$NET is held by 25 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 1.22%, with an average of 0.27% of portfolio. Largest holder: Nikko Asset Management Americas, Inc. at 1.22%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
CLOUDFLARE INC
13F holders
1,124
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
1trades
Convergence
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Institutional holders
Top 10 of 1,124 · Source: 13F-HR01
Litman Gregory Wealth Management LLC
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02
Parthenon LLC
—
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03
Brightline Capital Management, LLC
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04
Exor N.V.
—
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05
Axa S.a.
—
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06
State Street
—
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07
Softbank Group Corp.
—
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08
D. E. Shaw & Co., Inc.
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09
US Bancorp De
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10
Augustine Asset Management Inc.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
25 holders · Q1 202601
Nikko Asset Management Americas, Inc.
1.22% held
α +22.1pts
02
Oribel Capital Management, LP
0.99% NEW
α +12.0pts
03
Sandler Capital Management
0.64% NEW
α +12.8pts
04
Hel Ved Capital Management Ltd
0.53% NEW
α +36.9pts
05
Independent Solutions Wealth Management, LLC
0.48% NEW
α +19.1pts
06
Avant Financial Advisors LLC
0.35% NEW
α +10.5pts
07
Aigen Investment Management, LP
0.33% held
α +50.5pts
08
Duquesne Family Office LLC Stanley Druckenmiller
0.32% NEW
α +25.4pts
09
Hummer Financial Advisory Services Inc
0.26% NEW
α +53.0pts
10
Caption Management, LLC
0.19% held
α +15.5pts
11
CV Advisors LLC
0.18% held
α +29.1pts
12
WINTON GROUP Ltd
0.16% NEW
α +27.0pts
13
Wellington Management Group LLP
0.15% NEW
α +10.5pts
14
Oxford Asset Management LLP
0.15% NEW
α +10.3pts
15
Erste Asset Management GmbH
0.14% NEW
α +33.4pts
16
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.11% NEW
α +27.5pts
17
Citigroup Inc.
0.07% held
α +26.3pts
18
RFG Advisory, LLC
0.07% held
α +16.2pts
19
Impact Partnership Wealth, LLC
0.05% held
α +10.3pts
20
Knightsbridge Asset Management, LLC
0.03% held
α +24.2pts
21
Focused Wealth Management, Inc
0.03% held
α +19.2pts
22
Principal Securities, Inc.
0.02% held
α +21.3pts
23
Nisa Investment Advisors, LLC
0.02% held
α +16.6pts
24
Shufro Rose & Co. LLC
0.01% held
α +32.3pts
25
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
47 transactions · 6 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
3 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $NET lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $NET — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:25 UTC.