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 Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $906.55 M.
Top institutional holders include Frank Sands and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $156.13 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 501.7%. Conversely, Jefferies Group reduced exposure by 93.6%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 2.25% | Reduce -22.7% | 3,808,319 | $817.23 M | Q3 2025 | |
| 0.08% | Add 22.2% | 563,248 | $120.87 M | Q3 2025 | |
| 0.09% | Add 501.7% | 328,500 | $70.49 M | Q3 2025 | |
| 0.28% | Add 8.8% | 222,318 | $47.71 M | Q3 2025 | |
| 0.08% | Add 61.2% | 82,788 | $17.77 M | Q3 2025 | |
| 0.01% | New Buy | 15,015 | $3.22 M | Q3 2025 | |
| 0.00% | Reduce -93.6% | 3,082 | $661,366 | Q3 2025 | |
| 0.00% | Reduce -74.4% | 1,289 | $276,607 | Q3 2025 | |
| 0.00% | New Buy | 964 | $206,961 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Cloudflare, Inc. (NET)
Major holders include Frank Sands ($817.23 M), Cliff Asness ($120.87 M), Renaissance Technologies ($70.49 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 5.03 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $156.13 M, with 6 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited NET. The total reported sell value was $250.87 M.
Yes, 2 managers opened new positions in NET, and 4 increased their existing holdings. The total reported buy value was $94.74 M.