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 2021
Institutional positions in Cloudflare, Inc. as of Jun 30, 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
- 537
- +31 vs. Q1 2021
- Shares held
- 213.9M
- +18.0M (+9.2%) vs. Q1 2021
- Total value
- $22.6B
- +$8.88B (+64.7%) vs. Q1 2021
- New holders
- 105
- 197 more added
- Sold out
- 74
- 159 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 30,396,133 | $3.22B | 0.25% | −792,679−2.5% | Reduced |
| Baillie Gifford & Co | 30,267,184 | $3.20B | 1.56% | +271,966+0.9% | Added |
| Morgan Stanley | 28,729,894 | $3.04B | 0.40% | +15,680,274+120.2% | Added |
| Vanguard Group Inc | 20,371,447 | $2.16B | 0.05% | +1,773,373+9.5% | Added |
| BlackRock Inc. | 14,659,831 | $1.55B | 0.04% | +3,655,971+33.2% | Added |
| Venrock Management V, LLC | 6,318,148 | $668.7M | 99.56% | −7,034,039−52.7% | Reduced |
| State Street Corp | 4,949,543 | $523.9M | 0.03% | +1,916,598+63.2% | Added |
| Gilder Gagnon Howe & Co LLC | 4,810,232 | $509.1M | 2.50% | −115,421−2.3% | Reduced |
| Norges Bank | 4,249,853 | $449.8M | 0.10% | +440,444+11.6% | Added |
| First Trust Advisors LP | 2,858,966 | $302.6M | 0.33% | +15,471+0.5% | Added |
| NEA Management Company, LLC | 2,763,583 | $292.5M | 3.81% | 00.0% | Unchanged |
| Capital World Investors | 2,686,637 | $284.4M | 0.05% | +200,546+8.1% | Added |
| Franklin Resources Inc | 2,539,301 | $268.8M | 0.10% | +69,887+2.8% | Added |
| Geode Capital Management, LLC | 2,515,792 | $265.8M | 0.04% | +445,675+21.5% | Added |
| Legal & General Group Plc | 2,289,442 | $242.3M | 0.08% | +714,385+45.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,697,777 | $179.7M | 0.38% | −60,035−3.4% | Reduced |
| California Public Employees Retirement System | 1,537,937 | $162.8M | 0.12% | +300,435+24.3% | Added |
| Deutsche Bank AG | 1,519,044 | $160.8M | 0.08% | −474,303−23.8% | Reduced |
| Wells Fargo & Company | 1,496,084 | $158.3M | 0.04% | −199,637−11.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,431,205 | $151.5M | 0.05% | +78,406+5.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,391,235 | $147.2M | 0.09% | +8,158+0.6% | Added |
| Northern Trust Corp | 1,387,394 | $146.8M | 0.03% | +285,378+25.9% | Added |
| Bank of America Corp | 1,355,591 | $143.5M | 0.02% | +745,914+122.3% | Added |
| 1832 Asset Management L.P. | 1,297,000 | $137.8M | 0.27% | +1,297,000 | New |
| Invesco Ltd. | 1,088,897 | $115.2M | 0.03% | +356,881+48.8% | Added |
| Goldman Sachs Group Inc | 1,078,979 | $114.2M | 0.03% | −108,157−9.1% | Reduced |
| Nuveen Asset Management, LLC | 1,068,521 | $113.1M | 0.03% | +546,867+104.8% | Added |
| Allianz Asset Management GmbH | 1,063,357 | $112.5M | 0.10% | +385,041+56.8% | Added |
| Sands Capital Management, LLC | 1,033,887 | $109.4M | 0.19% | +116,140+12.7% | Added |
| Bank of New York Mellon Corp | 1,016,674 | $107.6M | 0.02% | +221,982+27.9% | Added |
| Royal Bank of Canada | 926,692 | $98.1M | 0.03% | −53,108−5.4% | Reduced |
| Swiss National Bank | 918,600 | $97.2M | 0.06% | −122,200−11.7% | Reduced |
| La Financiere de L'Echiquier | 913,000 | $96.6M | 3.69% | −83,000−8.3% | Reduced |
| UBS Asset Management Americas Inc | 788,760 | $83.5M | 0.04% | +214,480+37.3% | Added |
| D. E. Shaw & Co., Inc. | 741,870 | $78.5M | 0.09% | +56,040+8.2% | Added |
| Federated Hermes, Inc. | 704,458 | $74.6M | 0.14% | −116,775−14.2% | Reduced |
| Nikko Asset Management Americas, Inc. | 677,235 | $71.2M | 0.28% | −75,665−10.0% | Reduced |
| Parametric Portfolio Associates LLC | 668,967 | $70.8M | 0.04% | −23,871−3.4% | Reduced |
| ETF Managers Group, LLC | 648,759 | $69.8M | 1.14% | −119,426−15.5% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 613,639 | $64.9M | 0.12% | −328,827−34.9% | Reduced |
| Citadel Advisors LLC | 558,720 | $59.1M | 0.06% | −437,420−43.9% | Reduced |
| SW Investment Management LLC | 550,000 | $58.2M | 22.30% | 00.0% | Unchanged |
| SQN Investors LP | 524,657 | $55.5M | 3.00% | −92,632−15.0% | Reduced |
| Strategy Capital LLC | 510,107 | $54.0M | 5.53% | +510,107 | New |
| Whetstone Capital Advisors, LLC | 506,569 | $53.6M | 10.01% | −11,872−2.3% | Reduced |
| Hitchwood Capital Management LP | 500,000 | $52.9M | 1.79% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 498,968 | $52.8M | 3.86% | −101,405−16.9% | Reduced |
