NET

CLOUDFLARE INC - CLASS A

Data as of 2026 Q2 (06-30) · 13F snapshot

Summary

CLOUDFLARE INC - CLASS A (NET) is held as common stock by 8 tracked hedge-fund managers, with a combined reported value of ~$273.08M; the largest are Ken Griffin, Cathie Wood, Renaissance Technologies. 4 tracked managers also disclosed PUT or CALL positions, reported separately below. This quarter: 2 new, 6 trimmed, 2 closed. 20 public STOCK Act / OGE trade disclosures are on record. Data as of 2026 Q2, from public SEC 13F filings, delayed up to ~45 days.

Attention · HighThis quarter · Cooling

Common-stock holders84 also report options

Congress trades20

Price$353.99vs quarter-end+44.32%

Sectors2

This quarter's moves

New2

Added0

Trimmed / sold8

Top holder

Ken Griffin

Common-stock positions

PUT and CALL disclosures are excluded from these holder counts and values.

Investor	Period	Value	Shares	% of portfolio	Action

PUT / CALL disclosures

Reported separately: 13F option values are not common-stock ownership and do not reveal the full strategy or economic exposure.

Ken GriffinCALL—

Value $374.17M— of portfolio1,525,5002026 Q2

Ken GriffinPUT—

Value $163.70M— of portfolio667,4002026 Q2

Izzy EnglanderCALL—

Value $85.21M— of portfolio347,4002026 Q2

Izzy EnglanderPUT—

Value $59.11M— of portfolio241,0002026 Q2

Paul Tudor JonesCALL—

Value $50.18M— of portfolio204,6002026 Q2

Steven CohenPUT—

Value $7.46M— of portfolio30,4002026 Q2

Paul Tudor JonesPUT—

Value $4.76M— of portfolio19,4002026 Q2

Steven CohenCALL—

Value $2.23M— of portfolio9,1002026 Q2

Investor	Period	Value	Shares	% of portfolio	Action
Ken GriffinCALL	2026 Q2	$374.17M	1,525,500	—	—
Ken GriffinPUT	2026 Q2	$163.70M	667,400	—	—
Izzy EnglanderCALL	2026 Q2	$85.21M	347,400	—	—
Izzy EnglanderPUT	2026 Q2	$59.11M	241,000	—	—
Paul Tudor JonesCALL	2026 Q2	$50.18M	204,600	—	—
Steven CohenPUT	2026 Q2	$7.46M	30,400	—	—
Paul Tudor JonesPUT	2026 Q2	$4.76M	19,400	—	—
Steven CohenCALL	2026 Q2	$2.23M	9,100	—	—

Insider Trading

Officers · directors · Form 4

Open-market purchases and sales (P/S)19

Carl Ledbetter
Director
Sell$1.77M
5,000 @ $353.15Traded 2026-09-22Filed 2026-09-23
Thomas J Seifert
Chief Financial Officer
Sell$230.6K
700 @ $329.37Traded 2026-09-17Filed 2026-09-21
Thomas J Seifert
Chief Financial Officer
Sell$878.1K
2,632 @ $333.62Traded 2026-09-17Filed 2026-09-21
Thomas J Seifert
Chief Financial Officer
Sell$396.6K
1,196 @ $331.59Traded 2026-09-17Filed 2026-09-21
Thomas J Seifert
Chief Financial Officer
Sell$98.4K
300 @ $328.04Traded 2026-09-17Filed 2026-09-21
Thomas J Seifert
Chief Financial Officer
Sell$31.9K
100 @ $318.90Traded 2026-09-17Filed 2026-09-21
Thomas J Seifert
Chief Financial Officer
Sell$533.3K
1,604 @ $332.50Traded 2026-09-17Filed 2026-09-21
Thomas J Seifert
Chief Financial Officer
Sell$625.0K
1,868 @ $334.59Traded 2026-09-17Filed 2026-09-21
Thomas J Seifert
Chief Financial Officer
Sell$201.2K
600 @ $335.32Traded 2026-09-17Filed 2026-09-21
Carl Ledbetter
Director
Sell$136.6K
440 @ $310.54Traded 2026-09-14Filed 2026-09-15
Carl Ledbetter
Director
Sell$297.1K
960 @ $309.51Traded 2026-09-14Filed 2026-09-15
Carl Ledbetter
Director
Sell$750.9K
2,400 @ $312.86Traded 2026-09-14Filed 2026-09-15
Carl Ledbetter
Director
Sell$376.5K
1,200 @ $313.71Traded 2026-09-14Filed 2026-09-15
Michelle Zatlyn
PRESIDENT & BOARD CO-CHAIR
Sell$4.17M
14,961 @ $278.48Traded 2026-09-03Filed 2026-09-08
Michelle Zatlyn
PRESIDENT & BOARD CO-CHAIR
Sell$1.53M
5,489 @ $279.41Traded 2026-09-03Filed 2026-09-08
Michelle Zatlyn
PRESIDENT & BOARD CO-CHAIR
Sell$663.1K
2,428 @ $273.09Traded 2026-09-03Filed 2026-09-08
Michelle Zatlyn
PRESIDENT & BOARD CO-CHAIR
Sell$466.6K
1,713 @ $272.41Traded 2026-09-03Filed 2026-09-08
Michelle Zatlyn
PRESIDENT & BOARD CO-CHAIR
Sell$604.2K
2,202 @ $274.39Traded 2026-09-03Filed 2026-09-08
Michelle Zatlyn
PRESIDENT & BOARD CO-CHAIR
Sell$4.96M
17,603 @ $281.93Traded 2026-09-03Filed 2026-09-08

Insider transactions are public SEC Form 4 disclosures (company officers, directors, 10% owners), for research only — not investment advice.

ARK ETF holdings

Cathie Wood · daily

ARK total shares held · drag to inspect

2026-09-29holds 501,681

ARKWweight in fund2.37%$45.63M
ARKKweight in fund1.41%$120.81M
ARKFweight in fund1.33%$11.15M

ARK publishes full ETF holdings daily (SEC Rule 6c-11). Line shows ARK's total shares held over time (not price); markers are buy/sell days. Derived from public CSVs — research only, not investment advice.

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.