TradesZ

Is NET a buy? — what our data shows

⚡ TradesZ research ·Updated June 22, 2026 ·~2 min read ·Grounded in SEC data

Cloudflare is a company that sits between the internet and millions of websites, apps, and businesses — keeping them fast, safe, and online. Think of it as a giant invisible shield and speed booster for the web, with a growing focus on cybersecurity.

What our data shows

Our data on Cloudflare tells a pretty compelling story. On the smart-money side, over 750 big investment funds report holding it — and the names on that list are serious: Berkshire Hathaway, Tiger Global, and Coatue are all in. That kind of heavyweight lineup is a real signal of long-term conviction. We also tag Cloudflare under cybersecurity, one of the most in-demand areas in tech right now as companies everywhere scramble to protect themselves online. We do also have two congressional trade disclosures on file — meaning two U.S. lawmakers reported a transaction in this stock — though those filings don't tell us whether they were buying or selling, so we treat that as background noise rather than a directional signal.

🟢 Institutional ownership (13F)
What you see
756 13F filings name NET — including top funds Berkshire Hathaway, Tiger Global Management, Coatue Management.
What it means
Large, well-known funds hold a long position here.
How to read it
13F positions are long positions (often read as bullish) — they lag ~45 days and guarantee nothing.
→ See smart money
⚪ Congressional trades
What you see
2 lawmakers reported a trade in NET (incl. Hon. Josh Gottheimer, Hon. Gilbert Cisneros).
What it means
Politicians with possible information advantage traded this stock.
How to read it
Can be a signal — the exact direction (buy/sell) is not always in the official filing.
→ See congressional trades

The takeaway

🟢Bullish lean

The big-fund interest here is hard to ignore — when names like Berkshire and Tiger Global are holding the same stock, it's worth paying attention. The thing to watch is whether Cloudflare can keep turning its cybersecurity momentum into real, growing profits over time.

But watch out
Smart-money signals lag the market (13F filings ~45 days) and never guarantee direction — always check the latest price and news yourself.
Sources → Smart-money hub

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Informational research, not personalized investment advice.