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Cloudflare, Inc. · 13F filings

NET Institutional Ownership

Holdings as of Jun 30, 2026From SEC Form 13FUpdated

Who owns Cloudflare, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 1,250 funds reported holding NET at Jun 30, 2026.

← NET stock page

Fund sentiment
Neutral
Strongly bearishNeutralStrongly bullish
  • ▲703 buying vs 508 selling
  • ▲Shares held by funds +29.5%
  • ▲Funds holding +94
  • ▼Superinvestors: 1 added, 7 cut
  • ▼Put/call 0.57 to 0.67

What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.

Funds holding1,250+94 vs Q1 2026
Held by funds–of shares outstanding
Value held$69.9B421M shares
Put/call ratio0.67up from 0.57

Funds holding and ownership

8 quarters
Q3 2024: 694 fundsQ3 '24Q4 2024: 783 fundsQ4 '24Q1 2025: 885 fundsQ1 '25Q2 2025: 959 fundsQ2 '25Q3 2025: 1,059 fundsQ3 '25Q4 2025: 1,112 fundsQ4 '25Q1 2026: 1,156 fundsQ1 '26Q2 2026: 1,250 fundsQ2 '26
Funds holding

Quarter over quarter

all 13F filers
Q2 2026This quarterQ1 2026Change
Funds holding1,2501,156+8.1%
In funds' top 1023230.0%
13F shares421M325M+29.5%
Held by funds–––
New positions218166+31.3%
Increased485483+0.4%
Reduced384340+12.9%
Sold out124126−1.6%
Calls (shares)4.9M4.5M+9.7%
Puts (shares)3.3M2.6M+27.2%
Put/call ratio0.670.57+16.7%

Buyers vs sellers

adding or new vs cutting or sold out
Q4 2024: 372 buyingQ4 2024: 310 sellingQ4 '24Q1 2025: 522 buyingQ1 2025: 320 sellingQ1 '25Q2 2025: 582 buyingQ2 2025: 376 sellingQ2 '25Q3 2025: 584 buyingQ3 2025: 389 sellingQ3 '25Q4 2025: 550 buyingQ4 2025: 458 sellingQ4 '25Q1 2026: 649 buyingQ1 2026: 466 sellingQ1 '26Q2 2026: 703 buyingQ2 2026: 508 sellingQ2 '26
Buying 703Selling 508latest quarter

Superinvestors in NET

All superinvestors →

Who owns NET

share of fund held shares
  • Index and passive funds19.7%
  • Active managers and hedge funds54.1%
  • Banks and brokers23.3%
  • Pensions, insurers and other2.9%

The top 10 holders own 52.3% of all NET shares that funds reported. Groups are our own grouping of filers by name.

Put/call ratio

funds' options, market makers left out
1.00Q3 2024: 1.17Q3 '24Q4 2024: 1.30Q4 '24Q1 2025: 0.77Q1 '25Q2 2025: 0.71Q2 '25Q3 2025: 0.57Q3 '25Q4 2025: 0.50Q4 '25Q1 2026: 0.57Q1 '26Q2 2026: 0.67Q2 '260.67

Above 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.

Filed so far for Q3 2026

487 funds changed their position

🔒 Free account: see all 20.

Top holders

Q2 2026
#FundOf companySharesValueChange
1Ovata Capital Management Ltd–55M$70.9M+55M
2Mizuho Securities USA LLC–25.6M$29.7M0
3Capital World Investors–24.3M$6B+1.6M
4BlackRock, Inc.–21.6M$5.3B+505K
5Bank of Nova Scotia–20M$25.5M+20M
6Vanguard Portfolio Management LLC–16.8M$4.1B+780K
7Morgan Stanley–15.3M$3.7B−625K
8Baillie Gifford & Co–14.6M$3.6B−1.3M
9Vanguard Capital Management LLC–14.4M$3.5B+714K
10Fmr LLC–12.7M$3.1B−905K
🔒 15 more top holders. Create a free account or sign in to see them.
Biggest buyers
Biggest sellers

NET institutional ownership FAQ

Who owns the most NET stock?

In Q2 2026 13F filings the largest holder of NET was Ovata Capital Management Ltd, followed by Mizuho Securities USA LLC and Capital World Investors. Index fund managers are usually the biggest holders of large companies.

What percentage of NET is owned by institutions?

1,250 funds reported holding 421M NET shares at Jun 30, 2026.

Are hedge funds buying NET?

In Q2 2026, 703 funds bought NET (218 of them new positions) and 508 sold (124 sold out completely). Among well known investors, 1 added and 7 cut. Our fund sentiment for NET is neutral.

What is NET's institutional put/call ratio?

Funds reported $807M of NET puts against $1.2B of calls, a put/call ratio of 0.67 (0.57 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.

How current is this NET ownership data?

13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.