CLOUDFLARE INC - CLASS A (NET) Institutional Ownership
NET is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $71.44M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is ARK Invest, which reported ownership valued at approximately $37.89M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, ARK Invest's NET position is now estimated to be worth approximately $41.66M, representing an estimated gain of +9.95% since the filing period.
Major shareholders tracked on this page include ARK Invest, Parnassus Endeavor Fund, Lountzis Asset Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward CLOUDFLARE INC - CLASS A (NET).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 4 | $71,439,699 | 346,223 |
| Q4 2025 | 5 | $98,867,991 | 501,486 |
| Q3 2025 | 5 | $153,505,913 | 715,345 |
| Q2 2025 | 5 | $82,931,486 | 423,487 |
| Q1 2025 | 4 | $43,769,465 | 386,300 |
| Q4 2024 | 4 | $55,954,190 | 519,634 |
| Q3 2024 | 5 | $56,075,457 | 693,231 |
| Q2 2024 | 5 | $43,354,464 | 523,415 |
| Q1 2024 | 4 | $41,569,991 | 429,309 |
| Q4 2023 | 3 | $39,408,873 | 473,323 |
| Q3 2023 | 3 | $27,304,939 | 461,830 |
| Q2 2023 | 3 | $27,650,375 | 436,538 |
Related NET Institutional Insights:
- NET Institutional Ownership & Insiders Activity
- NET Institutional Ownership & 13F Activity
- NET Top Institutional Shareholders
- NET Institutional Buying Activity
- NET Institutional Selling Activity
- Technology Sector Institutional Ownership
- Technology Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Technology Stocks By Institutional Investors
- Most Sold Technology Stocks By Institutional Investors
- NET Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings