Cloudflare, Inc. hedge fund holdings
NETNYSE$349.07-1.93 (-0.55%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
NET · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+55.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 433 | 274 | $5.79B | $3.54B | 887 | Aug 14, 2025 |
| Q3 2025 | 413 | 270 | $5.61B | $3.53B | 990 | Nov 14, 2025 |
| Q4 2025 | 377 | 303 | $2.49B | $5.34B | 1,040 | Feb 14, 2026 |
| Q1 2026 | 480 | 318 | $8.17B | $7.64B | 1,084 | May 15, 2026 |
| Q2 2026 | 499 | 350 | $5.45B | $4.78B | 1,154 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
1,154 filersNew position
173$1.42B+5.79M sh
Increased
326$4.03B+16.5M sh
Reduced
243-$4.08B-16.6M sh
Out / sold
107-$699M-2.85M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | New Buy | +$464M | $464M | 0.30% | Aug 14, 2026 |
| Capital World Investors | Added 6.99% | +$390M | $5.97B | 0.70% | Aug 12, 2026 |
| Baillie Gifford & Co | Reduce 8.33% | -$325M | $3.58B | 3.25% | Aug 6, 2026 |
| Jennison Associates LLC | Added 23.32% | +$251M | $1.33B | 0.80% | Aug 3, 2026 |
| 1832 Asset Management L.P. | Reduce 84.10% | -$250M | $47.3M | 0.02% | Aug 13, 2026 |
| Menora Mivtachim Holdings Ltd. | New Buy | +$241M | $241M | 0.94% | Aug 13, 2026 |
| Select Equity Group, L.P. | Reduce 100.00% | -$210M | $9.32K | 0.00% | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduce 18.32% | -$202M | $902M | 0.69% | Aug 14, 2026 |
| Lord, Abbett & Co. LLC | Reduce 50.18% | -$122M | $121M | 0.35% | Aug 14, 2026 |
| Daiwa Securities Group Inc. | Added 967.33% | +$104M | $115M | 0.22% | Jul 31, 2026 |
| Sands Capital Management, LLC | Reduce 11.53% | -$104M | $795M | 2.95% | Aug 13, 2026 |
| Pictet Asset Management Holding SA | Added 30.11% | +$102M | $441M | 0.42% | Jul 30, 2026 |
| Worldquant Millennium Advisors LLC | New Buy | +$80.4M | $80.4M | 0.28% | Aug 14, 2026 |
| Canada Pension Plan Investment Board | Added 230.22% | +$78.2M | $112M | 0.06% | Aug 14, 2026 |
| Westfield Capital Management Co LP | Added 54.28% | +$72.1M | $205M | 0.67% | Aug 12, 2026 |
| KBC Group NV | Reduce 74.20% | -$61.2M | $21.3M | 0.05% | Aug 5, 2026 |
| Royal London Asset Management Ltd | Added 89.91% | +$44.9M | $94.9M | 0.17% | Aug 13, 2026 |
| Artisan Partners Limited Partnership | Reduce 26.71% | -$43.8M | $120M | 0.19% | Aug 13, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | Reduce 31.47% | -$41.4M | $90.2M | 0.28% | Aug 13, 2026 |
| Styrax Capital, LP | Sell 100% | -$41.3M | $0 | 0.00% | Aug 14, 2026 |
| WIM INVESTMENT MANAGEMENT Ltd | Reduce 70.97% | -$39.6M | $16.2M | 5.31% | Aug 6, 2026 |
| Robeco Institutional Asset Management B.V. | Added 3248.85% | +$34.6M | $35.7M | 0.04% | Jul 21, 2026 |
| Contour Asset Management LLC | New Buy | +$34.6M | $34.6M | 0.82% | Aug 14, 2026 |
| Mizuho Markets Cayman LP | Sell 100% | -$33M | $0 | 0.00% | Jul 24, 2026 |
| Mizuho Markets Americas LLC | Added 352.50% | +$28.8M | $37M | 0.58% | Jul 24, 2026 |
| Massachusetts Financial Services Co | Added 7.59% | +$27.3M | $387M | 0.12% | Aug 3, 2026 |
| Carnegie Investment Counsel | Reduce 82.98% | -$27M | $5.55M | 0.11% | Jul 30, 2026 |
| Tidal Investments LLC | Reduce 84.75% | -$27M | $4.86M | 0.01% | Aug 13, 2026 |
