NET in the 13F filings
Cloudflare Inc · CUSIP 18915M107
- Quarter end
- 30 Jun 2026
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 3 Aug 2026
- Managers listing it
- 43
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q1 2026 and Q2 2026; 27 listed it in both
- Shares listed
- 74,823,959
- combined, among listed positions
- Reported value
- $18.3bn
- combined, at the quarter end
AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.
Among the 91 comparable managers: 22 buyers (opened or added shares) and 26 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,005,399.
Managers listing NET in Q2 2026
43 of 43 holders
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
- Cloudflare's 2019 IPO letter from Matthew Prince and Michelle Zatlyn · Cloudflare · 15 Aug 2019 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- Capital World Investorsexisting position · 24,325,692 shares now+1,590,123
- AQR Capital Management LLCexisting position · 2,076,835 shares now+1,169,447
- D. E. Shaw & Co.existing position · 1,947,802 shares now+660,556
- Balyasny Asset Management LLCexisting position · 670,903 shares now+320,666
- Acadian Asset Management LLCexisting position · 275,439 shares now+268,274
Reductions
- Citadel Advisors LLCexisting position · 491,046 shares now-1,450,096
- Baillie Gifford & Coexisting position · 14,598,594 shares now-1,325,829
- Jane Street Group LLCexisting position · 432,774 shares now-1,163,665
- Fidelity (FMR LLC)existing position · 12,655,471 shares now-904,980
- Two Sigma Investments LPexisting position · 2,586,183 shares now-233,654
New positions and exits
New (9)
Exited (5)
- Point72 Asset Management LPwas $89m
- Woodline Partners LPwas $87m
- Capital Research Global Investorswas $66m
- Verition Fund Management LLCwas $21m
- Steadfast Capital Management LPwas $20m
Ownership over time
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 →