NET
Held · Bookmarked
1 · 0
portfolio · users
Platform exposure
$2.7K
13F filers
2
institutions
Market cap
$79.5B
355M shares
52-week range
$158.83 – $276.82
55% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NYSE
CS
Borrow rate
0.25%
Easy to borrow
Price (6 mo)
Cloudflare, Inc. Class A common stock, par value $0.001 per share
Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, builds on this infrastructure by enabling clients to deploy and run code without the need to manage or maintain servers.
www.cloudflare.com- Employees
- 5,483
- IPO / List date
- Sep 13, 2019
- HQ
- SAN FRANCISCO, CA
Held by traders on TradeandTell
| Trader / Portfolio | Shares | Value |
|---|---|---|
| Robinhood — Robinhood Individualb | 12 | $2,688.72 |
Super investors & insiders
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 328,500 | $70.5M |
| Bridgewater Associatesas of 2026-03-31 | 8,758 | $1.8M |
- Form 4 filed Jun 18, 2026↗
- Form 4 filed Jun 17, 2026↗
- Form 4 filed Jun 16, 2026↗
- Form 4 filed Jun 8, 2026↗
- Form 4 filed Jun 2, 2026↗
- Form 4 filed Jun 2, 2026↗
- Form 4 filed Jun 1, 2026↗
- Form 4 filed May 27, 2026↗
- Form 4 filed May 21, 2026↗
- Form 4 filed May 19, 2026↗
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding NET.
Recent trades on TradeandTell
$NET chatter on StockTwits
$854K out of $NET. President Zatlyn sold 4k shares. Jun 16 https://watch4insider.com/filing/0001786951-26-000010 Get alerted the minute insiders file → watch4insider.com
View on StockTwits ↗
Our latest pick is now live. So far the AI trade has been defined by the picks and shovels, which makes total sense. Markets bid chips Nvidia ARM (a 300%+ winner for us) AMD Intel etc… Then they went to the input names for these chips and racks such as Micron and Sandisk in memory, and AAOI, Lumentum, Coherent, etc… in optics. If it wasn’t at the chip/rack level, it was inputs such as power with Constellation, Vistra and Vernova, or names like Vertiv FIX, etc… But what about AI in the real world? AI applications is the ultimate goal. Today we cover a company that is actually leveraging AI to transform its business and its offerings… and unlike normal SaaS in the current market (although NOW $CRM $CRWD $NET have done well recently) is being questioned for their stickiness… our name is in the single most “sticky” vertical in the world. Take a read today: https://kryptonresearch.substack.com/p/the-next-layer-of-consumer-ai
View on StockTwits ↗
MTN Stock Sees Best Day In Six Years — Activist Investor Reportedly Eyes Proxy Fight To Force Vail Resorts Sale $MTN $NET https://stocktwits.com/news/equity/markets/mtn-stock-sees-best-day-in-six-years-activist-investor-reportedly-eyes-proxy-fight-to-force-vail-resorts-sale/cZKkSF8R77D
View on StockTwits ↗Our latest pick is now live. So far the AI trade has been defined by the picks and shovels, which makes total sense. Markets bid chips Nvidia ARM (a 300%+ winner for us) AMD Intel etc… Then they went to the input names for these chips and racks such as Micron and Sandisk in memory, and AAOI, Lumentum, Coherent, etc… in optics. If it wasn’t at the chip/rack level, it was inputs such as power with Constellation, Vistra and Vernova, or names like Vertiv FIX, etc… But what about AI in the real world? AI applications is the ultimate goal. Today we cover a company that is actually leveraging AI to transform its business and its offerings… and unlike normal SaaS in the current market (although NOW $CRM $CRWD $NET have done well recently) is being questioned for their stickiness… our name is in the single most “sticky” vertical in the world. Take a read today: https://kryptonresearch.substack.com/p/the-next-layer-of-consumer-ai
View on StockTwits ↗
$NET 50d tap n holdin. Potential C point. 278 B point/trigger
View on StockTwits ↗
$NET started paying for edge cloud computing for less intense projects. Looking to avg up in low 200s
View on StockTwits ↗
$QQQ Q's up 2.15% and all my holdings are red. Honestly don't think I've ever seen that before. Usually if VIX is down 7.65% I'd be up 3%. But somehow no one invited $NET or $PLTR or $TSLA or crypto to the (shitty) MOU rally.
View on StockTwits ↗
$NET The buy signal was positive momentum + gap up open + volume increase The sell signal was negative momentum + gap down open + increase in volume. result +13% rinse, repeat. Waiting for positive momentum...........
View on StockTwits ↗Our latest pick is now live. So far the AI trade has been defined by the picks and shovels, which makes total sense. Markets bid chips Nvidia ARM (a 300%+ winner for us) AMD Intel etc… Then they went to the input names for these chips and racks such as Micron and Sandisk in memory, and AAOI, Lumentum, Coherent, etc… in optics. If it wasn’t at the chip/rack level, it was inputs such as power with Constellation, Vistra and Vernova, or names like Vertiv FIX, etc… But what about AI in the real world? AI applications is the ultimate goal. Today we cover a company that is actually leveraging AI to transform its business and its offerings… and unlike normal SaaS in the current market (although NOW $CRM $CRWD $NET have done well recently) is being questioned for their stickiness… our name is in the single most “sticky” vertical in the world. Take a read today: https://kryptonresearch.substack.com/p/the-next-layer-of-consumer-ai
View on StockTwits ↗
$NET Under 230 Taking off what I added the other day. Still holding some
View on StockTwits ↗
Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.