Cloudflare, Inc.
NET- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001477333
In the last 90 days, Cloudflare, Inc. insiders filed 0 open-market purchases and 11 sales; 1,234 institutions reported holding it in 13F filings for Q2 2026, worth $69.8B in total; superinvestors ARK Invest and Soros Fund Management hold it.
13F holders, Q2 2026
Institutional positions in Cloudflare, Inc. 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
Q3 2026 data is still coming in: 768 institutions have reported holding NET so far. See Q3 2026
- Institutional holders
- 1,234
- +99 vs. Q1 2026
- Shares held
- 284.6M
- +7.90M (+2.9%) vs. Q1 2026
- Total value
- $69.8B
- +$12.8B (+22.4%) vs. Q1 2026
- New holders
- 217
- 489 more added
- Sold out
- 118
- 388 more reduced
10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NET on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $20.7B |
| Q2 2024 | 652 | $21.1B |
| Q1 2024 | 709 | $24.2B |
| Q4 2023 | 678 | $20.7B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $15.1B |
| Q4 2022 | 550 | $10.9B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.3B |
| Q1 2022 | 641 | $28.0B |
| Q4 2021 | 681 | $29.8B |
| Q3 2021 | 620 | $24.6B |
| Q2 2021 | 537 | $22.6B |
| Q1 2021 | 507 | $13.7B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 24,325,692 | $5.97B | 0.70% | +1,590,123+7.0% | Added |
| BlackRock, Inc. | 21,598,907 | $5.30B | 0.08% | +504,625+2.4% | Added |
| Vanguard Portfolio Management LLC | 16,819,726 | $4.13B | 0.19% | +779,837+4.9% | Added |
| Morgan Stanley | 15,258,327 | $3.74B | 0.20% | −624,994−3.9% | Reduced |
| Baillie Gifford & Co | 14,598,594 | $3.58B | 3.25% | −1,325,829−8.3% | Reduced |
| Vanguard Capital Management LLC | 14,430,365 | $3.54B | 0.08% | +714,169+5.2% | Added |
| FMR LLC | 12,655,471 | $3.10B | 0.13% | −904,980−6.7% | Reduced |
| Capital International Investors | 10,981,005 | $2.69B | 0.56% | +87,840+0.8% | Added |
| State Street Corp | 7,420,765 | $1.82B | 0.05% | +242,046+3.4% | Added |
| Geode Capital Management, LLC | 5,963,905 | $1.46B | 0.08% | −29,524−0.5% | Reduced |
| Jennison Associates LLC | 5,419,068 | $1.33B | 0.80% | +1,024,584+23.3% | Added |
| JPMorgan Chase & Co | 5,269,562 | $1.28B | 0.08% | −633,183−10.7% | Reduced |
| American Century Companies Inc | 4,286,156 | $1.05B | 0.46% | +658,901+18.2% | Added |
| Wellington Management Group LLP | 4,048,753 | $993.1M | 0.17% | +37,923+0.9% | Added |
| First Trust Advisors LP | 3,756,643 | $921.4M | 0.54% | −17,383−0.5% | Reduced |
| Franklin Resources Inc | 3,729,976 | $914.9M | 0.20% | +379,201+11.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,677,783 | $902.1M | 0.71% | −824,979−18.3% | Reduced |
| Norges Bank | 3,596,888 | $882.2M | 0.09% | +3,596,888 | New |
| Sands Capital Management, LLC | 3,239,504 | $794.6M | 2.95% | −422,245−11.5% | Reduced |
| Invesco Ltd. | 3,103,792 | $761.3M | 0.06% | −9,733−0.3% | Reduced |
| Goldman Sachs Group Inc | 3,071,969 | $753.5M | 0.08% | +619,603+25.3% | Added |
| Legal & General Group Plc | 2,641,523 | $647.9M | 0.14% | −312,651−10.6% | Reduced |
| Two Sigma Investments, LP | 2,586,183 | $634.3M | 0.48% | −233,654−8.3% | Reduced |
