Cloudflare
NET
1,221 hedge funds and large institutions have $69.7B invested in Cloudflare in 2026 Q2 according to their latest regulatory filings, with 217 funds opening new positions, 484 increasing their positions, 383 reducing their positions, and 118 closing their positions.
84% more first-time investments, than exits
New positions opened: 217 | Existing positions closed: 118
51% more call options, than puts
Call options by funds: $4.24B | Put options by funds: $2.81B
26% more repeat investments, than reductions
Existing positions increased: 484 | Existing positions reduced: 383
22% more capital invested
Capital invested by funds: $57.1B → $69.7B (+$12.7B)
7% more funds holding
Funds holding: 1,137 → 1,221 (+84)
1.34% more ownership
Funds ownership: 87.23% → 88.56% (+1.3%)
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$414M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$348M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$256M |
| 4 |
Jennison Associates
New York
|
+$224M |
| 5 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$215M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$317M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$290M |
| 3 |
Jane Street
New York
|
-$255M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$223M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$198M |
NET Hedge Fund Activity: Q2 2026 in Review
1,221 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Cloudflare (NET) for Q2 2026, worth a combined $69.7B — up 22% from $57.1B a quarter earlier.
Buyers outnumbered sellers: 217 funds opened new NET positions and 118 closed out — a net gain of 99 holders — while 484 added to existing stakes and 383 trimmed.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $414M. The largest seller was Citadel Advisors, cutting an estimated $317M.
- 1,221 institutional investors held Cloudflare (NET) as of Q2 2026, up from 1,137 in Q1 2026.
- Funds reported $69.7B of Cloudflare stock for Q2 2026, up 22% quarter-over-quarter.
- 217 funds opened new Cloudflare positions in Q2 2026 and 118 closed out, a net change of +99 holders.
- The largest Cloudflare buyer in Q2 2026 was T. Rowe Price Investment Management, an estimated $414M added.
- The largest Cloudflare seller in Q2 2026 was Citadel Advisors, an estimated $317M sold.
Based on aggregated 13F filings for Q2 2026.