Catherine Wood's NET Position Overview
Catherine Wood (via Ark Investment Management LLC) currently holds 210,090 shares of Cloudflare, Inc. (NET) worth $41.42 M, representing 0.27% of the portfolio. First purchased in 2020-Q4, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Catherine Wood has maintained a strategic position in NET, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 217,526 shares. Largest reduction occurred in Q4 2021, reducing 342,087 shares.
Analysis based on 13F filings available since 2013 Q2
Catherine Wood's Cloudflare (NET) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cloudflare (NET) Trades by Catherine Wood
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -12,228 | Reduce 5.50% | 210,090 | $197.15 |
| Q3 2025 | +18,012 | Add 8.82% | 222,318 | $214.59 |
| Q2 2025 | -14,832 | Reduce 6.77% | 204,306 | $195.83 |
| Q1 2025 | -130,712 | Reduce 37.36% | 219,138 | $112.69 |
| Q4 2024 | -609 | Reduce 0.17% | 349,850 | $107.68 |
| Q3 2024 | -44,746 | Reduce 11.32% | 350,459 | $80.89 |
| Q2 2024 | +1,825 | Add 0.46% | 395,205 | $82.83 |
| Q1 2024 | -47,488 | Reduce 10.77% | 393,380 | $96.83 |
| Q4 2023 | +11,259 | Add 2.62% | 440,868 | $83.26 |
| Q3 2023 | +11,258 | Add 2.69% | 429,609 | $63.04 |
| Q2 2023 | +129,356 | Add 44.76% | 418,351 | $65.37 |
| Q1 2023 | -5,967 | Reduce 2.02% | 288,995 | $61.66 |
| Q4 2022 | -15,346 | Reduce 4.95% | 294,962 | $45.21 |
| Q3 2022 | -14,327 | Reduce 4.41% | 310,308 | $55.31 |
| Q2 2022 | +78,858 | Add 32.09% | 324,635 | $56.00 |
| Q1 2022 | +121,228 | Add 97.33% | 245,777 | $119.70 |
| Q4 2021 | -342,087 | Reduce 73.31% | 124,549 | $131.50 |
| Q3 2021 | -147,003 | Reduce 23.96% | 466,636 | $112.65 |
| Q2 2021 | -328,827 | Reduce 34.89% | 613,639 | $105.84 |
| Q1 2021 | +217,526 | Add 30.01% | 942,466 | $70.26 |
| Q4 2020 | +724,940 | New Buy | 724,940 | $75.99 |
Catherine Wood's Cloudflare Investment FAQs
Catherine Wood first purchased Cloudflare, Inc. (NET) in Q4 2020, acquiring 724,940 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Catherine Wood has held Cloudflare, Inc. (NET) for 21 quarters since Q4 2020.
Catherine Wood's largest addition to Cloudflare, Inc. (NET) was in Q4 2020, adding 724,940 shares worth $55.09 M.
According to the latest 13F filing for Q4 2025, Catherine Wood's firm, Ark Investment Management LLC, owns 210,090 shares of Cloudflare, Inc. (NET), valued at approximately $41.42 M.
As of the Q4 2025 filing, Cloudflare, Inc. (NET) represents approximately 0.27% of Catherine Wood's publicly disclosed stock portfolio, making it one of their key holdings.
Catherine Wood's peak holding in Cloudflare, Inc. (NET) was 942,466 shares, as reported at the end of Q1 2021.