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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 23 sales; 1,272 institutions reported holding it in 13F filings for Q2 2026, worth $78.5B in total; 3 superinvestors hold it, including ARK Invest and Oaktree Capital.

13F holders, Q1 2021

Institutional positions in Cloudflare, Inc. as of Mar 31, 2021. 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
507
No complete 13F data for Q4 2020
Shares held
195.9M
No complete 13F data for Q4 2020
Total value
$13.7B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 507 institutions
Q1 2021: 507 institutionsQ2 2021: 537 institutionsQ3 2021: 620 institutionsQ4 2021: 681 institutionsQ1 2022: 641 institutionsQ2 2022: 550 institutionsQ3 2022: 588 institutionsQ4 2022: 573 institutionsQ1 2023: 598 institutionsQ2 2023: 587 institutionsQ3 2023: 603 institutionsQ4 2023: 701 institutionsQ1 2024: 730 institutionsQ2 2024: 680 institutionsQ3 2024: 706 institutionsQ4 2024: 795 institutionsQ1 2025: 891 institutionsQ2 2025: 968 institutionsQ3 2025: 1,056 institutionsQ4 2025: 1,107 institutionsQ1 2026: 1,160 institutionsQ2 2026: 1,272 institutions
Value heldQ1 2021: $13.7B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.4BQ3 2022: $14.1BQ4 2022: $11.9BQ1 2023: $19.9BQ2 2023: $20.6BQ3 2023: $21.5BQ4 2023: $24.4BQ1 2024: $30.9BQ2 2024: $22.4BQ3 2024: $22.0BQ4 2024: $29.7BQ1 2025: $31.6BQ2 2025: $56.2BQ3 2025: $63.0BQ4 2025: $56.4BQ1 2026: $58.5BQ2 2026: $78.5B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,272$78.5B
Q1 20261,160$58.5B
Q4 20251,107$56.4B
Q3 20251,056$63.0B
Q2 2025968$56.2B
Q1 2025891$31.6B
Q4 2024795$29.7B
Q3 2024706$22.0B
Q2 2024680$22.4B
Q1 2024730$30.9B
Q4 2023701$24.4B
Q3 2023603$21.5B
Q2 2023587$20.6B
Q1 2023598$19.9B
Q4 2022573$11.9B
Q3 2022588$14.1B
Q2 2022550$10.4B
Q1 2022641$28.0B
Q4 2021681$29.8B
Q3 2021620$24.6B
Q2 2021537$22.6B
Q1 2021507$13.7B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Cloudflare, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding NET in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC31,188,812$2.19B0.19%––
Baillie Gifford & Co29,995,218$2.11B1.18%––
Vanguard Group Inc18,598,074$1.31B0.04%––
Venrock Management V, LLC13,352,187$938.1M96.06%––
Morgan Stanley13,049,620$916.9M0.13%––
BlackRock Inc.11,003,860$773.1M0.02%––
Gilder Gagnon Howe & Co LLC4,925,653$346.1M1.87%––
Norges Bank3,809,409$267.6M0.06%––
State Street Corp3,032,945$213.1M0.01%––
First Trust Advisors LP2,843,495$199.8M0.24%––
NEA Management Company, LLC2,763,583$194.2M4.36%––
Capital World Investors2,486,091$174.7M0.03%––
Franklin Resources Inc2,469,414$173.5M0.07%––
Geode Capital Management, LLC2,070,117$145.2M0.02%––
Deutsche Bank AG1,993,347$140.1M0.08%––
Mitsubishi UFJ Trust & Banking Corp1,757,812$123.5M0.27%––
Wells Fargo & Company1,695,721$119.1M0.03%––
Alkeon Capital Management LLC1,674,000$117.6M0.45%––
Legal & General Group Plc1,575,057$110.7M0.04%––
Sumitomo Mitsui Trust Holdings, Inc.1,383,077$97.2M0.06%––
Charles Schwab Investment Management Inc1,352,799$95.0M0.03%––
California Public Employees Retirement System1,237,502$86.9M0.07%––
Goldman Sachs Group Inc1,187,136$83.4M0.02%––
Northern Trust Corp1,102,016$77.4M0.01%––
Swiss National Bank1,040,800$73.1M0.05%––
Citadel Advisors LLC996,140$70.0M0.07%––
La Financiere de L'Echiquier996,000$70.0M2.83%––
Royal Bank of Canada979,800$68.8M0.02%––
ARK Investment Management LLCSuperinvestorARK Invest942,466$66.2M0.13%––
