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 - CLASS A

TWO SIGMA INVESTMENTS, LP holds 2.6M shares of NET (CLOUDFLARE INC - CLASS A), 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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used