SIMPLEX TRADING, LLC

Position in NET — Cloudflare, Inc.

CIK 1488542 CHICAGO, IL

Position in NET

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,986,794

-$1,500,174 QoQ

Shares Held

24,408

-35.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#319

of 1,193 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SIMPLEX TRADING, LLC holds $269,813,728 across 72 Software - Infrastructure names. NET ranks #7 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORCL	Oracle Corp	567,292	$83,136,642
2	MSFT	Microsoft Corp	197,528	$73,681,894
3	PLTR	Palantir Technologies Inc.	201,696	$23,531,872
4	FTNT	Fortinet, Inc.	59,034	$9,068,803
5	AKAM	Akamai Technologies Inc	65,275	$7,716,157
6	OKTA	Okta, Inc.	45,957	$6,270,832
7	NET	Cloudflare, Inc. This page	24,408	$5,986,794
8	PANW	Palo Alto Networks Inc	14,905	$5,082,903

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,986,794	24,408	-35.7%	Shares	Sole	2026-08-12
2025-12-31	$7,486,968	37,976	+56.6%	Shares	Sole	2026-02-11
2025-09-30	$5,205,095	24,256	-36.6%	Shares	Sole	2025-11-12
2025-06-30	$7,487,560	38,235	+229.5%	Shares	Sole	2025-08-05
2024-09-30	$938,728	11,605	-54.4%	Shares	Sole	2024-11-08
2024-03-31	$2,461,805	25,424	+196.7%	Shares	Sole	2024-04-25
2023-03-31	$528,426	8,570	-13.9%	Shares	Sole	2023-04-27
2022-03-31	$1,191,254	9,952	-75.4%	Shares	Sole	2022-05-02
2021-09-30	$4,564,127	40,516	-2.6%	Shares	Sole	2021-10-28
2021-06-30	$4,404,002	41,610	-2.2%	Shares	Sole	2021-08-12
2020-09-30	$1,747,226	42,553	-71.3%	Shares	Sole	2020-10-14
2020-06-30	$5,328,257	148,213	+155.1%	Shares	Sole	2020-07-13
2020-03-31	$1,364,164	58,099	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.