Jefferies Group's NET Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 38,255 shares of Cloudflare, Inc. (NET) worth $7.54 M, representing 0.04% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 11 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +35,173 | Add 1141.24% | 38,255 | $197.15 |
| Q3 2025 | -44,774 | Reduce 93.56% | 3,082 | $214.59 |
| Q2 2025 | +42,893 | Add 864.26% | 47,856 | $195.83 |
| Q1 2025 | +2,424 | Add 95.47% | 4,963 | $112.69 |
| Q4 2024 | +2,539 | New Buy | 2,539 | $107.68 |
| Q1 2024 | -5,631 | Sold Out | 0 | $0.00 |
| Q4 2023 | -6,395 | Reduce 53.18% | 5,631 | $83.26 |
| Q3 2023 | +8,605 | Add 251.53% | 12,026 | $63.04 |
| Q2 2023 | -5,560 | Reduce 61.91% | 3,421 | $65.37 |
| Q1 2023 | -1,139 | Reduce 11.25% | 8,981 | $61.66 |
| Q4 2022 | +10,120 | New Buy | 10,120 | $45.21 |
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 11 quarters since Q4 2022.
Jefferies Group's largest addition to Cloudflare, Inc. (NET) was in Q2 2025, adding 47,856 shares worth $9.37 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 38,255 shares of Cloudflare, Inc. (NET), valued at approximately $7.54 M.
As of the Q4 2025 filing, Cloudflare, Inc. (NET) represents approximately 0.04% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Cloudflare, Inc. (NET) was 47,856 shares, as reported at the end of Q2 2025.