Joel Greenblatt's NET Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 82,788 shares of Cloudflare, Inc. (NET) worth $17.77 M, representing 0.08% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 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 2023, reducing 4,078 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +8,978 | New Buy | 8,978 | $75.96 |
| Q1 2021 | -8,978 | Sold Out | 8,978 | $0.00 |
| Q1 2022 | +4,955 | New Buy | 4,955 | $119.68 |
| Q2 2022 | -4,955 | Sold Out | 4,955 | $0.00 |
| Q3 2022 | +10,740 | New Buy | 10,740 | $55.31 |
| Q4 2022 | -10,740 | Sold Out | 10,740 | $0.00 |
| Q3 2023 | +9,202 | New Buy | 9,202 | $63.04 |
| Q4 2023 | -4,078 | Reduce 44.32% | 5,124 | $83.26 |
| Q1 2024 | +2,893 | Add 56.46% | 8,017 | $96.83 |
| Q2 2024 | -2,896 | Reduce 36.12% | 5,121 | $82.83 |
| Q3 2024 | +1,646 | Add 32.14% | 6,767 | $80.89 |
| Q4 2024 | +170 | Add 2.51% | 6,937 | $107.68 |
| Q1 2025 | +17,034 | Add 245.55% | 23,971 | $112.69 |
| Q2 2025 | +27,394 | Add 114.28% | 51,365 | $195.83 |
| Q3 2025 | +31,423 | Add 61.18% | 82,788 | $214.59 |
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 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Cloudflare, Inc. (NET) was in Q3 2025, adding 82,788 shares worth $17.77 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 82,788 shares of Cloudflare, Inc. (NET), valued at approximately $17.77 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 0.08% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in Cloudflare, Inc. (NET) was 82,788 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.