Two Sigma Investments, LP / NET
Two Sigma Investments, LP’s Cloudflare Inc Position
Does Two Sigma Investments, LP own Cloudflare Inc (NET)? Yes — 2.82M shares worth $582M (+0.47% of its 13F portfolio) as of Q1 2026, up from 1.26M shares the prior filed quarter.
Position Value
$582M
Q1 2026
Shares
2.82M
% of Portfolio
+0.47%
Quarters Held
20
currently held
Position History NET
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 2.82M | $582M | +0.47% |
| Q4 2025 | 1.26M | $248M | +0.35% |
| Q3 2025 | 1.24M | $265M | +0.40% |
| Q2 2025 | 1.36M | $267M | +0.47% |
| Q1 2025 | 1.38M | $156M | +0.33% |
| Q4 2024 | 325.3K | $35M | +0.08% |
| Q3 2024 | 976.3K | $79M | +0.17% |
| Q2 2024 | 909.7K | $75M | +0.17% |
| Q1 2024 | 1.82M | $176M | +0.41% |
| Q4 2023 | 2.11M | $176M | +0.40% |
| Q3 2023 | 1.69M | $106M | +0.29% |
| Q2 2023 | 1.28M | $84M | +0.21% |
| Q1 2023 | 1.34M | $83M | +0.24% |
| Q4 2022 | 426.8K | $19M | +0.06% |
| Q3 2022 | 240.9K | $13M | +0.05% |
| Q2 2022 | 2.75M | $120M | +0.40% |
| Q1 2022 | 1.07M | $128M | +0.38% |
| Q4 2021 | 1.78M | $234M | +0.50% |
| Q1 2021 | 8.7K | $611,000 | 0.00% |
| Q4 2020 | 196.4K | $15M | +0.04% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Two Sigma Investments, LP’s full portfolio or all institutional holders of NET.