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
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
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?
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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 ↗ |
| 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 | 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 ↗ |
| 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 ↗ |