Wallsti
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Cloudflare, Inc. · Technology · Software - Infrastructure
TECHSellMABuy · 6ZACKSHold R500#479 today TARGET+30% EARNINGSThu AMC
$265.17 -5.53% today · -20.10% 1W
Nov 2 close or latest
Pre-market $263.60 -0.59% ·
Why it movedMoving with its cybersecurity peersReadout ›

Holders' trades in the past 90 days

Net buying: ≈$98.4M bought against ≈$26.7M sold. Net of both sides: 0.07% of the float.

WhoDoing≈ ValueOf the floatOf market capTheir stakePublicPrice sincePrice vs theirs
ARK Invest · ARK daily Bought · 4 sessions, Aug 7 – Aug 12 $64.6M 0.07% 0.06% 0.12% of shares Aug 12 -14.9% -13.1%
ARK Invest · ARK daily Bought · 3 sessions, Aug 17 – Aug 19 $20.2M 0.02% 0.02% 0.12% of shares Aug 19 -9.2% -9.6%
ARK Invest · ARK daily Bought · 1 session, Aug 26 $13.6M 0.01% 0.01% 0.12% of shares Aug 26 -6.9% -6.9%
ARK Invest · ARK daily Sold · 1 session, Oct 8 $8.7M <0.01% <0.01% 0.12% of shares Oct 8 -22.4% -22.4%
ARK Invest · ARK daily Sold · 1 session, Oct 23 $3.9M <0.01% <0.01% 0.12% of shares Oct 23 -18.6% -18.6%
ARK Invest · ARK daily Sold · 1 session, Aug 6 $2.7M <0.01% <0.01% 0.12% of shares Aug 6 -6.8% -6.8%
ARK Invest · ARK daily Sold · 2 sessions, Oct 28 – Oct 29 $562.4K <0.01% <0.01% 0.12% of shares Oct 29 -14.5% -16.6%
Congress · PTR Sold · 1 trade, 1 person, Aug 18 $8K <0.01% Sep 10 -14.8%
Duquesne Family Office · 13F Sold · Q2 2026 · sold out $10.8M 0.02% 0.01% <0.01% of shares Aug 14 -16.0% +28.5%

In Wallsti's check of 2020–2026, stocks trailed QQQ by about 3% over the 60 sessions after ARK's buys and did about as well as QQQ after its sales.

The chart beside it

Technical rating: Sell (2 buy, 10 neutral, 14 sell of 26 indicators). RSI 32. Price -17.2% vs its 50-day average, +6.7% vs its 200-day, -26.5% from its 52-week high. Next 5 sessions: bargain $241.17 (-9.1%), stretch $291.56 (+10.0%). Technical · Pricing

Everyone we follow who traded the stock in the past 90 days, the runs still going first. Public: the day the trade became known (ARK's the evening of each session, a Form 4 or 13F on its filing day, Congress's on its report); price since: from that day's close to the latest. Price vs theirs: the latest price against the average they paid or got (a 13F's is the quarter-end price). Of the float: the shares traded over the shares the public can trade; their stake: shares held over all shares outstanding (a manager's: its last 13F plus its Form 4 runs since, ≈). Insiders: unplanned trades only (open-market buys, sales outside a 10b5-1 plan). 13F values are at the quarter's end and the trades happened some time in the quarter. The technical rating and bargain / stretch prices are the Technical and Pricing tabs' own. These describe the flow, not a forecast.

Insiders · 1 month
$0
unplanned net · 0 buys · 3 sells · 3 insiders
sales: 0 unplanned, 3 under a 10b5-1 plan (0% unplanned)
Insiders · 3 months
$0
unplanned net · 0 buys · 15 sells · 7 insiders
sales: 0 unplanned, 15 under a 10b5-1 plan (0% unplanned)
Congress · 3 months
≈−$8K
0 buys · 1 sell · 1 member
Congress · 1 year
≈−$16K
1 buy · 3 sells · 2 members
Fund moves · 3 months
≈+$71.7M
8 buys · 6 sells · 2 investors
Held by funds · now
≈$110M
3 investors · largest: ARK Invest

