3 tracked superinvestors hold Cloudflare Inc (NET), worth $1.0B combined, led by Overdeck / Siegel. Smart money is accumulating NET as of the latest 13F filings.
Current price
$275.58
+47.5%
1Y
CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company offers an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices. Its security products comprise cloud firewall, bot management,…
Market cap
$76.6B
P/E
-725
Div yield
0.0%
Revenue YoY
29.8%
Analyst target
$229
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$1.0B
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+2
2 buying · 0 selling
Smart money is net accumulating NET: 2 funds added or opened versus 0 trimming. 1 opened a brand-new position.
Cloudflare Inc (NET) is held by 3 tracked funds worth $1.0B combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Overdeck / Siegel at 0.5% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Stanley Druckenmiller), with 1 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 0.5% | $586M | |
| Held | 0.6% | $418M | |
| New buy | 0.3% | $11M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Puts (bearish / hedge)
None disclosed.
Calls (bullish)
Which superinvestors own NET?
3 tracked funds hold Cloudflare Inc (NET), the largest being Overdeck / Siegel (Two Sigma) at 0.5% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling NET?
In the most recent 13F quarter, 2 tracked funds added or opened NET and 0 trimmed it, including 1 brand-new position.
How much NET do tracked funds hold?
Combined disclosed long exposure to NET across tracked superinvestors is $1.0B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.