David A. Siegel Cloudflare, Inc. Transaction History

Two Sigma Advisers, LP

$47 Billion
Q3 2025

A detailed history of David A. Siegel (Two Sigma Advisers, LP) transactions in Cloudflare, Inc. stock. As of the latest transaction made, Two Sigma Advisers, LP holds 1,534,300 shares of NET stock, worth $323 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

1,534,300

Previous 699,900 119.22%

Holding current value

$323 Million

Previous $137 Million 140.22%

% of portfolio

0.7%

Previous 0.3%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$181.39 - $228.28 $151 Million - $190 Million	834,400 Added 119.22%	1,534,300 $329 Million
Q2 2025 Aug 14, 2025	SELL	$97.08 - $195.83 $7.1 Million - $14.3 Million	-73,100 Reduced 9.46%	699,900 $137 Million
Q1 2025 May 15, 2025	BUY	$110.71 - $176.5 $75.6 Million - $121 Million	683,000 Added 758.89%	773,000 $87.1 Million
Q4 2024 Feb 14, 2025	SELL	$78.11 - $117.56 $64.5 Million - $97.1 Million	-826,100 Reduced 90.18%	90,000 $9.69 Million
Q3 2024 Nov 14, 2024	SELL	$74.4 - $86.96 $11.8 Million - $13.8 Million	-159,200 Reduced 14.81%	916,100 $74.1 Million

Q2 2024 Aug 14, 2024	SELL	$67.43 - $97.0 $79 Million - $114 Million	-1,171,200 Reduced 52.13%	1,075,300 $89.1 Million
Q1 2024 May 15, 2024	BUY	$76.28 - $107.92 $19.8 Million - $28 Million	259,500 Added 13.06%	2,246,500 $218 Million
Q4 2023 Feb 14, 2024	BUY	$54.95 - $85.76 $37.5 Million - $58.5 Million	681,800 Added 52.24%	1,987,000 $165 Million
Q3 2023 Nov 14, 2023	BUY	$56.55 - $72.93 $18.6 Million - $24 Million	328,600 Added 33.65%	1,305,200 $82.3 Million
Q2 2023 Aug 14, 2023	BUY	$40.48 - $70.64 $6.22 Million - $10.9 Million	153,700 Added 18.68%	976,600 $63.8 Million
Q1 2023 May 15, 2023	SELL	$38.9 - $72.4 $8.9 Million - $16.6 Million	-228,900 Reduced 21.76%	822,900 $50.7 Million
Q4 2022 Feb 14, 2023	SELL	$37.84 - $61.02 $18.7 Million - $30.2 Million	-494,300 Reduced 31.97%	1,051,800 $47.6 Million
Q3 2022 Nov 14, 2022	SELL	$44.61 - $78.61 $36.8 Million - $64.8 Million	-824,900 Reduced 34.79%	1,546,100 $85.5 Million
Q2 2022 Aug 15, 2022	BUY	$39.7 - $126.9 $33.8 Million - $108 Million	852,000 Added 56.09%	2,371,000 $104 Million
Q1 2022 May 16, 2022	BUY	$80.07 - $130.02 $57.6 Million - $93.5 Million	719,000 Added 89.88%	1,519,000 $182 Million
Q4 2021 Feb 14, 2022	BUY	$114.98 - $217.25 $92 Million - $174 Million	800,000 New	800,000 $105 Million
Q2 2020 Aug 14, 2020	SELL	$21.18 - $37.0 $266,868 - $466,200	-12,600 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$15.92 - $23.89 $200,592 - $301,014	12,600 New	12,600 $296,000

Others Institutions Holding NET

# of Institutions

1,193

Shares Held

263M

Call Options Held

11.9M

Put Options Held

6.51M

View Full List

About Cloudflare, Inc.

Ticker NET
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 283,020,992
Market Cap $59.6B
Description
CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company offers an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices. Its security produc...

More about NET

Track David A. Siegel's Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Two Sigma Advisers, LP, based on Form 13F filings with the SEC.

News

Stay updated on Two Sigma Advisers, LP and David A. Siegel with notifications on news.

Account