Simplify Asset Management Inc.

Position in NET — Cloudflare, Inc.

CIK 1846368 Las Vegas, NV

Back to NET Full portfolio

Position in NET

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$467,503

+$144,375 QoQ

Shares Held

1,906

+21.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#777

of 1,214 holders

Holding Since

Dec 2020

13 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 Mar 31, 2023

CallValue

$1,220,868

CallShares

19,800

PutValue

PutShares

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

Simplify Asset Management Inc. holds $2,409,660 across 3 Software - Infrastructure names. NET ranks #3 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLTR	Palantir Technologies Inc.	12,021	$1,402,490
2	FTNT	Fortinet, Inc.	3,513	$539,667
3	NET	Cloudflare, Inc. This page	1,906	$467,503

All Filings in NET

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21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$467,503	1,906	+21.7%	Shares	Sole	2026-07-16
2026-03-31	$323,128	1,566	-16.4%	Shares	Sole	2026-04-27
2025-12-31	$369,261	1,873	+42.4%	Shares	Sole	2026-02-09
2025-09-30	$282,185	1,315	-81.3%	Shares	Sole	2025-10-20
2023-03-31	$1,220,868	19,800	-65.7%	Call	Sole	2023-05-10
2023-03-31	$433,839	7,036	+54.0%	Shares	Sole	2023-05-10
2022-12-31	$206,564	4,569	-1.2%	Shares	Sole	2023-02-10
2022-12-31	$2,613,138	57,800	+66.6%	Call	Sole	2023-02-10
2022-09-30	$1,919,257	34,700	0.0%	Call	Sole	2022-11-14
2022-09-30	$255,753	4,624	-43.9%	Shares	Sole	2022-11-14
2022-06-30	$360,325	8,236	-36.2%	Shares	Sole	2022-08-11
2022-06-30	$1,518,125	34,700	-4.9%	Call	Sole	2022-08-11
2022-03-31	$4,369,050	36,500	+132.5%	Call	Sole	2022-05-13
2022-03-31	$1,544,608	12,904	-9.8%	Shares	Sole	2022-05-13
2021-12-31	$2,064,550	15,700	-58.6%	Call	Sole	2022-02-14
2021-12-31	$1,880,450	14,300	+63.6%	Shares	Sole	2022-02-14
2021-09-30	$984,561	8,740	-2.9%	Shares	Sole	2021-11-12
2021-09-30	$4,269,435	37,900	-54.6%	Call	Sole	2021-11-12
2021-06-30	$952,560	9,000	+1208.1%	Shares	Sole	2021-08-13
2021-06-30	$8,837,640	83,500	—	Call	Sole	2021-08-13
2020-12-31	$52,281	688	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.