STOCK

NET Cloudflare Inc

Held by 17 of 73 curated managers · 17 total holders in our 13F universe.

FUNDAMENTALS
Market Cap $109.1B
P/E (Trailing) —
P/E (Forward) 182.88
PEG Ratio 2.38
Price/Book 67.34
Profit Margin -8.2%
Gross Margin 72.6%
Revenue Growth YoY 35.9%
Earnings Growth YoY —
Dividend Yield 0.0%
52-Week Range $158.83 – $332.22

Fundamentals: Yahoo Finance · cached · Sep 12, 2026

QUARTERLY FINANCIALS

Revenue & Net Margin — NET

$389.8M$779.6M-25%+0%+0%Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26RevenueNet Margin

Source: Yahoo Finance (yfinance) · 6 quarters

SMART MONEY HOLDERS · from our curated set

Top managers holding NET

  1. Two Sigma Investments, LP Quantitative arbitrage. Zero alpha. Known entity.
    Name to know Mega
    0.5% of portfolio
  2. Hel Ved Capital Management Ltd Semiconductor bet. Modest diversification. Outperforming materially.
    Top performer
    0.4% of portfolio
  3. ARK Investment Management LLC Cathie Wood — innovation thesis writ large.
    Name to know
    0.3% of portfolio
  4. Hummer Financial Advisory Services Inc Large-cap core with outsized alpha generation.
    Top performer
    0.3% of portfolio
  5. Erste Asset Management GmbH Outsize alpha. Tech-heavy concentration. Sparse positioning.
    Top performer
    0.1% of portfolio
  6. UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Mega-cap tech concentration. Outsized alpha generation.
    Top performer
    0.1% of portfolio
  7. Tudor Investment Corp. Et Al Broad market tracker with modest leverage.
    Name to know Mega
    0.1% of portfolio
  8. Vanguard Group Inc. Passive indexer with modest active tilts.
    Name to know Mega
    0.1% of portfolio
  9. Citigroup Inc. Tech mega-cap concentration. Outperformance through concentration.
    Top performer
    0.1% of portfolio
  10. Citadel Advisors LLC Citadel — systematic quantitative dominance.
    Name to know Mega
    0.1% of portfolio
EDITORIAL BRIEF

The editorial brief for NET is being prepared. Stock briefs roll out across Q3 starting with the most-held names.

INSIDER TRADES · recent
  • Seifert Thomas J Jul 28, 2025 SELL $7.26M
  • Prince Matthew Dec 5, 2025 SELL $6.11M
  • Prince Matthew Mar 17, 2026 SELL $5.96M
  • Prince Matthew Dec 4, 2025 SELL $5.56M
  • Prince Matthew Jul 9, 2025 SELL $4.57M
CONGRESS TRADES · recent

No STOCK Act trades on file for NET.