NET Cloudflare, Inc.
Cloudflare, Inc. (NET) Hedge Fund Activity
This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.
Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.
Most significant moves
Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.
| Fund | Action | Shares changed | Change | Est. value | Portfolio wt. | Score |
|---|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | Sold Out | -429.0K | -100.0% | $105.2M | 0.0% | 68 |
| SCGE Management Long/Short Growth | New | +100.8K | — | $24.7M | 0.4% | 66 |
| Contour Asset Management Long/Short Tech | New | +140.9K | — | $34.6M | 0.8% | 66 |
| Select Equity Group Long/Short Growth | Reduced | -854.9K | -100.0% | $209.7M | 0.0% | 65 |
| Qube Research & Technologies Ltd Quant | New | +454.6K | — | $111.5M | 0.1% | 64 |
| Woodline Partners LP Long/Short | Sold Out | -419.5K | -100.0% | $102.9M | 0.0% | 64 |
| WORLDQUANT MILLENNIUM ADVISORS LLC Quant | New | +327.9K | — | $80.4M | 0.3% | 63 |
| Alyeska Investment Group, L.P. | New | +308.2K | — | $75.6M | 0.2% | 63 |
| Steadfast Capital Management Long/Short | Sold Out | -96.0K | -100.0% | $23.5M | 0.0% | 63 |
| RENAISSANCE TECHNOLOGIES LLC Quant | New | +171.4K | — | $42.0M | 0.1% | 63 |
Most significant buyers
By move score, not size.
- SCGE Management
- Contour Asset Management
- Qube Research & Technologies Ltd
- WORLDQUANT MILLENNIUM ADVISORS LLC
- Alyeska Investment Group, L.P.
Most significant sellers
By move score, not size.
- Point72 Asset Management, L.P.
- Select Equity Group
- Woodline Partners LP
- Steadfast Capital Management
- Verition Fund Management
Hedge fund positions
| Fund | Tier | Shares | Previous | Change | Change % | Portfolio wt. | Action | Score |
|---|---|---|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 1 | 0 | 429.0K | -429.0K | -100.0% | 0.0% | Sold Out | 68 |
| SCGE Management | 1 | 100.8K | 0 | +100.8K | — | 0.4% | New | 66 |
| Contour Asset Management | 2 | 140.9K | 0 | +140.9K | — | 0.8% | New | 66 |
| Select Equity Group | 1 | 38 | 854.9K | -854.9K | -100.0% | 0.0% | Reduced | 65 |
| Qube Research & Technologies Ltd | 2 | 454.6K | 0 | +454.6K | — | 0.1% | New | 64 |
| Woodline Partners LP | 2 | 0 | 419.5K | -419.5K | -100.0% | 0.0% | Sold Out | 64 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 327.9K | 0 | +327.9K | — | 0.3% | New | 63 |
| Alyeska Investment Group, L.P. | 2 | 308.2K | 0 | +308.2K | — | 0.2% | New | 63 |
| Steadfast Capital Management | 2 | 0 | 96.0K | -96.0K | -100.0% | 0.0% | Sold Out | 63 |
| RENAISSANCE TECHNOLOGIES LLC | 1 | 171.4K | 0 | +171.4K | — | 0.1% | New | 63 |
| Verition Fund Management | 2 | 0 | 102.0K | -102.0K | -100.0% | 0.0% | Sold Out | 59 |
| LMR Partners | 3 | 136.3K | 0 | +136.3K | — | 0.4% | New | 59 |
| Cinctive Capital Management | 3 | 0 | 74.5K | -74.5K | -100.0% | 0.0% | Sold Out | 59 |
| Tudor Investment Corporation | 2 | 91.0K | 0 | +91.0K | — | 0.1% | New | 58 |
| Voloridge Investment Management | 2 | 76.6K | 0 | +76.6K | — | 0.1% | New | 58 |
| ExodusPoint Capital Management | 3 | 100.0K | 0 | +100.0K | — | 0.2% | New | 57 |
| CITADEL ADVISORS LLC | 1 | 491.0K | 1.9M | -1.45M | -74.7% | 0.1% | Reduced | 57 |
