Cloudflare, Inc.

NET
Exchange
NYSE
Industry
Services-Prepackaged Software
SEC CIK
0001477333

13F holders, Q2 2026

Positions as of Jun 30, 2026.

Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,272
+112 vs. Q1 2026
Shares held
421.39M
+96.02M (+29.5%) vs. Q1 2026
Total value
$78.51B
+$20.01B (+34.2%) vs. Q1 2026

Compare with Q1 2026: new holders and sold out

Holders over time

620 in Q3 2021 → 1,272 in Q2 2026

Show by quarter
Number of institutions holding NET by quarter
QuarterHolders
Q2 20261,272
Q1 20261,160
Q4 20251,107
Q3 20251,056
Q2 2025968
Q1 2025891
Q4 2024795
Q3 2024706
Q2 2024680
Q1 2024730
Q4 2023701
Q3 2023603
Q2 2023587
Q1 2023598
Q4 2022573
Q3 2022588
Q2 2022550
Q1 2022641
Q4 2021681
Q3 2021620

Institutions

Institutions holding NET in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Capital World Investors24,325,692$5.97B0.70%+1,590,123+7.0%Added
BlackRock, Inc.21,598,907$5.39B0.08%+504,625+2.4%Added
Banque Cantonale Vaudoise21,067$5.17B0.72%−5,057−19.4%Reduced
VANGUARD PORTFOLIO MANAGEMENT LLC16,819,726$4.13B0.19%+779,837+4.9%Added
MORGAN STANLEY15,258,327$3.78B0.20%−624,994−3.9%Reduced
BAILLIE GIFFORD & CO14,598,594$3.58B3.25%−1,325,829−8.3%Reduced
VANGUARD CAPITAL MANAGEMENT LLC14,430,365$3.54B0.08%+714,169+5.2%Added
FMR LLC12,655,471$3.19B0.14%−904,980−6.7%Reduced
Capital International Investors10,981,005$2.69B0.56%+87,840+0.8%Added
STATE STREET CORP7,420,765$1.9B0.06%+242,046+3.4%Added
GEODE CAPITAL MANAGEMENT, LLC5,963,905$1.46B0.08%−29,524−0.5%Reduced
JENNISON ASSOCIATES LLC5,419,068$1.33B0.80%+1,024,584+23.3%Added
JPMORGAN CHASE & CO5,269,562$1.3B0.08%−633,183−10.7%Reduced
AMERICAN CENTURY COMPANIES INC4,286,156$1.05B0.46%+658,901+18.2%Added
Voya Investment Management LLC2,322,031$1.03B0.89%−559,106−19.4%Reduced
FRANKLIN RESOURCES INC3,729,976$1.01B0.22%+379,201+11.3%Added
WELLINGTON MANAGEMENT GROUP LLP4,048,753$998.64M0.17%+37,923+0.9%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,677,783$948.21M0.74%−824,979−18.3%Reduced
FIRST TRUST ADVISORS LP3,756,643$921.43M0.54%−17,383−0.5%Reduced
NORGES BANK3,596,888$882.24M0.09%+3,596,888New
SANDS CAPITAL MANAGEMENT, LLC3,239,504$794.59M2.95%−422,245−11.5%Reduced
Invesco Ltd.3,103,792$773.95M0.06%−9,733−0.3%Reduced
GOLDMAN SACHS GROUP INC3,071,969$754.76M0.08%+619,603+25.3%Added
TWO SIGMA INVESTMENTS, LP2,586,183$698.67M0.53%−233,654−8.3%Reduced
Legal & General Group Plc2,641,523$647.91M0.14%−312,651−10.6%Reduced
D. E. Shaw & Co., Inc.1,947,802$625M0.39%+660,556+51.3%Added
UBS ASSET MANAGEMENT AMERICAS INC2,418,577$593.23M0.11%−125,466−4.9%Reduced
BANK OF AMERICA CORP /DE/2,208,432$541.68M0.03%+140,749+6.8%Added
NORTHERN TRUST CORP2,100,022$515.09M0.06%+98,721+4.9%Added
AQR CAPITAL MANAGEMENT LLC2,076,835$509.41M0.18%+1,169,447+128.9%Added
VANGUARD FIDUCIARY TRUST CO2,063,824$506.21M0.11%+61,677+3.1%Added
ROYAL BANK OF CANADA1,841,879$473.15M0.08%+234,211+14.6%Added
T. Rowe Price Investment Management, Inc.1,892,593$464.22M0.30%+1,892,593New
Pictet Asset Management Holding SA1,798,113$440.99M0.42%+416,128+30.1%Added
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,795,993$440.52M0.06%+183,543+11.4%Added
AMUNDI1,591,632$411.51M0.10%−115,624−6.8%Reduced
GILDER GAGNON HOWE & CO LLC1,668,352$409.21M4.22%−109,816−6.2%Reduced
DEUTSCHE BANK AG\1,604,234$397.85M0.12%+27,733+1.8%Added
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,578,485$387.13M0.12%+111,375+7.6%Added
PRICE T ROWE ASSOCIATES INC /MD/1,544,713$378.89M0.04%+149,845+10.7%Added
Polar Capital Holdings Plc1,240,516$304.27M0.86%+76,432+6.6%Added
Strategy Capital LLC1,106,100$271.3M16.72%−32,517−2.9%Reduced
MARSHALL WACE, LLP1,065,580$261.37M0.22%+78,973+8.0%Added
