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, Q3 2021
Institutional positions in Cloudflare, Inc. as of Sep 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
- 620
- +87 vs. Q2 2021
- Shares held
- 218.2M
- +10.7M (+5.2%) vs. Q2 2021
- Total value
- $24.6B
- +$2.62B (+11.9%) vs. Q2 2021
- New holders
- 127
- 226 more added
- Sold out
- 40
- 174 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 1,272 | $78.5B |
| Q1 2026 | 1,160 | $58.5B |
| Q4 2025 | 1,107 | $56.4B |
| Q3 2025 | 1,056 | $63.0B |
| Q2 2025 | 968 | $56.2B |
| Q1 2025 | 891 | $31.6B |
| Q4 2024 | 795 | $29.7B |
| Q3 2024 | 706 | $22.0B |
| Q2 2024 | 680 | $22.4B |
| Q1 2024 | 730 | $30.9B |
| Q4 2023 | 701 | $24.4B |
| Q3 2023 | 603 | $21.5B |
| Q2 2023 | 587 | $20.6B |
| Q1 2023 | 598 | $19.9B |
| Q4 2022 | 573 | $11.9B |
| Q3 2022 | 588 | $14.1B |
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 31,002,733 | $3.49B | 0.28% | +606,600+2.0% | Added |
| Baillie Gifford & Co | 29,734,942 | $3.35B | 1.75% | −532,242−1.8% | Reduced |
| Morgan Stanley | 27,910,765 | $3.14B | 0.42% | −819,129−2.9% | Reduced |
| Vanguard Group Inc | 21,889,538 | $2.47B | 0.06% | +1,518,091+7.5% | Added |
| BlackRock Inc. | 15,926,333 | $1.79B | 0.05% | +1,266,502+8.6% | Added |
| Sands Capital Management, LLC | 8,323,377 | $937.6M | 1.56% | +7,289,490+705.1% | Added |
| State Street Corp | 5,192,327 | $584.9M | 0.03% | +242,784+4.9% | Added |
| Gilder Gagnon Howe & Co LLC | 4,379,378 | $493.3M | 2.56% | −430,854−9.0% | Reduced |
| Norges Bank | 4,125,067 | $464.7M | 0.10% | −124,786−2.9% | Reduced |
| Geode Capital Management, LLC | 3,136,303 | $352.8M | 0.05% | +620,511+24.7% | Added |
| Capital World Investors | 2,686,649 | $302.7M | 0.05% | +120.0% | Added |
| First Trust Advisors LP | 2,558,785 | $288.2M | 0.31% | −300,181−10.5% | Reduced |
| Franklin Resources Inc | 2,386,866 | $268.9M | 0.10% | −152,435−6.0% | Reduced |
| Legal & General Group Plc | 2,164,477 | $243.8M | 0.08% | −124,965−5.5% | Reduced |
| Deutsche Bank AG | 1,707,605 | $192.4M | 0.09% | +188,561+12.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,642,758 | $185.1M | 0.40% | −55,019−3.2% | Reduced |
| Northern Trust Corp | 1,611,299 | $181.5M | 0.03% | +223,905+16.1% | Added |
| California Public Employees Retirement System | 1,572,725 | $177.2M | 0.13% | +34,788+2.3% | Added |
| Wells Fargo & Company | 1,494,858 | $168.4M | 0.04% | −1,226−0.1% | Reduced |
| Allianz Asset Management GmbH | 1,391,008 | $156.7M | 0.13% | +327,651+30.8% | Added |
| Bank of America Corp | 1,355,636 | $152.7M | 0.02% | +450.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,313,532 | $148.0M | 0.09% | −77,703−5.6% | Reduced |
| Invesco Ltd. | 1,116,512 | $125.8M | 0.03% | +27,615+2.5% | Added |
| Royal Bank of Canada | 1,065,148 | $120.0M | 0.03% | +138,456+14.9% | Added |
| Bank of New York Mellon Corp | 1,019,785 | $114.9M | 0.02% | +3,111+0.3% | Added |
| Goldman Sachs Group Inc | 1,003,892 | $113.1M | 0.03% | −75,087−7.0% | Reduced |
