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Cloudflare, Inc. (NET) institutional ownership

Latest close $278.70 Jul 31, 2026
Market cap$93.7B 52-week range SectorTechnology
Funds holding · Q1 2026
1,097
reported NET position changes
Top owners · Q2 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $93M
642 buyers · 455 sellers

Cloudflare, Inc. (NET) price and institutional activity

Dates

Q1 2026

$7.9B bought by 642 investors
Capital International Investors$2.1BDz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt AM Main$723M +640 more
$8.0B sold by 455 investors
Capital World Investors-$2.5BJPMorgan Chase & Co-$1.5B +453 more
Bought Sold Totals per quarter; hover a bar for the names.

Cloudflare, Inc. (NET) institutional activity · 1,097

Investor Type Est. change Change Δ Own Date
Capital World Investors · Reduced −$2.5B
Change −13.1M Date Q1 2026
Capital World Investors Reduced· Q1 2026 −$2.5B −13.1M Q1 2026
Capital International Investors · New +$2.1B
Change +10.9M Date Q1 2026
Capital International Investors New· Q1 2026 +$2.1B +10.9M Q1 2026
JPMorgan Chase & Co · Reduced −$1.5B
Change −7.7M Date Q1 2026
JPMorgan Chase & Co Reduced· Q1 2026 −$1.5B −7.7M Q1 2026
Dz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt AM Main · Added +$723M
Change +3.8M Date Q1 2026
Dz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt AM Main Added· Q1 2026 +$723M +3.8M Q1 2026
Norges · Exited −$695M
Change −3.6M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$695M −3.6M −100.0% Q1 2026
Jennison Associates LLC · Added +$483M
Change +2.5M Date Q1 2026
Jennison Associates LLC Added· Q1 2026 +$483M +2.5M Q1 2026
Two Sigma Advisers, LP · Exited −$446M
Change −2.3M Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −$446M −2.3M −100.0% Q1 2026
Wellington Management Group LLP · Added +$440M
Change +2.3M Δ Own +135.0% Date Q1 2026
Wellington Management Group LLP Added· Q1 2026 +$440M +2.3M +135.0% Q1 2026
Morgan Stanley · Reduced −$406M
Change −2.1M Date Q1 2026
Morgan Stanley Reduced· Q1 2026 −$406M −2.1M Q1 2026
Citadel Advisors LLC Added· Q1 2026 +$302M +1.6M +444.3% Q1 2026
Two Sigma Investments, LP · Added +$298M
Change +1.6M Δ Own +124.2% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +$298M +1.6M +124.2% Q1 2026
BlackRock · Reduced −$297M
Change −1.6M Date Q1 2026
BlackRock Reduced· Q1 2026 −$297M −1.6M Q1 2026
D. E. Shaw & Co., Inc. · Added +$224M
Change +1.2M Δ Own +1040.8% Date Q1 2026
D. E. Shaw & Co., Inc. Added· Q1 2026 +$224M +1.2M +1040.8% Q1 2026
Jane Street Group, LLC · Added +$206M
Change +1.1M Date Q1 2026
Jane Street Group, LLC Added· Q1 2026 +$206M +1.1M Q1 2026
Squarepoint Ops LLC · Reduced −$180M
Change −945K Date Q1 2026
Squarepoint Ops LLC Reduced· Q1 2026 −$180M −945K Q1 2026
Data through Q1 2026 · filed Jun 10, 2026
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Famous investor activity in Cloudflare, Inc. (NET)

