Two Sigma Advisers, LP’s Cloudflare Inc Position
Does Two Sigma Advisers, LP own Cloudflare Inc (NET)? Not currently — the last reported position was 2.34M shares worth $461M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$461M
Q4 2025
Shares
2.34M
% of Portfolio
+0.90%
Quarters Held
18
position exited
Position History NET
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 2.34M | $461M | +0.90% |
| Q3 2025 | 1.53M | $329M | +0.66% |
| Q2 2025 | 699.9K | $137M | +0.28% |
| Q1 2025 | 773.0K | $87M | +0.20% |
| Q4 2024 | 90.0K | $10M | +0.02% |
| Q3 2024 | 916.1K | $74M | +0.17% |
| Q2 2024 | 1.08M | $89M | +0.20% |
| Q1 2024 | 2.25M | $218M | +0.50% |
| Q4 2023 | 1.99M | $165M | +0.39% |
| Q3 2023 | 1.31M | $82M | +0.21% |
| Q2 2023 | 976.6K | $64M | +0.16% |
| Q1 2023 | 822.9K | $51M | +0.13% |
| Q4 2022 | 1.05M | $48M | +0.13% |
| Q3 2022 | 1.55M | $86M | +0.25% |
| Q2 2022 | 2.37M | $104M | +0.29% |
| Q1 2022 | 1.52M | $182M | +0.48% |
| Q4 2021 | 800.0K | $105M | +0.26% |
| Q1 2020 | 12.6K | $296,000 | 0.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Two Sigma Advisers, LP’s full portfolio or all institutional holders of NET.