Position
D. E. Shaw & Co., Inc. in Cloudflare, Inc.
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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $246.6M$1.35 → $3.82
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 125M | $168.7M | — | — | — | 0.1% |
| Q1 2026 | 99.6M | $381.1M | $3.82 | $246.6M | −$34.2M | 0.2% |