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; 1,228 institutions reported holding it in 13F filings for Q2 2026, worth $75.0B 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 (+64.6%) 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 | 1,228 | $75.0B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.9B |
| Q3 2025 | 1,039 | $61.4B |
| Q2 2025 | 947 | $54.6B |
| Q1 2025 | 872 | $30.1B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.8B |
| Q2 2024 | 652 | $21.2B |
| Q1 2024 | 709 | $29.6B |
| Q4 2023 | 678 | $23.3B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $16.2B |
| Q4 2022 | 550 | $11.0B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.4B |
| 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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 75,411 | $7.98M | 0.04% | −12,708−14.4% | Reduced |
| Pictet Asset Management Ltd | 76,005 | $8.04M | 0.01% | +8,682+12.9% | Added |
| Oregon Public Employees Retirement Fund | 78,184 | $8.28M | 0.09% | +33,490+74.9% | Added |
| Prescott Group Capital Management, L.L.C. | 78,228 | $8.28M | 2.34% | −54,358−41.0% | Reduced |
| Advisor Group Holdings, Inc. | 78,457 | $8.30M | 0.02% | +6,032+8.3% | Added |
| Voya Investment Management LLC | 78,735 | $8.33M | 0.02% | +40,235+104.5% | Added |
| Ameriprise Financial Inc | 80,326 | $8.50M | 0.00% | −10,289−11.4% | Reduced |
| HSBC Holdings PLC | 80,476 | $8.54M | 0.01% | −5,149−6.0% | Reduced |
| Rothschild & Co Asset Management US Inc. | 82,436 | $8.72M | 0.10% | +8,680+11.8% | Added |
| Price T Rowe Associates Inc | 83,396 | $8.83M | 0.00% | −112,039−57.3% | Reduced |
| Storebrand Asset Management AS | 86,892 | $9.20M | 0.04% | −15,048−14.8% | Reduced |
| Royal London Asset Management Ltd | 87,812 | $9.29M | 0.04% | +44,942+104.8% | Added |
| Russell Investments Group, Ltd. | 87,107 | $9.30M | 0.02% | +3,917+4.7% | Added |
| Aviva PLC | 88,137 | $9.33M | 0.04% | +32,355+58.0% | Added |
| Asset Management One Co.,Ltd. | 92,186 | $9.76M | 0.04% | +3,194+3.6% | Added |
| Parallax Volatility Advisers, L.P. | 92,436 | $9.78M | 0.12% | +73,730+394.2% | Added |
| AMJ Financial Wealth Management | 93,658 | $9.91M | 4.31% | +124+0.1% | Added |
| Hamilton Lane Advisors LLC | 95,850 | $10.1M | 3.17% | +1,315+1.4% | Added |
| Amundi | 98,545 | $10.4M | 0.01% | +98,545 | New |
| Sentinel Trust Co Lba | 98,718 | $10.4M | 1.58% | −7,500−7.1% | Reduced |
| Firsthand Capital Management, Inc. | 100,000 | $10.6M | 2.65% | 00.0% | Unchanged |
| Ma Investment Partnership, LP | 100,000 | $10.6M | 5.91% | 00.0% | Unchanged |
| Nwi Management LP | 100,000 | $10.6M | 0.80% | +100,000 | New |
| Telemark Asset Management, LLC | 100,000 | $10.6M | 0.84% | +100,000 | New |
| Vestor Capital, LLC | 101,302 | $10.7M | 1.13% | −501−0.5% | Reduced |
| AQR Capital Management LLC | 108,490 | $11.5M | 0.02% | −132,367−55.0% | Reduced |
| Vontobel Holding Ltd. | 109,501 | $11.8M | 0.10% | +79,224+261.7% | Added |
| State of Wisconsin Investment Board | 114,728 | $12.1M | 0.03% | +18,049+18.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 116,840 | $12.4M | 0.06% | +18,893+19.3% | Added |
| RPG Investment Advisory, LLC | 116,999 | $12.4M | 2.02% | +1,026+0.9% | Added |
| Voloridge Investment Management, LLC | 123,048 | $13.0M | 0.09% | +117,903+2,291.6% | Added |
| Capital Fund Management S.A. | 123,542 | $13.1M | 0.35% | +123,542 | New |
| AO Asset Management, LP | 125,000 | $13.2M | 0.92% | +125,000 | New |
| Andra AP-fonden | 125,600 | $13.3M | 0.27% | +19,300+18.2% | Added |
| Jasper Ridge Partners, L.P. | 132,601 | $14.0M | 0.70% | +11,984+9.9% | Added |
| Raymond James & Associates | 133,002 | $14.1M | 0.01% | +29,474+28.5% | Added |
| State of New Jersey Common Pension Fund D | 134,623 | $14.2M | 0.05% | +15,844+13.3% | Added |
| Mn Services Vermogensbeheer B.V. | 165,200 | $14.7M | 0.11% | +165,200 | New |
| Park West Asset Management LLC | 140,000 | $14.8M | 0.43% | −97,500−41.1% | Reduced |
| Treasurer of the State of North Carolina | 140,110 | $14.8M | 0.09% | +52,910+60.7% | Added |
| Dimensional Fund Advisors LP | 141,664 | $15.0M | 0.00% | +76,387+117.0% | Added |
| Public Employees Retirement System of Ohio | 145,593 | $15.4M | 0.05% | +75,251+107.0% | Added |
| Teachers Retirement System of the State of Kentucky | 147,628 | $15.6M | 0.14% | +8,400+6.0% | Added |
| Citigroup Inc | 148,181 | $15.7M | 0.01% | −45,476−23.5% | Reduced |
| NZS Capital, LLC | 153,283 | $16.2M | 1.49% | +153,283 | New |
