Ticker · CUSIP 18915M107

NET

CLOUDFLARE INC

Technology·Software - Infrastructure

···Share

Holders (tracked)

Combined shares

35,818,541

Combined value

$6.86B

Last close

$197.38

Quarter

2025Q4

Tracked holders · last 8 quarters

+6 vs previous quarter over the last 8.

Price is +3.1% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

30 events

T. Rowe Price trimmed2026-02-17
−320,826 shares · 2025Q4
13F
AQR Capital Management added2026-02-17
+49,438 shares · 2025Q4
13F
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−2,166 shares · 2025Q4
13F
D.E. Shaw & Co. opened position2026-02-17
+112,833 shares · 2025Q4
13F
Ron Baron (Baron Capital / BAMCO) trimmed2026-02-17
−44,630 shares · 2025Q4
13F
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+114,116 shares · 2025Q4
13F
Two Sigma Investments added2026-02-17
+20,634 shares · 2025Q4
13F
Izzy Englander (Millennium Mgmt) added2026-02-17
+180,102 shares · 2025Q4
13F
Steve Cohen (Point72) added2026-02-17
+288,900 shares · 2025Q4
13F
Wellington Management added2026-02-17
+451,280 shares · 2025Q4
13F
Ray Dalio (Bridgewater Associates) added2026-02-13
+25,882 shares · 2025Q4
13F
Sands Capital Management trimmed2026-02-13
−77,032 shares · 2025Q4
13F
Renaissance Technologies trimmed2026-02-12
−198,100 shares · 2025Q4
13F
Cathie Wood (ARK Invest) trimmed2026-02-11
−12,228 shares · 2025Q4
13F
Norges Bank (Norway SWF) opened position2026-02-10
+3,643,501 shares · 2025Q4
13F
Ken Fisher (Fisher Asset Mgmt) exited2026-02-09
−964 shares · 2025Q4
13F
Baillie Gifford & Co trimmed2026-01-23
−5,024,793 shares · 2025Q4
13F
Izzy Englander (Millennium Mgmt) added2025-11-14
+7,229 shares · 2025Q3
13F
AQR Capital Management added2025-11-14
+102,197 shares · 2025Q3
13F
Two Sigma Investments trimmed2025-11-14
−126,250 shares · 2025Q3
13F
D.E. Shaw & Co. exited2025-11-14
−247,726 shares · 2025Q3
13F
T. Rowe Price added2025-11-14
+180,087 shares · 2025Q3
13F
Wellington Management trimmed2025-11-14
−7,099 shares · 2025Q3
13F
Ron Baron (Baron Capital / BAMCO) trimmed2025-11-14
−52,239 shares · 2025Q3
13F
Ray Dalio (Bridgewater Associates) opened position2025-11-13
+15,015 shares · 2025Q3
13F
Sands Capital Management trimmed2025-11-13
−1,120,555 shares · 2025Q3
13F
Renaissance Technologies added2025-11-13
+273,900 shares · 2025Q3
13F
Norges Bank (Norway SWF) exited2025-11-13
−2,764,959 shares · 2025Q3
13F
Norges Bank (Norway SWF) added2025-11-12
+164,303 shares · 2024Q3
13F
Ken Fisher (Fisher Asset Mgmt) opened position2025-11-12
+964 shares · 2025Q3
13F

Insider activity

No insider transactions in the last 30 days.

