ROYAL BANK OF CANADA

Bank

Position in NET — Cloudflare, Inc.

CIK 1000275 TORONTO, A6

Back to NET Full portfolio

Position in NET

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$331,726,210

-$6,123,037 QoQ

Shares Held

1,607,668

-6.2% QoQ

Ownership

0.455%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98.60070611593936.ToString("F0")% Shared 0.2514200693177945.ToString("F0")% None 1.147873814742845.ToString("F0")%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Derivatives in NET

reported options exposure · as of Mar 31, 2026

CallValue

$133,873,392

CallShares

648,800

PutValue

$83,113,752

PutShares

402,800

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

ROYAL BANK OF CANADA holds $19,205,107,379 across 132 Software - Infrastructure names. NET ranks #6 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	37,062,879	$13,719,565,911
2	PANW	Palo Alto Networks Inc	7,556,488	$1,211,456,147
3	ORCL	Oracle Corp	7,537,007	$1,108,769,093
4	PLTR	Palantir Technologies Inc.	5,095,274	$745,336,674
5	TWLO	Twilio Inc	3,261,235	$410,328,583
6	NET	Cloudflare, Inc. This page	1,607,668	$331,726,210
7	SNPS	Synopsys Inc	631,380	$250,329,538
8	FTNT	Fortinet, Inc.	1,974,224	$161,333,582

All Filings in NET

Export CSV

48 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$83,113,752	402,800	-74.9%	Put	Sole	2026-05-15
2026-03-31	$331,726,210	1,607,668	+147.8%	Shares	Defined	2026-05-15
2026-03-31	$133,873,392	648,800	-62.1%	Call	Sole	2026-05-15
2025-12-31	$337,849,247	1,713,666	+164.3%	Shares	Defined	2026-02-17
2025-12-31	$127,832,060	648,400	+20.3%	Call	Sole	2026-02-17
2025-12-31	$106,244,135	538,900	-16.9%	Put	Sole	2026-02-17
2025-09-30	$139,140,156	648,400	+80.7%	Call	Sole	2025-11-14
2025-09-30	$77,016,351	358,900	-79.8%	Put	Sole	2025-11-14
2025-09-30	$382,174,913	1,780,954	+46.9%	Shares	Defined	2025-11-14
2025-06-30	$237,356,920	1,212,056	+329.0%	Shares	Defined	2025-08-14
2025-06-30	$55,321,975	282,500	-48.6%	Put	Sole	2025-08-14
2025-06-30	$107,706,500	550,000	+532.9%	Call	Sole	2025-08-14
2025-03-31	$9,792,761	86,900	+15.6%	Call	Sole	2025-05-15
2025-03-31	$8,474,288	75,200	-92.8%	Put	Sole	2025-05-15
2025-03-31	$117,578,712	1,043,382	+594.7%	Shares	Defined	2025-05-15
2024-12-31	$16,173,536	150,200	-87.6%	Put	Sole	2025-02-14
2024-12-31	$130,837,226	1,215,056	+1520.1%	Shares	Defined	2025-02-14
2024-09-30	$6,066,750	75,000	-94.0%	Put	Sole	2024-11-14
2024-09-30	$100,444,588	1,241,743	-3.7%	Shares	Defined	2024-11-14
2024-06-30	$106,833,880	1,289,797	+2245.1%	Shares	Defined	2024-11-06
2024-06-30	$4,555,650	55,000	-95.8%	Put	Sole	2024-11-06
2024-03-31	$127,090,822	1,312,515	+26150.3%	Shares	Defined	2024-11-05
2024-03-31	$484,150	5,000	-85.7%	Put	Sole	2024-11-05
2023-12-31	$2,914,100	35,000	-97.5%	Put	Sole	2024-02-14
2023-12-31	$116,617,366	1,400,641	+1.1%	Shares	Defined	2024-02-14
2023-09-30	$87,319,726	1,385,148	-5.4%	Shares	Defined	2023-11-14
2023-06-30	$95,732,726	1,464,475	+12.6%	Shares	Defined	2023-08-14
2023-03-31	$80,160,031	1,300,033	-13.8%	Shares	Defined	2023-05-15
2022-12-31	$68,146,565	1,507,334	+1784.2%	Shares	Defined	2023-02-14
2022-09-30	$4,424,800	80,000	-94.3%	Put	Sole	2022-11-14
2022-09-30	$77,008,771	1,392,312	+1640.4%	Shares	Defined	2022-11-14
2022-06-30	$3,500,000	80,000	-94.1%	Put	Sole	2022-08-15
2022-06-30	$59,283,129	1,355,043	+45.4%	Shares	Defined	2022-08-15
2022-03-31	$111,561,234	932,007	+1065.0%	Shares	Defined	2022-05-16
2022-03-31	$9,576,000	80,000	-91.1%	Put	Sole	2022-05-16
2021-12-31	$117,993,897	897,292	+1809.1%	Shares	Defined	2022-02-14
2021-12-31	$6,180,500	47,000	-95.6%	Put	Sole	2022-02-14
2021-09-30	$119,988,920	1,065,148	+106414.8%	Shares	Defined	2021-11-15
2021-09-30	$112,650	1,000	-97.8%	Put	Defined	2021-11-15
2021-06-30	$4,762,800	45,000	+4400.0%	Call	Sole	2021-08-16
2021-06-30	$105,840	1,000	-99.9%	Put	Defined	2021-08-16
2021-06-30	$98,081,080	926,692	-5.4%	Shares	Defined	2021-08-16
2021-03-31	$68,840,745	979,800	+48890.0%	Shares	Defined	2021-07-20
2020-12-31	$151,980	2,000	-99.7%	Put	Defined	2021-02-16
2020-12-31	$57,467,663	756,253	+1.1%	Shares	Defined	2021-02-16
2020-09-30	$30,702,613	747,750	+5.0%	Shares	Defined	2020-11-16
2020-06-30	$25,595,393	711,972	+4356.5%	Shares	Defined	2020-08-14
2020-03-31	$375,116	15,976	—	Shares	Defined	2020-06-16
No filing history on record for this holder in this stock.