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
Q2 2024Renaissance Technologies LLCSell-41,30090,100$7,462,983
Q2 2024Parnassus Endeavor FundBuy2,1667,091$587,347
Q2 2024ARK InvestBuy1,825395,205$32,734,830
Q2 2024Sequoia Financial AdvisorsBuy282,496$206,744
Q2 2024Lountzis Asset ManagementSell-1328,523$2,362,560
Q1 2024ARK InvestSell-47,488393,380$38,090,985
Q1 2024Sequoia Financial AdvisorsBuy2,4682,468$238,977
Q1 2024Parnassus Endeavor FundBuy1,0064,925$476,888
Q4 2023ARK InvestBuy11,259440,868$36,706,670
Q4 2023Parnassus Endeavor FundBuy4203,919$326,296
Q4 2023Lountzis Asset ManagementSell-18628,536$2,375,907
Q3 2023Lountzis Asset ManagementBuy15,15328,722$1,811
Q3 2023ARK InvestBuy11,258429,609$27,082,551
Q3 2023Parnassus Endeavor FundSell-1,1193,499$220,577
Q2 2023ARK InvestBuy129,356418,351$27,347,605
Q2 2023Lountzis Asset ManagementBuy13,56913,569$891
Q2 2023Parnassus Endeavor FundBuy224,618$301,879
Q1 2023ARK InvestSell-5,967288,995$17,819,432
Q1 2023Parnassus Endeavor FundBuy4,5964,596$283,389
Q4 2022Renaissance Technologies LLCBuy127,000131,400$5,941
Q4 2022ARK InvestSell-15,346294,962$13,335,232
Q3 2022Renaissance Technologies LLCSell-820,6004,400$243
Q3 2022ARK InvestSell-14,327310,308$17,163
Q2 2022Renaissance Technologies LLCSell-514,500825,000$36,094
Q2 2022ARK InvestBuy78,858324,635$18,180
Q1 2022Renaissance Technologies LLCBuy513,8001,339,500$160,338
Q1 2022ARK InvestBuy121,228245,777$29,420
Q4 2021Renaissance Technologies LLCBuy599,000825,700$108,580
Q4 2021ARK InvestSell-342,087124,549$16,378
Q3 2021ARK InvestSell-147,003466,636$52,567

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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