Does Rallies show 13F holders for NET?

Yes. Rallies tracks hedge fund and 13F ownership data for NET, including fund names, share counts, latest tracked quarter, and position changes when available.

Is NET research on Rallies investment advice?

No. Rallies provides research, data, and educational context for NET. It does not provide personalized investment advice.

NET (Cloudflare) Stock Analysis - Hedge Fund Holdings

Cloudflare (NET) is a publicly traded Technology sector company. As of May 19, 2026, NET trades at $203.03 with a market cap of $69.83B and a P/E ratio of -799.98. NET moved +0.23% today. Year to date, NET is +2.92%; over the trailing twelve months it is +28.35%. Its 52-week range spans $77.80 to $260.00. Analyst consensus is buy with an average price target of $236.59. Rallies surfaces NET's financials, insider trades, hedge fund holdings, congressional trades, analyst ratings, and AI-generated research below.

Who owns NET stock?

Hedge funds tracked by Rallies that own NET include Pinebridge Investments, Panagora Asset, Duquesne Family, Rokos Capital, and Centerbook Partners. The latest tracked quarter is Sep 30, 2025. Rallies shows current holdings, share counts, position changes, and 13F ownership context for Cloudflare.

NET Key Metrics

Key financial metrics for NET
Metric	Value
Price	$203.03
Market Cap	$69.83B
P/E Ratio	-799.98
EPS	$-0.25
Dividend Yield	0.00%
52-Week High	$260.00
52-Week Low	$77.80
Volume	2.25M
Avg Volume	0
Revenue (TTM)	$2.33B
Net Income	$-86.74M
Gross Margin	73.33%

Top Hedge Funds Holding NET

Pinebridge Investments holds 226.10K shares of NET, changed +14.03% as of Sep 30, 2025.
Panagora Asset holds 113.16K shares of NET, changed +338.19% as of Mar 31, 2026.
Duquesne Family holds 52.53K shares of NET, changed +0.00% as of Mar 31, 2026.
Rokos Capital holds 23.52K shares of NET, changed +0.00% as of Sep 30, 2025.
Centerbook Partners holds 11.31K shares of NET, changed -32.00% as of Sep 30, 2024.

Latest NET News

Cloudflare Launches Secure, Scalable Sandboxes for Claude Agents; Zscaler Logs 26% Q2 Growth — May 19, 2026
Cloudflare cuts 1,100 jobs, Susquehanna lifts price target to $200 — May 11, 2026
Cloudflare cuts 4% of workforce, targets $10 M savings to bolster AI push — May 9, 2026
Cloudflare Plunges 24% After AI-Focused Layoffs Despite Nasdaq’s 1.7% Rally — May 8, 2026
Cloudflare to Pay 1,100 Laid-Off Employees Full Salaries Through Year-End — May 8, 2026

Recent NET Insider Trades

Ledbetter Carl sold 15.00K (~$3.57M) on May 5, 2026.
Graham-Cumming John sold 116 (~$25.29K) on May 4, 2026.
Graham-Cumming John sold 360 (~$78.85K) on May 4, 2026.

NET Analyst Consensus

23 analysts cover NET: 0 strong buy, 17 buy, 5 hold, 1 sell, 0 strong sell. Consensus rating is buy. Average price target: $236.59.

Common questions about NET

Who owns NET stock?: Hedge funds tracked by Rallies that own NET include Pinebridge Investments, Panagora Asset, Duquesne Family, Rokos Capital, and Centerbook Partners. The latest tracked quarter is Sep 30, 2025. Rallies shows current holdings, share counts, position changes, and 13F ownership context for Cloudflare.
Does Rallies show 13F holders for NET?: Yes. Rallies tracks hedge fund and 13F ownership data for NET, including fund names, share counts, latest tracked quarter, and position changes when available.
Is NET research on Rallies investment advice?: No. Rallies provides research, data, and educational context for NET. It does not provide personalized investment advice.