CLOUDFLARE INC

$NET
Smart money positioned

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

13F holders
1,124
Insider buys · 90d
0
Congress · 90d
1trades

Smart Money · top-200 alpha cohort

25 holders · Q1 2026

$NET is held by 25 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 1.22%, with an average of 0.27% of portfolio. Largest holder: Nikko Asset Management Americas, Inc. at 1.22%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

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 1,124 · Source: 13F-HR
01
Litman Gregory Wealth Management LLC
0.55% of portfolio
21,786,330 sh
02
Parthenon LLC
3.36% of portfolio
19,889,164 sh
03
Brightline Capital Management, LLC
0.09% of portfolio
11,173,200 sh
04
Exor N.V.
0.13% of portfolio
7,352,884 sh
05
Axa S.a.
0.05% of portfolio
7,178,719 sh
06
State Street
0.05% of portfolio
6,988,989 sh
07
Softbank Group Corp.
0.62% of portfolio
6,908,736 sh
08
D. E. Shaw & Co., Inc.
1.33% of portfolio
6,492,800 sh
09
US Bancorp De
0.14% of portfolio
5,410,905 sh
10
Augustine Asset Management Inc.
0.11% of portfolio
5,131,752 sh
See all 1,124 13F holders · Pro →

Insider activity · last 90 days

44 transactions · 6 filers
09 Feb 2026
Graham-Cumming John
▼ SOLD
24
$175.42
S
09 Feb 2026
Graham-Cumming John
▼ SOLD
177
$174.61
S
09 Feb 2026
Graham-Cumming John
▼ SOLD
1,246
$173.76
S
09 Feb 2026
Graham-Cumming John
▼ SOLD
851
$172.85
S
09 Feb 2026
Graham-Cumming John
▼ SOLD
190
$171.94
S
09 Feb 2026
Graham-Cumming John
▼ SOLD
32
$170.15
S
02 Feb 2026
Kramer Douglas James
▼ SOLD
3,000
$176.19
S
02 Feb 2026
Hawkins Mark J
▼ SOLD
134
$176.19
S
27 Jan 2026
Ledbetter Carl
▼ SOLD
2,790
$212.80
S
27 Jan 2026
Ledbetter Carl
▼ SOLD
5,306
$211.72
S
27 Jan 2026
Ledbetter Carl
▼ SOLD
6,904
$210.07
S
20 Jan 2026
Seifert Thomas J
▼ SOLD
100
$181.98
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

6 disclosures · STOCK Act
House · New Jersey · Traded Feb 4
SOLD
$1K–$15K
Mar 17STOCK
House · Tennessee · Traded Feb 4
SOLD
$1K–$15K
Mar 5STOCK
House · California · Traded Jan 30
BOUGHT
$1K–$15K
Feb 13STOCK
House · Michigan · Traded Jan 30
SOLD
$1K–$15K
Feb 11STOCK
House · California · Traded Dec 24
SOLD
$1K–$15K
Jan 12STOCK
House · Michigan · Traded Dec 24
SOLD
$1K–$15K
Jan 9STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:01 UTC.