NET · Technology
Cloudflare Inc
31/100
Smart-money confidence1 of 3 sources positive
Weak — few signals
company insiders are selling
Hedge funds
58
Congress
No data
Insiders
0
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
Market cap
$99.3B
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 · 11
Tudor Investment (Paul Tudor Jones)
New position
D.E. Shaw & Co
Increased +51%
AQR Capital Management
Increased +129%
Baillie Gifford & Co
Decreased −8%
ARK Invest (Cathie Wood)
Decreased −4%
Citadel Advisors
Decreased −75%
+5 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
Company insiders
Selling
Recent sells303
Congressional trades · 7 on record
Disclosures from 2025-04-04 to 2025-11-18
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2025-11-18 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2025-10-17 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2025-09-12 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2025-06-20 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2025-05-12 | Jefferson Shreve · R-IN | House | Sold | $15,001 - $50,000 |
| 2025-04-08 | Robert P. Bresnahan, Jr. · R-PA | House | Sold | $1,001 - $15,000 |
| 2025-04-04 | Robert P. Bresnahan, Jr. · R-PA | House | Sold | $1,001 - $15,000 |
Not a model pick — but on our radar.
CLOUDFLARE INC isn't in the top-10 model right now, but 11 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
11
Investors
1
New positions
2
Increasing
8
Decreasing
0
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×
% of portfolio
0.1%
Position change
NEW
0.1% of Tudor Investment's portfolio
Trust weight: 1.0×
% of portfolio
0.3%
Position change
+51%
0.3% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
% of portfolio
0.2%
Position change
+129%
0.2% of AQR Capital Management's portfolio
Trust weight: 1.4×
% of portfolio
3.2%
Position change
−8%
3.2% of Baillie Gifford & Co's portfolio
Trust weight: 1.3×
% of portfolio
0.3%
Position change
−4%
0.3% of ARK Invest's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
−75%
0.1% of Citadel Advisors's portfolio
Trust weight: 1.1×
% of portfolio
0.0%
Position change
−26%
0.0% of Gotham Asset Mgmt's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
−60%
0.0% of Renaissance Technologies's portfolio
Trust weight: 1.5×
% of portfolio
0.0%
Position change
−59%
0.0% of Soros Fund Management's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
−53%
0.0% of Millennium Management's portfolio
Trust weight: 1.3×
% of portfolio
0.0%
Position change
−23%
0.0% of Bridgewater Associates's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to CLOUDFLARE INC
Insider Trading (Form 4)
Recent trades by company officers and directors — filed within 2 days of each trade
Bearish
Sentiment
0
Buys
303
Sells
| Date | Insider | Title | Action | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 25 | $311.90 | $7,798 |
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 146 | $311.34 | $45,456 |
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 173 | $309.83 | $53,601 |
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 186 | $309.02 | $57,478 |
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 85 | $307.59 | $26,145 |
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 108 | $306.16 | $33,066 |
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 365 | $305.14 | $111,376 |
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 199 | $303.96 | $60,488 |
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 404 | $303.12 | $122,459 |
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 309 | $302.05 | $93,335 |
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 97 | $300.97 | $29,194 |
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 96 | $299.80 | $28,781 |
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 81 | $298.64 | $24,190 |
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 68 | $297.70 | $20,244 |
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 36 | $295.64 | $10,643 |
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 78 | $294.98 | $23,009 |
| 2026-08-10 | Graham-Cumming John | Insider | SELL | 64 | $292.76 | $18,736 |
| 2026-08-06 | Ledbetter Carl | Insider | SELL | 1,000 | $283.80 | $283,802 |
| 2026-08-06 | Ledbetter Carl | Insider | SELL | 636 | $282.60 | $179,731 |
| 2026-08-06 | Ledbetter Carl | Insider | SELL | 3,064 | $281.44 | $862,338 |
Showing the 20 most recent of 303 buys & sells.
⚠ 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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