TWO SIGMA INVESTMENTS, LP

Position in NET — Cloudflare, Inc.

CIK 1179392 NEW YORK, NY

Back to NET Full portfolio

Position in NET

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$634,338,966

+$52,493,800 QoQ

Shares Held

2,586,183

-8.3% QoQ

Ownership

0.726%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#23

of 1,214 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Derivatives in NET

reported options exposure · as of Jun 30, 2026

CallValue

$3,041,472

CallShares

12,400

PutValue

$6,573,504

PutShares

26,800

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 Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $5,007,565,772 across 97 Software - Infrastructure names. NET ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	1,829,283	$682,359,144
2	NET	Cloudflare, Inc. This page	2,586,183	$634,338,966
3	PLTR	Palantir Technologies Inc.	3,544,053	$413,484,663
4	CRWV	CoreWeave, Inc.	3,431,074	$341,529,105
5	FTNT	Fortinet, Inc.	2,171,408	$333,571,696
6	DOCN	DigitalOcean Holdings, Inc.	1,886,632	$296,257,822
7	GDDY	GoDaddy Inc.	3,485,477	$295,847,287
8	CORZ	Core Scientific, Inc./tx	10,275,907	$262,960,460

All Filings in NET

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,041,472	12,400	+65.3%	Call	Sole	2026-08-14
2026-06-30	$634,338,966	2,586,183	-8.3%	Shares	Sole	2026-08-14
2026-06-30	$6,573,504	26,800	+143.6%	Put	Sole	2026-08-14
2026-03-31	$2,269,740	11,000	+450.0%	Put	Sole	2026-05-15
2026-03-31	$1,547,550	7,500	+150.0%	Call	Sole	2026-05-15
2026-03-31	$581,845,166	2,819,837	+124.2%	Shares	Sole	2026-05-15
2025-12-31	$591,450	3,000	-97.0%	Call	Sole	2026-02-17
2025-12-31	$394,300	2,000	-98.4%	Put	Sole	2026-02-17
2025-12-31	$247,935,445	1,257,598	+1.7%	Shares	Sole	2026-02-17
2025-09-30	$265,440,104	1,236,964	-9.3%	Shares	Sole	2025-11-14
2025-06-30	$266,958,197	1,363,214	-1.5%	Shares	Sole	2025-08-14
2025-03-31	$155,964,875	1,384,017	+325.4%	Shares	Sole	2025-05-15
2024-12-31	$35,029,811	325,314	-66.7%	Shares	Sole	2025-02-14
2024-09-30	$78,973,877	976,312	+7.3%	Shares	Sole	2024-11-14
2024-06-30	$75,348,877	909,681	-50.0%	Shares	Sole	2024-08-14
2024-03-31	$176,002,759	1,817,647	-13.8%	Shares	Sole	2024-05-15
2023-12-31	$175,572,776	2,108,729	+25.1%	Shares	Sole	2024-02-14
2023-09-30	$106,293,067	1,686,121	+31.7%	Shares	Sole	2023-11-14
2023-06-30	$83,686,739	1,280,201	-4.8%	Shares	Sole	2023-08-14
2023-03-31	$82,927,397	1,344,914	+215.1%	Shares	Sole	2023-05-15
2022-12-31	$19,296,441	426,818	+77.2%	Shares	Sole	2023-02-14
2022-09-30	$13,325,782	240,929	-91.2%	Shares	Sole	2022-11-14
2022-06-30	$120,292,375	2,749,540	+156.8%	Shares	Sole	2022-08-15
2022-03-31	$128,181,702	1,070,858	-39.9%	Shares	Sole	2022-05-16
2021-12-31	$16,148,200	122,800	+19.2%	Put	Sole	2022-02-14
2021-12-31	$234,288,421	1,781,661	+20378.9%	Shares	Sole	2022-02-14
2021-12-31	$13,242,050	100,700	+16.6%	Call	Sole	2022-02-14
2021-09-30	$11,602,950	103,000	+106.0%	Put	Sole	2021-11-15
2021-09-30	$9,732,960	86,400	+110.7%	Call	Sole	2021-11-15
2021-06-30	$5,292,000	50,000	+56.2%	Put	Sole	2021-08-16
2021-06-30	$4,339,440	41,000	+84.7%	Call	Sole	2021-08-16
2021-03-31	$2,248,320	32,000	-31.0%	Put	Sole	2021-05-17
2021-03-31	$611,262	8,700	-95.6%	Shares	Sole	2021-05-17
2021-03-31	$1,559,772	22,200	-28.6%	Call	Sole	2021-05-17
2020-12-31	$14,924,663	196,403	—	Shares	Sole	2021-02-16
2020-12-31	$3,525,936	46,400	-53.3%	Put	Sole	2021-02-16
2020-12-31	$2,363,289	31,100	-73.6%	Call	Sole	2021-02-16
2020-09-30	$4,081,364	99,400	—	Put	Sole	2020-11-16
2020-09-30	$4,828,656	117,600	—	Call	Sole	2020-11-16
No filing history on record for this holder in this stock.