| Stony Point Capital LLC | 154,984 | $16.4M | 4.29% | +36,884+31.2% | Added |
| STRS Ohio | 158,627 | $16.8M | 0.06% | +26,329+19.9% | Added |
| Forte Capital LLC | 165,206 | $17.5M | 2.38% | +3,670+2.3% | Added |
| CIBC Asset Management Inc | 168,328 | $17.8M | 0.07% | −20,333−10.8% | Reduced |
| Susquehanna International Group, LLP | 168,632 | $17.8M | 0.02% | −377,193−69.1% | Reduced |
| 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 |
| Rockefeller Capital Management L.P. | 171,545 | $18.2M | 0.10% | +157,523+1,123.4% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 175,000 | $18.5M | 0.03% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 179,623 | $19.0M | 0.04% | −29,499−14.1% | Reduced |
| Evercore Wealth Management, LLC | 179,886 | $19.0M | 0.35% | +77,560+75.8% | Added |
| Eaton Vance Management | 182,764 | $19.3M | 0.03% | −314−0.2% | Reduced |
| Miura Global Management, LLC | 190,000 | $20.1M | 3.67% | −160,000−45.7% | Reduced |
| Allen Investment Management LLC | 195,490 | $20.7M | 0.28% | 00.0% | Unchanged |
| Man Group plc | 200,969 | $21.3M | 0.08% | +125,068+164.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207,318 | $21.9M | 0.12% | +30,791+17.4% | Added |
| UBS Group AG | 212,470 | $22.5M | 0.01% | −103,232−32.7% | Reduced |
| Gabelli Funds LLC | 233,723 | $24.7M | 0.16% | +6,147+2.7% | Added |
| Center Lake Capital Management, LLC | 235,000 | $24.9M | 3.58% | −35,000−13.0% | Reduced |
| Truxt Investmentos Ltda. | 235,100 | $24.9M | 1.65% | +235,100 | New |
| GAM Holding AG | 235,528 | $24.9M | 1.09% | +235,528 | New |
| Rhumbline Advisers | 235,660 | $24.9M | 0.03% | +115,773+96.6% | Added |
| Atika Capital Management LLC | 236,000 | $25.0M | 2.07% | +34,000+16.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 240,164 | $25.4M | 0.16% | −53,420−18.2% | Reduced |
| ThornTree Capital Partners LP | 271,022 | $28.7M | 4.45% | −13,937−4.9% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 276,645 | $29.3M | 1.99% | 00.0% | Unchanged |
| Renaissance Capital LLC | 283,887 | $30.0M | 4.75% | +120,177+73.4% | Added |
| Alliancebernstein L.P. | 286,397 | $30.3M | 0.01% | +51,602+22.0% | Added |
| State Board of Administration of Florida Retirement System | 300,952 | $31.9M | 0.06% | +158,170+110.8% | Added |
| Great West Life Assurance Co | 311,054 | $32.9M | 0.08% | +65,502+26.7% | Added |
| Credit Suisse AG | 306,372 | $33.0M | 0.03% | −54,518−15.1% | Reduced |
| Bank of Montreal | 308,526 | $33.2M | 0.02% | +187,795+155.5% | Added |
| Polar Capital Holdings Plc | 318,597 | $33.7M | 0.15% | +152,403+91.7% | Added |
| JPMorgan Chase & Co | 335,352 | $35.5M | 0.00% | −248,134−42.5% | Reduced |
| Handelsbanken Fonder AB | 347,740 | $36.8M | 0.19% | +312,340+882.3% | Added |
| 12 West Capital Management LP | 353,200 | $37.4M | 1.57% | 00.0% | Unchanged |
| Tobam | 357,401 | $37.8M | 1.51% | −95,245−21.0% | Reduced |
| National Pension Service | 357,756 | $37.9M | 0.07% | +2,156+0.6% | Added |
| New York State Common Retirement Fund | 359,356 | $38.0M | 0.04% | +157,703+78.2% | Added |
| Personal Capital Advisors Corp | 363,690 | $38.5M | 0.20% | +125,171+52.5% | Added |
| Bamco Inc | 408,841 | $43.3M | 0.10% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 426,882 | $45.1M | 0.04% | −220,674−34.1% | Reduced |
| American Century Companies Inc | 443,501 | $46.9M | 0.03% | +443,501 | New |
| California State Teachers Retirement System | 450,928 | $47.7M | 0.06% | +215,100+91.2% | Added |
| Long Walk Management LP | 474,797 | $50.3M | 34.53% | +474,797 | New |
| Cota Capital Management, LLC | 493,891 | $52.3M | 9.07% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 498,968 | $52.8M | 3.86% | −101,405−16.9% | Reduced |
| Hitchwood Capital Management LP | 500,000 | $52.9M | 1.79% | 00.0% | Unchanged |
| Whetstone Capital Advisors, LLC | 506,569 | $53.6M | 9.96% | −11,872−2.3% | Reduced |
| Strategy Capital LLC | 510,107 | $54.0M | 5.53% | +510,107 | New |
| SQN Investors LP | 524,657 | $55.5M | 3.00% | −92,632−15.0% | Reduced |
| SW Investment Management LLC | 550,000 | $58.2M | 22.30% | 00.0% | Unchanged |
| Citadel Advisors LLC | 558,720 | $59.1M | 0.06% | −437,420−43.9% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 613,639 | $64.9M | 0.12% | −328,827−34.9% | Reduced |
| ETF Managers Group, LLC | 648,759 | $69.8M | 1.14% | −119,426−15.5% | Reduced |
| Parametric Portfolio Associates LLC | 668,967 | $70.8M | 0.04% | −23,871−3.4% | Reduced |