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NET position history

The shares of Cloudflare (NET) that ARK Investment Management LLC reported in each quarter’s 13F.

Equity, CL A COM

Shares held by quarter

New Add Reduce Exit

  1. 2021 Q3: 466,636 shares, $53M, 0.13% of portfolio
  2. 2021 Q4: 124,549 shares, $16M, 0.05% of portfolio, Reduce −73.3%
  3. 2022 Q1: 245,777 shares, $29M, 0.12% of portfolio, Add +97.3%
  4. 2022 Q2: 324,635 shares, $18M, 0.11% of portfolio, Add +32.1%
  5. 2022 Q3: 310,308 shares, $17M, 0.12% of portfolio, Reduce −4.4%
  6. 2022 Q4: 294,962 shares, $13M, 0.12% of portfolio, Reduce −4.9%
  7. 2023 Q1: 288,995 shares, $18M, 0.12% of portfolio, Reduce −2.0%
  8. 2023 Q2: 418,351 shares, $27M, 0.18% of portfolio, Add +44.8%
  9. 2023 Q3: 429,609 shares, $27M, 0.21% of portfolio, Add +2.7%
  10. 2023 Q4: 440,868 shares, $37M, 0.22% of portfolio, Add +2.6%
  11. 2024 Q1: 393,380 shares, $38M, 0.26% of portfolio, Reduce −10.8%
  12. 2024 Q2: 395,205 shares, $33M, 0.29% of portfolio, Add +0.5%
  13. 2024 Q3: 350,459 shares, $28M, 0.26% of portfolio, Reduce −11.3%
  14. 2024 Q4: 349,850 shares, $38M, 0.31% of portfolio, Reduce −0.2%
  15. 2025 Q1: 219,138 shares, $25M, 0.25% of portfolio, Reduce −37.4%
  16. 2025 Q2: 204,306 shares, $40M, 0.29% of portfolio, Reduce −6.8%
  17. 2025 Q3: 222,318 shares, $48M, 0.28% of portfolio, Add +8.8%
  18. 2025 Q4: 210,090 shares, $41M, 0.27% of portfolio, Reduce −5.5%
  19. 2026 Q1: 183,644 shares, $38M, 0.29% of portfolio, Reduce −12.6%
  20. 2026 Q2: 175,723 shares, $43M, 0.28% of portfolio, Reduce −4.3%
Holdings date Value % of holdings Shares Filing date All 13F holders