Two Sigma Investments — NET Trade History
Quarter-by-quarter changes in the CLOUDFLARE INC position · CUSIP 18915M107
Currently held · 4.8 YearsFirst seen: 2020 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 2,586,183 | -233,654 | -8.3% | $634.3M | 0.46% |
| 2026 Q1 | 2026-05-15 | Add | 2,819,837 | 1,562,239 | +124.2% | $581.8M | 0.47% |
| 2025 Q4 | 2026-02-17 | Add | 1,257,598 | 20,634 | +1.7% | $247.9M | 0.35% |
| 2025 Q3 | 2025-11-14 | Reduce | 1,236,964 | -126,250 | -9.3% | $265.4M | 0.40% |
| 2025 Q2 | 2025-08-14 | Reduce | 1,363,214 | -20,803 | -1.5% | $267.0M | 0.47% |
| 2025 Q1 | 2025-05-15 | Add | 1,384,017 | 1,058,703 | +325.4% | $156.0M | 0.33% |
| 2024 Q4 | 2025-02-14 | Reduce | 325,314 | -650,998 | -66.7% | $35.0M | 0.08% |
| 2024 Q3 | 2024-11-14 | Add | 976,312 | 66,631 | +7.3% | $79.0M | 0.17% |
| 2024 Q2 | 2024-08-14 | Reduce | 909,681 | -907,966 | -50.0% | $75.3M | 0.17% |
| 2024 Q1 | 2024-05-15 | Reduce | 1,817,647 | -291,082 | -13.8% | $176.0M | 0.41% |
| 2023 Q4 | 2024-02-14 | Add | 2,108,729 | 422,608 | +25.1% | $175.6M | 0.40% |
| 2023 Q3 | 2023-11-14 | Add | 1,686,121 | 405,920 | +31.7% | $106.3M | 0.29% |
| 2023 Q2 | 2023-08-14 | Reduce | 1,280,201 | -64,713 | -4.8% | $83.7M | 0.21% |
| 2023 Q1 | 2023-05-15 | Add | 1,344,914 | 918,096 | +215.1% | $82.9M | 0.24% |
| 2022 Q4 | 2023-02-14 | Add | 426,818 | 185,889 | +77.2% | $19.3M | 0.06% |
| 2022 Q3 | 2022-11-14 | Reduce | 240,929 | -2,508,611 | -91.2% | $13.3M | 0.04% |
| 2022 Q2 | 2022-08-15 | Add | 2,749,540 | 1,678,682 | +156.8% | $120.3M | 0.40% |
| 2022 Q1 | 2022-05-16 | Reduce | 1,070,858 | -710,803 | -39.9% | $128.2M | 0.38% |
| 2021 Q4 | 2022-02-14 | New | 1,781,661 | 1,781,661 | — | $234.3M | 0.50% |
| 2021 Q3 | 2021-11-15 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-16 | Sold out | — | -8,700 | -100.0% | — | — |
| 2021 Q1 | 2021-05-17 | Reduce | 8,700 | -187,703 | -95.6% | $611.0K | 0.00% |
| 2020 Q4 | 2021-02-16 | New | 196,403 | 196,403 | — | $14.9M | 0.04% |
| 2020 Q3 | 2020-11-16 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-14 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-14 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.