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NET·Cloudflare Inc
infraenablerBorderline · AI-adjacentData as of 2026-08-26
Holder Count
32 / 100
32 of 100 tracked investors hold NET
Aggregate $
$10.90B
13F longs + subsequent 13G/D block filings, deduped
Share of AI Universe
0.4%
Share of aggregated AI exposure across 100 investors
Latest quarter · 2026-Q2
Holders
Sorted by position $ (largest first); click headers to re-sort| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter |
|---|---|---|---|---|
 Baillie Gifford & Co Baillie Gifford & Co | $3.58B | 7.7% | TRIM2026-Q2 | Before 2020-Q1 |
 Jennison Associates (Sig Segalas legacy) Jennison Associates LLC | $1.33B | 1.3% | ADD2026-Q2 | Before 2020-Q1 |
 Wellington Management Wellington Management Group LLP | $993M | 0.5% | HOLD2026-Q2 | Before 2020-Q1 |
 Norges Bank Investment Management Norges Bank | $882M | 0.2% | HOLD2026-Q2 | Before 2020-Q1 |
 Frank Sands / Sands Capital Sands Capital Management, LLC | $795M | 4.8% | TRIM2026-Q2 | Before 2020-Q1 |
 John Overdeck / David Siegel / Two Sigma Two Sigma Investments, LP | $634M | 2.7% | TRIM2026-Q2 | Before 2020-Q1 |
 Cliff Asness / AQR Capital AQR Capital Management LLC | $509M | 0.8% | ADD2026-Q2 | Before 2020-Q1 |
 David Shaw / D.E. Shaw D. E. Shaw & Co., Inc. | $478M | 1.1% | ADD2026-Q2 | Before 2020-Q1 |
 T. Rowe Price Associates T. Rowe Price Associates, Inc. | $379M | 0.1% | ADD2026-Q2 | Before 2020-Q1 |
 Paul Marshall / Marshall Wace Marshall Wace, LLP | $261M | 1.0% | ADD2026-Q2 | Before 2020-Q1 |
 Dmitry Balyasny / Balyasny Asset Management Balyasny Asset Management LLC | $165M | 1.6% | ADD2026-Q2 | Before 2020-Q1 |
 Ken Griffin / Citadel Citadel LLC | $120M | 0.4% | TRIM2026-Q2 | Before 2020-Q1 |
 Fred Alger Management Fred Alger Management, LLC | $118M | 0.6% | TRIM2026-Q2 | Before 2020-Q1 |
 Ron Baron / Baron Capital BAMCO INC (Baron Capital Group) | $116M | 0.3% | HOLD2026-Q2 | Before 2020-Q1 |
 Canada Pension Plan Investment Board Canada Pension Plan Investment Board | $112M | 0.1% | ADD2026-Q2 | Before 2020-Q1 |
 Cathie Wood / ARK Invest ARK Investment Management LLC | $104M | 1.6% | ADD90-day window | Before 2020-Q1 |
 Steve Cohen / Point72 Point72 Asset Management, L.P. | $89M | 0.5% | NEW2026-Q1 | Before 2020-Q1 |
 APG Asset Management APG Asset Management N.V. | $48M | 0.3% | ADD2026-Q2 | Before 2020-Q1 |
 Peter Brown / Renaissance Technologies Renaissance Technologies LLC | $42M | 0.3% | NEW2026-Q2 | Before 2020-Q1 |
 Izzy Englander / Millennium Millennium Management LLC | $26M | 0.1% | TRIM2026-Q2 | Before 2020-Q1 |
 SCGE Management SCGE Management, L.P. | $25M | 0.5% | NEW2026-Q2 | Before 2020-Q1 |
 Silvant Capital Management Silvant Capital Management LLC | $22M | 1.0% | HOLD2026-Q2 | Before 2020-Q1 |
 Brandon Haley / Holocene Advisors Holocene Advisors LP | $21M | 0.2% | ADD2026-Q2 | Before 2020-Q1 |
 Nicholas Maounis / Verition Fund Management Verition Fund Management LLC | $21M | 1.4% | HOLD2026-Q1 | Before 2020-Q1 |