| Bank of Montreal | 973,608 | $109.6M | 0.05% | +665,082+215.6% | Added |
| Federated Hermes, Inc. | 953,496 | $107.4M | 0.20% | +249,038+35.4% | Added |
| D. E. Shaw & Co., Inc. | 945,279 | $106.5M | 0.14% | +203,409+27.4% | Added |
| Swiss National Bank | 911,900 | $102.7M | 0.07% | −6,700−0.7% | Reduced |
| NEA Management Company, LLC | 889,759 | $100.2M | 1.19% | −1,873,824−67.8% | Reduced |
| UBS Asset Management Americas Inc | 840,528 | $94.7M | 0.04% | +51,768+6.6% | Added |
| Citadel Advisors LLC | 827,870 | $93.3M | 0.10% | +269,150+48.2% | Added |
| Nuveen Asset Management, LLC | 796,878 | $89.8M | 0.03% | −271,643−25.4% | Reduced |
| Price T Rowe Associates Inc | 796,359 | $89.7M | 0.01% | +712,963+854.9% | Added |
| Charles Schwab Investment Management Inc | 780,940 | $88.0M | 0.03% | −650,265−45.4% | Reduced |
| Bessemer Group Inc | 654,188 | $73.7M | 0.16% | +654,188 | New |
| Nikko Asset Management Americas, Inc. | 622,071 | $69.7M | 0.30% | −55,164−8.1% | Reduced |
| Personal Capital Advisors Corp | 607,727 | $68.5M | 0.34% | +244,037+67.1% | Added |
| La Financiere de L'Echiquier | 594,000 | $66.9M | 2.24% | −319,000−34.9% | Reduced |
| Ardevora Asset Management LLP | 555,500 | $62.6M | 0.79% | +555,500 | New |
| SW Investment Management LLC | 550,000 | $62.0M | 24.66% | 00.0% | Unchanged |
| Strategy Capital LLC | 527,958 | $59.5M | 5.65% | +17,851+3.5% | Added |
| SQN Investors LP | 524,657 | $59.1M | 3.19% | 00.0% | Unchanged |
| Whetstone Capital Advisors, LLC | 501,492 | $56.5M | 9.88% | −5,077−1.0% | Reduced |
| Hitchwood Capital Management LP | 500,000 | $56.3M | 1.97% | 00.0% | Unchanged |
| American Century Companies Inc | 497,673 | $56.1M | 0.04% | +54,172+12.2% | Added |
| ETF Managers Group, LLC | 496,228 | $55.7M | 1.05% | −152,531−23.5% | Reduced |
| Long Walk Management LP | 466,797 | $52.6M | 39.76% | −8,000−1.7% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 466,636 | $52.6M | 0.13% | −147,003−24.0% | Reduced |
| Wolverine Asset Management LLC | 430,687 | $48.5M | 0.53% | +430,687 | New |
| California State Teachers Retirement System | 428,090 | $48.2M | 0.06% | −22,838−5.1% | Reduced |
| JPMorgan Chase & Co | 425,368 | $47.9M | 0.01% | +90,016+26.8% | Added |
| Neuberger Berman Group LLC | 414,428 | $46.6M | 0.04% | −12,454−2.9% | Reduced |
| Bamco Inc | 400,312 | $45.1M | 0.10% | −8,529−2.1% | Reduced |
| Handelsbanken Fonder AB | 357,075 | $40.2M | 0.21% | +9,335+2.7% | Added |
| 12 West Capital Management LP | 353,200 | $39.8M | 1.81% | 00.0% | Unchanged |
| National Pension Service | 347,266 | $39.1M | 0.07% | −10,490−2.9% | Reduced |
| New York State Common Retirement Fund | 343,215 | $38.7M | 0.04% | −16,141−4.5% | Reduced |
| Credit Suisse AG | 322,701 | $36.4M | 0.03% | +16,329+5.3% | Added |
| Parametric Portfolio Associates LLC | 307,151 | $34.6M | 0.02% | −361,816−54.1% | Reduced |
| UBS Group AG | 306,605 | $34.5M | 0.01% | +94,135+44.3% | Added |
| Cota Capital Management, LLC | 303,213 | $34.2M | 6.07% | −190,678−38.6% | Reduced |
