TWO SIGMA INVESTMENTS, LP

Position in NET — Cloudflare, Inc.

CIK 1179392 NEW YORK, NY

Back to NET Full portfolio

Position in NET

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

Position Value

$581,845,166

+$333,909,721 QoQ

Shares Held

2,819,837

+124.2% QoQ

Ownership

0.798%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 95.96075943396728.ToString("F0")% Shared 0.ToString("F0")% None 4.039240566032717.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

$1,547,550

CallShares

7,500

PutValue

$2,269,740

PutShares

11,000

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

TWO SIGMA INVESTMENTS, LP holds $4,288,050,601 across 90 Software - Infrastructure names. NET ranks #2 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLTR	Palantir Technologies Inc.	6,430,502	$940,653,832
2	NET	Cloudflare, Inc. This page	2,819,837	$581,845,166
3	MSFT	Microsoft Corp	1,380,837	$511,144,432
4	GDDY	GoDaddy Inc.	3,519,847	$290,985,751
5	AKAM	Akamai Technologies Inc	1,811,599	$208,062,145
6	ZS	Zscaler, Inc.	1,176,095	$164,994,367
7	WIX	Wix.com Ltd.	1,815,032	$163,479,932
8	VRSN	Verisign Inc/Ca	458,482	$113,868,589

All Filings in NET

Export CSV

36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,269,740	11,000	+46.7%	Put	Sole	2026-05-15
2026-03-31	$1,547,550	7,500	-99.7%	Call	Sole	2026-05-15
2026-03-31	$581,845,166	2,819,837	+93894.6%	Shares	Sole	2026-05-15
2025-12-31	$591,450	3,000	+50.0%	Call	Sole	2026-02-17
2025-12-31	$394,300	2,000	-99.8%	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	+772.0%	Shares	Sole	2022-05-16
2021-12-31	$16,148,200	122,800	-93.1%	Put	Sole	2022-02-14
2021-12-31	$234,288,421	1,781,661	+1669.3%	Shares	Sole	2022-02-14
2021-12-31	$13,242,050	100,700	-2.2%	Call	Sole	2022-02-14
2021-09-30	$11,602,950	103,000	+19.2%	Put	Sole	2021-11-15
2021-09-30	$9,732,960	86,400	+72.8%	Call	Sole	2021-11-15
2021-06-30	$5,292,000	50,000	+22.0%	Put	Sole	2021-08-16
2021-06-30	$4,339,440	41,000	+28.1%	Call	Sole	2021-08-16
2021-03-31	$2,248,320	32,000	+267.8%	Put	Sole	2021-05-17
2021-03-31	$611,262	8,700	-60.8%	Shares	Sole	2021-05-17
2021-03-31	$1,559,772	22,200	-88.7%	Call	Sole	2021-05-17
2020-12-31	$14,924,663	196,403	+323.3%	Shares	Sole	2021-02-16
2020-12-31	$3,525,936	46,400	+49.2%	Put	Sole	2021-02-16
2020-12-31	$2,363,289	31,100	-68.7%	Call	Sole	2021-02-16
2020-09-30	$4,081,364	99,400	-15.5%	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.