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NET

Showing 8 of 24 quarters

Position history for ARK Investment Management LLCARK Investment Management LLC's holdings in Cloudflare, Inc.

Yes. ARK Investment Management holds 563,167 shares of NET (Cloudflare), worth $195.6M, as of its Q3 2026 13F filing. It increased the position from 175,723 shares in Q2 2026. ARK Investment Management has held NET since Q4 2020, across 24 quarterly 13F filings. NET is 1.1% of ARK Investment Management's reported 13F portfolio.

Current Value

$195.6M

Current Shares

563,167

Total Value Change

+$157.9M

Total Shares Change

+213,317

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
563,167
+220.5%
$195.6M1.1%$347.28
78
2026-Q2
Decreased
175,723
-4.3%
$43.1M0.3%$245.28
0
2026-Q1
Decreased
183,644
-12.6%
$37.9M0.3%$178.91
0
2025-Q4
Decreased
210,090
-5.5%
$41.4M0.3%$199.62
0
2025-Q3
Increased
222,318
+8.8%
$47.7M0.3%$218.58
38
2025-Q2
Decreased
204,306
-6.8%
$40M0.3%$194.05
0
2025-Q1
Decreased
219,138
-37.4%
$24.7M0.2%$114.92
0
2024-Q4
Decreased
349,850
-0.2%
$37.7M0.3%$109.03
0

Other major holders of NET: Capital World Investors, BlackRock, Inc.

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