| State Board of Administration of Florida Retirement System | 301,844 | $34.0M | 0.07% | +892+0.3% | Added |
| Rovida Advisors Inc. | 295,900 | $33.3M | 1.41% | +295,900 | New |
| Center Lake Capital Management, LLC | 285,000 | $32.1M | 5.22% | +50,000+21.3% | Added |
| Tobam | 277,094 | $31.2M | 1.32% | −80,307−22.5% | Reduced |
| ThornTree Capital Partners LP | 271,022 | $30.5M | 4.92% | 00.0% | Unchanged |
| HSBC Holdings PLC | 266,587 | $30.0M | 0.03% | +186,111+231.3% | Added |
| Optimus Prime Fund Management Co., Ltd. | 256,645 | $28.9M | 2.06% | −20,000−7.2% | Reduced |
| Alliancebernstein L.P. | 249,179 | $28.1M | 0.01% | −37,218−13.0% | Reduced |
| Atika Capital Management LLC | 239,700 | $27.0M | 1.92% | +3,700+1.6% | Added |
| Great West Life Assurance Co | 236,928 | $26.9M | 0.06% | −74,126−23.8% | Reduced |
| Rhumbline Advisers | 236,712 | $26.7M | 0.04% | +1,052+0.4% | Added |
| Gabelli Funds LLC | 229,072 | $25.8M | 0.17% | −4,651−2.0% | Reduced |
| Renaissance Technologies LLC | 226,700 | $25.5M | 0.03% | +226,700 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 222,979 | $25.1M | 0.12% | +15,661+7.6% | Added |
| Evercore Wealth Management, LLC | 222,719 | $25.1M | 0.45% | +42,833+23.8% | Added |
| Natixis | 216,565 | $24.4M | 0.08% | +195,489+927.5% | Added |
| Pathway Capital Management, LP | 213,989 | $24.1M | 11.55% | +213,989 | New |
| Mizuho Markets Americas LLC | 209,700 | $23.6M | 1.90% | +209,700 | New |
| Hamilton Lane Advisors LLC | 202,465 | $22.8M | 3.82% | +106,615+111.2% | Added |
| Allen Investment Management LLC | 195,490 | $22.0M | 0.30% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 195,413 | $22.0M | 1.12% | +25,265+14.8% | Added |
| Miura Global Management, LLC | 185,000 | $20.8M | 3.23% | −5,000−2.6% | Reduced |
| Vista Equity Partners Management, LLC | 184,202 | $20.8M | 0.20% | +139,718+314.1% | Added |
| Eaton Vance Management | 183,037 | $20.6M | 0.03% | +273+0.1% | Added |
| Toronto Dominion Bank | 180,111 | $20.3M | 0.03% | +147,885+458.9% | Added |
| Citigroup Inc | 178,171 | $20.1M | 0.02% | +29,990+20.2% | Added |
| KBC Group NV | 176,094 | $19.8M | 0.07% | +126,108+252.3% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 175,000 | $19.7M | 0.04% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 170,609 | $19.2M | 0.12% | −69,555−29.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 167,700 | $18.9M | 0.12% | +2,500+1.5% | Added |
| GAM Holding AG | 166,523 | $18.8M | 0.87% | −69,005−29.3% | Reduced |
| Truxt Investmentos Ltda. | 163,400 | $18.4M | 2.60% | −71,700−30.5% | Reduced |
| Nomura Holdings Inc | 157,550 | $18.0M | 0.14% | +126,990+415.5% | Added |
| Dimensional Fund Advisors LP | 158,842 | $17.9M | 0.01% | +17,178+12.1% | Added |
| Forte Capital LLC | 158,825 | $17.9M | 2.42% | −6,381−3.9% | Reduced |
| Raymond James & Associates | 156,305 | $17.6M | 0.02% | +23,303+17.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 151,752 | $17.1M | 0.08% | +34,912+29.9% | Added |