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 $69.8B in total; superinvestors ARK Invest and Soros Fund Management hold it.
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
- 225 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 | 1,228 | $69.8B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.8B |
| Q3 2025 | 1,039 | $59.1B |
| Q2 2025 | 947 | $54.3B |
| Q1 2025 | 872 | $29.8B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $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, 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 |
|---|---|---|---|---|---|
| RPG Investment Advisory, LLC | 114,940 | $12.9M | 2.13% | −2,059−1.8% | Reduced |
| StepStone Group LP | 115,395 | $13.0M | 0.84% | +115,395 | New |
| Teacher Retirement System of Texas | 116,643 | $13.1M | 0.07% | +88,010+307.4% | Added |
| LPL Financial LLC | 120,054 | $13.5M | 0.01% | +57,569+92.1% | Added |
| Renaissance Capital LLC | 123,834 | $13.9M | 2.81% | −160,053−56.4% | Reduced |
| AO Asset Management, LP | 125,000 | $14.1M | 1.04% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 125,021 | $14.1M | 0.03% | +10,293+9.0% | Added |
| Parallax Volatility Advisers, L.P. | 125,109 | $14.1M | 0.15% | +32,673+35.3% | Added |
| Alberta Investment Management Corp | 127,243 | $14.3M | 0.12% | +127,243 | New |
| Andra AP-fonden | 133,000 | $15.0M | 0.31% | +7,400+5.9% | Added |
| Advisor Group Holdings, Inc. | 133,313 | $15.0M | 0.03% | +54,856+69.9% | Added |
| Voloridge Investment Management, LLC | 134,119 | $15.1M | 0.10% | +11,071+9.0% | Added |
| State of New Jersey Common Pension Fund D | 136,084 | $15.3M | 0.05% | +1,461+1.1% | Added |
| Jasper Ridge Partners, L.P. | 137,885 | $15.5M | 0.69% | +5,284+4.0% | Added |
| Public Employees Retirement System of Ohio | 145,918 | $16.4M | 0.06% | +325+0.2% | Added |
| Treasurer of the State of North Carolina | 146,119 | $16.5M | 0.10% | +6,009+4.3% | Added |
| Amundi | 147,482 | $16.6M | 0.01% | +48,937+49.7% | Added |
| Teachers Retirement System of the State of Kentucky | 147,628 | $16.6M | 0.15% | 00.0% | Unchanged |
| Telemark Asset Management, LLC | 150,000 | $16.9M | 1.22% | +50,000+50.0% | Added |
| Fred Alger Management, LLC | 150,733 | $17.0M | 0.04% | −28,890−16.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 151,752 | $17.1M | 0.08% | +34,912+29.9% | Added |
| Raymond James & Associates | 156,305 | $17.6M | 0.02% | +23,303+17.5% | Added |
| Forte Capital LLC | 158,825 | $17.9M | 2.42% | −6,381−3.9% | Reduced |
| Dimensional Fund Advisors LP | 158,842 | $17.9M | 0.01% | +17,178+12.1% | Added |
| Nomura Holdings Inc | 157,550 | $18.0M | 0.14% | +126,990+415.5% | Added |
| Truxt Investmentos Ltda. | 163,400 | $18.4M | 2.60% | −71,700−30.5% | Reduced |
| GAM Holding AG | 166,523 | $18.8M | 0.87% | −69,005−29.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 167,700 | $18.9M | 0.12% | +2,500+1.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 170,609 | $19.2M | 0.12% | −69,555−29.0% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 175,000 | $19.7M | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 176,094 | $19.8M | 0.07% | +151,101+604.6% | Added |
| Citigroup Inc | 178,171 | $20.1M | 0.02% | +29,990+20.2% | Added |
| Toronto Dominion Bank | 180,111 | $20.3M | 0.03% | +147,885+458.9% | Added |
| Eaton Vance Management | 183,037 | $20.6M | 0.03% | +273+0.1% | Added |
| Vista Equity Partners Management, LLC | 184,202 | $20.8M | 0.20% | +139,718+314.1% | Added |
| Miura Global Management, LLC | 185,000 | $20.8M | 3.23% | −5,000−2.6% | Reduced |
| 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 |
| Allen Investment Management LLC | 195,490 | $22.0M | 0.30% | 00.0% | Unchanged |
| Hamilton Lane Advisors LLC | 202,465 | $22.8M | 3.82% | +106,615+111.2% | Added |
| Mizuho Markets Americas LLC | 209,700 | $23.6M | 1.90% | +209,700 | New |
| Pathway Capital Management, LP | 213,989 | $24.1M | 11.55% | +213,989 | New |
| Natixis | 216,565 | $24.4M | 0.08% | +195,489+927.5% | Added |
| Evercore Wealth Management, LLC | 222,719 | $25.1M | 0.45% | +42,833+23.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 222,979 | $25.1M | 0.12% | +15,661+7.6% | Added |
| Renaissance Technologies LLC | 226,700 | $25.5M | 0.03% | +226,700 | New |
| Gabelli Funds LLC | 229,072 | $25.8M | 0.17% | −4,651−2.0% | Reduced |
| Rhumbline Advisers | 236,712 | $26.7M | 0.04% | +1,052+0.4% | Added |
