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NET · Technology

CLOUDFLARE INC

USA Technology Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Weak — few signals

No standout activity across the feeds we track.

Hedge funds
52
Congress
0
Insiders
50
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
Market cap
$96.7B
Industry
Software - Infrastructure
Sector
Technology
Exchange
NYSE
About CLOUDFLARE INC

Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance…

Who's behind the signal
Every informed buyer we can see on NET, across all three feeds.
Hedge funds · 9
D.E. Shaw & Co New position
AQR Capital Management Increased +9%
+3 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Not a model pick — but on our radar. CLOUDFLARE INC isn't in the top-10 model right now, but 9 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
9
Investors
2
New positions
4
Increasing
2
Decreasing
1
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.2×
New position
% of portfolio
0.1%
Position change
NEW
0.1% of Tudor Investment's portfolio
Trust weight: 1.0×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.1×
Increased +7%
% of portfolio
0.1%
Position change
+7%
0.1% of Gotham Asset Mgmt's portfolio
Trust weight: 1.0×
Increased +9%
% of portfolio
0.1%
Position change
+9%
0.1% of AQR Capital Management's portfolio
Trust weight: 1.3×
Increased +172%
% of portfolio
0.0%
Position change
+172%
0.0% of Bridgewater Associates's portfolio
Trust weight: 1.0×
Increased +511%
% of portfolio
0.0%
Position change
+511%
0.0% of Millennium Management's portfolio
Trust weight: 1.4×
Decreased −23%
% of portfolio
2.8%
Position change
−23%
2.8% of Baillie Gifford & Co's portfolio
Trust weight: 1.3×
Decreased −6%
% of portfolio
0.3%
Position change
−6%
0.3% of ARK Invest's portfolio
Trust weight: 1.0×
Unchanged
% of portfolio
0.1%
Position change
0.1% of Citadel Advisors's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to CLOUDFLARE INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell CLOUDFLARE INC or any security.

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