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NET in the 13F filings

Cloudflare Inc · CUSIP 18915M107

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Sep 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 31 Oct 2024
Managers listing it
13
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 12 listed it in both
Shares listed
88,318,340
combined, among listed positions
Reported value
$7.1bn
combined, at the quarter end

Among the 94 comparable managers: 7 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing NET in Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

13 of 13 holders

ActionFiling
Capital World Investors35,148,892$2.8bn0.44%Added+1,809,03013 Nov 2024 (the filing on sec.gov)
Baillie Gifford & Co32,510,592$2.6bn1.97%Trimmed-212,0785 Nov 2024 (the filing on sec.gov)
Fidelity (FMR LLC)12,189,995$986m0.06%Trimmed-946,0315 Nov 2026 (the filing on sec.gov)
Marshall Wace LLP2,901,135$235m0.29%Added+1,352,60014 Nov 2024 (the filing on sec.gov)
Squarepoint Ops LLC1,446,157$117m0.18%Added+406,15814 Nov 2024 (the filing on sec.gov)
Two Sigma Investments LP976,312$79m0.17%Added+66,63114 Nov 2024 (the filing on sec.gov)
Two Sigma Advisers LP916,100$74m0.17%Trimmed-159,20014 Nov 2024 (the filing on sec.gov)
Holocene Advisors LP627,689$51m0.21%Trimmed-140,12814 Nov 2024 (the filing on sec.gov)
AQR Capital Management LLC481,569$39m0.05%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Man Group PLC363,608$29m0.08%Trimmed-14,27614 Nov 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC355,963$29m0.19%Added+127,56214 Nov 2024 (the filing on sec.gov)
ARK Investment Management LLC350,459$28m0.26%Trimmed-44,74631 Oct 2024 (the filing on sec.gov)
PDT Partners LLC49,869$4.0m0.36%Added+17,36714 Nov 2024 (the filing on sec.gov)

What managers have written about NET

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

By writers not tracked in the 13F universe

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
13 in Q3 2024 to 32 in Q2 2026
Drawing every quarter on file…

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

NET and GOOGL →NET and AMZN →NET and MSFT →Choose a stock to compare with NET →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own NET, latest filings →Back to the 13F Explorer →