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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 150,733 | $17.0M | 0.04% | −28,890−16.1% | Reduced |
| Telemark Asset Management, LLC | 150,000 | $16.9M | 1.22% | +50,000+50.0% | Added |
| Teachers Retirement System of the State of Kentucky | 147,628 | $16.6M | 0.15% | 00.0% | Unchanged |
| Amundi | 147,482 | $16.6M | 0.01% | +48,937+49.7% | Added |
| Treasurer of the State of North Carolina | 146,119 | $16.5M | 0.10% | +6,009+4.3% | Added |
| Public Employees Retirement System of Ohio | 145,918 | $16.4M | 0.06% | +325+0.2% | Added |
| Jasper Ridge Partners, L.P. | 137,885 | $15.5M | 0.69% | +5,284+4.0% | Added |
| State of New Jersey Common Pension Fund D | 136,084 | $15.3M | 0.05% | +1,461+1.1% | Added |
| Voloridge Investment Management, LLC | 134,119 | $15.1M | 0.10% | +11,071+9.0% | Added |
| Advisor Group Holdings, Inc. | 133,313 | $15.0M | 0.03% | +54,856+69.9% | Added |
| Andra AP-fonden | 133,000 | $15.0M | 0.31% | +7,400+5.9% | Added |
| Alberta Investment Management Corp | 127,243 | $14.3M | 0.12% | +127,243 | New |
| Parallax Volatility Advisers, L.P. | 125,109 | $14.1M | 0.15% | +32,673+35.3% | Added |
| State of Wisconsin Investment Board | 125,021 | $14.1M | 0.03% | +10,293+9.0% | Added |
| AO Asset Management, LP | 125,000 | $14.1M | 1.04% | 00.0% | Unchanged |
| Renaissance Capital LLC | 123,834 | $13.9M | 2.81% | −160,053−56.4% | Reduced |
| LPL Financial LLC | 120,054 | $13.5M | 0.01% | +57,569+92.1% | Added |
| Teacher Retirement System of Texas | 116,643 | $13.1M | 0.07% | +88,010+307.4% | Added |
| StepStone Group LP | 115,395 | $13.0M | 0.84% | +115,395 | New |
| RPG Investment Advisory, LLC | 114,940 | $12.9M | 2.13% | −2,059−1.8% | Reduced |
| Vontobel Holding Ltd. | 113,506 | $12.8M | 0.11% | +4,005+3.7% | Added |
| Ensign Peak Advisors, Inc | 111,869 | $12.6M | 0.03% | +70,756+172.1% | Added |
| Adams Street Partners LLC | 109,104 | $12.3M | 1.58% | +109,104 | New |
| Standard Life Aberdeen plc | 108,840 | $12.3M | 0.03% | +87,973+421.6% | Added |
| Liontrust Investment Partners LLP | 106,900 | $12.0M | 0.17% | +106,900 | New |
| AQR Capital Management LLC | 106,039 | $11.9M | 0.02% | −2,451−2.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 105,124 | $11.8M | 2.21% | +105,124 | New |
| Laurion Capital Management LP | 101,603 | $11.4M | 0.16% | +92,155+975.4% | Added |
| Asset Management One Co.,Ltd. | 100,856 | $11.4M | 0.04% | +8,670+9.4% | Added |
| Nwi Management LP | 100,000 | $11.3M | 1.06% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 100,000 | $11.3M | 3.36% | 00.0% | Unchanged |
| Ma Investment Partnership, LP | 100,000 | $11.3M | 6.87% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 97,232 | $11.0M | 0.06% | −74,313−43.3% | Reduced |
| AMJ Financial Wealth Management | 97,104 | $10.9M | 4.48% | +3,446+3.7% | Added |
| Tudor Investment Corp Et Al | 94,064 | $10.6M | 0.22% | +30,113+47.1% | Added |
| Aviva PLC | 92,932 | $10.5M | 0.05% | +4,795+5.4% | Added |
| Storebrand Asset Management AS | 92,833 | $10.5M | 0.05% | +5,941+6.8% | Added |
| Sentinel Trust Co Lba | 92,718 | $10.4M | 1.64% | −6,000−6.1% | Reduced |
| NZS Capital, LLC | 92,124 | $10.4M | 1.02% | −61,159−39.9% | Reduced |
| Qube Research & Technologies Ltd | 91,527 | $10.3M | 0.13% | +72,228+374.3% | Added |