| Great West Life Assurance Co | 236,928 | $26.9M | 0.06% | −74,126−23.8% | Reduced |
| Atika Capital Management LLC | 239,700 | $27.0M | 1.92% | +3,700+1.6% | Added |
| Alliancebernstein L.P. | 249,179 | $28.1M | 0.01% | −37,218−13.0% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 256,645 | $28.9M | 2.06% | −20,000−7.2% | Reduced |
| HSBC Holdings PLC | 266,587 | $30.0M | 0.03% | +186,111+231.3% | Added |
| ThornTree Capital Partners LP | 271,022 | $30.5M | 4.92% | 00.0% | Unchanged |
| Tobam | 277,094 | $31.2M | 1.32% | −80,307−22.5% | Reduced |
| Center Lake Capital Management, LLC | 285,000 | $32.1M | 5.22% | +50,000+21.3% | Added |
| Rovida Advisors Inc. | 295,900 | $33.3M | 1.41% | +295,900 | New |
| State Board of Administration of Florida Retirement System | 301,844 | $34.0M | 0.07% | +892+0.3% | Added |
| Cota Capital Management, LLC | 303,213 | $34.2M | 6.07% | −190,678−38.6% | Reduced |
| UBS Group AG | 306,605 | $34.5M | 0.01% | +94,135+44.3% | Added |
| Parametric Portfolio Associates LLC | 307,151 | $34.6M | 0.02% | −361,816−54.1% | Reduced |
| Credit Suisse AG | 322,701 | $36.4M | 0.03% | +16,329+5.3% | Added |
| New York State Common Retirement Fund | 343,215 | $38.7M | 0.04% | −16,141−4.5% | Reduced |
| National Pension Service | 347,266 | $39.1M | 0.07% | −10,490−2.9% | Reduced |
| 12 West Capital Management LP | 353,200 | $39.8M | 1.81% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 357,075 | $40.2M | 0.21% | +9,335+2.7% | Added |
| Bamco Inc | 400,312 | $45.1M | 0.10% | −8,529−2.1% | Reduced |
| Neuberger Berman Group LLC | 414,428 | $46.6M | 0.04% | −12,454−2.9% | Reduced |
| JPMorgan Chase & Co | 425,368 | $47.9M | 0.01% | +90,016+26.8% | Added |
| California State Teachers Retirement System | 428,090 | $48.2M | 0.06% | −22,838−5.1% | Reduced |
| Wolverine Asset Management LLC | 430,687 | $48.5M | 0.53% | +430,687 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 466,636 | $52.6M | 0.13% | −147,003−24.0% | Reduced |
| Long Walk Management LP | 466,797 | $52.6M | 39.76% | −8,000−1.7% | Reduced |
| ETF Managers Group, LLC | 496,228 | $55.7M | 1.05% | −152,531−23.5% | Reduced |
| American Century Companies Inc | 497,673 | $56.1M | 0.04% | +54,172+12.2% | Added |
| Hitchwood Capital Management LP | 500,000 | $56.3M | 1.97% | 00.0% | Unchanged |
| Whetstone Capital Advisors, LLC | 501,492 | $56.5M | 9.95% | −5,077−1.0% | Reduced |
| SQN Investors LP | 524,657 | $59.1M | 3.19% | 00.0% | Unchanged |
| Strategy Capital LLC | 527,958 | $59.5M | 5.65% | +17,851+3.5% | Added |
| SW Investment Management LLC | 550,000 | $62.0M | 24.66% | 00.0% | Unchanged |
| Ardevora Asset Management LLP | 555,500 | $62.6M | 0.79% | +555,500 | New |
| La Financiere de L'Echiquier | 594,000 | $66.9M | 2.24% | −319,000−34.9% | Reduced |
| Personal Capital Advisors Corp | 607,727 | $68.5M | 0.34% | +244,037+67.1% | Added |
| Nikko Asset Management Americas, Inc. | 622,071 | $69.7M | 0.30% | −55,164−8.1% | Reduced |
| Bessemer Group Inc | 654,188 | $73.7M | 0.16% | +654,188 | New |
| Charles Schwab Investment Management Inc | 780,940 | $88.0M | 0.03% | −650,265−45.4% | Reduced |
| Price T Rowe Associates Inc | 796,359 | $89.7M | 0.01% | +712,963+854.9% | Added |
| Nuveen Asset Management, LLC | 796,878 | $89.8M | 0.03% | −271,643−25.4% | Reduced |
| Citadel Advisors LLC | 827,870 | $93.3M | 0.10% | +269,150+48.2% | Added |
| UBS Asset Management Americas Inc | 840,528 | $94.7M | 0.04% | +51,768+6.6% | Added |
| NEA Management Company, LLC | 889,759 | $100.2M | 1.26% | −1,873,824−67.8% | Reduced |
| Swiss National Bank | 911,900 | $102.7M | 0.07% | −6,700−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 945,279 | $106.5M | 0.14% | +203,409+27.4% | Added |
| Federated Hermes, Inc. | 953,496 | $107.4M | 0.20% | +249,038+35.4% | Added |
| Bank of Montreal | 973,608 | $109.6M | 0.05% | +665,082+215.6% | Added |
| Goldman Sachs Group Inc | 1,003,892 | $113.1M | 0.03% | −75,087−7.0% | Reduced |
| Bank of New York Mellon Corp | 1,019,785 | $114.9M | 0.02% | +3,111+0.3% | Added |
| Royal Bank of Canada | 1,065,148 | $120.0M | 0.03% | +138,456+14.9% | Added |
| Invesco Ltd. | 1,116,512 | $125.8M | 0.03% | +27,615+2.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,313,532 | $148.0M | 0.09% | −77,703−5.6% | Reduced |
| Bank of America Corp | 1,355,636 | $152.7M | 0.02% | +450.0% | Added |