NET — CLOUDFLARE INC

Ownership history in TWO SIGMA ADVISERS, LP  ·  18 quarters on record

This page tracks every 13F SEC filing in which TWO SIGMA ADVISERS, 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
0.9% (2025 Q4)
Avg. % of fund
0.29%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,340,000 +805,700 +52.5% 0.90% $461.3M $197.15
2025 Q3 ADDED 1,534,300 +834,400 +119.2% 0.66% $329.2M $214.59
2025 Q2 REDUCED 699,900 -73,100 -9.5% 0.28% $137.1M $195.83
2025 Q1 ADDED 773,000 +683,000 +758.9% 0.20% $87.1M $112.69
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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