUCED 61,062 -71,392 -53.9% 0.09% $4.9M $80.89
2023 Q2 ADDED 132,454 +100,679 +316.8% 0.17% $8.7M $65.37
2020 Q4 INITIATED 31,775 — — 0.39% $2.4M $75.99
% 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%
← Back to TWINBEECH CAPITAL LP Holdings