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Cloudflare, Inc.

NET Technology
$222.5 $-4.88 (-2.15%)
Market Cap: $77.94 B
Gurus Holding
6
Popularity Rank
#843
% of Shares Held
1.51%
Net Activity (2025 Q2)
-$315.55 M

Guru Ownership Over Time

Portfolio Manager % of portfolio Activity Shares Value Peroid
Frank Sands Frank Sands
2.77% Reduce -23.3% 4,928,874 $965.22 M 2025 Q2
Catherine Wood Catherine Wood
0.29% Reduce -6.8% 204,306 $40.01 M 2025 Q2
Renaissance Technologies Renaissance Technologies
0.01% New Buy 54,600 $10.69 M 2025 Q2
Joel Greenblatt Joel Greenblatt
0.06% Add 114.3% 51,365 $10.06 M 2025 Q2
Jefferies Group Jefferies Group
0.08% Add 864.3% 47,856 $9.37 M 2025 Q2
Louis Moore Bacon Louis Moore Bacon
0.01% New Buy 5,036 $986,200 2025 Q2
Showing 1 to 6 of 6 entries

Key Holders

Top 5 by Value

Frank Sands Frank Sands
$965.22 M
Catherine Wood Catherine Wood
$40.01 M
Renaissance Technologies Renaissance Technologies
$10.69 M
Joel Greenblatt Joel Greenblatt
$10.06 M
Jefferies Group Jefferies Group
$9.37 M

Top 5 by Conviction

Frank Sands Frank Sands
2.77%
Catherine Wood Catherine Wood
0.29%
Jefferies Group Jefferies Group
0.08%
Joel Greenblatt Joel Greenblatt
0.06%
Louis Moore Bacon Louis Moore Bacon
0.01%

Recent Activity Breakdown(2025 Q2)

+$25.44 M
Total Buy Value
New Buys: 2
Additions: 2
-$340.99 M
Total Sell Value
Reductions: 2
Sold Out: 3

Guru Consensus (2025 Q2)

Based on recent guru activity
Net Sellers
5
Net Buyers
4