Stock Ownership/NET

Cloudflare Inc (NET): Ownership & Insider Activity

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
41
13F filers
Aggregate Value
$7.4B
Across holders
Last Price
$280.35
2026-08-24
Sector
Information Technology
GICS
Quarterly fund activity21 increased19 reduced5 exited
Full exits: Verition Fund Management LLC, Point72 Asset Management, L.P., Woodline Partners LP, STEADFAST CAPITAL MANAGEMENT LP, Duquesne Family Office LLC
Institutional Holders of NET
↗
41 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
BAILLIE GIFFORD & CO
CIK 0001088875
Institutional Manager14.60M$3.6B48.2%3.2%Reduced$-4.4BQ2 2026
SANDS CAPITAL MANAGEMENT, LLC
CIK 0001020066
Institutional Manager3.24M$794.6M10.7%3.0%Reduced$-103.6MQ2 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund2.59M$634.3M8.5%0.5%Reduced+$631.6MQ2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund2.08M$509.4M6.9%0.2%Added+$509.4MQ2 2026
SHAW D E & CO INC
CIK 0001009207
Hedge Fund1.95M$477.8M6.4%0.2%Added$-318.5MQ2 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund1.07M$261.4M3.5%0.2%Added+$210.9MQ2 2026
Clearbridge Investments, LLC
CIK 0001348883
Hedge Fund913K$223.8M3.0%0.2%Added+$220.9MQ2 2026
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund671K$164.6M2.2%0.2%Added+$78.7MQ2 2026
Squarepoint Ops LLC
CIK 0001642575
Hedge Fund639K$156.7M2.1%0.2%Added+$137.2MQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund491K$120.4M1.6%0.0%Reduced$-186.8MQ2 2026
BAILLIE GIFFORD & COReduced
Institutional Manager
$3.6B· 48.2% of total· 3.2% port· 14.60M sh· $-4.4B QoQ· Q2 2026
SANDS CAPITAL MANAGEMENT, LLCReduced
Institutional Manager
$794.6M· 10.7% of total· 3.0% port· 3.24M sh· $-103.6M QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPReduced
Hedge Fund
$634.3M· 8.5% of total· 0.5% port· 2.59M sh· +$631.6M QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$509.4M· 6.9% of total· 0.2% port· 2.08M sh· +$509.4M QoQ· Q2 2026
SHAW D E & CO INCAdded
Hedge Fund
$477.8M· 6.4% of total· 0.2% port· 1.95M sh· $-318.5M QoQ· Q2 2026
MARSHALL WACE, LLPAdded
Hedge Fund
$261.4M· 3.5% of total· 0.2% port· 1.07M sh· +$210.9M QoQ· Q2 2026
Clearbridge Investments, LLCAdded
Hedge Fund
$223.8M· 3.0% of total· 0.2% port· 913K sh· +$220.9M QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCAdded
Hedge Fund
$164.6M· 2.2% of total· 0.2% port· 671K sh· +$78.7M QoQ· Q2 2026
Squarepoint Ops LLCAdded
Hedge Fund
$156.7M· 2.1% of total· 0.2% port· 639K sh· +$137.2M QoQ· Q2 2026
CITADEL ADVISORS LLCReduced
Hedge Fund
$120.4M· 1.6% of total· 0.0% port· 491K sh· $-186.8M QoQ· Q2 2026
FRED ALGER MANAGEMENT, LLCReduced
Hedge Fund
$117.8M· 1.6% of total· 0.4% port· 480K sh· $-14.2M QoQ· Q2 2026
Qube Research & Technologies LtdAdded
Hedge Fund
$111.5M· 1.5% of total· 0.1% port· 455K sh· +$108.7M QoQ· Q2 2026
PineBridge Investments, L.P.Added
Hedge Fund
$48.5M· 0.7% of total· 0.4% port· 226K sh· +$6.0M QoQ· Q3 2025
RENAISSANCE TECHNOLOGIES LLCAdded
Hedge Fund
