NET — Cloudflare
In 2026 Q2, 18 of the 140 tracked hedge funds reported a position in Cloudflare (NET), worth $469.73M combined. Over the quarter 10 opened or added, 8 trimmed or exited.
Hedge fund holders, 2026 Q2
| Fund | Value | Portfolio % | Change |
|---|---|---|---|
| Polar Capital | $304.27M | 0.86% | +6.6% |
| Lingotto | $73.59M | 1.60% | NO CHANGE |
| Renaissance | $42.04M | 0.06% | NEW |
| IMC | $16.32M | 0.15% | -19% |
| Kohlberg | $11.24M | 0.20% | NEW |
| Shannon River | $5.79M | 0.52% | NEW |
| BOCHK | $4.88M | 0.77% | NEW |
| VanEck | $2.76M | 0.00% | +2.2% |
| Hel Ved | $2.66M | 0.37% | -32.6% |
| Quadrature | $2.43M | 0.02% | -89.5% |
| Caxton Associates | $1.09M | 0.02% | -63.8% |
| Emerald | $1.03M | 0.02% | NO CHANGE |
| QVT | $561.69K | 0.04% | NO CHANGE |
| Polymer | $442.73K | 0.07% | NEW |
| O'Neil | $260.98K | 0.06% | NEW |
| KRS | $235.96K | 0.11% | NEW |
| Pingora | $122.64K | 0.07% | NO CHANGE |
| Barnes Dennig | $1.96K | 0.00% | +60% |
All stocks · Quarterly Trends · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.