| Gilder Gagnon Howe & Co LLC | Reduce 6.18% | -$26.9M | $409M | 4.22% | Aug 14, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | New Buy | +$26.5M | $26.5M | 1.09% | Aug 5, 2026 |
| Defiance ETFs, LLC | Added 53.44% | +$26.1M | $74.9M | 1.02% | Aug 14, 2026 |
| Science & Technology Partners, L.P. | Reduce 97.91% | -$25.6M | $547K | 0.09% | Aug 14, 2026 |
| Broad Bay Capital Management, LP | Reduce 33.35% | -$24.9M | $49.8M | 4.65% | Aug 14, 2026 |
| Scge Management, L.P. | New Buy | +$24.7M | $24.7M | 0.42% | Aug 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | New Buy | +$24.7M | $24.7M | 0.12% | Jul 29, 2026 |
| Picton Mahoney Asset Management | Sell 100% | -$24.6M | $0 | 0.00% | Aug 13, 2026 |
| Artemis Investment Management LLP | New Buy | +$24.3M | $24.3M | 0.22% | Jul 23, 2026 |
| Summit Partners Public Asset Management, LLC | Sell 100% | -$22.3M | $0 | 0.00% | Aug 14, 2026 |
| Tremblant Capital Group | Added 30.86% | +$22.3M | $94.4M | 2.71% | Aug 14, 2026 |
| Capital International Investors | Added 0.81% | +$21.5M | $2.69B | 0.56% | Aug 12, 2026 |
| Steadfast Capital Management LP | Sell 100% | -$19.8M | $0 | 0.00% | Aug 14, 2026 |
| Holocene Advisors, LP | Added 935.15% | +$19.4M | $21.5M | 0.05% | Aug 14, 2026 |
| Spear Advisors LLC | Added 2881.90% | +$18.9M | $19.6M | 6.73% | Aug 14, 2026 |
| Voloridge Investment Management, LLC | New Buy | +$18.8M | $18.8M | 0.08% | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | Reduce 7.12% | -$18.8M | $245M | 0.14% | Jul 30, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | Reduce 14.95% | -$18.8M | $107M | 0.23% | Aug 6, 2026 |
| Polar Capital Holdings Plc | Added 6.57% | +$18.7M | $304M | 0.72% | Aug 14, 2026 |
| Ci Investments Inc. | Reduce 32.50% | -$18.4M | $38.3M | 0.12% | Aug 13, 2026 |
| Exchange Traded Concepts, LLC | Added 186.27% | +$18.2M | $27.9M | 0.13% | Aug 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 13.44% | +$17.9M | $151M | 0.10% | Aug 13, 2026 |
| TIAA Wealth Investment Management LLC | Added 521.43% | +$16.9M | $20.2M | 0.13% | Aug 10, 2026 |
| Benchstone Capital Management LP | Sell 100% | -$16.8M | $0 | 0.00% | Aug 14, 2026 |
| Amova Asset Management Americas, Inc. | Reduce 15.73% | -$16.2M | $86.6M | 1.12% | Aug 13, 2026 |
| Wealth High Governance Asset Management Ltda. | Sell 100% | -$16.1M | $0 | 0.00% | Aug 12, 2026 |
| Private Advisory Group LLC | Reduce 72.33% | -$15.5M | $5.94M | 0.32% | Aug 6, 2026 |
| Cinctive Capital Management LP | Sell 100% | -$15.4M | $0 | 0.00% | Aug 14, 2026 |
| Meridiem Capital Partners LP | Added 55.83% | +$14.9M | $41.7M | 1.87% | Aug 14, 2026 |
| Fred Alger Management, LLC | Reduce 10.77% | -$14.2M | $118M | 0.39% | Aug 14, 2026 |
| Pinebridge Investments LLC | Reduce 47.78% | -$14.1M | $15.4M | 0.13% | Aug 14, 2026 |
| Union Bancaire Privee, UBP SA | Added 114.71% | +$13.8M | $25.8M | 0.28% | Jul 16, 2026 |
| Atika Capital Management LLC | Sell 100% | -$13.4M | $0 | 0.00% | Aug 13, 2026 |
| APG Asset Management N.V. | Added 37.93% | +$13.2M | $48M | 0.12% | Aug 12, 2026 |
| Jain Global LLC | Sell 100% | -$12.5M | $0 | 0.00% | Aug 14, 2026 |
| J. Goldman & Co LP | Reduce 93.75% | -$11.7M | $778K | 0.02% | Aug 14, 2026 |
