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

TWO SIGMA INVESTMENTS, LP holds 2.8M shares of NET (CLOUDFLARE INC), worth $581.8M as of 2026-Q1. The position was increased (+124.2% shares). NET represents 0.5% of TWO SIGMA INVESTMENTS, LP's portfolio.

Current Value

$581.8M

Current Shares

2.8M

Total Value Change

+$506.5M

Total Shares Change

+1.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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

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

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