 Man Group plc Man Group plc | $11M | 0.1% | TRIM2026-Q2 | Before 2020-Q1 |
 Yarbrough Capital Yarbrough Capital, LLC | $10M | 0.4% | HOLD2026-Q2 | Before 2020-Q1 |
 Caisse de depot et placement du Quebec Caisse de depot et placement du Quebec | $2M | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
 Steven Schonfeld / Schonfeld Strategic Advisors Schonfeld Strategic Advisors LLC | $2M | 0.0% | TRIM2026-Q2 | Before 2020-Q1 |
 Ray Dalio / Bridgewater Bridgewater Associates, LP | $2M | 0.0% | TRIM2026-Q2 | Before 2020-Q1 |
 George Soros / Soros Fund Management Soros Fund Management LLC | $1M | 0.1% | TRIM2026-Q2 | Before 2020-Q1 |
 Ken Fisher / Fisher Investments Fisher Asset Management, LLC | $300155 | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
 Sander Gerber / Hudson Bay Capital Hudson Bay Capital Management LP | $245280 | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
* Cathie uses a 90-day daily window comparison; action semantics differ slightly from quarterly 13F
Position Action Log
Showing latest 200 of 242| Date | Investor | Action | Δ $ | Δ Shares |
|---|---|---|---|---|
| 2026-08-19 | ADD | — | +60.8K | |
| 2026-08-18 | ADD | — | +3.0K | |
| 2026-08-17 | ADD | — | +5.0K | |
| 2026-08-12 | ADD | — | +32.0K | |
| 2026-08-11 | ADD | — | +7.6K | |
| 2026-08-10 | ADD | — | +58.1K | |
| 2026-08-07 | ADD | — | +114.1K | |
| 2026-08-06 | TRIM | — | −9.5K | |
| 2026-08-03 | TRIM | — | −8.8K | |
| 2026-07-31 | TRIM | — | −8.6K | |
| 2026-07-29 | TRIM | — | −6.7K | |
| 2026-07-17 | TRIM | — | −7.3K | |
| 2026-Q2 | TRIM | −$7M | −57.9K | |
| 2026-Q2 | ADD | +$19M | +61.6K | |
| 2026-Q2 | ADD | +$329M | +1.17M | |
| 2026-Q2 | TRIM | −$295M | −1.33M | |
| 2026-Q2 | ADD | +$92M | +320.7K | |
| 2026-Q2 | ADD | +$21M | +14.3K | |
| 2026-Q2 | TRIM | −$159K | −2.0K | |
| 2026-Q2 | NEW | +$2M | +8.4K | |
| 2026-Q2 | TRIM | −$280M | −1.45M | |
| 2026-Q2 | ADD | +$84M | +318.7K | |
| 2026-Q2 | ADD | +$212M | +660.6K | |
| 2026-Q2 | EXIT | −$11M | −52.5K | |
| 2026-Q2 | NEW | +$300K | +1.2K | |
| 2026-Q2 | ADD | +$20M | +79.1K | |
| 2026-Q2 | NEW | +$245K | +1.0K | |
| 2026-Q2 | ADD | +$422M | +1.02M | |
| 2026-Q2 | TRIM | −$87K | −8.9K | |
| 2026-Q2 | ADD | +$58M | +79.0K | |
| 2026-Q2 | TRIM | −$20M | −117.4K | |
| 2026-Q2 | TRIM | −$164M | −46.6K | |
| 2026-Q2 | NEW | +$42M | +171.4K | |
| 2026-Q2 | TRIM | −$39M | −422.2K | |
| 2026-Q2 | NEW | +$25M | +100.8K | |
| 2026-Q2 | TRIM | −$9M | −43.5K | |
| 2026-Q2 | ADD | +$4M | +3.9K | |
| 2026-Q2 | TRIM | −$1M | −6.3K | |
| 2026-Q2 | EXIT | −$20M | −96.0K | |
| 2026-Q2 | ADD | +$91M | +149.8K | |
| 2026-Q2 | EXIT | −$0 | +0 | |
| 2026-Q2 | TRIM | −$52M | −233.7K | |
| 2026-Q2 | ADD | +$165M | +37.9K | |
| 2026-06-12 | TRIM | — | −11.1K | |
| 2026-05-08 | ADD | — | +13.7K | |
| 2026-Q1 | ADD | +$60M | +294.7K | |
| 2026-Q1 | NEW | +$3.29B | +15.92M | |
| 2026-Q1 | ADD | +$20M | +87.5K | |
