CLOUDFLARE INC - CLASS A (NET) Stock Institutional Trading Activity


CLOUDFLARE INC - CLASS A (NET) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Renaissance Technologies LLC, ARK Invest, Parnassus Endeavor Fund, Sequoia Financial Advisors, and Lountzis Asset Management. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2024Parnassus Endeavor FundBuy1,0064,925$476,888
Q4 2023ARK InvestBuy11,259440,868$36,706,670
Q4 2023Lountzis Asset ManagementSell-18628,536$2,375,907
Q4 2023Parnassus Endeavor FundBuy4203,919$326,296
Q3 2023ARK InvestBuy11,258429,609$27,082,551
Q3 2023Lountzis Asset ManagementBuy15,15328,722$1,811
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 2022ARK InvestSell-15,346294,962$13,335,232
Q4 2022Renaissance Technologies LLCBuy127,000131,400$5,941
Q3 2022ARK InvestSell-14,327310,308$17,163
Q3 2022Renaissance Technologies LLCSell-820,6004,400$243
Q2 2022ARK InvestBuy78,858324,635$18,180
Q2 2022Renaissance Technologies LLCSell-514,500825,000$36,094
Q1 2022ARK InvestBuy121,228245,777$29,420
Q1 2022Renaissance Technologies LLCBuy513,8001,339,500$160,338
Q4 2021ARK InvestSell-342,087124,549$16,378
Q4 2021Renaissance Technologies LLCBuy599,000825,700$108,580
Q3 2021ARK InvestSell-147,003466,636$52,567
Q3 2021Renaissance Technologies LLCSell-72,800226,700$25,538
Q2 2021ARK InvestSell-328,827613,639$64,948
Q1 2021ARK InvestBuy217,526942,466$66,218
Q1 2021Renaissance Technologies LLCSell-315,500299,500$21,043
Q4 2020ARK InvestBuy724,940724,940$55,088
Q4 2020Renaissance Technologies LLCBuy100,900615,000$46,734
Q2 2020Renaissance Technologies LLCSell-282,400514,100$18,482

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.