How many institutional investors hold NET?

7 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.

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.

NET — CLOUDFLARE INC

Name: CLOUDFLARE INC (NET) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Information Technology · Software

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

About CLOUDFLARE INC (NET)

CLOUDFLARE INC (NET) appears in the most recent 13F filings of 7 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 7 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

/100

Institutional Accumulation

Added / Increased8

Reduced3

Exited0

BearishBullish

Crowded Trade Score™

How many top investors track NET

/100

Moderate Interest

7investors

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

tracked investors

Total Reported

$927.7M

combined 13F value

Other84.6%
Hedge Funds11.3%
Growth Funds4.1%

Other(4)

84.6%

Hedge Funds(2)

11.3%

Growth Funds(1)

4.1%

Tracked investors reporting NET

Investor	Firm	Shares	Market value	% of portfolio	As of
Ken Griffin	Citadel Advisors	3.4M	$694.4M	0.11%	Mar 31, 2026
Steve Cohen	Point72 Asset Management	498.4K	$102.8M	0.13%	Mar 31, 2026
Izzy Englander	Millennium Management	376.4K	$77.7M	0.03%	Mar 31, 2026
Cathie Wood	ARK Investment Management	183.6K	$37.9M	0.29%	Mar 31, 2026
Stanley Druckenmiller	Duquesne Family Office	52.5K	$10.8M	0.32%	Mar 31, 2026
George Soros	Soros Fund Management	10.8K	$2.2M	0.02%	Mar 31, 2026
Ray Dalio	Bridgewater Associates	8.8K	$1.8M	0.01%	Mar 31, 2026

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%
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

Investor	Action	Δ %	Current value	Filing date
Izzy Englander	New	—	$62.5M	Feb 17, 2026
Steve Cohen	New	—	$62.7M	Feb 17, 2026
Steve Cohen	New	—	$102.8M	May 15, 2026
George Soros	New	—	$2.2M	May 15, 2026
Stanley Druckenmiller	New	—	$10.8M	May 15, 2026
Ray Dalio	Reduced	-78.59%	$1.8M	May 15, 2026
Cathie Wood	Reduced	-12.59%	$37.9M	May 12, 2026
Ray Dalio	Increased	172.37%	$8.1K	Feb 13, 2026
Cathie Wood	Reduced	-5.50%	$41.4K	Feb 11, 2026
Ray Dalio	New	—	$3.2K	Nov 13, 2025
Cathie Wood	New	—	$47.7K	Nov 12, 2025

Izzy Englander
New
$62.5MFeb 17, 2026
Steve Cohen
New
$62.7MFeb 17, 2026
Steve Cohen
New
$102.8MMay 15, 2026
George Soros
New
$2.2MMay 15, 2026
Stanley Druckenmiller
New
$10.8MMay 15, 2026
Ray Dalio
Reduced
$1.8M(-78.59%)May 15, 2026
Cathie Wood
Reduced
$37.9M(-12.59%)May 12, 2026
Ray Dalio
Increased
$8.1K(172.37%)Feb 13, 2026
Cathie Wood
Reduced
$41.4K(-5.50%)Feb 11, 2026
Ray Dalio
New
$3.2KNov 13, 2025
Cathie Wood
New
$47.7KNov 12, 2025

Frequently asked questions

How many institutional investors hold NET?: 7 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 7 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.