| 2026-Q1 | ADD | +$14M | +47.7K | |
| 2026-Q1 | TRIM | −$6M | −32.1K | |
| 2026-Q1 | ADD | +$243M | +1.17M | |
| 2026-Q1 | NEW | +$11M | +52.5K | |
| 2026-Q1 | TRIM | −$4M | −19.9K | |
| 2026-Q1 | ADD | +$539M | +2.53M | |
| 2026-Q1 | TRIM | −$37M | −188.1K | |
| 2026-Q1 | ADD | +$67M | +295.9K | |
| 2026-Q1 | ADD | +$44M | +200.3K | |
| 2026-Q1 | NEW | +$89M | +429.0K | |
| 2026-Q1 | TRIM | −$20M | −69.5K | |
| 2026-Q1 | NEW | +$2M | +10.8K | |
| 2026-Q1 | NEW | +$20M | +96.0K | |
| 2026-Q1 | ADD | +$84M | +360.2K | |
| 2026-03-26 | TRIM | — | −4.3K | |
| 2025-Q4 | ADD | +$76K | +49.4K | |
| 2025-Q4 | EXIT | −$4.69B | −21.85M | |
| 2025-Q4 | TRIM | −$6M | −7.4K | |
| 2025-Q4 | TRIM | −$17M | −44.6K | |
| 2025-Q4 | ADD | +$5M | +25.9K | |
| 2025-Q4 | NEW | +$22M | +112.8K | |
| 2025-Q4 | EXIT | −$207K | −964 | |
| 2025-Q4 | NEW | +$6M | +28.4K | |
| 2025-Q4 | ADD | +$323M | +1.66M | |
| 2025-Q4 | ADD | +$33M | +174.3K | |
| 2025-Q4 | ADD | +$23M | +164.0K | |
| 2025-Q4 | ADD | +$177M | +878.5K | |
| 2025-Q4 | TRIM | −$82M | −77.0K | |
| 2025-Q4 | TRIM | −$87M | −320.8K | |
| 2025-12-22 | TRIM | — | −11.2K | |
| 2025-Q3 | ADD | +$31M | +102.2K | |
| 2025-Q3 | TRIM | −$310M | −3.68M | |
| 2025-Q3 | ADD | +$55M | +254.3K | |
| 2025-Q3 | TRIM | −$2M | −52.2K | |
| 2025-Q3 | NEW | +$3M | +15.0K | |
| 2025-Q3 | NEW | +$207K | +964 | |
| 2025-Q3 | ADD | +$6M | +9.7K | |
| 2025-Q3 | ADD | +$3M | +10.9K | |
| 2025-Q3 | ADD | +$28M | +93.7K | |
| 2025-Q3 | EXIT | −$0 | +0 | |
| 2025-Q3 | TRIM | −$148M | −1.12M | |
| 2025-Q3 | ADD | +$61M | +180.1K | |
| 2025-Q2 | ADD | +$53M | +118.2K | |
| 2025-Q2 | TRIM | −$1.91B | −1.90M | |
| 2025-Q2 | TRIM | −$11M | −112.0K | |
| 2025-Q2 | TRIM | −$5M | −328.4K | |
| 2025-Q2 | ADD | +$48M | +242.3K | |
| 2025-Q2 | NEW | +$39M | +196.8K | |
| 2025-Q2 | TRIM | −$29M | −301.8K | |
| 2025-Q2 | TRIM | −$19M | −150.5K | |
| 2025-Q2 | ADD | +$287M | +509.1K | |
| 2025-Q2 | EXIT | −$32M | −281.5K | |
| 2025-Q2 | TRIM | −$241M | −1.50M | |
| 2025-Q2 | EXIT | −$3M | −23.0K | |
| 2025-Q2 | ADD | +$125M | +239.5K | |
| 2025-06-11 | TRIM | — | −5.2K | |
| 2025-Q1 | ADD | +$15M | +135.6K | |
| 2025-Q1 | TRIM | −$343M | −4.46M | |
| 2025-Q1 | TRIM | −$33M | −311.3K | |
| 2025-Q1 | TRIM | −$3M | −62.7K | |
| 2025-Q1 | NEW | +$614K | +5.4K | |
| 2025-Q1 | ADD | +$33M | +288.5K | |
| 2025-Q1 | TRIM | −$110M | −1.05M | |
| 2025-Q1 | TRIM | −$5M | −61.6K | |
| 2025-Q1 | TRIM | −$120M | −1.13M | |
| 2025-Q1 | TRIM | −$112M | −1.34M | |
| 2025-Q1 | NEW | +$3M | +23.0K | |
| 2025-Q1 | ADD | +$21M | +148.6K | |
| 2025-02-07 | TRIM | — | −18.3K | |
| 2025-02-06 | TRIM | — | −54.8K | |
| 2025-01-10 | TRIM | — | −7.8K | |
| 2025-01-07 | TRIM | — | −7.8K | |
| 2025-01-06 | TRIM | — | −32.7K | |
| 2024-Q4 | TRIM | −$16M | −274.4K | |
| 2024-Q4 | TRIM | −$804M | −626.4K | |
| 2024-Q4 | ADD | +$47M | +436.5K | |
| 2024-Q4 | ADD | +$28M | +47.1K | |
| 2024-Q4 | EXIT | −$51M | −627.7K | |