| UBS Asset Management Americas Inc | 2,418,577 | $593.2M | 0.11% | −125,466−4.9% | Reduced |
| Voya Investment Management LLC | 2,322,031 | $569.3M | 0.49% | −559,106−19.4% | Reduced |
| Bank of America Corp | 2,208,432 | $541.7M | 0.03% | +140,749+6.8% | Added |
| Northern Trust Corp | 2,100,022 | $515.1M | 0.06% | +98,721+4.9% | Added |
| AQR Capital Management LLC | 2,076,835 | $509.4M | 0.18% | +1,169,447+128.9% | Added |
| Vanguard Fiduciary Trust Co | 2,063,824 | $506.2M | 0.11% | +61,677+3.1% | Added |
| D. E. Shaw & Co., Inc. | 1,947,802 | $477.8M | 0.30% | +660,556+51.3% | Added |
| T. Rowe Price Investment Management, Inc. | 1,892,593 | $464.2M | 0.30% | +1,892,593 | New |
| Royal Bank of Canada | 1,841,879 | $451.8M | 0.08% | +234,211+14.6% | Added |
| Pictet Asset Management Holding SA | 1,798,113 | $441.0M | 0.42% | +416,128+30.1% | Added |
| Charles Schwab Investment Management Inc | 1,795,993 | $440.5M | 0.06% | +183,543+11.4% | Added |
| Gilder Gagnon Howe & Co LLC | 1,668,352 | $409.2M | 4.22% | −109,816−6.2% | Reduced |
| Deutsche Bank AG | 1,604,234 | $393.5M | 0.11% | +27,733+1.8% | Added |
| Amundi | 1,591,632 | $390.4M | 0.09% | −115,624−6.8% | Reduced |
| Massachusetts Financial Services Co | 1,578,485 | $387.1M | 0.12% | +111,375+7.6% | Added |
| Price T Rowe Associates Inc | 1,544,713 | $378.9M | 0.04% | +149,845+10.7% | Added |
| Polar Capital Holdings Plc | 1,240,516 | $304.3M | 0.86% | +76,432+6.6% | Added |
| Strategy Capital LLC | 1,106,100 | $271.3M | 16.72% | −32,517−2.9% | Reduced |
| Marshall Wace, LLP | 1,065,580 | $261.4M | 0.22% | +78,973+8.0% | Added |
| Bank of New York Mellon Corp | 1,045,642 | $256.5M | 0.04% | +1,601+0.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 997,856 | $244.8M | 0.14% | −76,541−7.1% | Reduced |
| Menora Mivtachim Holdings Ltd. | 983,250 | $241.2M | 0.94% | +983,250 | New |
| National Pension Service | 959,987 | $235.5M | 0.15% | +15,546+1.6% | Added |
| UBS Group AG | 957,879 | $234.9M | 0.04% | −300,519−23.9% | Reduced |
| Clearbridge Investments, LLC | 912,622 | $223.8M | 0.19% | +900,639+7,516.0% | Added |
| Raymond James Financial Inc | 909,543 | $223.1M | 0.06% | −31,304−3.3% | Reduced |
| HSBC Holdings PLC | 880,981 | $217.4M | 0.10% | +299,160+51.4% | Added |
| Swedbank AB | 881,457 | $216.2M | 0.19% | −46,149−5.0% | Reduced |
| Swiss National Bank | 875,100 | $214.6M | 0.11% | −52,100−5.6% | Reduced |
| Westfield Capital Management Co LP | 835,502 | $204.9M | 0.67% | +293,936+54.3% | Added |
| Nuveen, LLC | 816,850 | $200.4M | 0.05% | +80,942+11.0% | Added |
| Penserra Capital Management LLC | 816,098 | $200.2M | 1.54% | +87,450+12.0% | Added |
| Phoenix Holdings Ltd. | 807,564 | $198.1M | 1.35% | +485,747+150.9% | Added |
| Citigroup Inc | 734,622 | $180.2M | 0.08% | −70,571−8.8% | Reduced |
| Wells Fargo & Company | 714,505 | $175.3M | 0.03% | +98,384+16.0% | Added |
| Balyasny Asset Management LLC | 670,903 | $164.6M | 0.30% | +320,666+91.6% | Added |
| Nomura Asset Management International Inc. | 646,279 | $158.5M | 0.24% | −28,469−4.2% | Reduced |
| Squarepoint Ops LLC | 638,961 | $156.7M | 0.30% | +57,270+9.8% | Added |
| Vanguard Asset Management, Ltd | 614,819 | $150.8M | 0.10% | +72,861+13.4% | Added |