| Congress Asset Management Co | Reduce 17.11% | -$11.5M | $55.7M | 0.34% | Jul 7, 2026 |
| Hartline Investment Corp/ | Reduce 38.58% | -$11.4M | $18.2M | 1.58% | Jul 29, 2026 |
| Swedbank AB | Reduce 4.98% | -$11.3M | $216M | 0.19% | Jul 15, 2026 |
| LBP Am SA | Added 70.38% | +$10.8M | $26.3M | 0.26% | Jul 24, 2026 |
| Duquesne Family Office LLC | Sell 100% | -$10.8M | $0 | 0.00% | Aug 14, 2026 |
| BW Gestao de Investimentos Ltda. | Reduce 74.33% | -$10.7M | $3.7M | 0.07% | Aug 14, 2026 |
| Vontobel Holding Ltd. | Added 35.57% | +$10.4M | $39.8M | 0.13% | Aug 3, 2026 |
| Nomura Asset Management Co Ltd | Added 15.74% | +$10.4M | $76.3M | 0.16% | Aug 13, 2026 |
| Berkshire Capital Holdings Inc | Reduce 99.97% | -$9.66M | $2.45K | 0.00% | Aug 14, 2026 |
| Kornitzer Capital Management Inc | Added 1448.81% | +$9.59M | $10.3M | 0.21% | Jul 31, 2026 |
| Teachers Retirement System of the State of Kentucky | Reduce 30.77% | -$9.33M | $21M | 0.14% | Aug 12, 2026 |
| Wellington Management Group LLP | Added 0.95% | +$9.3M | $993M | 0.17% | Aug 14, 2026 |
| iA Global Asset Management Inc. | Sell 100% | -$9.22M | $0 | 0.00% | Jul 29, 2026 |
| Parnassus Investments, LLC | Reduce 28.95% | -$9.02M | $22.1M | 0.06% | Jul 29, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | New Buy | +$8.94M | $8.94M | 1.10% | Aug 5, 2026 |
| USS Investment Management Ltd | Added 11.56% | +$8.4M | $81.1M | 0.29% | Aug 11, 2026 |
| Maytus Capital Management, LLC | Sell 100% | -$8.31M | $0 | 0.00% | Aug 14, 2026 |
| Jefferies Financial Group Inc. | Added 220.88% | +$8.13M | $11.8M | 0.08% | Aug 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 9.58% | +$8.1M | $92.6M | 0.05% | Aug 7, 2026 |
| Strategy Capital LLC | Reduce 2.86% | -$7.98M | $271M | 16.72% | Aug 13, 2026 |
| AEGON ASSET MANAGEMENT UK Plc | Added 19.44% | +$7.71M | $47.4M | 0.51% | Jul 13, 2026 |
| KADENSA CAPITAL Ltd | Sell 100% | -$7.62M | $0 | 0.00% | Aug 14, 2026 |
| Capital International Sarl | Added 10.70% | +$7.32M | $75.7M | 1.07% | Aug 12, 2026 |
| Krane Funds Advisors LLC | Added 181.88% | +$7.25M | $11.2M | 0.40% | Aug 14, 2026 |
| Voleon Capital Management LP | Reduce 89.96% | -$7.22M | $806K | 0.01% | Aug 14, 2026 |
| State of Michigan Retirement System | New Buy | +$7.2M | $7.2M | 0.03% | Jul 30, 2026 |
| Eurizon Capital SGR S.p.A. | Reduce 48.35% | -$7.19M | $7.68M | 0.02% | Jul 29, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Added 144.95% | +$7.04M | $11.9M | 0.02% | Aug 13, 2026 |
| Nomura Asset Management International Inc. | Reduce 4.22% | -$6.98M | $159M | 0.24% | Aug 14, 2026 |
| Mn Services Vermogensbeheer B.V. | Reduce 23.52% | -$6.82M | $22.2M | 0.17% | Jul 31, 2026 |
| Insight Holdings Group, LLC | Sell 100% | -$6.77M | $0 | 0.00% | Aug 14, 2026 |
| Hidden Lake Asset Management LP | Sell 100% | -$6.62M | $0 | 0.00% | Aug 14, 2026 |
| Square Peg Capital Pty Ltd | Added 468.89% | +$6.51M | $7.9M | 10.36% | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | Reduce 16.28% | -$6.26M | $32.2M | 0.05% | Aug 14, 2026 |
| Flight Deck Capital, LP | Added 39.01% | +$6.18M | $22M | 10.69% | Aug 14, 2026 |
| Avalon Global Asset Management LLC | Added 31.09% | +$6.13M | $25.9M | 2.82% | Aug 13, 2026 |