Cloudflare
NET
1,136 hedge funds and large institutions have $57.1B invested in Cloudflare in 2026 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 483 increasing their positions, 341 reducing their positions, and 120 closing their positions.
77% more call options, than puts
Call options by funds: $2.82B | Put options by funds: $1.6B
64% more funds holding in top 10
Funds holding in top 10: 14 → 23 (+9)
49% more first-time investments, than exits
New positions opened: 179 | Existing positions closed: 120
42% more repeat investments, than reductions
Existing positions increased: 483 | Existing positions reduced: 341
4% more funds holding
Funds holding: 1,092 → 1,136 (+44)
4% more capital invested
Capital invested by funds: $54.8B → $57.1B (+$2.24B)
1.01% less ownership
Funds ownership: 88.23% → 87.23% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$2.08B |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$723M |
| 3 |
Jennison Associates
New York
|
+$483M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$439M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$302M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$2.5B |
| 2 |
JP Morgan Chase
New York
|
-$1.47B |
| 3 |
Morgan Stanley
New York
|
-$405M |
| 4 |
BlackRock
New York
|
-$297M |
| 5 |
Squarepoint
New York
|
-$180M |
NET Hedge Fund Activity: Q1 2026 in Review
1,136 of the 8,181 institutional investors tracked by Wall St. Rank reported a position in Cloudflare (NET) for Q1 2026, worth a combined $57.1B — up 4.1% from $54.8B a quarter earlier.
Buyers outnumbered sellers: 179 funds opened new NET positions and 120 closed out — a net gain of 59 holders — while 483 added to existing stakes and 341 trimmed.
The largest buyer was Capital International Investors, opening a new position worth an estimated $2.08B. The largest seller was Capital World Investors, cutting an estimated $2.5B.
- 1,136 institutional investors held Cloudflare (NET) as of Q1 2026, up from 1,092 in Q4 2025.
- Funds reported $57.1B of Cloudflare stock for Q1 2026, up 4.1% quarter-over-quarter.
- 179 funds opened new Cloudflare positions in Q1 2026 and 120 closed out, a net change of +59 holders.
- The largest Cloudflare buyer in Q1 2026 was Capital International Investors, an estimated $2.08B added.
- The largest Cloudflare seller in Q1 2026 was Capital World Investors, an estimated $2.5B sold.
Based on aggregated 13F filings for Q1 2026.