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 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.54 B.
Top institutional holders include Frank Sands and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $267.8 M net outflow during the quarter.
Recent activity highlights Catherine Wood who increased their stake by 220.5%. Conversely, Louis Moore Bacon reduced exposure by 53.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2026)
Guru Consensus (Q3 2026)
FAQs for Cloudflare, Inc. (NET)
Major holders include Frank Sands ($777.36 M), Cliff Asness ($509.41 M), Catherine Wood ($195.58 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 5.05 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $267.8 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited NET. The total reported sell value was $402.6 M.
Yes, 0 managers opened new positions in NET, and 3 increased their existing holdings. The total reported buy value was $134.8 M.
