NET · Cloudflare Inc

Back to holdings

Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products.

Close · 3M

+27.86%

Held by 0 AI ETFs

None of the tracked AI ETFs currently hold this name.

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals4

Win rate75% (3/4)

Avg buy return+2.35%

BUZZno longer held7 signals

BUZZ · Exit · 1d

VanEck's BUZZ ETF, which ranks approximately 75 US large/mid caps by positive sentiment intensity derived from NLP analysis of social media, blogs, and news, removed Cloudflare (NET) from its portfolio. This algorithmic sentiment tracker's decision suggests a material decline in the "retail-crowd signal" it monitors for the Information Technology stock, despite NET's recent 30-day return of +11.3%. The gradual reduction in NET's weight, observed from 0.3500% to 0.3300% in the days preceding its complete removal to 0.0000% on June 18, 2026, aligns with a deteriorating positive sentiment signal over time. For this fund, which operates as a passive sentiment tracker and rebalances monthly during index reconstitution, NET no longer qualified for inclusion among its top-ranked stocks based on its unique methodology.

weight 0.330% → 0 (exited)·stock up 8.4% in the 30 days before

Jun 18·entry $224.06·now $246.31

+9.93%

since Jun 18

BUZZ · Weight decrease · 4d

The BUZZ NextGen AI US Sentiment Leaders Index, which the VanEck ETF tracks, registered a consecutive decrease in Cloudflare (NET) weight from 0.36% to 0.33% between June 8th and June 11th. This shift in portfolio allocation coincided with Cloudflare’s current price of $228.48, reflecting a 30-day return of 5.0% and a 90-day return of 36.9%, placing it at 84% of its 52-week high. BUZZ’s algorithmic sentiment tracker, which uses NLP over social media, blogs, and news to rank stocks by positive-sentiment intensity, is designed to capture changes in retail-crowd signals. Therefore, the observed decline in NET's weight indicates a reduction in its perceived positive sentiment intensity across these online channels, signaling a cooler crowd response despite the stock's prior gains.

weight 0.370% → 0.330% (-0.040 pp)·stock up 21.8% in the 30 days before

Jun 11·entry $227.44·now $246.31

+8.30%

since Jun 11

BUZZ · Weight decrease · 3d

Cloudflare (NET) is currently priced at $227.44, trading at 83% of its $272.66 52-week high, after registering a +11.0% return over the last 30 days and a +33.5% return over 90 days. This upward trajectory, while the stock approaches its annual peak, appears to coincide with a dip in positive sentiment intensity among the retail-crowd signals monitored by the BUZZ ETF. As an algorithmic sentiment tracker relying on NLP analysis of social media, blogs, and news, BUZZ’s methodology likely detected a consecutive decline in the positive-sentiment intensity for NET. This shift in underlying sentiment is reflected in the ETF's recent portfolio adjustments for NET, moving from 0.36% on June 8th to 0.34% by June 10th. The decrease suggests a subtle softening in the retail crowd's enthusiasm as the stock reached higher price levels.

weight 0.370% → 0.340% (-0.030 pp)·stock up 13.5% in the 30 days before

Jun 10·entry $219.67·now $246.31

+12.13%

since Jun 10

BUZZ · Weight decrease · 2d

Cloudflare (NET) shares recently traded at $219.67, positioning the stock at 81% of its 52-week high after delivering a +3.6% return over 30 days and a +20.4% gain across 90 days. This trajectory, with the stock currently off its peak despite strong recent performance, appears to have influenced the sentiment captured by the VanEck BUZZ ETF. The fund, which passively tracks an index ranking stocks by positive-sentiment intensity derived from NLP analysis of social media and news, registered a consecutive decrease in NET's weight from 0.37% to 0.35% between June 5th and June 9th. This suggests that while Cloudflare's returns were significant, the *intensity* of new positive commentary among the retail-crowd signals, which BUZZ prioritizes, may have diminished following its prior run-up, perhaps as discussions became less fervent or shifted. As a result, NET's sentiment-derived ranking within the BUZZ NextGen AI US Sentiment Leaders Index likely declined during this period of consolidation or slight pullback in price.