Cloudflare, Inc. (NET) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Seifert Thomas J. · Officer 10 operations −$2.8M
Price $266.19–$281.29 Qty −10K Owned 114K ΔOwn −8.1% Trade date Jul 17, 2026 Filed date Jul 17, 2026
Seifert Thomas J. Officer 10 operations $266.19–$281.29 −10K −$2.8M 114K −8.1% Jul 17, 2026 Jul 17, 2026
Seifert Thomas J. · Officer 4 operations 0
Owned 9K Trade date Jul 17, 2026 Filed date Jul 17, 2026
Seifert Thomas J. Officer 4 operations 0 9K Jul 17, 2026 Jul 17, 2026
Seifert Thomas J. · Officer Tax withholding or exercise payment (F) -$829K
Price $281.75 Qty -3K Owned 114K ΔOwn −2.5% Trade date Jul 15, 2026 Filed date Jul 17, 2026
Seifert Thomas J. Officer Tax withholding or exercise payment (F) $281.75 -3K -$829K 114K −2.5% Jul 15, 2026 Jul 17, 2026
Zatlyn Michelle · Director 7 operations −$9.5M
Price $283.69–$289.88 Qty −33K Owned 47K ΔOwn −41.0% Trade date Jul 15, 2026 Filed date Jul 15, 2026
Zatlyn Michelle Director 7 operations $283.69–$289.88 −33K −$9.5M 47K −41.0% Jul 15, 2026 Jul 15, 2026
Zatlyn Michelle · Director 4 operations 0
Owned 0 Trade date Jul 15, 2026 Filed date Jul 15, 2026
Zatlyn Michelle Director 4 operations 0 0 Jul 15, 2026 Jul 15, 2026
Zatlyn Michelle · Director 13 operations −$9.2M
Price $267.17–$282.13 Qty −33K Owned 47K ΔOwn −41.0% Trade date Jul 14, 2026 Filed date Jul 15, 2026
Zatlyn Michelle Director 13 operations $267.17–$282.13 −33K −$9.2M 47K −41.0% Jul 14, 2026 Jul 15, 2026
Zatlyn Michelle · Director 4 operations 0
Owned 0 Trade date Jul 14, 2026 Filed date Jul 15, 2026
Zatlyn Michelle Director 4 operations 0 0 Jul 14, 2026 Jul 15, 2026
Zatlyn Michelle · Director 6 operations −$8.8M
Price $264.03–$268.68 Qty −33K Owned 47K ΔOwn −41.1% Trade date Jul 13, 2026 Filed date Jul 15, 2026
Zatlyn Michelle Director 6 operations $264.03–$268.68 −33K −$8.8M 47K −41.1% Jul 13, 2026 Jul 15, 2026
Zatlyn Michelle · Director 4 operations 0
Owned 0 Trade date Jul 13, 2026 Filed date Jul 15, 2026
Zatlyn Michelle Director 4 operations 0 0 Jul 13, 2026 Jul 15, 2026
Ledbetter Carl · Director Sell −$1.3M
Price $268.11 Qty −5K Owned 888K ΔOwn −0.6% Trade date Jul 7, 2026 Filed date Jul 8, 2026
Ledbetter Carl Director Sell $268.11 −5K −$1.3M 888K −0.6% Jul 7, 2026 Jul 8, 2026
Graham-Cumming John · Director 6 operations −$623K
Price $245.60–$250.15 Qty −3K Owned 495K ΔOwn −0.5% Trade date Jul 6, 2026 Filed date Jul 7, 2026
Graham-Cumming John Director 6 operations $245.60–$250.15 −3K −$623K 495K −0.5% Jul 6, 2026 Jul 7, 2026
Graham-Cumming John · Director 2 operations 0
Price $44.72 Owned 3K Trade date Jul 6, 2026 Filed date Jul 7, 2026
Graham-Cumming John Director 2 operations $44.72 0 3K Jul 6, 2026 Jul 7, 2026
Prince Matthew · Director 14 operations −$13M
Price $243.82–$250.39 Qty −52K Owned 0 Trade date Jul 6, 2026 Filed date Jul 6, 2026
Prince Matthew Director 14 operations $243.82–$250.39 −52K −$13M 0 Jul 6, 2026 Jul 6, 2026
Prince Matthew · Director 4 operations 0
Owned 2.9M Trade date Jul 6, 2026 Filed date Jul 6, 2026
Prince Matthew Director 4 operations 0 2.9M Jul 6, 2026 Jul 6, 2026
Prince Matthew · Director 18 operations −$13M
Price $239.64–$247.45 Qty −52K Owned 0 Trade date Jul 2, 2026 Filed date Jul 6, 2026
Prince Matthew Director 18 operations $239.64–$247.45 −52K −$13M 0 Jul 2, 2026 Jul 6, 2026
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Cloudflare, Inc. (NET) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Vanguard Group Inc 28.2M
% of shares outstanding 9.5% Filing date Feb 13, 2024
Vanguard Group Inc 28.2M 9.5% Feb 13, 2024
Prince Matthew 30.5M
% of shares outstanding 9.3% Filing date Feb 12, 2024
Prince Matthew 30.5M 9.3% Feb 12, 2024
Morgan Stanley 23.6M
% of shares outstanding 7.8% Filing date Nov 8, 2024
Morgan Stanley 23.6M 7.8% Nov 8, 2024
Capital World Investors 23.0M
% of shares outstanding 7.3% Filing date May 14, 2026
Capital World Investors 23.0M 7.3% May 14, 2026
BlackRock Inc. 16.6M
% of shares outstanding 5.6% Filing date Jan 29, 2024
BlackRock Inc. 16.6M 5.6% Jan 29, 2024
Vanguard Capital Management 16.5M
% of shares outstanding 5.2% Filing date Apr 29, 2026
Vanguard Capital Management 16.5M 5.2% Apr 29, 2026
Vanguard Portfolio Management 16.1M
% of shares outstanding 5.1% Filing date Apr 29, 2026
Vanguard Portfolio Management 16.1M 5.1% Apr 29, 2026
FMR LLC 14.8M
% of shares outstanding 5.0% Filing date Feb 9, 2024
FMR LLC 14.8M 5.0% Feb 9, 2024
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Cloudflare, Inc. (NET) ownership FAQ

Who owns NET?

1,097 reporting institutions disclosed NET position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.