| Jain Global | 3 | 0 | 60.4K | -60.4K | -100.0% | 0.0% | Sold Out | 57 |
| Balyasny Asset Management L.P. | 2 | 670.9K | 350.2K | +320.7K | +91.6% | 0.3% | Increased | 57 |
| Discovery Capital Management | 2 | 10.9K | 0 | +10.9K | — | 0.1% | New | 56 |
| Sona Asset Management | 3 | 21.0K | 0 | +21.0K | — | 0.4% | New | 56 |
| AQR Capital Management | 3 | 2.1M | 907.4K | +1.17M | +128.9% | 0.2% | Increased | 56 |
| Holocene Advisors, LP | 2 | 87.6K | 8.5K | +79.1K | +935.2% | 0.1% | Increased | 54 |
| Hudson Bay Capital Management | 3 | 1.0K | 0 | +1.0K | — | 0.0% | New | 53 |
| Capstone Investment Advisors | 3 | 1.1K | 0 | +1.1K | — | 0.0% | New | 53 |
| Caption Management | 3 | 4.2K | 0 | +4.2K | — | 0.0% | New | 52 |
| Tremblant Capital Group | 2 | 385.0K | 294.2K | +90.8K | +30.9% | 2.7% | Increased | 50 |
| D. E. Shaw & Co., Inc. | 1 | 1.9M | 1.3M | +660.6K | +51.3% | 0.3% | Increased | 49 |
| Quadrature Capital | 3 | 9.9K | 94.4K | -84.5K | -89.5% | 0.0% | Reduced | 49 |
| J. Goldman & Co. | 3 | 3.2K | 50.7K | -47.5K | -93.7% | 0.0% | Reduced | 49 |
| Alphadyne Asset Management | 3 | 14.8K | 3.9K | +10.8K | +274.8% | 0.2% | Increased | 48 |
| Quantbot Technologies | 4 | 8.0K | 0 | +8.0K | — | 0.1% | New | 48 |
| Walleye Capital | 3 | 15.1K | 107.0K | -91.9K | -85.9% | 0.0% | Reduced | 47 |
| Schonfeld Strategic Advisors | 3 | 8.0K | 51.4K | -43.5K | -84.5% | 0.0% | Reduced | 46 |
| Voleon Capital Management | 3 | 3.3K | 32.7K | -29.4K | -90.0% | 0.0% | Reduced | 45 |
| MILLENNIUM MANAGEMENT LLC | 2 | 105.6K | 223.0K | -117.4K | -52.6% | 0.0% | Reduced | 44 |
| Engineers Gate | 4 | 12.0K | 85.3K | -73.3K | -85.9% | 0.0% | Reduced | 43 |
| Parallax Volatility Advisers | 3 | 13.0K | 45.3K | -32.4K | -71.4% | 0.2% | Reduced | 42 |
| Caxton Associates | 3 | 4.4K | 12.3K | -7.8K | -63.8% | 0.0% | Reduced | 40 |
| Lighthouse Investment Partners | 3 | 2.4K | 6.7K | -4.3K | -63.8% | 0.0% | Reduced | 38 |
| Moore Capital Management | 3 | 4.9K | 10.5K | -5.6K | -53.6% | 0.0% | Reduced | 37 |
| TWO SIGMA INVESTMENTS, LP | 2 | 2.6M | 2.8M | -233.7K | -8.3% | 0.5% | Reduced | 36 |
| Bridgewater Associates | 1 | 6.7K | 8.8K | -2.0K | -23.3% | 0.0% | Reduced | 36 |
| Winton Group | 4 | 8.3K | 21.9K | -13.5K | -61.9% | 0.1% | Reduced | 36 |
| MARSHALL WACE, LLP | 2 | 1.1M | 986.6K | +79.0K | +8.0% | 0.3% | Increased | 33 |
| Gotham Asset Management, LLC | 2 | 67.3K | 91.1K | -23.8K | -26.1% | 0.0% | Reduced | 32 |
| Squarepoint Ops LLC | 2 | 639.0K | 581.7K | +57.3K | +9.8% | 0.4% | Increased | 32 |
| Graham Capital Management | 3 | 49.2K | 68.9K | -19.7K | -28.5% | 0.5% | Reduced | 31 |
| Trexquant Investment | 3 | 57.7K | 43.7K | +14.0K | +32.1% | 0.1% | Increased | 30 |
| Boothbay Fund Management | 4 | 14.3K | 22.4K | -8.1K | -36.2% | 0.1% | Reduced | 29 |
| Man Group | 3 | 44.8K | 53.7K | -8.9K | -16.5% | 0.0% | Reduced | 27 |
| Capula Management | 2 | 14.1K | 13.5K | +606 | +4.5% | 0.0% | Increased | 26 |
| Brevan Howard Capital Management | 3 | 14.2K | 14.1K | +112 | +0.8% | 0.1% | Increased | 19 |
| Chilton Investment Company | 2 | 1.0K | 1.0K | 0 | +0.0% | 0.0% | Unchanged | 18 |
Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeHedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.