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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.16 B.
Top institutional holders include Frank Sands and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $81.81 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Ray Dalio reduced exposure by 78.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Cloudflare, Inc. (NET)
Major holders include Frank Sands ($755.57 M), Cliff Asness ($180.38 M), Steven Cohen ($88.52 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 5.37 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $81.81 M, with 7 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited NET. The total reported sell value was $79.44 M.
Yes, 4 managers opened new positions in NET, and 3 increased their existing holdings. The total reported buy value was $161.25 M.