| Cota Capital Management, LLC | 493,891 | $52.3M | 9.07% | 00.0% | Unchanged |
| Long Walk Management LP | 474,797 | $50.3M | 34.53% | +474,797 | New |
| California State Teachers Retirement System | 450,928 | $47.7M | 0.06% | +215,100+91.2% | Added |
| American Century Companies Inc | 443,501 | $46.9M | 0.03% | +443,501 | New |
| Neuberger Berman Group LLC | 426,882 | $45.1M | 0.04% | −220,674−34.1% | Reduced |
| Bamco Inc | 408,841 | $43.3M | 0.10% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 363,690 | $38.5M | 0.20% | +125,171+52.5% | Added |
| New York State Common Retirement Fund | 359,356 | $38.0M | 0.04% | +157,703+78.2% | Added |
| National Pension Service | 357,756 | $37.9M | 0.07% | +2,156+0.6% | Added |
| Tobam | 357,401 | $37.8M | 1.51% | −95,245−21.0% | Reduced |
| 12 West Capital Management LP | 353,200 | $37.4M | 1.57% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 347,740 | $36.8M | 0.19% | +312,340+882.3% | Added |
| JPMorgan Chase & Co | 335,352 | $35.5M | 0.00% | −248,134−42.5% | Reduced |
| Polar Capital Holdings Plc | 318,597 | $33.7M | 0.18% | +152,403+91.7% | Added |
| Bank of Montreal | 308,526 | $33.2M | 0.02% | +187,795+155.5% | Added |
| Credit Suisse AG | 306,372 | $33.0M | 0.03% | −54,518−15.1% | Reduced |
| Great West Life Assurance Co | 311,054 | $32.9M | 0.08% | +65,502+26.7% | Added |
| State Board of Administration of Florida Retirement System | 300,952 | $31.9M | 0.06% | +158,170+110.8% | Added |
| Alliancebernstein L.P. | 286,397 | $30.3M | 0.01% | +51,602+22.0% | Added |
| Renaissance Capital LLC | 283,887 | $30.0M | 4.75% | +120,177+73.4% | Added |
| Optimus Prime Fund Management Co., Ltd. | 276,645 | $29.3M | 1.99% | 00.0% | Unchanged |
| ThornTree Capital Partners LP | 271,022 | $28.7M | 4.45% | −13,937−4.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 240,164 | $25.4M | 0.16% | −53,420−18.2% | Reduced |
| Atika Capital Management LLC | 236,000 | $25.0M | 2.07% | +34,000+16.8% | Added |
| Rhumbline Advisers | 235,660 | $24.9M | 0.03% | +115,773+96.6% | Added |
| GAM Holding AG | 235,528 | $24.9M | 1.09% | +235,528 | New |
| Truxt Investmentos Ltda. | 235,100 | $24.9M | 1.65% | +235,100 | New |
| Center Lake Capital Management, LLC | 235,000 | $24.9M | 3.58% | −35,000−13.0% | Reduced |
| Gabelli Funds LLC | 233,723 | $24.7M | 0.16% | +6,147+2.7% | Added |
| UBS Group AG | 212,470 | $22.5M | 0.01% | −103,232−32.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207,318 | $21.9M | 0.12% | +30,791+17.4% | Added |
| Man Group plc | 200,969 | $21.3M | 0.08% | +125,068+164.8% | Added |
| Allen Investment Management LLC | 195,490 | $20.7M | 0.28% | 00.0% | Unchanged |
| Miura Global Management, LLC | 190,000 | $20.1M | 3.67% | −160,000−45.7% | Reduced |
| Eaton Vance Management | 182,764 | $19.3M | 0.03% | −314−0.2% | Reduced |
| Evercore Wealth Management, LLC | 179,886 | $19.0M | 0.35% | +77,560+75.8% | Added |
| Fred Alger Management, LLC | 179,623 | $19.0M | 0.04% | −29,499−14.1% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 175,000 | $18.5M | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 171,545 | $18.2M | 0.10% | +157,523+1,123.4% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 170,148 | $18.0M | 0.99% | +97,148+133.1% | Added |
| Susquehanna International Group, LLP | 168,632 | $17.8M | 0.02% | −377,193−69.1% | Reduced |
| CIBC Asset Management Inc | 168,328 | $17.8M | 0.07% | −20,333−10.8% | Reduced |
| Forte Capital LLC | 165,206 | $17.5M | 2.38% | +3,670+2.3% | Added |
| STRS Ohio | 158,627 | $16.8M | 0.06% | +26,329+19.9% | Added |
| Stony Point Capital LLC | 154,984 | $16.4M | 4.29% | +36,884+31.2% | Added |
| NZS Capital, LLC | 153,283 | $16.2M | 1.49% | +153,283 | New |
| Citigroup Inc | 148,181 | $15.7M | 0.01% | −45,476−23.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 147,628 | $15.6M | 0.14% | +8,400+6.0% | Added |
| Public Employees Retirement System of Ohio | 145,593 | $15.4M | 0.05% | +75,251+107.0% | Added |
| Dimensional Fund Advisors LP | 141,664 | $15.0M | 0.00% | +76,387+117.0% | Added |
| Treasurer of the State of North Carolina | 140,110 | $14.8M | 0.09% | +52,910+60.7% | Added |
| Park West Asset Management LLC | 140,000 | $14.8M | 0.43% | −97,500−41.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 165,200 | $14.7M | 0.11% | +165,200 | New |