Bank of New York Mellon Corp3,545,642$259.65M0.04%+1,301,601+58.0%Added
Sumitomo Mitsui Trust Holdings, Inc.997,856$244.75M0.14%−76,541−7.1%Reduced
MENORA MIVTACHIM HOLDINGS LTD.983,250$241.17M0.94%+983,250New
National Pension Service959,987$235.47M0.15%+15,546+1.6%Added
UBS Group AG957,879$234.95M0.04%−300,519−23.9%Reduced
Clearbridge Investments, LLC912,622$223.85M0.19%+900,639+7,516.0%Added
RAYMOND JAMES FINANCIAL INC909,543$223.09M0.06%−31,304−3.3%Reduced
HSBC HOLDINGS PLC880,981$217.37M0.10%+299,160+51.4%Added
Nuveen, LLC816,850$216.78M0.05%+80,942+11.0%Added
Swedbank AB881,457$216.2M0.19%−46,149−5.0%Reduced
Swiss National Bank875,100$214.64M0.11%−52,100−5.6%Reduced
WESTFIELD CAPITAL MANAGEMENT CO LP835,502$204.93M0.67%+293,936+54.3%Added
Penserra Capital Management LLC816,098$200.17M1.54%+87,450+12.0%Added
Balyasny Asset Management LLC670,903$198.24M0.36%+320,666+91.6%Added
Phoenix Holdings Ltd.807,564$198.07M1.35%+485,747+150.9%Added
WOLVERINE ASSET MANAGEMENT LLC–$182.13M2.38%–New
CITIGROUP INC734,622$180.24M0.08%−70,571−8.8%Reduced
WELLS FARGO & COMPANY/MN714,505$177.77M0.03%+98,384+16.0%Added
LORD, ABBETT & CO. LLC494,215$167.6M0.48%−497,845−50.2%Reduced
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.646,279$163.27M0.25%−28,469−4.2%Reduced
Squarepoint Ops LLC638,961$156.72M0.30%+57,270+9.8%Added
CALAMOS ADVISORS LLC–$153.73M0.56%––
VANGUARD ASSET MANAGEMENT, Ltd614,819$150.8M0.10%+72,861+13.4%Added
Whitebox Advisors LLC–$149.61M2.42%–New
Neuberger Berman Group LLC606,033$148.65M0.10%+99,277+19.6%Added
HIGHBRIDGE CAPITAL MANAGEMENT LLC–$142.04M4.84%––
AMERIPRISE FINANCIAL INC490,016$140.43M0.03%−74,104−13.1%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.426,318$129.32M0.13%−6,446,455−93.8%Reduced
CITADEL ADVISORS LLC491,046$126.79M0.07%−1,450,096−74.7%Reduced
Artisan Partners Limited Partnership489,716$120.12M0.20%−178,442−26.7%Reduced
Daiwa Securities Group Inc.468,324$120.01M0.27%+424,446+967.3%Added
FRED ALGER MANAGEMENT, LLC480,127$117.77M0.39%−57,935−10.8%Reduced
CIBC Bancorp USA Inc.476,845$116.94M0.14%−18,054−3.6%Reduced
BAMCO INC /NY/471,598$115.67M0.17%+14,274+3.1%Added
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM467,067$114.56M0.11%+1,208+0.3%Added
CANADA PENSION PLAN INVESTMENT BOARD457,160$112.13M0.06%+318,719+230.2%Added
Qube Research & Technologies Ltd454,589$111.5M0.12%+454,589New
ARISTEIA CAPITAL LLC–$110.25M1.73%–New
TENOR CAPITAL MANAGEMENT Co., L.P.–$108.66M1.53%––
Mitsubishi UFJ Trust & Banking Corp435,009$106.7M0.23%−76,459−14.9%Reduced
JANE STREET GROUP, LLC432,774$106.15M0.07%−1,163,665−72.9%Reduced
CAMDEN ASSET MANAGEMENT L P /CA–$105.85M3.08%–New
CREDIT AGRICOLE S A417,945$102.51M0.26%+14,764+3.7%Added
Allspring Global Investments Holdings, LLC406,656$100.16M0.15%−4,420−1.1%Reduced
Mariner, LLC403,320$98.63M0.10%−30,637−7.1%Reduced
RHUMBLINE ADVISERS399,259$97.93M0.07%+670+0.2%Added
VICTORY CAPITAL MANAGEMENT INC393,058$96.41M0.05%+8,283+2.2%Added
ROYAL LONDON ASSET MANAGEMENT LTD386,929$94.91M0.17%+183,183+89.9%Added
TREMBLANT CAPITAL GROUP384,993$94.43M2.71%+90,785+30.9%Added
PEREGRINE CAPITAL MANAGEMENT LLC384,759$94.37M3.07%−17,090−4.3%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.377,513$92.6M0.05%+33,010+9.6%Added
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM369,762$90.7M0.05%−21,510−5.5%Reduced
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC367,585$90.16M0.28%−168,799−31.5%Reduced
DeepCurrents Investment Group LLC–$89.58M3.07%––
BESSEMER GROUP INC357,676$87.73M0.12%−6,479−1.8%Reduced
Nikko Asset Management Americas, Inc.353,182$86.62M1.12%−65,904−15.7%Reduced
CAPSTONE INVESTMENT ADVISORS, LLC1,088$86.49M0.60%––