Which hedge funds own NET? CLOUDFLARE INC, Q2 2026 13F holders
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20 of the hedge funds tracked by WhaleCreep disclosed a position in NET (CLOUDFLARE INC) in their Q2 2026 13F filings, worth $5.1bn in total. The largest holder by portfolio weight is Baillie Gifford at 3.4% of its book. 4 managers opened a new position this quarter: Contour Asset Management, Discovery Capital Management, Tudor Investment, Renaissance Technologies LLC. 4 exited: Duquesne Family Office LLC, Sculptor Capital Management, Steadfast Capital Management.
20tracked managers holding
4opened this quarter
4exited this quarter
Which hedge funds hold NET? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Baillie Gifford | Q2 2026 | 3.4% | $3.0bn | 14,598,594 | -8% | reduced |
| Sands Capital Management | Q2 2026 | 3.0% | $794.6m | 3,239,504 | -12% | reduced |
| Tremblant Capital | Q2 2026 | 2.7% | $94.4m | 384,993 | 31% | added |
| Brevan Howard Capital Management | Q2 2026 | 0.5% | $32.2m | 25,000,000 | 25% | added |
| D. E. Shaw & Co | Q2 2026 | 0.3% | $477.8m | 1,947,802 | 51% | added |
| Marshall Wace | Q2 2026 | 0.2% | $261.4m | 1,065,580 | 8% | added |
| Contour Asset Management | Q2 2026 | 0.2% | $3.9m | 140,946 | – | new |
| Discovery Capital Management | Q2 2026 | 0.1% | $2.7m | 10,932 | – | new |
| Tudor Investment | Q2 2026 | 0.1% | $22.3m | 91,048 | – | new |
| Citadel Advisors | Q2 2026 | 0.1% | $120.4m | 491,046 | -75% | reduced |
| D. E. Shaw & Co | Q2 2026 | 0.1% | $100.3m | 77,861,000 | -21% | reduced |
| Renaissance Technologies LLC | Q2 2026 | 0.1% | $42.0m | 171,400 | – | new |
| Holocene Advisors | Q2 2026 | 0.0% | $21.5m | 87,605 | 935% | added |
| Brevan Howard Capital Management | Q2 2026 | 0.0% | $3.5m | 14,249 | 1% | added |
| Moore Capital Management | Q2 2026 | 0.0% | $1.2m | 4,891 | -54% | reduced |
| Millennium Management | Q2 2026 | 0.0% | $28.3m | 22,000,000 | -27% | reduced |
| Millennium Management | Q2 2026 | 0.0% | $25.9m | 105,636 | -53% | reduced |
| Soros Fund Management | Q2 2026 | 0.0% | $1.1m | 4,467 | -59% | reduced |
| Bridgewater Associates | Q2 2026 | 0.0% | $1.6m | 6,720 | -23% | reduced |
| Ancora Advisors | Q2 2026 | 0.0% | $33.4k | 136 | 5% | added |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Duquesne Family Office LLC | 2.5% | $10.8m |
| Sculptor Capital Management | 1.8% | $52.8m |
| Steadfast Capital Management | 2.8% | $19.8m |
| Woodline Partners | 3.3% | $86.6m |
How has hedge fund ownership of NET changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 17 | $5.1bn |
| Q1 2026 | 18 | $3.4bn |
| Q4 2025 | 10 | $4.6bn |
| Q3 2025 | 8 | $3.0bn |
| Q2 2025 | 7 | $6.3bn |
| Q1 2025 | 6 | $2.3bn |
| Q4 2024 | 7 | $2.6bn |
| Q3 2024 | 7 | $1.7bn |
| Q2 2024 | 6 | $1.5bn |
| Q1 2024 | 7 | $4.6bn |
| Q4 2023 | 7 | $3.8bn |
| Q3 2023 | 8 | $2.9bn |
| Q2 2023 | 5 | $2.7bn |
| Q1 2023 | 7 | $2.9bn |
| Q4 2022 | 7 | $1.5bn |
| Q3 2022 | 9 | $1.8bn |
Counts every tracked manager that disclosed NET in that quarter's filing, including managers that have since stopped filing.