InvestorLens

NET — CLOUDFLARE INC

Information Technology · Software

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying NET?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
63
Institutional Conviction
Net distribution · 3 buying vs 5 selling last quarter
35
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 8 tracked investors who changed their NET position last quarter, 3 bought and 5 sold (38% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Izzy Englander, Howard Marks, Paul Tudor Jones)
  • +4 tracked investors reported holding NET at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Information Technologysource
Contradicting evidence — always shown
  • −5 tracked investors reduced or exited last quarter (4 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About CLOUDFLARE INC (NET)

CLOUDFLARE INC (NET) appears in the most recent 13F filings of 4 tracked institutional investors. CLOUDFLARE INC is classified in the Information Technology sector (Software industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $694M. Across recent filings, tracked investors recorded 12 new positions, 16 increased, 23 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in NET

50
/100
Mixed Activity
Added / Increased28
Reduced23
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track NET

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

NET Ownership Composition

How CLOUDFLARE INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
87% of tracked value
Institutions
4
tracked investors
Total Reported
$948.9M
combined 13F value
Types3
  • Multi-Strategy / Quant87.3%
  • Macro8.1%
  • Growth & Innovation4.5%
Multi-Strategy / Quant(2)
87.3%
Macro(1)
8.1%
Growth & Innovation(1)
4.5%

Tracked investors currently reporting NET

3 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    2.7M
    Value
    $658.3M
    % Portfolio
    0.08%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    694K
    Value
    $170.2M
    % Portfolio
    0.06%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    315K
    Value
    $77.3M
    % Portfolio
    0.11%
  • Cathie WoodJun 30, 2026
    ARK Investment Management
    Shares
    175.7K
    Value
    $43.1M
    % Portfolio
    0.28%

Previously held NET

These investors reported NET in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management498.4K$102.8MMar 31, 2026
George SorosSoros Fund Management25M$31.1MSep 30, 2025
Stanley DruckenmillerDuquesne Family Office52.5K$10.8MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold NET?
4 tracked institutional investors disclosed a position in NET (CLOUDFLARE INC) in their most recent 13F filing.
Who is the largest institutional holder of NET?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in NET, valued at $694M.
Did institutional ownership of NET increase or decrease?
Across recent 13F filings, tracked investors recorded 12 new positions, 16 increased, 23 reduced, and 5 fully exited NET.
What sector is NET in?
CLOUDFLARE INC is classified in the Information Technology GICS sector, Software industry.
Where does this NET ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.