STOCK

NET Cloudflare Inc

Held by 16 of 73 curated managers · 16 total holders in our 13F universe.

FUNDAMENTALS
Market Cap $96.0B
P/E (Trailing) —
P/E (Forward) 170.91
PEG Ratio 2.38
Price/Book 62.59
Profit Margin -3.7%
Gross Margin 73.3%
Revenue Growth YoY 33.5%
Earnings Growth YoY —
Dividend Yield 0.0%
52-Week Range $158.83 – $291.00

Fundamentals: Yahoo Finance · Jul 30, 2026

QUARTERLY FINANCIALS

Revenue & Net Margin — NET

$358.3M$716.5M-10%+0%+0%Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26RevenueNet Margin

Source: Yahoo Finance (yfinance) · 5 quarters

SMART MONEY HOLDERS · from our curated set

Top managers holding NET

  1. Hel Ved Capital Management Ltd Semiconductor bet. Modest diversification. Outperforming materially.
    Top performer
    0.6% of portfolio
  2. Two Sigma Investments, LP Quantitative arbitrage. Zero alpha. Known entity.
    Name to know Mega
    0.5% of portfolio
  3. Aigen Investment Management, LP Fifty percent alpha on fifty-two positions.
    Top performer
    0.3% of portfolio
  4. ARK Investment Management LLC Cathie Wood — innovation thesis writ large.
    Name to know
    0.3% of portfolio
  5. Hummer Financial Advisory Services Inc Large-cap core with outsized alpha generation.
    Top performer
    0.3% of portfolio
  6. Citadel Advisors LLC Citadel — systematic quantitative dominance.
    Name to know Mega
    0.3% of portfolio
  7. WINTON GROUP Ltd Berkshire proxy with modest alpha generation.
    Top performer
    0.2% of portfolio
  8. Erste Asset Management GmbH Outsize alpha. Tech-heavy concentration. Sparse positioning.
    Top performer
    0.1% of portfolio
  9. 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
  10. Citigroup Inc. Tech mega-cap concentration. Outperformance through concentration.
    Top performer
    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.