← Super investors
NET
Cloudflare Inc - Class A
1 super-investor ownercombined $120Mlargest position 0.1%
1 EXIT
1 of the 83 super-investors we track holds NET, worth a combined $120M per their latest 13F filings. The largest position: Joel Greenblatt at 0.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. The stock is up 6.4x since a tracked investor first held it at conviction size (Q3 2020 or earlier). Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Held through it: Stanley Druckenmiller (3q straight). All multibaggers the cohort held →
Cohort owners over time
2019Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Now: 1
Peak: 4
Owners (1) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 28q | $120M | 491,046 |
Owners of NET also hold
Congress is trading NET
Congress tracker →11 disclosed trades by 4 members of Congress6 buys · 5 sells
- Josh Gottheimersold$1,001 - $15,000 · 2026-02-04
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-01-30
- Gilbert Cisnerossold$1,001 - $15,000 · 2025-12-24
- Gilbert Cisnerosbought$1,001 - $15,000 · 2025-11-18
- Gilbert Cisnerosbought$1,001 - $15,000 · 2025-10-17
- Gilbert Cisnerosbought$1,001 - $15,000 · 2025-09-12
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | EXIT | 0.4% | -100% | $0 | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 18915M107. Not investment advice.