NET
CLOUDFLARE, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Duquesne Family Office re-entered | Q4 2020 | 23Q | $65 | $274 | +324% |
| Bridgewater Associates re-entered | Q1 2021 | 22Q | $86 | $274 | +218% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $274 | — |
| Soros Fund Management re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $274 | — |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $81 | $274 | +236% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $81 | $274 | +236% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $81 | $274 | +236% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $274 | — |
| Point72 Asset Management re-entered | Q1 2025(8Q snapshot) | 5Q | $171 | $274 | +60% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies 2× in & out | Q3 2025 | Q2 2026 | → $200 | +0% |
| Tiger Global | Q4 2019 | Q2 2022 | → $57 | +244% |
| Viking Global Investors | Q4 2019 | Q1 2020 | → $18 | +11% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Cloudflare, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001786926-26-000002Jun 8, 2026
- Form 40001430437-26-000012Jun 2, 2026
- Form 40001366574-26-000014Jun 2, 2026
- Form 40002128025-26-000009Jun 1, 2026
- Form 40001786951-26-000008May 27, 2026
- Form 40001786925-26-000021May 21, 2026
- Form 40001473289-26-000014May 19, 2026
- Form 40001979391-26-000011May 19, 2026
- Form 40002128025-26-000007May 19, 2026
- Form 40001786951-26-000006May 19, 2026
- Form 40001786925-26-000019May 19, 2026
- Form 40002128025-26-000005May 12, 2026
- Form 40002062725-26-000010May 5, 2026
- Form 40001366574-26-000012May 5, 2026
- Form 40001366574-26-000010May 4, 2026
Fundamentals
XBRL · CLOUDFLARE, INC.Annual figures sourced directly from CLOUDFLARE, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Cloudflare, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- DEF 14AProxy statementJun 9, 2026
- 10-QQuarterly reportMay 8, 2026
- 8-K/AMaterial event (amended)May 7, 2026
- 8-KMaterial eventMay 7, 2026
- 10-K/AAnnual report (amended)Apr 29, 2026
- 10-KAnnual reportFeb 26, 2026
- 8-KMaterial eventFeb 10, 2026
- 8-KMaterial eventFeb 10, 2026
- 10-QQuarterly reportOct 30, 2025
- 8-KMaterial eventOct 30, 2025
- 10-QQuarterly reportJul 31, 2025
- 8-KMaterial eventJul 31, 2025
- 8-KFORM 8-KJun 17, 2025
- 8-KMaterial eventJun 9, 2025
- 10-QQuarterly reportMay 8, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Soros Fund Management | Q2 2026 | open | $198 | $202 | +2% |
| Two Sigma Investments | Q2 2026 | open | $0.00 | — | +0% |
| Millennium Management | Q2 2026 | open | $0.00 | — | +0% |
| Duquesne Family Office | Q2 2026 | open | $198 | $202 | +2% |
| Point72 Asset Management | Q2 2026 | open | $198 | $202 | +2% |
| D.E. Shaw | Q1 2026 | open | $194 | $202 | +4% |
| Two Sigma Investments | Q4 2025 | Q1 2026 | $0.00 | — | +0% |
| Bridgewater Associates | Q4 2025 | open | $214 | $274 | +28% |
| Soros Fund Management | Q3 2025 | Q1 2026 | $0.00 | — | +0% |
| D.E. Shaw | Q3 2025 | open | $0.00 | — | +0% |
| Renaissance Technologies | Q3 2025 | Q2 2026 | $199 | $200 | +0% |
| Soros Fund Management | Q2 2025 | Q3 2025 | $153 | $195 | +28% |
| D.E. Shaw | Q2 2025 | Q4 2025 | $153 | $211 | +38% |
| Two Sigma Investments | Q1 2025 | Q2 2025 | $0.00 | — | +0% |
| Point72 Asset Management | Q1 2025 | Q3 2025 | $171 | $195 | +14% |
| Citadel Advisors | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | open | $81 | $202 | +148% |
| Soros Fund Management | Q3 2024 | Q2 2025 | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2024 | open | $81 | $202 | +148% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $81 | $171 | +110% |
| D.E. Shaw | Q3 2024 | Q2 2025 | $0.00 | — | +0% |
| AQR Capital Management | Q3 2024 | open | $81 | $202 | +148% |
| Millennium Management | Q3 2024 | Q2 2025 | $0.00 | — | +0% |
| Millennium Management | Q3 2024 | open | $81 | $202 | +148% |
| Renaissance Technologies | Q3 2024 | Q1 2025 | $78 | $177 | +127% |
| Duquesne Family Office | Q4 2022 | Q1 2023 | $52 | $68 | +31% |
| Bridgewater Associates | Q2 2022 | Q1 2023 | $66 | $64 | -3% |
| Bridgewater Associates | Q1 2021 | Q2 2021 | $86 | $72 | -16% |
| Duquesne Family Office | Q4 2020 | Q3 2021 | $65 | $120 | +87% |
| Tiger Global | Q4 2019 | Q2 2022 | $17 | $57 | +244% |
| Viking Global Investors | Q4 2019 | Q1 2020 | $16 | $18 | +11% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.