Jefferies Group's NET Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 3,082 shares of Cloudflare, Inc. (NET) worth $661,366, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in NET, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 42,893 shares. Largest reduction occurred in Q3 2025, reducing 44,774 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Cloudflare (NET) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cloudflare (NET) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +10,120 | New Buy | 10,120 | $45.21 |
| Q1 2023 | -1,139 | Reduce 11.25% | 8,981 | $61.66 |
| Q2 2023 | -5,560 | Reduce 61.91% | 3,421 | $65.37 |
| Q3 2023 | +8,605 | Add 251.53% | 12,026 | $63.04 |
| Q4 2023 | -6,395 | Reduce 53.18% | 5,631 | $83.26 |
| Q1 2024 | -5,631 | Sold Out | 5,631 | $0.00 |
| Q4 2024 | +2,539 | New Buy | 2,539 | $107.68 |
| Q1 2025 | +2,424 | Add 95.47% | 4,963 | $112.69 |
| Q2 2025 | +42,893 | Add 864.26% | 47,856 | $195.83 |
| Q3 2025 | -44,774 | Reduce 93.56% | 3,082 | $214.59 |
Jefferies Group's Cloudflare Investment FAQs
Jefferies Group first purchased Cloudflare, Inc. (NET) in Q4 2022, acquiring 10,120 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Cloudflare, Inc. (NET) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Cloudflare, Inc. (NET) was in Q2 2025, adding 47,856 shares worth $9.37 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 3,082 shares of Cloudflare, Inc. (NET), valued at approximately $661,366. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Cloudflare, Inc. (NET) represents approximately 0.00% of Jefferies Group'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.
Jefferies Group's peak holding in Cloudflare, Inc. (NET) was 47,856 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.