Parallax Volatility Advisers, L.P.

Position in NET — Cloudflare, Inc.

CIK 1521001 San Francisco, CA

Back to NET Full portfolio

Position in NET

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

Position Value

$3,186,432

-$6,170,880 QoQ

Shares Held

12,991

-71.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#434

of 1,214 holders

Holding Since

Mar 2020

26 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 Jun 30, 2026

CallValue

$16,188,480

CallShares

66,000

PutValue

$613,200

PutShares

2,500

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

Parallax Volatility Advisers, L.P. holds $93,768,206 across 21 Software - Infrastructure names. NET ranks #9 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWD	CrowdStrike Holdings, Inc.	91,500	$17,456,827
2	MSFT	Microsoft Corp	41,786	$15,587,013
3	ORCL	Oracle Corp	94,032	$13,780,389
4	PLTR	Palantir Technologies Inc.	116,581	$13,601,505
5	MDB	MongoDB, Inc.	24,671	$8,286,988
6	BB	BLACKBERRY Ltd	537,658	$6,801,373
7	CORZ	Core Scientific, Inc./tx	142,042	$3,634,854
8	XYZ	Block, Inc.	43,049	$3,271,724

All Filings in NET

Export CSV

50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,186,432	12,991	-71.4%	Shares	Sole	2026-08-14
2026-06-30	$16,188,480	66,000	+64.6%	Call	Sole	2026-08-14
2026-06-30	$613,200	2,500	-98.3%	Put	Sole	2026-08-14
2026-03-31	$8,274,234	40,100	-85.2%	Call	Sole	2026-05-15
2026-03-31	$30,352,614	147,100	-39.4%	Put	Sole	2026-05-15
2026-03-31	$9,357,312	45,349	-82.0%	Shares	Sole	2026-05-15
2025-12-31	$49,760,068	252,397	-31.5%	Shares	Sole	2026-02-17
2025-12-31	$53,486,795	271,300	+146.2%	Call	Sole	2026-02-17
2025-12-31	$47,848,305	242,700	-1.3%	Put	Sole	2026-02-17
2025-09-30	$52,746,222	245,800	+232.6%	Put	Sole	2025-11-14
2025-09-30	$79,050,664	368,380	+2.2%	Shares	Sole	2025-11-14
2025-09-30	$23,647,818	110,200	-1.9%	Call	Sole	2025-11-14
2025-06-30	$70,570,277	360,365	+39.5%	Shares	Sole	2025-08-14
2025-06-30	$21,991,709	112,300	-31.6%	Call	Sole	2025-08-14
2025-06-30	$14,471,837	73,900	-26.4%	Put	Sole	2025-08-14
2025-03-31	$29,111,095	258,329	-15.5%	Shares	Sole	2025-05-15
2025-03-31	$18,514,967	164,300	-28.5%	Call	Sole	2025-05-15
2025-03-31	$11,314,076	100,400	-50.9%	Put	Sole	2025-05-15
2024-12-31	$21,999,024	204,300	+81.1%	Put	Sole	2025-02-14
2024-12-31	$32,904,962	305,581	+387.3%	Shares	Sole	2025-02-14
2024-12-31	$24,734,096	229,700	-44.3%	Call	Sole	2025-02-14
2024-09-30	$9,124,392	112,800	-27.5%	Put	Sole	2024-11-14
2024-09-30	$33,383,303	412,700	+70.7%	Call	Sole	2024-11-14
2024-09-30	$5,073,016	62,715	-56.5%	Shares	Sole	2024-11-14
2024-06-30	$11,931,578	144,049	+10.9%	Shares	Sole	2024-08-14
2024-06-30	$20,028,294	241,800	+30.1%	Call	Sole	2024-08-14
2024-06-30	$12,880,065	155,500	+19.1%	Put	Sole	2024-08-14
2024-03-31	$12,645,998	130,600	+67.7%	Put	Sole	2024-05-15
2024-03-31	$12,573,859	129,855	-15.9%	Shares	Sole	2024-05-15
2024-03-31	$17,991,014	185,800	-52.5%	Call	Sole	2024-05-15
2023-12-31	$6,485,954	77,900	+42.7%	Put	Sole	2024-02-14
2023-12-31	$32,554,660	391,000	+205.0%	Call	Sole	2024-02-14
2023-09-30	$8,081,728	128,200	-15.2%	Call	Sole	2023-11-14
2023-09-30	$3,441,984	54,600	-65.7%	Put	Sole	2023-11-14
2023-09-30	$9,738,167	154,476	+7.2%	Shares	Sole	2023-11-14
2023-06-30	$9,883,944	151,200	-78.6%	Call	Sole	2023-08-14
2023-06-30	$10,400,367	159,100	-80.5%	Put	Sole	2023-08-14
2023-06-30	$9,417,006	144,057	+1492.3%	Shares	Sole	2023-08-14
2023-03-31	$557,838	9,047	-96.8%	Shares	Sole	2023-05-15
2023-03-31	$43,482,632	705,200	-81.2%	Call	Sole	2023-05-15
2023-03-31	$50,203,572	814,200	-78.4%	Put	Sole	2023-05-15
2022-12-31	$12,891,857	285,155	+162.1%	Shares	Sole	2023-02-27
2022-12-31	$170,559,246	3,772,600	+217.9%	Put	Sole	2023-02-27
2022-12-31	$169,627,920	3,752,000	+234.4%	Call	Sole	2023-02-27
2022-09-30	$62,057,820	1,122,000	+168.1%	Call	Sole	2022-11-21
2022-09-30	$6,017,672	108,799	—	Shares	Sole	2022-11-21
2022-09-30	$65,647,439	1,186,900	+229.1%	Put	Sole	2022-11-21
2022-06-30	$15,780,625	360,700	+82.8%	Put	Sole	2022-08-17
2022-06-30	$18,309,375	418,500	—	Call	Sole	2022-08-17
2022-03-31	$23,616,810	197,300	—	Put	Sole	2022-05-16
No filing history on record for this holder in this stock.