BARCLAYS PLC

Position in NET — Cloudflare, Inc.

CIK 312069 LONDON, X0

Back to NET Full portfolio

Position in NET

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

Position Value

$91,103,029

+$44,371,580 QoQ

Shares Held

441,519

+86.3% QoQ

Ownership

0.125%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.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

$39,864,888

CallShares

193,200

PutValue

$2,682,420

PutShares

13,000

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

BARCLAYS PLC holds $14,404,522,079 across 116 Software - Infrastructure names. NET ranks #9 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	24,964,429	$9,241,082,679
2	PLTR	Palantir Technologies Inc.	8,456,497	$1,237,016,380
3	ORCL	Oracle Corp	8,131,987	$1,196,296,605
4	PANW	Palo Alto Networks Inc	3,819,286	$612,307,929
5	SNPS	Synopsys Inc	1,316,661	$522,029,753
6	FTNT	Fortinet, Inc.	2,193,503	$179,253,064
7	CRWD	CrowdStrike Holdings, Inc.	972,140	$94,883,293
8	ZS	Zscaler, Inc.	669,252	$93,889,362

All Filings in NET

Export CSV

40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$91,103,029	441,519	+3296.3%	Shares	Defined	2026-05-15
2026-03-31	$2,682,420	13,000	-93.3%	Put	Defined	2026-05-15
2026-03-31	$39,864,888	193,200	-4.6%	Call	Defined	2026-05-15
2025-12-31	$39,922,875	202,500	-14.6%	Call	Sole	2026-02-13
2025-12-31	$46,731,449	237,035	+575.3%	Shares	Sole	2026-02-13
2025-12-31	$6,919,965	35,100	-82.7%	Put	Sole	2026-02-13
2025-09-30	$43,454,475	202,500	+476.9%	Call	Sole	2026-03-31
2025-09-30	$7,532,109	35,100	-81.0%	Put	Sole	2026-03-31
2025-09-30	$39,677,904	184,901	+18.4%	Shares	Sole	2026-03-31
2025-06-30	$30,590,602	156,210	+345.0%	Shares	Sole	2026-02-27
2025-06-30	$6,873,633	35,100	-65.8%	Put	Sole	2026-02-27
2025-06-30	$20,072,575	102,500	-53.5%	Call	Sole	2026-02-27
2025-03-31	$24,861,103	220,615	+38.1%	Shares	Sole	2026-03-17
2025-03-31	$17,996,593	159,700	-43.6%	Put	Sole	2026-03-17
2024-12-31	$30,487,329	283,129	+363.4%	Shares	Sole	2026-03-19
2024-12-31	$6,579,248	61,100	-89.4%	Call	Sole	2026-03-19
2024-12-31	$62,077,520	576,500	+860.8%	Put	Sole	2026-03-19
2024-09-30	$4,853,400	60,000	-94.6%	Call	Sole	2026-03-31
2024-09-30	$90,701,957	1,121,300	+177.8%	Put	Sole	2026-03-31
2024-09-30	$32,649,871	403,633	+72.1%	Shares	Defined	2026-03-31
2024-06-30	$19,426,615	234,536	-2.3%	Shares	Sole	2026-03-23
2024-06-30	$19,879,200	240,000	+380.0%	Call	Sole	2026-03-23
2024-03-31	$4,841,500	50,000	-72.6%	Put	Sole	2026-03-24
2024-03-31	$17,671,475	182,500	-54.9%	Call	Sole	2026-03-24
2024-03-31	$39,177,029	404,596	+30.9%	Shares	Defined	2026-03-24
2023-12-31	$25,728,753	309,017	+22.4%	Shares	Defined	2026-03-24
2023-12-31	$21,023,150	252,500	+224.6%	Call	Sole	2026-03-24
2023-12-31	$6,477,628	77,800	-73.7%	Put	Sole	2026-03-24
2023-09-30	$18,621,321	295,389	+23.4%	Shares	Sole	2026-03-26
2023-06-30	$15,642,060	239,285	+1495.2%	Shares	Sole	2026-03-27
2023-03-31	$924,900	15,000	-93.6%	Call	Sole	2026-03-30
2023-03-31	$14,432,816	234,071	+234.4%	Shares	Sole	2026-03-30
2023-03-31	$4,316,200	70,000	-38.8%	Put	Sole	2026-03-30
2022-12-31	$5,167,503	114,300	-4.8%	Call	Sole	2026-03-30
2022-12-31	$5,425,200	120,000	-68.3%	Put	Sole	2026-03-30
2022-12-31	$17,140,195	379,124	-2.2%	Shares	Sole	2026-03-30
2022-09-30	$21,439,094	387,617	+61.0%	Shares	Sole	2022-11-03
2022-06-30	$10,535,000	240,800	-29.7%	Put	Sole	2022-08-12
2022-06-30	$14,985,948	342,536	+30.8%	Shares	Defined	2022-08-12
2022-03-31	$31,355,653	261,952	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.