| 2024-Q4 | TRIM | −$22M | −293.6K | |
| 2024-Q4 | TRIM | −$59M | −1.27M | |
| 2024-Q4 | ADD | +$70M | +98.8K | |
| 2024-Q4 | NEW | +$152M | +1.41M | |
| 2024-Q4 | ADD | +$323M | +1.42M | |
| 2024-Q4 | TRIM | −$10M | −137.4K | |
| 2024-Q3 | ADD | +$38M | +473.1K | |
| 2024-Q3 | TRIM | −$81M | −212.1K | |
| 2024-Q3 | TRIM | −$25M | −298.6K | |
| 2024-Q3 | TRIM | −$3M | −13.7K | |
| 2024-Q3 | TRIM | −$8M | −93.6K | |
| 2024-Q3 | TRIM | −$13M | −140.1K | |
| 2024-Q3 | TRIM | −$2M | −14.3K | |
| 2024-Q3 | ADD | +$106M | +1.35M | |
| 2024-Q3 | ADD | +$9M | +164.3K | |
| 2024-Q3 | TRIM | −$23M | −124.6K | |
| 2024-Q3 | ADD | +$12M | +164.4K | |
| 2024-Q2 | TRIM | −$4M | −43.7K | |
| 2024-Q2 | ADD | +$209M | +2.58M | |
| 2024-Q2 | ADD | +$10M | +146.8K | |
| 2024-Q2 | ADD | +$10M | +19.1K | |
| 2024-Q2 | ADD | +$3M | +46.8K | |
| 2024-Q2 | ADD | +$55M | +677.3K | |
| 2024-Q2 | TRIM | −$12M | −68.6K | |
| 2024-Q2 | ADD | +$61M | +855.3K | |
| 2024-Q2 | ADD | +$42M | +734.1K | |
| 2024-Q2 | ADD | +$90M | +2.9K | |
| 2024-Q2 | EXIT | −$18M | −185.4K | |
| 2024-Q2 | TRIM | −$22M | −114.8K | |
| 2024-05-03 | ADD | — | +51.7K | |
| 2024-Q1 | ADD | +$5M | +46.5K | |
| 2024-Q1 | TRIM | −$343M | −791.4K | |
| 2024-Q1 | NEW | +$15M | +154.4K | |
| 2024-Q1 | TRIM | −$4M | −90.2K | |
| 2024-Q1 | TRIM | −$6M | −90.9K | |
| 2024-Q1 | NEW | +$9M | +90.5K | |
| 2024-Q1 | EXIT | −$869K | −10.4K | |
| 2024-Q1 | ADD | +$24M | +210.9K | |
| 2024-Q1 | ADD | +$24M | +173.2K | |
| 2024-Q1 | TRIM | −$94M | −1.34M | |
| 2024-Q1 | TRIM | −$256M | −4.13M | |
| 2024-Q1 | NEW | +$18M | +185.4K | |
| 2024-Q1 | ADD | +$24M | +149.9K | |
| 2024-02-09 | TRIM | — | −6.0K | |
| 2023-Q4 | TRIM | −$98K | −276 | |
| 2023-Q4 | TRIM | −$618M | −119.5K | |
| 2023-Q4 | TRIM | −$19M | −4.2K | |
| 2023-Q4 | ADD | +$14M | +172.6K | |
| 2023-Q4 | EXIT | −$9M | −135.6K | |
| 2023-Q4 | NEW | +$869K | +10.4K | |
| 2023-Q4 | ADD | +$18M | +216.5K | |
| 2023-Q4 | NEW | +$43M | +520.0K | |
| 2023-Q4 | TRIM | −$6M | −103.5K | |
| 2023-Q4 | TRIM | −$137M | −810.9K | |
| 2023-Q4 | ADD | +$15M | +10.6K | |
| 2023-12-27 | TRIM | — | −30.7K | |
| 2023-12-07 | ADD | — | +2.8K | |
| 2023-12-06 | ADD | — | +14.0K | |
| 2023-12-05 | ADD | — | +3.5K | |
| 2023-Q3 | TRIM | −$18K | −59 | |
| 2023-Q3 | TRIM | −$102M | −447.4K | |
| 2023-Q3 | ADD | +$2M | +7.1K | |
| 2023-Q3 | TRIM | −$186K | −2.7K | |
| 2023-Q3 | NEW | +$9M | +135.6K | |
| 2023-Q3 | TRIM | −$9M | −137.9K | |
| 2023-Q3 | ADD | +$7M | +117.8K | |
| 2023-Q3 | ADD | +$34M | +546.3K | |
| 2023-09-28 | ADD | — | +25.0K | |
| 2023-Q2 | ADD | +$474M | +5.79M | |
| 2023-Q2 | ADD | +$6M | +42.3K | |
| 2023-Q2 | TRIM | −$2M | −33.5K | |
| 2023-Q2 | ADD | +$1M | +7.2K | |
| 2023-04-28 | ADD | — | +129.7K | |
| 2023-Q1 | TRIM | −$395M | −617.7K |
13G / 13D Filings
Filings above the 5% threshold| Investor | Filing Date | Type | Filed $ | Ownership % |
|---|---|---|---|---|
| Baillie Gifford & Co | 2026-07-24 | SC 13G/A | — | 4.6% |