Guru Ownership Trend
Guru Analysis for Cloudflare, Inc. (NET)
Cloudflare, Inc. (NET), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.04 B.
Top institutional holders include Frank Sands and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $145.52 M net inflow during the quarter.
Recent activity highlights Manning & Napier Group who dramatically increased their stake. Conversely, George Soros reduced exposure by 58.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Cloudflare, Inc. (NET)
Major holders include Frank Sands ($794.59 M), Cliff Asness ($509.41 M), Catherine Wood ($43.1 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 5.89 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $145.52 M, with 6 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited NET. The total reported sell value was $214.13 M.
Yes, 3 managers opened new positions in NET, and 3 increased their existing holdings. The total reported buy value was $359.65 M.
