13F

NET CLOUDFLARE INC - CLASS A

2026Q1 · CUSIP 18915M107 · Data & AI Software · Sector: Technology

Lit · Institutions accelerating in
Holders
1,122
Δ holders QoQ
+38
Breadth percentile
Top 7%
Whale holders
298
Δ whales
-5
Inst. holding value
$55.9B
New positions
179
Closed positions
141
Price momentum (1Q)
+4.2%
Put / Call
42/41

Breadth history (34 quarters)

2019Q4: Δ-15 · h=106 2020Q1: Δ+36 · h=142 2020Q2: Δ+116 · h=258 2020Q3: Δ+57 · h=315 2020Q4: Δ+178 · h=493 2021Q1: Δ+6 · h=499 2021Q2: Δ+31 · h=530 2021Q3: Δ+84 · h=614 2021Q4: Δ+63 · h=677 2022Q1: Δ-37 · h=640 2022Q2: Δ-95 · h=545 2022Q3: Δ+10 · h=555 2022Q4: Δ-10 · h=545 2023Q1: Δ+21 · h=566 2023Q2: Δ-13 · h=553 2023Q3: Δ+10 · h=563 2023Q4: Δ+106 · h=669 2024Q1: Δ+32 · h=701 2024Q2: Δ-53 · h=648 2024Q3: Δ+26 · h=674 2024Q4: Δ+93 · h=767 2025Q1: Δ+102 · h=869 2025Q2: Δ+74 · h=943 2025Q3: Δ+93 · h=1036 2025Q4: Δ+48 · h=1084 2026Q1: Δ+38 · h=1122 2019Q4: holders=106 2020Q1: holders=142 2020Q2: holders=258 2020Q3: holders=315 2020Q4: holders=493 2021Q1: holders=499 2021Q2: holders=530 2021Q3: holders=614 2021Q4: holders=677 2022Q1: holders=640 2022Q2: holders=545 2022Q3: holders=555 2022Q4: holders=545 2023Q1: holders=566 2023Q2: holders=553 2023Q3: holders=563 2023Q4: holders=669 2024Q1: holders=701 2024Q2: holders=648 2024Q3: holders=674 2024Q4: holders=767 2025Q1: holders=869 2025Q2: holders=943 2025Q3: holders=1036 2025Q4: holders=1084 2026Q1: holders=1122 -178 -89 +0 +89 +178 956371179 19Q420Q321Q222Q122Q423Q324Q225Q125Q426Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 19 lit events

Period Percentile Next-1Q return Next-2Q return
2026Q1 Top 7%
2025Q4 Top 11% +4.2%
2025Q3 Top 2% -4.8% +3.9%
2025Q2 Top 3% +4.1% -5.4%
2025Q1 Top 0% +24.8% +28.4%
2024Q4 Top 4% -6.7% +16.4%
2024Q3 Top 12% +64.7% +71.4%
2024Q1 Top 8% +11.8% +19.3%

Options Sentiment

Put holders
42
QoQ: +10
Call holders
41
QoQ: +6

See methodology →

Fundamentals

PE (TTM)
EPS (TTM)
$-0.25
EPS YoY
Revenue (TTM)
$2.3B
Revenue YoY
+31.6%
Quarterly Revenue & EPS (4Y)
2022-06-30: $235M 2022-09-30: $254M 2022-12-31: $275M 2023-03-31: $290M 2023-06-30: $308M 2023-09-30: $336M 2023-12-31: $362M 2024-03-31: $379M 2024-06-30: $401M 2024-09-30: $430M 2024-12-31: $460M 2025-03-31: $479M 2025-06-30: $512M 2025-09-30: $562M 2025-12-31: $615M 2026-03-31: $640M 2022-06-30: EPS -0.20 2022-09-30: EPS -0.13 2022-12-31: EPS -0.13 2023-03-31: EPS -0.12 2023-06-30: EPS -0.28 2023-09-30: EPS -0.07 2023-12-31: EPS -0.08 2024-03-31: EPS -0.10 2024-06-30: EPS -0.04 2024-09-30: EPS -0.04 2024-12-31: EPS -0.05 2025-03-31: EPS -0.11 2025-06-30: EPS -0.15 2025-09-30: EPS 0.00 2025-12-31: EPS -0.03 2026-03-31: EPS -0.07 0M 320M 640M $M -0.31 -0.15 0.00 20222023202420252026 Revenue EPS

Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable

As of 2026-03-31 · SEC filings (XBRL)