Cloudflare, Inc (Class A)
Held by 16 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 18915M107 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
In plain English: 16 of the investors we track own this stock. In the latest quarter, 4 of them bought more of it and 13 sold some or all of theirs (2 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Managers holding
16
0 vs last quarter (like-for-like)
Total value held
$6.86B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.5%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$92.84M
+1.6% vs last quarter
Net shares bought
-4.1M
Est. net flow -$998.96M
Quarter activity
4 bought · 13 sold
2 new · 2 sold out
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns NET?
Who added and who trimmed · Q2 2026
Estimated dollar change per manager (change in shares × this quarter's price). Click a bar to open the manager.
Who owns NET? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford | Baillie Gifford & Co | 14.60M | $3.58B | 3.2% | Reduced | -1.3M | -8.3% | -$325.20M |
| 2 | Norges Bank | Norges Bank Investment Management | 3.60M | $882.24M | 0.1% | — | — | — | — |
| 3 | Sands Capital | Sands Capital Management | 3.24M | $794.59M | 3.0% | Reduced | -422.2K | -11.5% | -$103.57M |
| 4 | Two Sigma | Two Sigma Investments | 2.59M | $634.34M | 0.5% | Reduced | -233.7K | -8.3% | -$57.31M |
| 5 | David Shaw | D.E. Shaw & Co. | 1.95M | $477.76M | 0.3% | Added | +660.6K | +51.3% | +$162.02M |
| 6 | Ken Griffin | Citadel Advisors | 491.05K | $120.44M | 0.1% | Reduced | -1.5M | -74.7% | -$355.68M |
| 7 | Fred Alger | Fred Alger Management | 480.13K | $117.77M | 0.4% | Reduced | -57.9K | -10.8% | -$14.21M |
| 8 | Ron Baron | Baron Capital (BAMCO) | 471.60K | $115.67M | 0.2% | Added | +14.3K | +3.1% | +$3.50M |
| 9 | Cathie Wood | ARK Investment Management LLC | 175.72K | $43.10M | 0.3% | Reduced | -7.9K | -4.3% | -$1.94M |
| 10 | Jim Simons | Renaissance Technologies | 171.40K | $42.04M | 0.1% | New | +171.4K | — | +$42.04M |
| 11 | Israel Englander | Millennium Management | 105.64K | $25.91M | 0.0% | Reduced | -117.4K | -52.6% | -$28.80M |
| 12 | Parnassus Investments | Parnassus Investments LLC | 90.22K | $22.13M | 0.1% | Reduced | -36.8K | -28.9% | -$9.02M |
| 13 | Ray Dalio | Bridgewater Associates | 6.72K | $1.65M | 0.0% | Reduced | -2.0K | -23.3% | -$499.88K |
| 14 | George Soros | Soros Fund Management | 4.47K | $1.10M | 0.0% | Reduced | -6.3K | -58.6% | -$1.55M |
| 15 | Ken Fisher | Fisher Asset Management | 1.22K | $300.15K | 0.0% | New | +1.2K | — | +$300.15K |
| 16 | Select Equity Group | Select Equity Group | 38 | $9.32K | 0.0% | Reduced | -854.9K | -100.0% | -$209.69M |
Column filters
| Manager | Fund | Shares sold | Value last quarter ↓ |
|---|---|---|---|
| Steve Cohen | Point72 Asset Management | -429.0K | $88.52M |
| Stanley Druckenmiller | Duquesne Family Office | -52.5K | $10.84M |
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gil Cisneros Politician | Aug 18, 2026 | NET | Cloudflare, Inc. Class A Common Stock (NET) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Sep 10, 2026 | 23 days | PTR ↗ |
| Ro Khanna Politician | May 21, 2026 | NET | CLOUDFLARE, INC. CMN CLASS A scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | Jun 9, 2026 | 19 days | PTR ↗ |
| Josh Gottheimer Politician | Feb 4, 2026 | NET | Cloudflare, Inc. Class A Common Stock (NET) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Mar 16, 2026 | 40 days | PTR ↗ |
| Gil Cisneros Politician | Jan 30, 2026 | NET | Cloudflare, Inc. Class A Common Stock (NET) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Feb 13, 2026 | 14 days | PTR ↗ |
| Gil Cisneros Politician | Dec 24, 2025 | NET | Cloudflare, Inc. Class A Common Stock (NET) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Jan 12, 2026 | 19 days | PTR ↗ |
| Gil Cisneros Politician | Nov 18, 2025 | NET | Cloudflare, Inc. Class A Common Stock (NET) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Dec 15, 2025 | 27 days | PTR ↗ |
| Gil Cisneros Politician | Oct 17, 2025 | NET | Cloudflare, Inc. Class A Common Stock (NET) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 18, 2025 | 32 days | PTR ↗ |
| Gil Cisneros Politician | Sep 12, 2025 | NET | Cloudflare, Inc. Class A Common Stock (NET) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Oct 10, 2025 | 28 days | PTR ↗ |
| Josh Gottheimer Politician | Jun 20, 2025 | NET | Cloudflare, Inc. Class A Common Stock (NET) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jul 16, 2025 | 26 days | PTR ↗ |
| Jefferson Shreve Politician | May 12, 2025 | NET | Cloudflare, Inc. Class A Common Stock (NET) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | CRT - Standard Unit Trust | Jun 22, 2025 | 41 days | PTR ↗ |
| Ro Khanna Politician | Apr 23, 2025 | NET | CLOUDFLARE, INC, CMN CLASS A scanned | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | May 12, 2025 | 19 days | PTR ↗ |
| Robert P. Bresnahan, Jr. Politician | Apr 8, 2025 | NET | Cloudflare, Inc. Class A Common Stock (NET) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | JP Morgan Brokerage Account #2 | May 8, 2025 | 30 days | PTR ↗ |
| Robert P. Bresnahan, Jr. Politician | Apr 4, 2025 | NET | Cloudflare, Inc. Class A Common Stock (NET) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | JP Morgan Brokerage Account #2 | Apr 22, 2025 | 18 days | PTR ↗ |
| Robert P. Bresnahan, Jr. Politician | Feb 10, 2025 | NET | Cloudflare, Inc. Class A Common Stock (NET) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | JP Morgan Brokerage Account #2 | Mar 7, 2025 | 25 days | PTR ↗ |
| Ro Khanna Politician | Oct 22, 2024 | NET | CLOUDFLARE, INC. CIN CLASS A scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | Nov 8, 2024 | 17 days | PTR ↗ |
| Ro Khanna Politician | Jul 23, 2024 | NET | CLOUDFLARE, INC, CMN CLASS A scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Aug 7, 2024 | 15 days | PTR ↗ |
| Ro Khanna Politician | Jun 21, 2024 | NET | CLOUDFLARE, INC. CMIN CLASS A scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | — | Jul 8, 2024 | 17 days | PTR ↗ |