Sands Capital Management, LLC917,747$64.5M0.12%––
Federated Hermes, Inc.821,233$57.7M0.11%––
Bank of New York Mellon Corp794,692$55.8M0.01%––
Nikko Asset Management Americas, Inc.752,900$52.9M0.26%––
Invesco Ltd.732,016$51.4M0.01%––
ETF Managers Group, LLC768,185$50.5M0.90%––
Parametric Portfolio Associates LLC692,838$48.7M0.03%––
D. E. Shaw & Co., Inc.685,830$48.2M0.06%––
Allianz Asset Management GmbH678,316$47.7M0.05%––
Neuberger Berman Group LLC647,556$45.5M0.04%––
SQN Investors LP617,289$43.4M2.30%––
Bank of America Corp609,677$42.8M0.01%––
Corient Capital Partners, LLC600,373$42.2M3.61%––
JPMorgan Chase & Co583,486$41.0M0.01%––
UBS Asset Management Americas Inc574,280$40.3M0.02%––
SW Investment Management LLC550,000$38.6M18.18%––
Susquehanna International Group, LLP545,825$38.3M0.05%––
Nuveen Asset Management, LLC521,654$36.7M0.01%––
Whetstone Capital Advisors, LLC518,441$36.4M7.68%––
Hitchwood Capital Management LP500,000$35.1M1.25%––
Cota Capital Management, LLC493,891$34.7M7.63%––
Tobam452,646$31.8M1.35%––
Bamco Inc408,841$28.7M0.07%––
Artisan Partners Limited Partnership363,518$25.5M0.03%––
Credit Suisse AG360,890$25.4M0.02%––
Millennium Management LLC359,999$25.3M0.04%––
National Pension Service355,600$25.0M0.05%––
12 West Capital Management LP353,200$24.8M1.18%––
Miura Global Management, LLC350,000$24.6M4.39%––
Aspiriant, LLC331,014$23.3M1.49%––
UBS Group AG315,702$22.2M0.01%––
Renaissance Technologies LLC299,500$21.0M0.03%––
Bank Julius Baer & Co. Ltd, Zurich293,584$20.6M0.15%––
ThornTree Capital Partners LP284,959$20.0M2.84%––
Worldquant Millennium Advisors LLC283,314$19.9M0.42%––
Optimus Prime Fund Management Co., Ltd.276,645$19.4M1.76%––
Center Lake Capital Management, LLC270,000$19.0M3.51%––
Principal Financial Group Inc263,619$18.5M0.01%––
Great West Life Assurance Co245,552$17.2M0.04%––
Jag Capital Management, LLC244,655$17.2M1.52%––
Personal Capital Advisors Corp238,519$16.8M0.10%––
Park West Asset Management LLC237,500$16.7M0.55%––
California State Teachers Retirement System235,828$16.6M0.02%––
AQR Capital Management LLC240,857$16.6M0.03%––
Alliancebernstein L.P.234,795$16.5M0.01%––
Gabelli Funds LLC227,576$16.0M0.11%––
Fred Alger Management, LLC209,122$14.7M0.04%––
Atika Capital Management LLC202,000$14.2M1.48%––
New York State Common Retirement Fund201,653$14.2M0.02%––
Allen Investment Management LLC195,490$13.7M0.21%––
Price T Rowe Associates Inc195,435$13.7M0.00%––
Citigroup Inc193,657$13.6M0.01%––
Swedbank AB192,509$13.5M0.03%––
CIBC Asset Management Inc188,661$13.3M0.06%––
Eaton Vance Management183,078$12.9M0.02%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.176,527$12.4M0.08%––
Tiger Global Management LLCSuperinvestorTiger Global Management175,000$12.3M0.03%––
Martingale Asset Management L P168,959$11.9M0.14%––
Polar Capital Holdings Plc166,194$11.7M0.07%––
Renaissance Capital LLC163,710$11.5M1.70%––
Forte Capital LLC161,536$11.3M1.75%––
Teacher Retirement System of Texas160,735$11.3M0.06%––
Group One Trading, L.P.154,059$10.8M0.24%––
Walleye Trading LLC147,251$10.3M0.35%––
State Board of Administration of Florida Retirement System142,782$10.0M0.02%––
Teachers Retirement System of the State of Kentucky139,228$9.78M0.10%––
Prescott Group Capital Management, L.L.C.132,586$9.31M2.72%––
STRS Ohio132,298$9.29M0.03%––
Jane Street Group, LLC131,347$9.23M0.03%––
Nomura Asset Management Co Ltd126,720$8.90M0.06%––
Bank of Montreal120,731$8.74M0.01%––