InvestorLens

NET — CLOUDFLARE INC

Information Technology · Software

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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
67
Institutional Conviction
Net accumulation · 4 buying vs 2 selling last quarter
65
Macro Tailwind
Macro conditions are mixed for this sector
52
Why? — Evidence & Confidence ▾

Of 6 tracked investors who changed their NET position last quarter, 4 bought and 2 sold (67% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime).

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (Paul Tudor Jones, Steve Cohen, George Soros, …)
  • +8 tracked investors reported holding NET at their latest filing
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (2 reduced, 0 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 8/4/2026.

About CLOUDFLARE INC (NET)

CLOUDFLARE INC (NET) appears in the most recent 13F filings of 8 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 9 new positions, 1 increased, 3 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in NET

77
/100
Institutional Accumulation
Added / Increased10
Reduced3
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track NET

53
/100
Moderate Interest
8investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

NET Ownership Composition

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

Dominant Type
Other
85% of tracked value
Institutions
8
tracked investors
Total Reported
$940.6M
combined 13F value
Sectors3
  • Other84.8%
  • Hedge Funds11.2%
  • Growth Funds4.0%
Other(5)
84.8%
Hedge Funds(2)
11.2%
Growth Funds(1)
4.0%

Tracked investors reporting NET

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    3.4M
    Value
    $694.4M
    % Portfolio
    0.11%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    498.4K
    Value
    $102.8M
    % Portfolio
    0.13%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    376.4K
    Value
    $77.7M
    % Portfolio
    0.03%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    62.6K
    Value
    $12.9M
    % Portfolio
    0.02%
  • Cathie WoodMar 31, 2026
    ARK Investment Management
    Shares
    183.6K
    Value
    $37.9M
    % Portfolio
    0.29%
  • Stanley DruckenmillerMar 31, 2026
    Duquesne Family Office
    Shares
    52.5K
    Value
    $10.8M
    % Portfolio
    0.32%
  • George SorosMar 31, 2026
    Soros Fund Management
    Shares
    10.8K
    Value
    $2.2M
    % Portfolio
    0.02%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    8.8K
    Value
    $1.8M
    % Portfolio
    0.01%

Recent activity

Frequently asked questions

How many institutional investors hold NET?
8 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 9 new positions, 1 increased, 3 reduced, and 0 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.