$42.0M· 0.6% of total· 0.1% port· 171K sh· — QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCReduced
Hedge Fund
$25.9M· 0.3% of total· 0.0% port· 106K sh· +$15.7M QoQ· Q2 2026
ExodusPoint Capital Management, LPAdded
Hedge Fund
$24.5M· 0.3% of total· 0.2% port· 100K sh· — QoQ· Q2 2026
TUDOR INVESTMENT CORP ET ALAdded
Hedge Fund
$22.3M· 0.3% of total· 0.0% port· 91K sh· +$12.3M QoQ· Q2 2026
Holocene Advisors, LPAdded
Hedge Fund
$21.5M· 0.3% of total· 0.0% port· 88K sh· +$19.4M QoQ· Q2 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLCAdded
Hedge Fund
$18.8M· 0.3% of total· 0.1% port· 77K sh· — QoQ· Q2 2026
Gotham Asset Management, LLCReduced
Hedge Fund
$16.5M· 0.2% of total· 0.0% port· 67K sh· $-5.8M QoQ· Q2 2026
Man Group plcReduced
Hedge Fund
$11.0M· 0.1% of total· 0.0% port· 45K sh· +$2.6M QoQ· Q2 2026
Rockefeller Capital Management L.P.Reduced
Hedge Fund
$5.8M· 0.1% of total· 0.0% port· 24K sh· +$2.1M QoQ· Q2 2026
ICONIQ Capital, LLCUnchanged
Family Office
$5.7M· 0.1% of total· 0.2% port· 23K sh· +$0 QoQ· Q2 2026
Walleye Capital LLCReduced
Hedge Fund
$3.7M· 0.0% of total· 0.0% port· 15K sh· $-1.4M QoQ· Q2 2026
ELEMENT CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$3.7M· 0.0% of total· 0.1% port· 15K sh· — QoQ· Q2 2026
Alphadyne Asset Management LPAdded
Hedge Fund
$3.6M· 0.0% of total· 0.0% port· 15K sh· +$2.0M QoQ· Q2 2026
Brevan Howard Capital Management LPAdded
Hedge Fund
$3.5M· 0.0% of total· 0.0% port· 14K sh· +$27K QoQ· Q2 2026
Parallax Volatility Advisers, L.P.Reduced
Hedge Fund
$3.2M· 0.0% of total· 0.0% port· 13K sh· $-32.9M QoQ· Q2 2026
Schonfeld Strategic Advisors LLCReduced
Hedge Fund
$2.0M· 0.0% of total· 0.0% port· 8K sh· $-10.7M QoQ· Q2 2026
Bridgewater Advisors Inc.Reduced
Hedge Fund
$1.7M· 0.0% of total· 0.1% port· 6K sh· $-10K QoQ· Q2 2026
Bridgewater Associates, LPReduced
Hedge Fund
$1.6M· 0.0% of total· 0.0% port· 7K sh· $-500K QoQ· Q2 2026
TCW GROUP INCAdded
Hedge Fund
$1.3M· 0.0% of total· 0.0% port· 5K sh· +$55K QoQ· Q2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded
Hedge Fund
$1.2M· 0.0% of total· 0.0% port· 5K sh· — QoQ· Q2 2026
MOORE CAPITAL MANAGEMENT, LPReduced
Hedge Fund
$1.2M· 0.0% of total· 0.0% port· 5K sh· $-1.4M QoQ· Q2 2026
SOROS FUND MANAGEMENT LLCReduced
Family Office
$1.1M· 0.0% of total· 0.0% port· 4K sh· $-1.5M QoQ· Q2 2026
CAXTON ASSOCIATES LLPReduced
Hedge Fund
$1.1M· 0.0% of total· 0.0% port· 4K sh· $-1.9M QoQ· Q2 2026
Lighthouse Investment Partners, LLCReduced
Hedge Fund
$592K· 0.0% of total· 0.0% port· 2K sh· $-2.7M QoQ· Q2 2026
Fisher Asset Management, LLCAdded
Institutional Manager
$300K· 0.0% of total· 0.0% port· 1K sh· — QoQ· Q2 2026
CAPSTONE INVESTMENT ADVISORS, LLCAdded
Hedge Fund
$267K· 0.0% of total· 0.0% port· 1K sh· — QoQ· Q2 2026
Hudson Bay Capital Management LPAdded
Hedge Fund
$245K· 0.0% of total· 0.0% port· 1K sh· — QoQ· Q2 2026
Select Equity Group, L.P.Reduced
Hedge Fund
$9K· 0.0% of total· 0.0% port· 38 sh· $-209.7M QoQ· Q2 2026
1–10 of 41
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