CLOUDFLARE INC (NET): Institutional Ownership
Hedge funds and institutional managers reporting a position in NET · Information Technology. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
28
13F filers
Aggregate Value
$2.7B
Across holders
Last Price
$237.24
2026-06-26
Sector
Information Technology
GICS
Holder activity7 new9 added11 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| BAILLIE GIFFORD & CO CIK 0001088875 | Institutional Manager | 4.97M | $1.0B | 37.3% | 1.0% | Reduced | $-835.4M | Q1 2026 |
| SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 | Institutional Manager | 3.66M | $755.6M | 27.5% | 3.0% | Reduced | $-14.3M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 2.82M | $581.8M | 21.2% | 0.5% | Added | +$581.4M | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 979K | $201.9M | 7.3% | 0.0% | Added | +$57.1M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 130K | $25.7M | 0.9% | 0.0% | Reduced | $-39.1M | Q4 2025 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 107K | $22.1M | 0.8% | 0.1% | Added | +$10.7M | Q1 2026 |
| Verition Fund Management LLC CIK 0001454027 | Hedge Fund | 102K | $21.1M | 0.8% | 0.1% | Added | +$11.5M | Q1 2026 |
| STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 | Hedge Fund | 96K | $19.8M | 0.7% | 0.7% | New | — | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 91K | $18.8M | 0.7% | 0.1% | Added | +$574K | Q1 2026 |
| Duquesne Family Office LLC CIK 0001536411 | Family Office | 53K | $10.8M | 0.4% | 0.3% | New | — | Q1 2026 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 51K | $10.6M | 0.4% | 0.1% | Reduced | $-11.6M | Q1 2026 |
| Man Group plc CIK 0001637460 | Hedge Fund | 37K | $7.6M | 0.3% | 0.0% | Reduced | $-10.9M | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 28K | $5.8M | 0.2% | 0.0% | Added | +$2.7M | Q1 2026 |
| Rokos Capital Management LLP CIK 0001666335 | Hedge Fund | 24K | $5.0M | 0.2% | 0.0% | New | — | Q3 2025 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 23K | $4.8M | 0.2% | 0.0% | Reduced | $-49.4M | Q1 2026 |
| ICONIQ Capital, LLC CIK 0001569709 | Family Office | 23K | $4.8M | 0.2% | 0.1% | Unchanged | +$0 | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 22K | $4.5M | 0.2% | 0.0% | Reduced | $-2.9M | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 22K | $4.4M | 0.2% | 0.0% | Reduced | $-516K | Q1 2026 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 14K | $2.9M | 0.1% | 0.0% | Added | +$1.2M | Q1 2026 |
| CAXTON ASSOCIATES LLP CIK 0002051323 | Hedge Fund | 12K | $2.5M | 0.1% | 0.1% | New | — | Q1 2026 |
Reduced
Institutional Manager
$1.0B· 37.3% of total· 1.0% port· 4.97M sh· $-835.4M QoQ· Q1 2026
Reduced
Institutional Manager
$755.6M· 27.5% of total· 3.0% port· 3.66M sh· $-14.3M QoQ· Q1 2026
Added
Hedge Fund
$581.8M· 21.2% of total· 0.5% port· 2.82M sh· +$581.4M QoQ· Q1 2026
Added
Hedge Fund
$201.9M· 7.3% of total· 0.0% port· 979K sh· +$57.1M QoQ· Q1 2026
Reduced
Hedge Fund
$25.7M· 0.9% of total· 0.0% port· 130K sh· $-39.1M QoQ· Q4 2025
Added
Hedge Fund
$22.1M· 0.8% of total· 0.1% port· 107K sh· +$10.7M QoQ· Q1 2026
Added
Hedge Fund
$21.1M· 0.8% of total· 0.1% port· 102K sh· +$11.5M QoQ· Q1 2026
New
Hedge Fund
$19.8M· 0.7% of total· 0.7% port· 96K sh· — QoQ· Q1 2026
Added
Hedge Fund
$18.8M· 0.7% of total· 0.1% port· 91K sh· +$574K QoQ· Q1 2026
New
Family Office
$10.8M· 0.4% of total· 0.3% port· 53K sh· — QoQ· Q1 2026
Reduced
Hedge Fund
$10.6M· 0.4% of total· 0.1% port· 51K sh· $-11.6M QoQ· Q1 2026
Reduced
Hedge Fund
$7.6M· 0.3% of total· 0.0% port· 37K sh· $-10.9M QoQ· Q1 2026
Added
Hedge Fund
$5.8M· 0.2% of total· 0.0% port· 28K sh· +$2.7M QoQ· Q1 2026
New
Hedge Fund
$5.0M· 0.2% of total· 0.0% port· 24K sh· — QoQ· Q3 2025
Reduced
Hedge Fund
$4.8M· 0.2% of total· 0.0% port· 23K sh· $-49.4M QoQ· Q1 2026
Unchanged
Family Office
$4.8M· 0.2% of total· 0.1% port· 23K sh· +$0 QoQ· Q1 2026
Reduced
Hedge Fund
$4.5M· 0.2% of total· 0.0% port· 22K sh· $-2.9M QoQ· Q1 2026
Reduced
Hedge Fund
$4.4M· 0.2% of total· 0.0% port· 22K sh· $-516K QoQ· Q1 2026
Added
Hedge Fund
$2.9M· 0.1% of total· 0.0% port· 14K sh· +$1.2M QoQ· Q1 2026
New
Hedge Fund
$2.5M· 0.1% of total· 0.1% port· 12K sh· — QoQ· Q1 2026
New
Family Office
$2.2M· 0.1% of total· 0.0% port· 11K sh· — QoQ· Q1 2026
Added
Hedge Fund
$2.2M· 0.1% of total· 0.0% port· 11K sh· +$514K QoQ· Q1 2026
New
Hedge Fund
$2.2M· 0.1% of total· 0.0% port· 11K sh· — QoQ· Q2 2025
Reduced
Hedge Fund
$1.8M· 0.1% of total· 0.0% port· 9K sh· $-6.6M QoQ· Q1 2026
Reduced
Hedge Fund
$1.7M· 0.1% of total· 0.0% port· 8K sh· $-4.1M QoQ· Q1 2026
Added
Hedge Fund
$1.1M· 0.0% of total· 0.1% port· 6K sh· +$34K QoQ· Q1 2026
New
Institutional Manager
$207K· 0.0% of total· 0.0% port· 964 sh· — QoQ· Q3 2025
Reduced
Hedge Fund
$2K· 0.0% of total· 0.0% port· 11 sh· $-580K QoQ· Q1 2026
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