Cloudflare Inc

$NET
← All companies Sign in to track
Smart money positioned

30 of the Top-200 alpha managers hold $NET as of the latest 13F snapshot.

13F holders
16
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

30 holders · Q1 2026

$NET is held by 30 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.12%, with an average of 0.42% of portfolio. Largest holder: Coatue Management LLC at 3.12%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Coatue Management LLC Philippe Laffont
3.12% NEW
α +34.1pts
02
RiverPark Advisors, LLC
1.22% held
α +21.5pts
03
Aigen Investment Management, LP
1.22% ↑ +0.6pp
α +50.5pts
04
GM Advisory Group, LLC
0.88% NEW
α +16.5pts
05
Tandem Wealth Advisors LLC
0.85% held
α +14.1pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 16 · Source: 13F-HR
01
Vanguard Group Inc.
0.09% of portfolio
32,407,646 sh
02
State Street
0.05% of portfolio
7,178,719 sh
03
Two Sigma
0.50% of portfolio
2,819,837 sh
04
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.11% of portfolio
2,544,043 sh
05
Citadel
0.29% of portfolio
1,941,142 sh
06
Citigroup Inc.
0.11% of portfolio
805,193 sh
07
ARK Investment Management LLC
0.29% of portfolio
183,644 sh
08
Erste Asset Management GmbH
0.13% of portfolio
67,953 sh
09
WINTON GROUP Ltd
0.16% of portfolio
21,869 sh
10
Hel Ved Capital Management Ltd
0.57% of portfolio
16,080 sh
See all 16 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 1 filers
17 Jul 2026
Unknown —
· C
—
—
C
17 Jul 2026
Unknown —
· EX/ACQ
—
—
M
17 Jul 2026
Unknown —
· EX/ACQ
—
—
M
17 Jul 2026
Unknown —
▼ SOLD
—
—
S
17 Jul 2026
Unknown —
▼ SOLD
—
—
S
17 Jul 2026
Unknown —
▼ SOLD
—
—
S
17 Jul 2026
Unknown —
▼ SOLD
—
—
S
17 Jul 2026
Unknown —
▼ SOLD
—
—
S
17 Jul 2026
Unknown —
▼ SOLD
—
—
S
17 Jul 2026
Unknown —
▼ SOLD
—
—
S
17 Jul 2026
Unknown —
▼ SOLD
—
—
S
17 Jul 2026
Unknown —
▼ SOLD
—
—
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $NET in the recent window.

Convergence · $NET

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 12:17 UTC.