TWO SIGMA SECURITIES, LLC

Broker-Dealer

Position in NET — Cloudflare, Inc.

CIK 1450144 NEW YORK, NY

Back to NET Full portfolio

Position in NET

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

Position Value

$1,135,646

+$782,392 QoQ

Shares Held

4,630

+170.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#611

of 1,214 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Derivatives in NET

reported options exposure · as of Dec 31, 2024

CallValue

CallShares

PutValue

$398,416

PutShares

3,700

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 SECURITIES, LLC holds $41,217,371 across 45 Software - Infrastructure names. NET ranks #10 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORCL	Oracle Corp	85,509	$12,531,343
2	PLTR	Palantir Technologies Inc.	44,088	$5,143,746
3	MSFT	Microsoft Corp	6,019	$2,245,207
4	ZS	Zscaler, Inc.	12,328	$1,740,097
5	FFIV	F5, Inc.	3,944	$1,640,546
6	CHKP	Check Point Software Technologies Ltd	11,901	$1,564,148
7	MDB	MongoDB, Inc.	4,448	$1,494,083
8	FTNT	Fortinet, Inc.	9,052	$1,390,568

All Filings in NET

Export CSV

44 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,135,646	4,630	+170.4%	Shares	Sole	2026-08-14
2026-03-31	$353,254	1,712	-40.2%	Shares	Sole	2026-05-15
2025-12-31	$564,834	2,865	+183.4%	Shares	Sole	2026-02-17
2025-09-30	$216,950	1,011	-65.9%	Shares	Sole	2025-11-14
2024-12-31	$319,055	2,963	-80.0%	Shares	Sole	2025-02-14
2024-12-31	$398,416	3,700	-95.0%	Put	Sole	2025-02-14
2024-09-30	$4,246,725	52,500	+50.4%	Call	Sole	2024-11-14
2024-09-30	$5,993,949	74,100	+23.9%	Put	Sole	2024-11-14
2024-06-30	$4,953,234	59,800	-36.9%	Put	Sole	2024-08-14
2024-06-30	$2,890,767	34,900	-8.9%	Call	Sole	2024-08-14
2024-06-30	$1,228,368	14,830	-69.2%	Shares	Sole	2024-08-14
2024-03-31	$3,708,589	38,300	-8.6%	Call	Sole	2024-05-15
2024-03-31	$9,169,801	94,700	+82.8%	Put	Sole	2024-05-15
2024-03-31	$4,665,172	48,179	-13.0%	Shares	Sole	2024-05-15
2023-12-31	$3,488,594	41,900	-62.9%	Call	Sole	2024-02-14
2023-12-31	$4,608,940	55,356	+43.7%	Shares	Sole	2024-02-14
2023-12-31	$4,312,868	51,800	-59.0%	Put	Sole	2024-02-14
2023-09-30	$7,961,952	126,300	+70.0%	Put	Sole	2023-11-14
2023-09-30	$2,428,868	38,529	+341.8%	Shares	Sole	2023-11-14
2023-09-30	$7,110,912	112,800	+51.2%	Call	Sole	2023-11-14
2023-06-30	$4,876,602	74,600	+149.5%	Call	Sole	2023-08-14
2023-06-30	$4,856,991	74,300	+105.2%	Put	Sole	2023-08-14
2023-06-30	$570,091	8,721	-18.3%	Shares	Sole	2023-08-14
2023-03-31	$2,232,092	36,200	+14.9%	Put	Sole	2023-05-15
2023-03-31	$657,912	10,670	-23.4%	Shares	Sole	2023-05-15
2023-03-31	$1,843,634	29,900	-33.6%	Call	Sole	2023-05-15
2022-12-31	$1,424,115	31,500	-79.1%	Put	Sole	2023-02-14
2022-12-31	$2,034,450	45,000	+603.1%	Call	Sole	2023-02-14
2022-09-30	$353,984	6,400	-95.6%	Call	Sole	2022-11-14
2022-06-30	$6,606,250	151,000	+474.1%	Put	Sole	2022-08-15
2022-06-30	$6,308,750	144,200	+881.0%	Call	Sole	2022-08-15
2022-06-30	$609,043	13,921	+28.0%	Shares	Sole	2022-08-15
2022-03-31	$3,148,110	26,300	+286.8%	Put	Sole	2022-05-16
2022-03-31	$1,759,590	14,700	+113.0%	Call	Sole	2022-05-16
2022-03-31	$1,302,096	10,878	+217.1%	Shares	Sole	2022-05-16
2021-12-31	$894,200	6,800	-41.4%	Put	Sole	2022-02-14
2021-12-31	$451,045	3,430	—	Shares	Sole	2022-02-14
2021-12-31	$907,350	6,900	-61.0%	Call	Sole	2022-02-14
2021-09-30	$1,306,740	11,600	+176.2%	Put	Sole	2021-11-15
2021-09-30	$1,993,905	17,700	+240.4%	Call	Sole	2021-11-15
2021-06-30	$444,528	4,200	+27.3%	Put	Sole	2021-08-16
2021-06-30	$550,368	5,200	-5.5%	Call	Sole	2021-08-16
2020-12-31	$250,767	3,300	—	Put	Sole	2021-02-16
2020-12-31	$417,945	5,500	—	Call	Sole	2021-02-16
No filing history on record for this holder in this stock.