View full insider history for NET →

Follow-the-investor returns

If you'd copied each holder of NET…

Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
T. Rowe Price	2019Q3	$9.53	+1971.1%	$204.2M
Baillie Gifford & Co	2020Q2	$48.53	+306.7%	$3.32B
Ron Baron (Baron Capital / BAMCO)	2019Q3	$50.53	+290.6%	$80.8M
Cathie Wood (ARK Invest)	2020Q4	$90.84	+117.3%	$41.5M
Sands Capital Management	2021Q1	$102.70	+92.2%	$736.5M
Ray Dalio (Bridgewater Associates)	2020Q4	$130.73	+51.0%	$8.1M
AQR Capital Management	2020Q4	$140.79	+40.2%	$120.9M
Paul Tudor Jones (Tudor Investment)	2019Q3	$176.85	+11.6%	$4.7M
Paul Tudor Jones (Tudor Investment)	2019Q3	$176.85	+11.6%	$4.7M
Paul Tudor Jones (Tudor Investment)	2019Q3	$176.85	+11.6%	$4.7M
Renaissance Technologies	2020Q1	$185.65	+6.3%	$25.7M
D.E. Shaw & Co.	2020Q1	$193.67	+1.9%	$22.3M
D.E. Shaw & Co.	2020Q1	$193.67	+1.9%	$22.3M
D.E. Shaw & Co.	2020Q1	$193.67	+1.9%	$22.3M
Ken Griffin (Citadel Advisors)	2019Q3	$194.91	+1.3%	$230.6M
Ken Griffin (Citadel Advisors)	2019Q3	$194.91	+1.3%	$230.6M
Ken Griffin (Citadel Advisors)	2019Q3	$194.91	+1.3%	$230.6M
Wellington Management	2019Q3	$195.73	+0.8%	$336.9M
Two Sigma Investments	2020Q3	$197.00	+0.2%	$592K
Two Sigma Investments	2020Q3	$197.00	+0.2%	$592K
Two Sigma Investments	2020Q3	$197.00	+0.2%	$592K
Steve Cohen (Point72)	2019Q3	$197.56	-0.1%	$37.2M
Steve Cohen (Point72)	2019Q3	$197.56	-0.1%	$37.2M
Izzy Englander (Millennium Mgmt)	2019Q3	$197.70	-0.2%	$5.4M
Izzy Englander (Millennium Mgmt)	2019Q3	$197.70	-0.2%	$5.4M
Izzy Englander (Millennium Mgmt)	2019Q3	$197.70	-0.2%	$5.4M
Norges Bank (Norway SWF)	2019Q3	$1688.21	-88.3%	$719.2M

Who moved on this name in 2025Q4

13F transactions reported for the latest quarter, grouped by direction.

New positions3

Norges Bank (Norway SWF)
+3,643,501
$718.3M
Paul Tudor Jones (Tudor Investment)
+114,116
$22.5M
D.E. Shaw & Co.
+112,833
$22.2M

Added to6

Wellington Management
+451,280
$89.0M
Steve Cohen (Point72)
+288,900
$57.0M
Izzy Englander (Millennium Mgmt)
+180,102
$35.5M
AQR Capital Management
+49,438
$9.7M
Ray Dalio (Bridgewater Associates)
+25,882
$5.1M
Two Sigma Investments
+20,634
$4.1M

Trimmed7

Baillie Gifford & Co
−5,024,793
$990.6M
Renaissance Technologies
−198,100
$39.1M
Sands Capital Management
−77,032
$15.2M
Ron Baron (Baron Capital / BAMCO)
−44,630
$8.8M
Cathie Wood (ARK Invest)
−12,228
$2.4M
Ken Griffin (Citadel Advisors)
−2,166
$427K
T. Rowe Price
−320,826
$63K

Exited1

Ken Fisher (Fisher Asset Mgmt)
−964
$207K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	23	67,965,491	$312.05B	—
2022Q2	23	67,329,661	$120.14B	—
2022Q3	25	63,453,419	$136.9M	+2
2022Q4	23	66,923,890	$2.28B	-2
2023Q1	21	65,185,091	$4.00B	-2
2023Q2	23	67,697,127	$4.41B	+2
2023Q3	23	71,363,552	$4.45B	—
2023Q4	22	69,081,972	$5.69B	-1
2024Q1	22	63,908,535	$6.10B	—
2024Q2	24	67,870,338	$5.56B	+2
2024Q3	23	49,092,202	$3.90B	-1
2024Q4	20	50,671,211	$5.37B	-3
2025Q1	25	41,720,409	$4.59B	+5
2025Q2	23	44,333,131	$8.45B	-2
2025Q3	21	36,564,094	$7.56B	-2
2025Q4	27	35,818,541	$6.86B	+6

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2026-02-04	Josh Gottheimer	Sell	$1K – $15K	PDF ↗
2026-01-30	Gilbert Cisneros	Buy	$1K – $15K	PDF ↗
2025-12-24	Gilbert Cisneros	Sell	$1K – $15K	PDF ↗
2025-11-18	Gilbert Cisneros	Buy	$1K – $15K	PDF ↗
2025-10-17	Gilbert Cisneros	Buy	$1K – $15K	PDF ↗
2025-09-12	Gilbert Cisneros	Buy	$1K – $15K	PDF ↗
2025-06-20	Josh Gottheimer	Buy	$1K – $15K	PDF ↗
2025-04-08	Rob Bresnahan	Sell	$1K – $15K	PDF ↗
2025-04-04	Rob Bresnahan	Sell	$1K – $15K	PDF ↗
2025-02-10	Rob Bresnahan	Buy	$1K – $15K	PDF ↗

Who owns NET

27 super-investors · 2025Q4

Tracked stake

35.82M

Combined value

$6.86B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New7Added11Trim9

#	Manager	Shares	Value	% of book	Last action
1	Baillie Gifford & Co	16.82M	$3.32B	2.8%	Trim−5.02M
2	Sands Capital Management	3.73M	$736M	2.2%	Trim−77.0K
3	Norges Bank Norway SWF	3.64M	$718M	0.1%	New+3.64M
4	D.E. Shaw & Co.	1.74M	$343M	0.2%	New+112.8K
5	Wellington Management	1.71M	$337M	0.1%	Added+451.3K
6	D.E. Shaw & Co.	1.30M	$256M	0.1%	New+112.8K
7	Two Sigma Investments	1.26M	$248M	0.3%	Added+20.6K
8	Ken Griffin Citadel Advisors	1.17M	$230M	0.0%	Trim−2.2K
9	Ken Griffin Citadel Advisors	702.2K	$138M	0.0%	Trim−2.2K
10	AQR Capital Management	612.7K	$121M	0.1%	Added+49.4K
11	Ron Baron Baron Capital / BAMCO	409.6K	$81M	0.2%	Trim−44.6K
12	Ken Griffin Citadel Advisors	356.6K	$70M	0.0%	Trim−2.2K
13	Izzy Englander Millennium Mgmt	215.4K	$42M	0.0%	Added+180.1K
14	Cathie Wood ARK Invest	210.1K	$41M	0.3%	Trim−12.2K
15	Steve Cohen Point72	188.7K	$37M	0.0%	Added+288.9K
16	Renaissance Technologies	130.4K	$26M	0.0%	Trim−198.1K
17	Steve Cohen Point72	129.1K	$25M	0.0%	Added+288.9K
18	Paul Tudor Jones Tudor Investment	114.1K	$22M	0.0%	New+114.1K
19	D.E. Shaw & Co.	112.8K	$22M	0.0%	New+112.8K
20	Izzy Englander Millennium Mgmt	74.6K	$15M	0.0%	Added+180.1K
21	Paul Tudor Jones Tudor Investment	59.7K	$12M	0.0%	New+114.1K
22	Ray Dalio Bridgewater Associates	40.9K	$8M	0.0%	Added+25.9K
23	Izzy Englander Millennium Mgmt	27.3K	$5M	0.0%	Added+180.1K
24	Paul Tudor Jones Tudor Investment	24.0K	$5M	0.0%	New+114.1K
25	Two Sigma Investments	3.0K	$591K	0.0%	Added+20.6K
26	Two Sigma Investments	2.0K	$394K	0.0%	Added+20.6K
27	T. Rowe Price	1.03M	$204K	0.0%	Trim−320.8K

Recent moves

20 transactions

TRIMT. Rowe Price
−320,826 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+114,116 · 2025Q4
ADDTwo Sigma Investments
+20,634 · 2025Q4
ADDWellington Management
+451,280 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−2,166 · 2025Q4
TRIMRon Baron (Baron Capital / BAMCO)
−44,630 · 2025Q4
NEWD.E. Shaw & Co.
+112,833 · 2025Q4
ADDSteve Cohen (Point72)
+288,900 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+180,102 · 2025Q4
ADDAQR Capital Management
+49,438 · 2025Q4
ADDRay Dalio (Bridgewater Associates)
+25,882 · 2025Q4
TRIMSands Capital Management
−77,032 · 2025Q4
TRIMRenaissance Technologies
−198,100 · 2025Q4
TRIMCathie Wood (ARK Invest)
−12,228 · 2025Q4
NEWNorges Bank (Norway SWF)
+3,643,501 · 2025Q4
SOLDKen Fisher (Fisher Asset Mgmt)
−964 · 2025Q4
TRIMBaillie Gifford & Co
−5,024,793 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+7,229 · 2025Q3
TRIMTwo Sigma Investments
−126,250 · 2025Q3
SOLDD.E. Shaw & Co.
−247,726 · 2025Q3

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