NET

Cloudflare Inc - Class A
Information TechnologyUSCUSIP 18915M107◍ Confluence graph
Tracked 13F Holders
1049
-230 QoQ
13F Value (tracked)
$48.9B
Insider Net · 180d
-$385.8M
0↑ 9↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)32 adding · 15 trimming
Insider net (180d)-$385.8M

Who owns NET?

1049 tracked 13F filers

1049 tracked 13F filers disclose a position in NET as of the latest SEC 13F filings, a combined $48.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$4.4B
21.1M
−6.9%
Reduced · −1.6M sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$3.3B
16.0M
First observed position
No prior filed position
Q1 2026
3BAILLIE GIFFORD & CO
$3.3B
15.9M
−5.3%
Reduced · −900K sh
Q1 2026
4MORGAN STANLEY
$3.3B
15.9M
−12%
Reduced · −2.1M sh
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$2.8B
13.7M
First observed position
No prior filed position
Q1 2026
6FMR LLC
$2.8B
13.6M
+6.3%
Added · +810K sh
Q1 2026
7STATE STREET CORP
$1.8B
7.4M
+3.4%
Added · +242K sh
Q2 2026
8GEODE CAPITAL MANAGEMENT, LLC
$1.5B
6.0M
−0.5%
Reduced · −30K sh
Q2 2026
9JPMORGAN CHASE & CO
$1.1B
5.9M
−57%
Reduced · −7.7M sh
Q1 2026
10DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
$929.1M
4.5M
+533%
Added · +3.8M sh
Q1 2026
11JENNISON ASSOCIATES LLC
$906.8M
4.4M
+136%
Added · +2.5M sh
Q1 2026
12FIRST TRUST ADVISORS LP
$778.7M
3.8M
−6.1%
Reduced · −245K sh
Q1 2026
13NORGES BANK
$718.3M
3.6M
+32%
Added · +879K sh
Q4 2025
14AMERICAN CENTURY COMPANIES INC
$748.4M
3.6M
+14%
Added · +453K sh
Q1 2026
15FRANKLIN RESOURCES INC
$691.4M
3.4M
−6.3%
Reduced · −225K sh
Q1 2026
16SANDS CAPITAL MANAGEMENT, LLC
$794.6M
3.2M
−12%
Reduced · −422K sh
Q2 2026
17Legal & General Group Plc
$609.6M
3.0M
+4.6%
Added · +129K sh
Q1 2026
18VOYA INVESTMENT MANAGEMENT LLC
$594.1M
2.9M
+26%
Added · +587K sh
Q1 2026
19TWO SIGMA INVESTMENTS, LP
$581.8M
2.8M
+124%
Added · +1.6M sh
Q1 2026
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$524.9M
2.5M
+3.3%
Added · +80K sh
Q1 2026
21GOLDMAN SACHS GROUP INC
$506.0M
2.5M
+5.1%
Added · +118K sh
Q1 2026
22BANK OF AMERICA CORP /DE/
$426.6M
2.1M
−9.5%
Reduced · −218K sh
Q1 2026
23VANGUARD FIDUCIARY TRUST CO
$413.1M
2.0M
First observed position
No prior filed position
Q1 2026
24NORTHERN TRUST CORP
$412.9M
2.0M
+1.5%
Added · +30K sh
Q1 2026
25CITADEL ADVISORS LLC
$400.5M
1.9M
+444%
Added · +1.6M sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is NET being bought or sold by institutions?

Last quarter, 1 fund opened a new position in NET and 31 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
31
funds
Reduced
15
funds
Exited
0
funds

Funds that own NET also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA664 funds$492.4B
AMAZON.COM INCAMZN659 funds$258.6B
MICROSOFT CORPMSFT656 funds$329.6B
APPLE INCAAPL647 funds$366.0B
ALPHABET INC-CL AGOOGL641 funds$216.6B
META PLATFORMS INC-CLASS AMETA638 funds$141.4B
BROADCOM INCAVGO632 funds$190.9B
ELI LILLY & COLLY626 funds$96.3B
ADVANCED MICRO DEVICESAMD619 funds$53.9B
ALPHABET INC-CL CGOOG614 funds$149.9B
JPMORGAN CHASE & COJPM614 funds$80.4B
TESLA INCTSLA612 funds$87.9B

Ranked by how many of NET's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$385.8M
9 insiders
Net
-$385.8M
499 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 21, 2026Zatlyn MichellePresident and Board Co-Chair, DirectorSell (S)90$25K
Aug 21, 2026Zatlyn MichellePresident and Board Co-Chair, DirectorSell (S)956$268K
Aug 21, 2026Zatlyn MichellePresident and Board Co-Chair, DirectorSell (S)5K$1.5M
Aug 21, 2026Zatlyn MichellePresident and Board Co-Chair, DirectorSell (S)6K$1.6M
Aug 21, 2026Zatlyn MichellePresident and Board Co-Chair, DirectorSell (S)6K$1.6M
Aug 21, 2026Zatlyn MichellePresident and Board Co-Chair, DirectorSell (S)4K$1.2M
Aug 21, 2026Zatlyn MichellePresident and Board Co-Chair, DirectorSell (S)9K$2.5M
Aug 21, 2026Zatlyn MichellePresident and Board Co-Chair, DirectorSell (S)2K$605K
Aug 20, 2026Zatlyn MichellePresident and Board Co-Chair, DirectorSell (S)759$221K
Aug 20, 2026Zatlyn MichellePresident and Board Co-Chair, DirectorSell (S)136$39K
Aug 20, 2026Zatlyn MichellePresident and Board Co-Chair, DirectorSell (S)3K$733K
Aug 20, 2026Zatlyn MichellePresident and Board Co-Chair, DirectorSell (S)2K$670K

Institutional ownership over time

716 funds+252 since Q3 2024
0473946Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $9.4B · 1 values withheld

Recent filings

15 shown

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Connected entities for NET

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Ask your agent what changed in NET

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NET/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NET.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NET. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.