Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Cloudflare, Inc. (NET)
← All NET superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 91,071 0.06 Add 3.15% <0.01 $158.83–229.15 · VW $189.60i $18,791,590 SEC
2025   Q4 88,290 0.06 Add 6.65% <0.01 $181.16–260.00 · VW $212.87i $17,406,374 SEC
2025   Q3 82,788 0.08 Add 61.18% 0.03 $178.51–230.10 · VW $204.58i $17,765,477 SEC
2025   Q2 51,365 0.06 Add 114.28% 0.03 $89.42–198.01 · VW $149.04i $10,058,808 SEC
2025   Q1 23,971 0.02 Add 245.55% 0.02 $94.16–177.37 · VW $133.71i $2,701,292 SEC
2024   Q4 6,937 <0.01 Add 2.51% <0.01 $79.16–119.42 · VW $99.67i $746,976 SEC
2024   Q3 6,767 <0.01 Add 32.14% <0.01 $69.26–87.18 · VW $80.24i $547,383 SEC
2024   Q2 5,121 <0.01 Reduce 36.12% <0.01 $66.24–97.89 · VW $78.95i $424,172 SEC
2024   Q1 8,017 0.01 Add 56.46% <0.01 $74.37–116.00 · VW $94.26i $776,286 SEC
2023   Q4 5,124 <0.01 Reduce 44.32% <0.01 $53.88–86.91 · VW $68.88i $426,624 SEC
2023   Q3 9,202 0.01 Buy 0.01 $56.08–76.07 · VW $64.48i $580,094 SEC
2022   Q4 0 0.00 Sell 100.00% 0.02 $37.37–62.95 · VW $49.02i SEC
2022   Q3 10,740 0.02 Buy 0.02 $43.67–80.99 · VW $60.18i $594,000 SEC
2022   Q2 0 0.00 Sell 100.00% 0.02 $38.96–128.40 · VW $65.34i SEC
2022   Q1 4,955 0.02 Buy 0.02 $76.61–132.45 · VW $103.86i $593,000 SEC
2021   Q1 0 0.00 Sell 100.00% 0.02 $60.96–95.77 · VW $77.12i SEC
2020   Q4 8,978 0.02 Buy 0.02 $41.66–88.77 · VW $66.23i $682,000 SEC
Price snapshot:
Current price$269.53
Avg. buy price$178.13
+/- since buy51.31%
52-week low$158.83
52-week high$280.14