weight 0.370% → 0.350% (-0.020 pp)·stock up 20.4% in the 30 days before

Jun 9·entry $236.13·now $246.31

+4.31%

since Jun 9

BUZZ · Weight increase · 3d

Cloudflare Inc. (NET) has seen its share price reach $272.66, marking 100% of its 52-week high, following a 30-day return of +31.3% and a 90-day return of +57.2%. This significant appreciation in NET's valuation likely generated the heightened positive-sentiment intensity across social media, blogs, and news that the VanEck BUZZ ETF's NLP methodology ranks. The consecutive increase in BUZZ's weight, climbing from 0.0000% on May 20th to 0.3600% by June 1st, directly coincides with this period of strong price momentum, indicating its algorithm detected a sustained positive shift. As an algorithmic sentiment tracker designed to reflect a retail-crowd signal rather than an active AI manager, BUZZ's move into and increased allocation to NET reflects the fund's passive capture of widespread bullishness surrounding the Information Technology stock during its ascent.

weight 0.290% → 0.360% (+0.070 pp)·stock up 32.1% in the 30 days before

Jun 1·entry $270.82·now $246.31Fresh

-9.05%

since Jun 1

BUZZ · Weight increase · 2d

Cloudflare's shares trading at $270.82, marking a 52-week high, and delivering a 30-day return of +32.2%, reflects a significant elevation in public interest suitable for the BUZZ ETF's algorithmic selection. This VanEck fund, tracking its NextGen AI US Sentiment Leaders Index, applies NLP to social media and news to identify stocks with heightened positive sentiment intensity, leading to NET's initial inclusion on May 21st at a 0.31% weight. Continued positive public discourse, likely propelled by the stock maintaining its high price levels, subsequently triggered consecutive daily weight increases from 0.29% to 0.32% between May 27th and May 29th. The pattern highlights how this sentiment tracker, acting as a retail-crowd signal, translates concentrated positive chatter into portfolio allocation even as the stock reaches new yearly highs.

weight 0.290% → 0.320% (+0.030 pp)·stock up 14.1% in the 30 days before

May 29·entry $241.82·now $246.31Fresh

+1.86%

since May 29

BUZZ · New entry · 1d

weight 0 → 0.310% (new)·stock up 2.5% in the 30 days before

May 21·entry $212.65·now $246.31Chased

+15.83%

since May 21

LQAIno longer held2 signals

LQAI · Exit · 1d

The AI ETF likely initiated the removal of Cloudflare after its models identified a sustained negative shift in the stock's attractiveness, whether due to deteriorating financial indicators, underperformance, or an increased risk profile. The gradual reduction followed by full divestment suggests a systematic response to changing data. For retail investors, this action serves as a crucial reminder to establish clear exit strategies and continually monitor their own investments. AI-driven decisions can signal a weakening outlook based on patterns often missed or reacted to slower by human analysis.

weight 0.110% → 0 (exited)·stock up 1.5% in the 30 days before

May 12·entry $186.79·now $246.31

+31.86%

since May 12

LQAI · Weight increase · 2d

The AI fund's consecutive weight increase in Cloudflare (NET) suggests its algorithms detected a strengthening positive trend or an improving fundamental outlook for the company based on recent data. This sustained buying indicates increasing conviction by the AI in NET's potential outperformance. For retail investors, this serves as a signal to conduct their own due diligence on Cloudflare, focusing on recent news or earnings that might be driving the AI's decision, and to consider the potential for emerging positive momentum.

weight 0.130% → 0.150% (+0.020 pp)·stock up 15.4% in the 30 days before

May 5·entry $244.43·now $246.31Fresh

+0.77%

since May 5

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.