NET fund manager activity
Cloudflare, Inc · NYSE. Reported by 10 tracked fund managers in their 13F filings, Q3 2019 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Trimmed | 409,604 | $80,753,429 | 0.22% | Feb 17, 2026 |
| Ken Fisher - Fisher Asset Management | Sold out | — | — | 0.00% | Feb 9, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 88,290 | $17,406,374 | 0.06% | Feb 17, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Trimmed | 454,234 | $97,474,074 | 0.26% | Nov 14, 2025 |
| Ken Fisher - Fisher Asset Management | New | 964 | $206,961 | 0.00% | Nov 12, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 82,788 | $17,765,477 | 0.08% | Nov 14, 2025 |