Cloudflare (NET) Superinvestor holders
32 of the superinvestors we track hold Cloudflare (NET) in their latest 13F filings, $9.5B in total.
Summary
The largest holder is Baillie Gifford (Baillie Gifford & Co), with $4.5B, 4.2% of the portfolio.
In their latest quarter: 6 opened a new position, 11 added, 15 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Baillie Gifford Baillie Gifford & Co |
Trimmed | 12,834,829 | $4.5B | 4.2% | Q3 2026 |
| Jennison Associates | Added | 5,419,068 | $1.3B | 0.8% | Q2 2026 |
| Frank Sands Sands Capital Management |
Trimmed | 3,239,504 | $795M | 3.0% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Trimmed | 2,586,183 | $634M | 0.5% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 2,076,835 | $509M | 0.2% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Added | 1,947,802 | $478M | 0.3% | Q2 2026 |
| Paul Marshall Marshall Wace |
Added | 1,065,580 | $261M | 0.2% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Added | 912,622 | $224M | 0.2% | Q2 2026 |
| Acadian Acadian Asset Management |
Added | 513,622 | $178M | 0.2% | Q3 2026 |
| Artisan Partners | Trimmed | 489,716 | $120M | 0.2% | Q2 2026 |
| Alger Fred Alger Management |
Trimmed | 480,127 | $118M | 0.4% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Added | 471,598 | $116M | 0.2% | Q2 2026 |
| Brett Barakett Tremblant Capital Group |
Added | 384,993 | $94M | 2.7% | Q2 2026 |
| Cathie Wood ARK Investment Management |
Trimmed | 175,723 | $43M | 0.3% | Q2 2026 |
| Jim Simons Renaissance Technologies |
New position | 171,400 | $42M | 0.1% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Trimmed | 131,238 | $32M | 0.1% | Q2 2026 |
| Paul Tudor Jones Tudor Investment Corp |
New position | 91,048 | $22M | 0.1% | Q2 2026 |
| Brandon Haley Holocene Advisors |
Added | 87,605 | $21M | 0.0% | Q2 2026 |
| David Vogel Voloridge Investment Management |
New position | 76,592 | $19M | 0.1% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | 67,300 | $17M | 0.0% | Q2 2026 |
| Ken Tropin Graham Capital Management |
Trimmed | 49,237 | $12M | 0.5% | Q2 2026 |
| Man Group Man Group plc |
Trimmed | 44,830 | $11M | 0.0% | Q2 2026 |
| Alan Howard Brevan Howard |
Added | 14,249 | $3M | 0.1% | Q2 2026 |
| Rob Citrone Discovery Capital Management |
New position | 10,932 | $3M | 0.1% | Q2 2026 |
| Ray Dalio Bridgewater Associates |
Trimmed | 6,720 | $2M | 0.0% | Q2 2026 |
| Peter Muller PDT Partners |
Trimmed | 6,092 | $1M | 0.1% | Q2 2026 |
| Arrowstreet Capital | New position | 5,028 | $1M | 0.0% | Q2 2026 |
| Louis Bacon Moore Capital Management |
Trimmed | 4,891 | $1M | 0.0% | Q2 2026 |
| George Soros Soros Fund Management |
Trimmed | 4,467 | $1M | 0.0% | Q2 2026 |
| Ken Fisher Fisher Investments |
Added | 1,923 | $668,165 | 0.0% | Q3 2026 |
| Aziz Hamzaogullari Loomis Sayles & Co |
New position | 1,099 | $269,563 | 0.0% | Q2 2026 |
| George Loening Select Equity Group |
Trimmed | 38 | $9,321 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 32 |
| Q1 2026 | 28 |
| Q4 2025 | 29 |
| Q3 2025 | 26 |
| Q2 2025 | 23 |
| Q1 2025 | 22 |
| Q4 2024 | 17 |
| Q3 2024 | 18 |
Questions about Cloudflare
Which superinvestors own Cloudflare?
32 of the superinvestors we track hold Cloudflare (NET) in their latest 13F filings, $9.5B in total. Baillie Gifford, Jennison Associates, Frank Sands, Two Sigma, Cliff Asness, David Shaw.
Who is the largest superinvestor holder of NET?
The largest holder is Baillie Gifford (Baillie Gifford & Co), with $4.5B, 4.2% of the portfolio.
From Cloudflare's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.