Renaissance Technologies's NET Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 328,500 shares of Cloudflare, Inc. (NET) worth $70.49 M, representing 0.09% of the portfolio. First purchased in 2020-Q1, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Renaissance Technologies has maintained a strategic position in NET, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 615,000 shares. Largest reduction occurred in Q3 2022, reducing 820,600 shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies's Cloudflare (NET) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cloudflare (NET) Trades by Renaissance Technologies
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +796,500 | New Buy | 796,500 | $23.48 |
| Q2 2020 | -282,400 | Reduce 35.46% | 514,100 | $35.95 |
| Q3 2020 | -514,100 | Sold Out | 0 | $0.00 |
| Q4 2020 | +615,000 | New Buy | 615,000 | $75.99 |
| Q1 2021 | -315,500 | Reduce 51.30% | 299,500 | $70.26 |
| Q2 2021 | -299,500 | Sold Out | 0 | $0.00 |
| Q3 2021 | +226,700 | New Buy | 226,700 | $112.65 |
| Q4 2021 | +599,000 | Add 264.23% | 825,700 | $131.50 |
| Q1 2022 | +513,800 | Add 62.23% | 1.34 M | $119.70 |
| Q2 2022 | -514,500 | Reduce 38.41% | 825,000 | $43.75 |
| Q3 2022 | -820,600 | Reduce 99.47% | 4,400 | $55.23 |
| Q4 2022 | +127,000 | Add 2886.36% | 131,400 | $0.05 |
| Q1 2023 | -131,400 | Sold Out | 0 | $0.00 |
| Q2 2024 | +90,100 | New Buy | 90,100 | $82.83 |
| Q3 2024 | +81,800 | Add 90.79% | 171,900 | $80.89 |
| Q4 2024 | -171,900 | Sold Out | 0 | $0.00 |
| Q2 2025 | +54,600 | New Buy | 54,600 | $195.83 |
| Q3 2025 | +273,900 | Add 501.65% | 328,500 | $214.59 |
Renaissance Technologies's Cloudflare Investment FAQs
Renaissance Technologies first purchased Cloudflare, Inc. (NET) in Q1 2020, acquiring 796,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies has held Cloudflare, Inc. (NET) for 18 quarters since Q1 2020.
Renaissance Technologies's largest addition to Cloudflare, Inc. (NET) was in Q1 2020, adding 796,500 shares worth $18.7 M.
According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 328,500 shares of Cloudflare, Inc. (NET), valued at approximately $70.49 M.
As of the Q3 2025 filing, Cloudflare, Inc. (NET) represents approximately 0.09% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies's peak holding in Cloudflare, Inc. (NET) was 1,339,500 shares, as reported at the end of Q1 2022.