Position
Renaissance Technologies in Cloudflare, Inc.
Back to the book · All holders of NET
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 $6.28M$197.15 → $245.28
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 130.4K | $25.7M | — | — | — | 0.0% |
| Q2 2026 | 171.4K | $42M | $245.28 | $6.28M | $10.1M | 0.1% |