4 tracked superinvestors hold CLOUDFLARE INC (NET), worth $2.6B combined, led by David Shaw. Smart money is holding NET as of the latest 13F filings.
Current price
$278.92
+32.8%
1Y
Cloudflare, Inc. functions as a global provider of cloud-based services. The company delivers a comprehensive, integrated cloud security platform designed to safeguard a diverse array of digital environments, encompassing public and private clouds, on-premises infrastructure, Software-as-a-Service (SaaS) applications, and Internet of Things (IoT) devices. Its security portfolio features tools…
Market cap
$76.6B
P/E
-725
Div yield
0.0%
Revenue YoY
29.8%
Analyst target
$321
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
4
tracked 13F / N-PORT funds
Combined value
$2.6B
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
0
2 buying · 2 selling
Smart money is holding NET steady this quarter — buys and sells are balanced. 1 opened a brand-new position.
CLOUDFLARE INC (NET) appears mainly in diversified and quant books here (4 funds, $2.6B combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to David Shaw at 0.6% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Brian Berghuis), with 1 adding and 2 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 0.6% | $1.1B | |
| Trimmed | 0.5% | $644M | |
| Trimmed | 0.6% | $539M | |
| New buy | 1.1% | $246M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
3 insiders filed SEC Form 144 for $30M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Alissa M Starzak | Officer | 2,538 | $773K | 2026-08-18 |
| Thomas Seifert | Officer | 10,000 | $3M | 2026-08-17 |
| Alissa M Starzak | Officer | 3,333 | $1M | 2026-08-17 |
| Thomas Seifert | Officer | 55,000 | $16M | 2026-08-04 |
| Thomas Seifert | Officer | 10,000 | $3M | 2026-07-17 |
| Ledbetter Carl | Director | 15,000 | $4M | 2026-07-07 |
| Thomas Seifert | Officer | 10,000 | $2M | 2026-06-17 |
Which superinvestors own NET?
4 tracked funds hold CLOUDFLARE INC (NET), the largest being David Shaw (D.E. Shaw) at 0.6% of its 13F portfolio. 0 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 2 trimmed it, including 1 brand-new position.
How much NET do tracked funds hold?
Combined disclosed long exposure to NET across tracked superinvestors is $2.6B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.