| Neuberger Berman Group LLC | 606,033 | $148.6M | 0.10% | +99,277+19.6% | Added |
| Lord, Abbett & Co. LLC | 494,215 | $121.2M | 0.35% | −497,845−50.2% | Reduced |
| Citadel Advisors LLC | 491,046 | $120.4M | 0.07% | −1,450,096−74.7% | Reduced |
| Ameriprise Financial Inc | 490,016 | $120.2M | 0.02% | −74,104−13.1% | Reduced |
| Artisan Partners Limited Partnership | 489,716 | $120.1M | 0.20% | −178,442−26.7% | Reduced |
| Fred Alger Management, LLC | 480,127 | $117.8M | 0.39% | −57,935−10.8% | Reduced |
| CIBC Bancorp USA Inc. | 476,845 | $116.9M | 0.14% | −18,054−3.6% | Reduced |
| Bamco Inc | 471,598 | $115.7M | 0.17% | +14,274+3.1% | Added |
| Daiwa Securities Group Inc. | 468,324 | $114.9M | 0.26% | +424,446+967.3% | Added |
| California State Teachers Retirement System | 467,067 | $114.6M | 0.11% | +1,208+0.3% | Added |
| Canada Pension Plan Investment Board | 457,160 | $112.1M | 0.06% | +318,719+230.2% | Added |
| Qube Research & Technologies Ltd | 454,589 | $111.5M | 0.12% | +454,589 | New |
| Mitsubishi UFJ Trust & Banking Corp | 435,009 | $106.7M | 0.23% | −76,459−14.9% | Reduced |
| Jane Street Group, LLC | 432,774 | $106.2M | 0.07% | −1,163,665−72.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 426,318 | $104.6M | 0.10% | +18,545+4.5% | Added |
| Credit Agricole S A | 417,945 | $102.5M | 0.26% | +14,764+3.7% | Added |
| Allspring Global Investments Holdings, LLC | 406,656 | $100.2M | 0.15% | −4,420−1.1% | Reduced |
| Mariner, LLC | 403,320 | $98.6M | 0.10% | −30,637−7.1% | Reduced |
| Rhumbline Advisers | 399,259 | $97.9M | 0.07% | +670+0.2% | Added |
| Victory Capital Management Inc | 393,058 | $96.4M | 0.05% | +8,283+2.2% | Added |
| Royal London Asset Management Ltd | 386,929 | $94.9M | 0.17% | +183,183+89.9% | Added |
| Tremblant Capital Group | 384,993 | $94.4M | 2.71% | +90,785+30.9% | Added |
| Peregrine Capital Management LLC | 384,759 | $94.4M | 3.07% | −17,090−4.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 377,513 | $92.6M | 0.05% | +33,010+9.6% | Added |
| California Public Employees Retirement System | 369,762 | $90.7M | 0.05% | −21,510−5.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 367,585 | $90.2M | 0.28% | −168,799−31.5% | Reduced |
| Bessemer Group Inc | 357,676 | $87.7M | 0.12% | −6,479−1.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 353,182 | $86.6M | 1.12% | −65,904−15.7% | Reduced |
| Whittier Trust Co | 344,815 | $85.4M | 0.84% | +3,847+1.1% | Added |
| Dimensional Fund Advisors LP | 343,178 | $84.2M | 0.02% | +6,244+1.9% | Added |
| USS Investment Management Ltd | 330,566 | $81.1M | 0.32% | +34,244+11.6% | Added |
| Allen Investment Management LLC | 328,347 | $80.5M | 0.96% | −14,698−4.3% | Reduced |
| Worldquant Millennium Advisors LLC | 327,943 | $80.4M | 0.28% | +327,943 | New |
| Susquehanna International Group, LLP | 320,307 | $78.6M | 0.07% | −42,983−11.8% | Reduced |
| Great West Life Assurance Co | 313,236 | $76.9M | 0.12% | +2,224+0.7% | Added |
| Nomura Asset Management Co Ltd | 311,231 | $76.3M | 0.16% | +42,330+15.7% | Added |
| Capital International Sarl | 308,809 | $75.7M | 1.07% | +29,857+10.7% | Added |
| Alyeska Investment Group, L.P. | 308,200 | $75.6M | 0.19% | +308,200 | New |