Insiders

Trade dateInsiderRoleSideTypeSharesAvg priceValueFiled
Oct 19, 2026 Thomas J Seifert CFO Sell 10b5-1 plan 12,500 $299.59 $3.7M Oct 19
Oct 19, 2026 Carl Ledbetter Director Sell 10b5-1 plan 5,000 $304.40 $1.5M Oct 19
Oct 7, 2026 Michelle Zatlyn President Sell 10b5-1 plan 99,009 $355.88 $35.2M Oct 7
Sep 22, 2026 Carl Ledbetter Director Sell 10b5-1 plan 5,000 $353.15 $1.8M Sep 23
Sep 17, 2026 Thomas J Seifert CFO Sell 10b5-1 plan 10,000 $332.46 $3.3M Sep 21
Sep 14, 2026 Carl Ledbetter Director Sell 10b5-1 plan 5,000 $312.22 $1.6M Sep 15
Sep 8, 2026 Michelle Zatlyn President Sell 10b5-1 plan 99,009 $279.34 $27.7M Sep 8
Aug 21, 2026 Michelle Zatlyn President Sell 10b5-1 plan 99,009 $285.71 $28.3M Aug 21
Aug 18, 2026 Janel Riley CAO Sell 10b5-1 plan 5,148 $306.91 $1.6M Aug 19
Aug 18, 2026 Alissa Michelle Starzak General Counsel Sell 10b5-1 plan 5,871 $307.79 $1.8M Aug 19
Aug 17, 2026 Thomas J Seifert CFO Sell 10b5-1 plan 10,000 $307.32 $3.1M Aug 19
Aug 10, 2026 John Graham-Cumming Director Sell 10b5-1 plan 2,520 $303.97 $766K Aug 11
Aug 6, 2026 Carl Ledbetter Director Sell 10b5-1 plan 5,000 $281.98 $1.4M Aug 6
Aug 5, 2026 Matthew Prince CEO Sell 10b5-1 plan 51,034 $297.58 $15.2M Aug 5
Aug 5, 2026 Matthew Prince CEO Sell 10b5-1 plan 33,631 $296.10 $10M Aug 5

Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.

Congress

Trade dateMemberChamberSideAmountDisclosed
Aug 18, 2026 Gilbert Cisneros House Sell $1K–$15K Sep 10
Feb 4, 2026 Josh Gottheimer House Sell $1K–$15K Mar 16
Dec 24, 2025 Gilbert Cisneros House Sell $1K–$15K Jan 12
Nov 18, 2025 Gilbert Cisneros House Buy $1K–$15K Dec 15
Oct 17, 2025 Gilbert Cisneros House Buy $1K–$15K Nov 18

Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.

Funds

Who holds it
InvestorSharesValueOf its portfolioVs quarter beforeAs of
ARK Invest (Cathie Wood) 382,127 $107.3M ARKW 1.9% · ARKF 1.1% · ARKK 1.1% — Nov 2
Bridgewater (Ray Dalio's firm) 6,720 $1.6M 0.01% -23% Q2 2026
Soros Fund Management (George Soros) 4,467 $1.1M 0.02% -59% Q2 2026
ARK's position

ARK is cutting NET: 1.1% → 0.81% of its portfolio in a month, −0.09 points from selling (≈$13.2M).

OverShare of ARK then → nowNet bought or soldFrom tradingFrom price and other
1M since Oct 2 1.1% → 0.81% −$13.2M −0.09−0.21
3M since Aug 3 0.28% → 0.81% +$80.1M +0.56−0.03
1Y since Oct 31 0.27% → 0.81% +$70.8M +0.51+0.03
ARK's buying and selling runs
SideTradedSessions tradedShares≈ ValueOf each session's volumePrice over it
Selling Oct 28 – Oct 29, 2026 2 1,769 $562.4K <0.1% -2.6%
Selling Oct 23, 2026 1 12,001 $3.9M 0.3%
Selling Oct 8, 2026 1 25,417 $8.7M 1.0%

Share of ARK: the stock's value over all of ARK's ETFs added up, from their daily holdings. From trading: the net dollars ARK bought (+) or sold (−) over the window's average assets, in points; from price and other: the rest of the change, mostly the stock's price against ARK's other holdings. A run: ARK trading the stock the same way with at most two sessions between trades (ARK spreads large orders out). This describes ARK's flow, not the price: in our check of 2020–2026, stocks trailed QQQ by about 3% over the 60 sessions after ARK's buys, and did about as well as QQQ after its sales.

Their moves
DateInvestorMoveSourceShares≈ ValueNow heldFiled
Oct 29, 2026 ARK Invest (Cathie Wood) Sold ARKW 169 $52.4K source
Oct 28, 2026 ARK Invest (Cathie Wood) Sold ARKW 1,600 $510K source
Oct 23, 2026 ARK Invest (Cathie Wood) Sold ARKK, ARKW 12,001 $3.9M source
Oct 8, 2026 ARK Invest (Cathie Wood) Sold ARKK 25,417 $8.7M source
Aug 26, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKW, ARKF 47,794 $13.6M source
Aug 19, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKW, ARKF 60,805 $17.7M source
Aug 18, 2026 ARK Invest (Cathie Wood) Bought ARKF 2,996 $902.9K source
Aug 17, 2026 ARK Invest (Cathie Wood) Bought ARKF 5,001 $1.5M source
Aug 14, 2026 Duquesne Family Office (Stanley Druckenmiller) Sold out 13F, Q2 2026 52,535 $10.8M Aug 14
Aug 12, 2026 ARK Invest (Cathie Wood) Bought ARKK 31,974 $10M source
Aug 11, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKF 7,561 $2.3M source
Aug 10, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKF 58,142 $18.1M source
Aug 7, 2026 ARK Invest (Cathie Wood) Bought ARKK 114,134 $34.3M source
Aug 6, 2026 ARK Invest (Cathie Wood) Sold ARKW 9,539 $2.7M source
Aug 3, 2026 ARK Invest (Cathie Wood) Sold ARKW 8,766 $2.5M source

Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves