Cloudflare, Inc.
NET- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001477333
13F holders, Q2 2021
Positions 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
- +30 vs. Q1 2021
- Shares held
- 213.91M
- +17.97M (+9.2%) vs. Q1 2021
- Total value
- $22.62B
- +$8.87B (+64.5%) vs. Q1 2021
Compare with Q1 2021: new holders and sold out
Holders over time
1 in Q4 2020 → 537 in Q2 2021
Institutions
| 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 | $3.2B | 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 | $668.71M | 99.56% | −7,034,039−52.7% | Reduced |
| STATE STREET CORP | 4,949,543 | $523.86M | 0.03% | +1,916,598+63.2% | Added |
| GILDER GAGNON HOWE & CO LLC | 4,810,232 | $509.12M | 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 | $302.59M | 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 | $284.35M | 0.05% | +200,546+8.1% | Added |
| FRANKLIN RESOURCES INC | 2,539,301 | $268.76M | 0.10% | +69,887+2.8% | Added |
| GEODE CAPITAL MANAGEMENT, LLC | 2,515,792 | $265.83M | 0.04% | +445,675+21.5% | Added |
| Legal & General Group Plc | 2,289,442 | $242.32M | 0.08% | +714,385+45.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,697,777 | $179.69M | 0.38% | −60,035−3.4% | Reduced |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1,537,937 | $162.78M | 0.12% | +300,435+24.3% | Added |
| DEUTSCHE BANK AG\ | 1,519,044 | $160.78M | 0.08% | −474,303−23.8% | Reduced |
| WELLS FARGO & COMPANY/MN | 1,496,084 | $158.35M | 0.04% | −199,637−11.8% | Reduced |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,431,205 | $151.48M | 0.05% | +78,406+5.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,391,235 | $147.25M | 0.09% | +8,158+0.6% | Added |
| NORTHERN TRUST CORP | 1,387,394 | $146.84M | 0.03% | +285,378+25.9% | Added |
| BANK OF AMERICA CORP /DE/ | 1,355,591 | $143.48M | 0.02% | +745,914+122.3% | Added |
| 1832 Asset Management L.P. | 1,297,000 | $137.84M | 0.27% | +1,297,000 | New |
| Invesco Ltd. | 1,088,897 | $115.25M | 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 | $113.09M | 0.03% | +546,867+104.8% | Added |
| Allianz Asset Management GmbH | 1,063,357 | $112.55M | 0.10% | +385,041+56.8% | Added |
| SANDS CAPITAL MANAGEMENT, LLC | 1,033,887 | $109.43M | 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 | $98.08M | 0.03% | −53,108−5.4% | Reduced |
| Swiss National Bank | 918,600 | $97.23M | 0.06% | −122,200−11.7% | Reduced |
| LA FINANCIERE DE L'ECHIQUIER | 913,000 | $96.63M | 3.69% | −83,000−8.3% | Reduced |
| UBS ASSET MANAGEMENT AMERICAS INC | 788,760 | $83.48M | 0.04% | +214,480+37.3% | Added |
| D. E. Shaw & Co., Inc. | 741,870 | $78.52M | 0.09% | +56,040+8.2% | Added |
| FEDERATED HERMES, INC. | 704,458 | $74.56M | 0.14% | −116,775−14.2% | Reduced |
| Nikko Asset Management Americas, Inc. | 677,235 | $71.25M | 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 | $69.81M | 1.14% | −119,426−15.5% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 613,639 | $64.95M | 0.12% | −328,827−34.9% | Reduced |
| CITADEL ADVISORS LLC | 558,720 | $59.14M | 0.06% | −437,420−43.9% | Reduced |
| SW Investment Management LLC | 550,000 | $58.21M | 22.30% | 00.0% | Unchanged |
| SQN Investors LP | 524,657 | $55.53M | 3.00% | −92,632−15.0% | Reduced |
| Strategy Capital LLC | 510,107 | $53.99M | 5.53% | +510,107 | New |
| Whetstone Capital Advisors, LLC | 506,569 | $53.62M | 9.96% | −11,872−2.3% | Reduced |
| Hitchwood Capital Management LP | 500,000 | $52.92M | 1.79% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 498,968 | $52.81M | 3.86% | −101,405−16.9% | Reduced |
| Cota Capital Management, LLC | 493,891 | $52.27M | 9.07% | 00.0% | Unchanged |
| LONG WALK MANAGEMENT LP | 474,797 | $50.25M | 34.53% | +474,797 | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 450,928 | $47.73M | 0.06% | +215,100+91.2% | Added |
| AMERICAN CENTURY COMPANIES INC | 443,501 | $46.94M | 0.03% | +443,501 | New |
| Neuberger Berman Group LLC | 426,882 | $45.1M | 0.04% | −220,674−34.1% | Reduced |
| BAMCO INC /NY/ | 408,841 | $43.27M | 0.10% | 00.0% | Unchanged |
| PERSONAL CAPITAL ADVISORS CORP | 363,690 | $38.49M | 0.20% | +125,171+52.5% | Added |
| NEW YORK STATE COMMON RETIREMENT FUND | 359,356 | $38.03M | 0.04% | +157,703+78.2% | Added |
| National Pension Service | 357,756 | $37.87M | 0.07% | +2,156+0.6% | Added |
| TOBAM | 357,401 | $37.83M | 1.51% | −95,245−21.0% | Reduced |
| 12 West Capital Management LP | 353,200 | $37.38M | 1.57% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 347,740 | $36.81M | 0.19% | +312,340+882.3% | Added |
| JPMORGAN CHASE & CO | 335,352 | $35.49M | 0.00% | −248,134−42.5% | Reduced |
| Polar Capital Holdings Plc | 318,597 | $33.72M | 0.15% | +152,403+91.7% | Added |
| BANK OF MONTREAL /CAN/ | 308,526 | $33.24M | 0.02% | +187,795+155.5% | Added |
| CREDIT SUISSE AG/ | 306,372 | $32.97M | 0.03% | −54,518−15.1% | Reduced |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 311,054 | $32.92M | 0.08% | +65,502+26.7% | Added |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 300,952 | $31.85M | 0.06% | +158,170+110.8% | Added |
| ALLIANCEBERNSTEIN L.P. | 286,397 | $30.31M | 0.01% | +51,602+22.0% | Added |
| Renaissance Capital LLC | 283,887 | $30.05M | 4.75% | +120,177+73.4% | Added |
| Optimus Prime Fund Management Co., Ltd. | 276,645 | $29.28M | 1.99% | 00.0% | Unchanged |
| ThornTree Capital Partners LP | 271,022 | $28.69M | 4.45% | −13,937−4.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 240,164 | $25.42M | 0.16% | −53,420−18.2% | Reduced |
| Atika Capital Management LLC | 236,000 | $24.98M | 2.07% | +34,000+16.8% | Added |
| RHUMBLINE ADVISERS | 235,660 | $24.94M | 0.03% | +115,773+96.6% | Added |
| GAM Holding AG | 235,528 | $24.93M | 1.09% | +235,528 | New |
| Truxt Investmentos Ltda. | 235,100 | $24.88M | 1.65% | +235,100 | New |
| Center Lake Capital Management, LLC | 235,000 | $24.87M | 3.58% | −35,000−13.0% | Reduced |
| GABELLI FUNDS LLC | 233,723 | $24.74M | 0.16% | +6,147+2.7% | Added |
| UBS Group AG | 212,470 | $22.49M | 0.01% | −103,232−32.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207,318 | $21.94M | 0.12% | +30,791+17.4% | Added |
| Man Group plc | 200,969 | $21.27M | 0.08% | +125,068+164.8% | Added |
| Allen Investment Management LLC | 195,490 | $20.69M | 0.28% | 00.0% | Unchanged |
| Miura Global Management, LLC | 190,000 | $20.11M | 3.67% | −160,000−45.7% | Reduced |
| EATON VANCE MANAGEMENT | 182,764 | $19.34M | 0.03% | −314−0.2% | Reduced |
| Evercore Wealth Management, LLC | 179,886 | $19.04M | 0.35% | +77,560+75.8% | Added |
| FRED ALGER MANAGEMENT, LLC | 179,623 | $19.01M | 0.04% | −29,499−14.1% | Reduced |
| TIGER GLOBAL MANAGEMENT LLCSuperinvestorTiger Global Management | 175,000 | $18.52M | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 171,545 | $18.15M | 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 | $18.01M | 0.99% | +97,148+133.1% | Added |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 168,632 | $17.85M | 0.02% | −377,193−69.1% | Reduced |
| CIBC Asset Management Inc | 168,328 | $17.82M | 0.07% | −20,333−10.8% | Reduced |
| FORTE CAPITAL LLC /ADV | 165,206 | $17.49M | 2.38% | +3,670+2.3% | Added |
| STRS OHIO | 158,627 | $16.79M | 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 | $16.22M | 1.49% | +153,283 | New |
| CITIGROUP INC | 148,181 | $15.68M | 0.01% | −45,476−23.5% | Reduced |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 147,628 | $15.63M | 0.14% | +8,400+6.0% | Added |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 145,593 | $15.41M | 0.05% | +75,251+107.0% | Added |
| DIMENSIONAL FUND ADVISORS LP | 141,664 | $15M | 0.00% | +76,387+117.0% | Added |
| Treasurer of the State of North Carolina | 140,110 | $14.83M | 0.09% | +52,910+60.7% | Added |
| Park West Asset Management LLC | 140,000 | $14.82M | 0.43% | −97,500−41.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 165,200 | $14.74M | 0.11% | +165,200 | New |