WhaleCreep

Which hedge funds own NET? CLOUDFLARE INC, Q2 2026 13F holders

TechnologySoftware - Infrastructure

104 tracked hedge funds disclosed a position in NET (CLOUDFLARE INC) in their Q2 2026 13F filings, worth $9.1bn in total. The largest holder by portfolio weight is Whetstone Capital Advisors, LLC at 19.0% of its book. 27 opened a new position this quarter: Symmetry Peak Management LLC, Morgens Waterfall Vintiadis & Co Inc, Sunstone Asset Management, LP, Contour Asset Management LLC. 31 exited: Hidden Lake Asset Management LP, Styrax Capital, LP, Atika Capital Management LLC.

104
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
27
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
31
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$386m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$446m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$9.1bn
Combined value
Sum of the holders' reported positions in the security.
8.4%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

104 rows
Whetstone Capital Advisors, LLC Hedge fund19.0%$71.8m292,861−0.1%held
Strategy Capital LLC Hedge fund16.7%$271m1.11m−2.9%reduced
Flight Deck Capital, LP Hedge fund10.7%$22.0m89,800+39%added
Capelight Capital Asset Management LP Hedge fund4.9%$9.8m40,0000.0%held
Highbridge Capital Management LLC Hedge fund4.8%$142m110.95m+2119%added
Symmetry Peak Management LLC Hedge fund4.8%$221k900–new
12 West Capital Management LP Hedge fund4.8%$25.8m105,0000.0%held
Steelhead Partners LLC Hedge fund4.6%$64.4m50.00m−29%reduced
Creek Drive Management Group LLC Hedge fund3.9%$6.4m26,000−19%reduced
Avalon Global Asset Management LLC Hedge fund3.8%$25.9m105,400+31%added
O'Connor Alternative Investments LLC Hedge fund3.6%$48.9m38.00m+77%added
Baillie Gifford Long-only investor3.2%$3.6bn14.60m−8.3%reduced
Glynn Capital Management LLC Hedge fund3.2%$11.7m47,886+11%added
DeepCurrents Investment Group LLC Hedge fund3.1%$89.6m69.60m−0.7%reduced
Sands Capital Long-only investor3.0%$795m3.24m−12%reduced
Skaana Management L.P. Hedge fund2.9%$10.9m8.00m+45%added
Tremblant Capital Group Hedge fund2.7%$94.4m384,993+31%added
Morgens Waterfall Vintiadis & Co Inc Hedge fund2.2%$2.8m11,500–new
Manchester Global Management (UK) Ltd Hedge fund1.9%$17.5m71,3030.0%held
Meridiem Capital Partners LP Hedge fund1.9%$41.7m169,946+56%added
Oribel Capital Management, LP Hedge fund1.9%$23.1m94,000+19%added
Lingotto Investment Management LLP Hedge fund1.6%$73.6m300,0230.0%held
Delta Global Management LP Hedge fund1.5%$13.7m55,803+77%added
Brandywine Managers, LLC Hedge fund1.3%$2.6m10,677+7.8%added
Sunstone Asset Management, LP Hedge fund1.1%$994k4,046–new
Prescott Group Capital Management, L.L.C. Hedge fund1.0%$12.1m49,395+2.9%added
Archon Partners LLC Hedge fund1.0%$9.8m40,000−20%reduced
NZS Capital, LLC Hedge fund0.9%$33.5m136,583−0.4%held
Polar Capital Holdings Plc Hedge fund0.9%$304m1.24m+6.6%added
Contour Asset Management LLC Hedge fund0.8%$34.6m140,946–new
Deepwater Asset Management, LLC Hedge fund0.7%$1.6m6,625−11%reduced
G2 Investment Partners Management LLC Hedge fund0.6%$3.3m13,500−22%reduced
Capstone Investment Advisors, LLC Hedge fund0.6%$86.5m67.00m−27%reduced
TENOR CAPITAL MANAGEMENT Co., L.P. Hedge fund0.5%$38.6m30.00m−43%reduced
Two Sigma Investments, LP Hedge fund0.5%$699m52.65m+94%added
Polymer Capital Management (HK) LTD Hedge fund0.5%$5.1m20,879+168%added
Shannon River Fund Management LLC Hedge fund0.5%$5.8m23,589–new
Teza Capital Management LLC Hedge fund0.5%$264k1,078+3.3%added
Brevan Howard Capital Management LP Hedge fund0.5%$35.7m25.01m+25%added
Scge Management, L.P. Hedge fund0.4%$24.7m100,800–new
Alight Capital Management LP Hedge fund0.4%$2.5m10,000+100%added
KP Management LLC Hedge fund0.4%$1.8m7,500−57%reduced
Hel Ved Capital Management Ltd Hedge fund0.4%$2.7m10,840−33%reduced
D. E. Shaw & Co., Inc. Hedge fund0.4%$578m79.81m−20%reduced
Landscape Capital Management, L.L.C. Hedge fund0.4%$5.4m22,187+183%added
Graham Capital Management, L.P. Hedge fund0.3%$12.1m49,237−29%reduced
Balyasny Asset Management L.P. Hedge fund0.3%$170m4.67m−77%reduced
Squarepoint Ops LLC Hedge fund0.3%$157m638,961+9.8%added
Campbell & CO Investment Adviser LLC Hedge fund0.3%$5.1m20,956+39%added
Ares Systematic Credit Ltd Hedge fund0.2%$398k1,623–new