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 Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.03 B.
Top institutional holders include Frank Sands and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $10.16 M net outflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Renaissance Technologies reduced exposure by 60.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Cloudflare, Inc. (NET)
Major holders include Frank Sands ($735.62 M), Cliff Asness ($120.79 M), Catherine Wood ($41.42 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 4.97 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $10.16 M, with 6 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited NET. The total reported sell value was $56.86 M.
Yes, 1 managers opened new positions in NET, and 5 increased their existing holdings. The total reported buy value was $46.7 M.
