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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 1,391,008 | $156.7M | 0.13% | +327,651+30.8% | Added |
| Wells Fargo & Company | 1,494,858 | $168.4M | 0.04% | −1,226−0.1% | Reduced |
| California Public Employees Retirement System | 1,572,725 | $177.2M | 0.13% | +34,788+2.3% | Added |
| Northern Trust Corp | 1,611,299 | $181.5M | 0.03% | +223,905+16.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,642,758 | $185.1M | 0.40% | −55,019−3.2% | Reduced |
| Deutsche Bank AG | 1,707,605 | $192.4M | 0.09% | +188,561+12.4% | Added |
| Legal & General Group Plc | 2,164,477 | $243.8M | 0.08% | −124,965−5.5% | Reduced |
| Franklin Resources Inc | 2,386,866 | $268.9M | 0.10% | −152,435−6.0% | Reduced |
| First Trust Advisors LP | 2,558,785 | $288.2M | 0.31% | −300,181−10.5% | Reduced |
| Capital World Investors | 2,686,649 | $302.7M | 0.05% | +120.0% | Added |
| Geode Capital Management, LLC | 3,136,303 | $352.8M | 0.05% | +620,511+24.7% | Added |
| Norges Bank | 4,125,067 | $464.7M | 0.10% | −124,786−2.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 4,379,378 | $493.3M | 2.56% | −430,854−9.0% | Reduced |
| State Street Corp | 5,192,327 | $584.9M | 0.03% | +242,784+4.9% | Added |
| Sands Capital Management, LLC | 8,323,377 | $937.6M | 1.56% | +7,289,490+705.1% | Added |
| BlackRock Inc. | 15,926,333 | $1.79B | 0.05% | +1,266,502+8.6% | Added |
| Vanguard Group Inc | 21,889,538 | $2.47B | 0.06% | +1,518,091+7.5% | Added |
| Morgan Stanley | 27,910,765 | $3.14B | 0.42% | −819,129−2.9% | Reduced |
| Baillie Gifford & Co | 29,734,942 | $3.35B | 1.75% | −532,242−1.8% | Reduced |
| FMR LLC | 31,002,733 | $3.49B | 0.28% | +606,600+2.0% | Added |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Rothschild & Co Asset Management US Inc. | 0 | $0 | 0.00% | −82,436−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −67,053−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −61,316−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −43,827−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −39,990−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −34,920−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −30,424−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −28,529−100.0% | Sold out |
| Viridian Ria, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −16,084−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −15,056−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −11,984−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −11,095−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −8,850−100.0% | Sold out |
| Sante Capital Fund, LP | 0 | $0 | 0.00% | −8,624−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −8,237−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,196−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −7,596−100.0% | Sold out |
| Must Asset Management Inc. | 0 | $0 | 0.00% | −5,963−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −4,366−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,320−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,247−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,162−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −3,037−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,223−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −1,974−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −1,168−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Paradigm, Strategies in Wealth Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Venrock Management V, LLC | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |