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Institutional Cluster

NET

Cloudflare, Inc.
NEUTRAL
Impact 3/10
Processed1h ago
Institutional cluster: 5 buyers, 1 sellers (bullish)

Investment Themes

Cloud & SaaSCybersecurity

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-NET-2026-Q3
44 reports for NET
Performance horizon
75% Hit rate @ T+20 3 of 4 directional calls Went positive at some point 4 of 6 best @ T+60▲ +29.18%Jul 7, 2026
Filters
Rows
Reports for NET — sortable, filterable
TypeNow
Oct 26, 2026
today
Institutional Cluster
NEUTRAL ★ 3/10
$327.89awaiting T+20——
Oct 19, 2026
6d ago
Insider Cluster
BEARISH ★ 4/10
$291.69awaiting T+20——
Oct 19, 2026
6d ago
144
NEUTRAL ★ 2/10
$291.69awaiting T+20——
Oct 16, 2026
10d ago
Court Ruling
BEARISH ★ 7/10
$297.58awaiting T+20——
Sep 23, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$358.82 $303.61▼ −15.39%▼ −14.97%—
Sep 21, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$353.00 $291.69▼ −17.37%▼ −16.81%—
Sep 15, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$324.65 $347.70▲ +7.10%▲ +3.92%—
Sep 15, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$324.65 $347.70▲ +7.10%▲ +3.92%—
Sep 2, 2026
7w ago
Court Ruling
BULLISH ★ 5/10
$284.51 $349.07▲ +22.69%▲ +22.90%—
Aug 21, 2026
9w ago
Insider Cluster
NEUTRAL ★ 4/10
$280.35 $323.60▲ +15.43%▲ +15.41%—
Showing 10 of 44

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Report published Oct 26, 2026

Fresh NET Intelligence

Analysis is for subscribers only.

Five institutional asset managers increased their Cloudflare positions by a net $32.5M in Q3 2026, while one trimmed by $5.4M. The buying is broad-based across smaller active managers, but the 45-day reporting lag and absence of insider buying limit conviction.

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