CLOUDFLARE INC - CLASS A (NET) Institutional Ownership Changes & 13F Activity

CLOUDFLARE INC - CLASS A (NET) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include ARK Invest, Sequoia Financial Advisors, Parnassus Endeavor Fund, Renaissance Technologies LLC, and Lountzis Asset Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026ARK InvestSell-26,446183,644$37,893,103
Q1 2026Sequoia Financial AdvisorsBuy1,5388,651$1,785,093
Q1 2026Parnassus Endeavor FundBuy45126,980$26,201,053
Q4 2025Renaissance Technologies LLCSell-198,100130,400$25,708,360
Q4 2025ARK InvestSell-12,228210,090$41,419,244
Q4 2025Parnassus Endeavor FundSell-2,634126,935$25,025,235
Q4 2025Lountzis Asset ManagementSell-1,60926,948$5,312,798
Q4 2025Sequoia Financial AdvisorsBuy7127,113$1,402,354
Q3 2025Renaissance Technologies LLCBuy273,900328,500$70,492,815
Q3 2025ARK InvestBuy18,012222,318$47,707,220
Q3 2025Parnassus Endeavor FundSell-995129,569$27,804,212
Q3 2025Sequoia Financial AdvisorsBuy9426,401$1,373,619
Q3 2025Lountzis Asset ManagementSell-128,557$6,128,047
Q2 2025Renaissance Technologies LLCSell-117,30054,600$10,692,318
Q2 2025ARK InvestSell-14,832204,306$40,009,244
Q2 2025Parnassus Endeavor FundSell-3,583130,564$25,568,349
Q2 2025Sequoia Financial AdvisorsBuy1,0025,459$1,069,062
Q1 2025ARK InvestSell-130,712219,138$24,694,661
Q1 2025Parnassus Endeavor FundSell-2,996134,147$15,117,026
Q1 2025Sequoia Financial AdvisorsBuy8084,457$502,260
Q1 2025Lountzis Asset ManagementSell-43428,558$3,455,518
Q4 2024Parnassus Endeavor FundSell-1,267137,143$14,767,558
Q4 2024Sequoia Financial AdvisorsBuy8503,649$392,925
Q4 2024Lountzis Asset ManagementSell-67128,992$3,121,859
Q4 2024ARK InvestSell-609349,850$37,671,848
Q3 2024Parnassus Endeavor FundBuy131,319138,410$11,195,985
Q3 2024Renaissance Technologies LLCBuy81,800171,900$13,904,991
Q3 2024ARK InvestSell-44,746350,459$28,348,629
Q3 2024Lountzis Asset ManagementBuy1,14029,663$2,399,440
Q3 2024Sequoia Financial AdvisorsBuy3032,799$226,412

Frequently asked questions about NET activity

  • Which institutional owners are buying NET?

    Institutional owners buying NET include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NET activity?

    "Buy" means an investor increased their reported position in NET compared to the prior reporting period. This reflects growing exposure to CLOUDFLARE INC - CLASS A (NET) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NET increasing?

    Institutional interest in NET can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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