Ticker · CUSIP 18915M107

NET

CLOUDFLARE INC

Technology·Software - Infrastructure

···Share

Holders (tracked)

Combined shares

35,818,541

Combined value

$7.06B

Last close

$200.99

Quarter

2025Q4

Price is +1.9% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$200.99+93.09 (+86.27%)H $253.30 · L $102.11 · Avg Vol 3.4M

Congress buyCongress sell

Tracked holders · last 8 quarters

+6 vs previous quarter over the last 8.

SEC event timeline

30 events

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

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 each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Baillie Gifford & Co	2020Q2	$49.49	+306.1%	$3.38B
Ron Baron (Baron Capital / BAMCO)	2019Q3	$55.03	+265.2%	$82.3M
Cathie Wood (ARK Invest)	2020Q4	$90.84	+121.3%	$42.2M
Sands Capital Management	2021Q1	$103.59	+94.0%	$750.0M
T. Rowe Price	2019Q3	$121.14	+65.9%	$208.0M
AQR Capital Management	2020Q4	$140.79	+42.8%	$123.1M
Ray Dalio (Bridgewater Associates)	2020Q4	$148.08	+35.7%	$8.2M
Paul Tudor Jones (Tudor Investment)	2019Q3	$176.85	+13.7%	$4.8M
Paul Tudor Jones (Tudor Investment)	2019Q3	$176.85	+13.7%	$4.8M
Paul Tudor Jones (Tudor Investment)	2019Q3	$176.85	+13.7%	$4.8M
Renaissance Technologies	2020Q1	$189.45	+6.1%	$26.2M
D.E. Shaw & Co.	2020Q1	$193.67	+3.8%	$22.7M
D.E. Shaw & Co.	2020Q1	$193.67	+3.8%	$22.7M
D.E. Shaw & Co.	2020Q1	$193.67	+3.8%	$22.7M
Ken Griffin (Citadel Advisors)	2019Q3	$194.91	+3.1%	$234.9M
Ken Griffin (Citadel Advisors)	2019Q3	$194.91	+3.1%	$234.9M
Ken Griffin (Citadel Advisors)	2019Q3	$194.91	+3.1%	$234.9M
Wellington Management	2019Q3	$195.73	+2.7%	$343.1M
Two Sigma Investments	2020Q3	$197.00	+2.0%	$603K
Two Sigma Investments	2020Q3	$197.00	+2.0%	$603K
Two Sigma Investments	2020Q3	$197.00	+2.0%	$603K
Steve Cohen (Point72)	2019Q3	$197.56	+1.7%	$37.9M
Steve Cohen (Point72)	2019Q3	$197.56	+1.7%	$37.9M
Izzy Englander (Millennium Mgmt)	2019Q3	$197.70	+1.7%	$5.5M
Izzy Englander (Millennium Mgmt)	2019Q3	$197.70	+1.7%	$5.5M
Izzy Englander (Millennium Mgmt)	2019Q3	$197.70	+1.7%	$5.5M
Norges Bank (Norway SWF)	2019Q3	$1688.21	-88.1%	$732.3M

Who moved on this name in 2025Q4

Position changes 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	$3.51B	+2
2022Q4	23	66,923,890	$3.03B	-2
2023Q1	21	65,185,091	$4.02B	-2
2023Q2	23	67,697,127	$4.43B	+2
2023Q3	23	71,363,552	$4.50B	—
2023Q4	22	69,081,972	$5.75B	-1
2024Q1	22	63,908,535	$6.19B	—
2024Q2	24	67,870,338	$5.62B	+2
2024Q3	23	49,092,202	$3.97B	-1
2024Q4	20	50,671,211	$5.46B	-3
2025Q1	25	41,720,409	$4.70B	+5
2025Q2	23	44,333,131	$8.68B	-2
2025Q3	21	36,564,094	$7.85B	-2
2025Q4	27	35,818,541	$7.06B	+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

$7.06B

% 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	T. Rowe Price	1.03M	$204M	0.0%	Trim−320.8K
10	Ken Griffin Citadel Advisors	702.2K	$138M	0.0%	Trim−2.2K
11	AQR Capital Management	612.7K	$121M	0.1%	Added+49.4K
12	Ron Baron Baron Capital / BAMCO	409.6K	$81M	0.2%	Trim−44.6K
13	Ken Griffin Citadel Advisors	356.6K	$70M	0.0%	Trim−2.2K
14	Izzy Englander Millennium Mgmt	215.4K	$42M	0.0%	Added+180.1K
15	Cathie Wood ARK Invest	210.1K	$41M	0.3%	Trim−12.2K
16	Steve Cohen Point72	188.7K	$37M	0.0%	Added+288.9K
17	Renaissance Technologies	130.4K	$26M	0.0%	Trim−198.1K
18	Steve Cohen Point72	129.1K	$25M	0.0%	Added+288.9K
19	Paul Tudor Jones Tudor Investment	114.1K	$22M	0.0%	New+114.1K
20	D.E. Shaw & Co.	112.8K	$22M	0.0%	New+112.8K
21	Izzy Englander Millennium Mgmt	74.6K	$15M	0.0%	Added+180.1K
22	Paul Tudor Jones Tudor Investment	59.7K	$12M	0.0%	New+114.1K
23	Ray Dalio Bridgewater Associates	40.9K	$8M	0.0%	Added+25.9K
24	Izzy Englander Millennium Mgmt	27.3K	$5M	0.0%	Added+180.1K
25	Paul Tudor Jones Tudor Investment	24.0K	$5M	0.0%	New+114.1K
26	Two Sigma Investments	3.0K	$591K	0.0%	Added+20.6K
27	Two Sigma Investments	2.0K	$394K	0.0%	Added+20.6K

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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