Cloudflare, Inc. (NET) research
Cloudflare, Inc.- Sector
- Technology
- Last price
- $284.30
- As of
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- highCONSENSUS_BUY
6 tracked funds increased NET this 2026Q2, institutional consensus
- highINSTITUTIONAL_EXIT
Point72 Asset Management, L.P. cut 66% of NET (2026Q2)
- highINSTITUTIONAL_SURGE
MILLENNIUM MANAGEMENT LLC added +735% to NET (2026Q2)
- highINSTITUTIONAL_SURGE
MILLENNIUM MANAGEMENT LLC added +479% to NET (2026Q2)
- highINSTITUTIONAL_SURGE
MILLENNIUM MANAGEMENT LLC added +154% to NET (2026Q2)
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Every signal on NET, as it fires
You are seeing 5 of 66 signals recorded on NET since 2026-05-31.
The five above all landed on 2026-09-06. The other 61 were recorded on 4 other days. 56 of the 66 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in NET (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LPCUSIP 18915M107 · 2026Q2 | $634.3M | 0.46% | , |
| D. E. Shaw & Co., Inc.CUSIP 18915M107 · 2026Q2 | $477.8M | 0.23% | , |
| CITADEL ADVISORS LLCCUSIP 18915M107 · 2026Q2 | $120.4M | 0.01% | , |
| D. E. Shaw & Co., Inc.CUSIP 18915MAC1 · 2026Q2 | $100.3M | 0.05% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 18915MAC1 · 2026Q2 | $64.3M | 0.05% | , |
| D. E. Shaw & Co., Inc.CUSIP 18915MAF4 · 2026Q2 | $47M | 0.02% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 18915M107 · 2026Q2 | $42M | 0.06% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 18915MAC1 · 2026Q2 | $28.3M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 18915M107 · 2026Q2 | $25.9M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 18915MAF4 · 2026Q2 | $14.9M | 0.01% | , |
| CITADEL ADVISORS LLCCUSIP 18915MAF4 · 2026Q2 | $6.3M | 0.00% | , |
| Bridgewater Associates, LPCUSIP 18915M107 · 2026Q2 | $1.6M | 0.01% | , |
| SOROS FUND MANAGEMENT LLCCUSIP 18915M107 · 2026Q2 | $1.1M | 0.01% | , |
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
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
NET mentioned in Kresmion daily briefs
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