Joel Greenblatt's NET Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 88,290 shares of Cloudflare, Inc. (NET) worth $17.41 M, representing 0.06% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in NET, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 31,423 shares. Largest reduction occurred in Q4 2022, reducing 10,740 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Cloudflare (NET) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cloudflare (NET) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +5,502 | Add 6.65% | 88,290 | $197.15 |
| Q3 2025 | +31,423 | Add 61.18% | 82,788 | $214.59 |
| Q2 2025 | +27,394 | Add 114.28% | 51,365 | $195.83 |
| Q1 2025 | +17,034 | Add 245.55% | 23,971 | $112.69 |
| Q4 2024 | +170 | Add 2.51% | 6,937 | $107.68 |
| Q3 2024 | +1,646 | Add 32.14% | 6,767 | $80.89 |
| Q2 2024 | -2,896 | Reduce 36.12% | 5,121 | $82.83 |
| Q1 2024 | +2,893 | Add 56.46% | 8,017 | $96.83 |
| Q4 2023 | -4,078 | Reduce 44.32% | 5,124 | $83.26 |
| Q3 2023 | +9,202 | New Buy | 9,202 | $63.04 |
| Q4 2022 | -10,740 | Sold Out | 0 | $0.00 |
| Q3 2022 | +10,740 | New Buy | 10,740 | $55.31 |
| Q2 2022 | -4,955 | Sold Out | 0 | $0.00 |
| Q1 2022 | +4,955 | New Buy | 4,955 | $119.68 |
| Q1 2021 | -8,978 | Sold Out | 0 | $0.00 |
| Q4 2020 | +8,978 | New Buy | 8,978 | $75.96 |
Joel Greenblatt's Cloudflare Investment FAQs
Joel Greenblatt first purchased Cloudflare, Inc. (NET) in Q4 2020, acquiring 8,978 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Cloudflare, Inc. (NET) for 16 quarters since Q4 2020.
Joel Greenblatt's largest addition to Cloudflare, Inc. (NET) was in Q3 2025, adding 82,788 shares worth $17.77 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 88,290 shares of Cloudflare, Inc. (NET), valued at approximately $17.41 M.
As of the Q4 2025 filing, Cloudflare, Inc. (NET) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Cloudflare, Inc. (NET) was 88,290 shares, as reported at the end of Q4 2025.