Steven Cohen's NET Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 428,984 shares of Cloudflare, Inc. (NET) worth $88.52 M, representing 0.11% of the portfolio. First purchased in 2019-Q3, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in NET, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 1.41 M shares. Largest reduction occurred in Q1 2025, reducing 1.13 M shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's Cloudflare (NET) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cloudflare (NET) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +428,984 | New Buy | 428,984 | $206.34 |
| Q2 2025 | -281,483 | Sold Out | 0 | $0.00 |
| Q1 2025 | -1.13 M | Reduce 79.99% | 281,483 | $112.69 |
| Q4 2024 | +1.41 M | New Buy | 1.41 M | $107.68 |
| Q2 2023 | -10,250 | Sold Out | 0 | $0.00 |
| Q1 2023 | +10,250 | New Buy | 10,250 | $61.66 |
| Q4 2022 | -300 | Sold Out | 0 | $0.00 |
| Q3 2022 | +300 | New Buy | 300 | $56.67 |
| Q1 2021 | -265,500 | Sold Out | 0 | $0.00 |
| Q4 2020 | +20,212 | Add 8.24% | 265,500 | $75.99 |
| Q3 2020 | +245,288 | New Buy | 245,288 | $41.06 |
| Q4 2019 | -75,000 | Sold Out | 0 | $0.00 |
| Q3 2019 | +75,000 | New Buy | 75,000 | $18.57 |
Steven Cohen's Cloudflare Investment FAQs
Steven Cohen first purchased Cloudflare, Inc. (NET) in Q3 2019, acquiring 75,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held Cloudflare, Inc. (NET) for 13 quarters since Q3 2019.
Steven Cohen's largest addition to Cloudflare, Inc. (NET) was in Q4 2024, adding 1,407,054 shares worth $151.51 M.
According to the latest 13F filing for Q1 2026, Steven Cohen's firm, Point72 Asset Management, L.P., owns 428,984 shares of Cloudflare, Inc. (NET), valued at approximately $88.52 M.
As of the Q1 2026 filing, Cloudflare, Inc. (NET) represents approximately 0.11% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in Cloudflare, Inc. (NET) was 1,407,054 shares, as reported at the end of Q4 2024.