Back to TWO SIGMA INVESTMENTS, LP TWO SIGMA INVESTMENTS, LP

NETNET
22 quarters

Position history for TWO SIGMA INVESTMENTS, LPTWO SIGMA INVESTMENTS, LP's holdings in CLOUDFLARE INC

TWO SIGMA INVESTMENTS, LP holds 2.6M shares of NET (CLOUDFLARE INC), worth $634.3M as of 2026-Q2. The position was decreased (-8.3% shares). NET represents 0.5% of TWO SIGMA INVESTMENTS, LP's portfolio.

Current Value

$634.3M

Current Shares

2.6M

Total Value Change

+$619.4M

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.6M
-8.3%
$634.3M0.5%$245.28
0
2026-Q1
Increased
2.8M
+124.2%
$581.8M0.5%$178.91
61
2025-Q4
Increased
1.3M
+1.7%
$247.9M0.3%$199.62
37
2025-Q3
Decreased
1.2M
-9.3%
$265.4M0.4%$218.58
0
2025-Q2
Decreased
1.4M
-1.5%
$267M0.5%$194.05
0
2025-Q1
Increased
1.4M
+325.4%
$156M0.3%$114.92
59
2024-Q4
Decreased
325,314
-66.7%
$35M0.1%$109.03
0
2024-Q3
Increased
976,312
+7.3%
$79M0.2%$81.59
38
2024-Q2
Decreased
909,681
-50.0%
$75.3M0.2%$82.83
0
2024-Q1
Decreased
1.8M
-13.8%
$176M0.4%$96.83
0
2023-Q4
Increased
2.1M
+25.1%
$175.6M0.4%$83.26
45
2023-Q3
Increased
1.7M
+31.7%
$106.3M0.3%$63.04
46
2023-Q2
Decreased
1.3M
-4.8%
$83.7M0.2%$64.08
0
2023-Q1
Increased
1.3M
+215.1%
$82.9M0.2%$58.91
57
2022-Q4
Increased
426,818
+77.2%
$19.3M0.1%$45.21
43
2022-Q3
Decreased
240,929
-91.2%
$13.3M0.0%$54.85
0
2022-Q2
Increased
2.7M
+156.8%
$120.3M0.4%$45.87
58
2022-Q1
Decreased
1.1M
-39.9%
$128.2M0.4%$124.40
0
2021-Q4
New
1.8M
-
$234.3M0.5%$133.20
60
2021-Q2
Exited
0
-100.0%
$00.0%$107.60
0
2021-Q1
Decreased
8,700
-95.6%
$611,0000.0%$65.80
0
2020-Q4
New
196,403
-
$14.9M0.0%$77.53
39

Other major holders of NET: Capital World Investors, VANGUARD GROUP INC

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