Parkwood LLC’s Cloudflare Inc Position
Does Parkwood LLC own Cloudflare Inc (NET)? Yes — 110.0K shares worth $23M (+2.01% of its 13F portfolio) as of Q1 2026, up from 106.0K shares the prior filed quarter.
Position Value
$23M
Q1 2026
Shares
110.0K
% of Portfolio
+2.01%
Quarters Held
14
currently held
Position History NET
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 110.0K | $23M | +2.01% |
| Q4 2025 | 106.0K | $21M | +1.62% |
| Q3 2025 | 87.8K | $19M | +1.71% |
| Q1 2024 | 7.6K | $736,000 | +0.07% |
| Q4 2023 | 3.4K | $285,000 | +0.03% |
| Q3 2023 | 6.8K | $431,000 | +0.05% |
| Q2 2023 | 11.1K | $726,000 | +0.13% |
| Q1 2023 | 7.2K | $441,000 | +0.06% |
| Q4 2022 | 10.0K | $453,000 | +0.07% |
| Q3 2022 | 7.2K | $398,000 | +0.06% |
| Q2 2022 | 11.8K | $518,000 | +0.09% |
| Q1 2022 | 3.6K | $435,000 | +0.07% |
| Q4 2021 | 1.7K | $218,000 | +0.04% |
| Q3 2021 | 5.1K | $572,000 | +0.07% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Parkwood LLC’s full portfolio or all institutional holders of NET.