Cloudflare, Inc. (NET)

Sector
Technology
Last price
$347.70
As of

Kresmion compiles this page from NET's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.

Cloudflare, Inc. (NET): 7 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-08-13.

As of . Source: SEC EDGAR filings for NET. Method and limitations.

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You are seeing 5 of 31 signals recorded on NET since 2026-05-31.

The five above landed across 2 days. The other 26 were recorded on 3 other days. 21 of the 31 are institutional flow rows, which arrive in batches on filing days.

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Largest reported share positions in NET (2026Q2)

Manager / securityMarket value% portfolioQoQ
TWO SIGMA INVESTMENTS, LPCUSIP 18915M107 · 2026Q2$634.3M0.46%,
D. E. Shaw & Co., Inc.CUSIP 18915M107 · 2026Q2$477.8M0.23%,
CITADEL ADVISORS LLCCUSIP 18915M107 · 2026Q2$120.4M0.01%,
D. E. Shaw & Co., Inc.CUSIP 18915MAC1 · 2026Q2$100.3M0.05%,
TWO SIGMA INVESTMENTS, LPCUSIP 18915MAC1 · 2026Q2$64.3M0.05%,
D. E. Shaw & Co., Inc.CUSIP 18915MAF4 · 2026Q2$47M0.02%,
RENAISSANCE TECHNOLOGIES LLCCUSIP 18915M107 · 2026Q2$42M0.06%,
MILLENNIUM MANAGEMENT LLCCUSIP 18915MAC1 · 2026Q2$28.3M0.01%,
MILLENNIUM MANAGEMENT LLCCUSIP 18915M107 · 2026Q2$25.9M0.01%,
MILLENNIUM MANAGEMENT LLCCUSIP 18915MAF4 · 2026Q2$14.9M0.01%,
CITADEL ADVISORS LLCCUSIP 18915MAF4 · 2026Q2$6.3M0.00%,
Bridgewater Associates, LPCUSIP 18915M107 · 2026Q2$1.6M0.01%,
SOROS FUND MANAGEMENT LLCCUSIP 18915M107 · 2026Q2$1.1M0.01%,

Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.

Recent SEC filings, NET

NET against its peers

NET's operating margin of -9.6% ranks in the 37th percentile of 22 Technology sub-industry peers, fiscal periods ending between 2025-07-31 and 2026-06-30.

MetricNETPeer medianPercentilen
Revenue FY2.2B USD2.2B USD5022
Gross margin74.5%76.7%4717
Operating margin-9.6%-2.1%3722
Net margin-4.7%-0.7%3722
Return on equity-7.0%-1.4%3120
P / En/a172.9xn/a9
1 year56.2%25.6%7319

Peers (22): SNOW, NBIS, SHOP, TEAM, P, CRWV, TWLO, OKTA, ZS, MDB, ZM, RBRK, IOT, CRCL, U, DT, IONQ, DOCN, IREN, GWRE, DOCU, FROG. Left out: MSTR (no annual filing), NTNX (period gap), GIB (period gap). Fiscal periods ending between 2025-07-31 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (NET: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.

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