Catherine Wood's NET Position Overview
Catherine Wood (via Ark Investment Management LLC) currently holds 222,318 shares of Cloudflare, Inc. (NET) worth $47.71 M, representing 0.28% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +724,940 | New Buy | 724,940 | $75.99 |
| Q1 2021 | +217,526 | Add 30.01% | 942,466 | $70.26 |
| Q2 2021 | -328,827 | Reduce 34.89% | 613,639 | $105.84 |
| Q3 2021 | -147,003 | Reduce 23.96% | 466,636 | $112.65 |
| Q4 2021 | -342,087 | Reduce 73.31% | 124,549 | $131.50 |
| Q1 2022 | +121,228 | Add 97.33% | 245,777 | $119.70 |
| Q2 2022 | +78,858 | Add 32.09% | 324,635 | $56.00 |
| Q3 2022 | -14,327 | Reduce 4.41% | 310,308 | $55.31 |
| Q4 2022 | -15,346 | Reduce 4.95% | 294,962 | $45.21 |
| Q1 2023 | -5,967 | Reduce 2.02% | 288,995 | $61.66 |
| Q2 2023 | +129,356 | Add 44.76% | 418,351 | $65.37 |
| Q3 2023 | +11,258 | Add 2.69% | 429,609 | $63.04 |
| Q4 2023 | +11,259 | Add 2.62% | 440,868 | $83.26 |
| Q1 2024 | -47,488 | Reduce 10.77% | 393,380 | $96.83 |
| Q2 2024 | +1,825 | Add 0.46% | 395,205 | $82.83 |
| Q3 2024 | -44,746 | Reduce 11.32% | 350,459 | $80.89 |
| Q4 2024 | -609 | Reduce 0.17% | 349,850 | $107.68 |
| Q1 2025 | -130,712 | Reduce 37.36% | 219,138 | $112.69 |
| Q2 2025 | -14,832 | Reduce 6.77% | 204,306 | $195.83 |
| Q3 2025 | +18,012 | Add 8.82% | 222,318 | $214.59 |
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 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Catherine Wood's largest addition to Cloudflare, Inc. (NET) was in Q4 2020, adding 724,940 shares worth $55.09 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Catherine Wood's firm, Ark Investment Management LLC, owns 222,318 shares of Cloudflare, Inc. (NET), valued at approximately $47.71 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Cloudflare, Inc. (NET) represents approximately 0.28% of Catherine Wood's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Catherine Wood's peak holding in Cloudflare, Inc. (NET) was 942,466 shares, as reported at the end of Q1 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.