| Vestor Capital, LLC | 90,327 | $10.2M | 1.06% | −10,975−10.8% | Reduced |
| Susquehanna International Group, LLP | 89,888 | $10.1M | 0.01% | −78,744−46.7% | Reduced |
| Russell Investments Group, Ltd. | 89,544 | $10.1M | 0.02% | +2,437+2.8% | Added |
| Royal London Asset Management Ltd | 88,489 | $9.97M | 0.04% | +677+0.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 80,812 | $9.10M | 0.02% | +43,675+117.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 80,157 | $9.03M | 0.05% | +4,746+6.3% | Added |
| Oregon Public Employees Retirement Fund | 79,727 | $8.98M | 0.10% | +1,543+2.0% | Added |
| Voya Investment Management LLC | 79,347 | $8.94M | 0.02% | +612+0.8% | Added |
| Westpac Banking Corp | 78,181 | $8.81M | 0.09% | +54,773+234.0% | Added |
| Pictet Asset Management SA | 77,872 | $8.77M | 0.01% | +77,872 | New |
| AlpInvest Partners B.V. | 75,005 | $8.45M | 3.28% | +75,005 | New |
| Arrowstreet Capital, Limited Partnership | 74,962 | $8.44M | 0.01% | +74,962 | New |
| Ameriprise Financial Inc | 72,666 | $8.19M | 0.00% | −7,660−9.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 72,200 | $8.13M | 0.08% | +3,200+4.6% | Added |
| Man Group plc | 71,507 | $8.05M | 0.03% | −129,462−64.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 67,883 | $7.64M | 0.08% | −6,082−8.2% | Reduced |
| Stony Point Capital LLC | 67,682 | $7.62M | 2.09% | −87,302−56.3% | Reduced |
| Korea Investment CORP | 66,000 | $7.43M | 0.02% | +22,000+50.0% | Added |
| Penserra Capital Management LLC | 65,679 | $7.40M | 0.15% | −3,456−5.0% | Reduced |
| Strategic Wealth Advisors Group, LLC | 65,034 | $7.33M | 0.36% | +65,034 | New |
| HarbourVest Partners LLC | 65,004 | $7.32M | 0.69% | +65,004 | New |
| Arizona State Retirement System | 64,725 | $7.29M | 0.06% | +1,052+1.7% | Added |
| Jackson Square Capital, LLC | 63,615 | $7.17M | 2.33% | +402+0.6% | Added |
| Victory Capital Management Inc | 62,799 | $7.07M | 0.01% | −10,018−13.8% | Reduced |
| Cynosure Management, LLC | 59,975 | $6.76M | 5.22% | 00.0% | Unchanged |
| Swedbank AB | 55,880 | $6.29M | 0.01% | +12,624+29.2% | Added |
| IFP Advisors, Inc | 55,156 | $6.22M | 0.13% | +36,651+198.1% | Added |
| TD Asset Management Inc | 54,238 | $6.11M | 0.01% | +1,405+2.7% | Added |
| O'Shares Investment Advisers, LLC | 53,465 | $6.02M | 0.44% | −14,829−21.7% | Reduced |
| Capital Fund Management S.A. | 52,117 | $5.87M | 0.16% | −71,425−57.8% | Reduced |
| Sigma Planning Corp | 51,733 | $5.83M | 0.18% | +26,962+108.8% | Added |
| Brevan Howard Capital Management LP | 51,390 | $5.79M | 3.52% | −5,710−10.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 51,372 | $5.79M | 1.12% | +51,372 | New |
| Mackenzie Financial Corp | 51,238 | $5.77M | 0.01% | +3,842+8.1% | Added |
| Ambassador Advisors, LLC | 50,549 | $5.70M | 1.11% | −1,617−3.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 50,410 | $5.68M | 1.71% | −1,844−3.5% | Reduced |
| Gulf International Bank (UK) Ltd | 50,060 | $5.64M | 0.07% | +10,642+27.0% | Added |
| Polar Capital Holdings Plc | 50,053 | $5.64M | 0.03% | −268,544−84.3% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 50,000 | $5.63M | 0.06% | +50,000 | New |
| USS Investment Management Ltd | 49,752 | $5.60M | 0.05% | +6,714+15.6% | Added |
| Blair William & Co | 49,735 | $5.60M | 0.02% | −299−0.6% | Reduced |
| Forsta Ap-Fonden | 47,500 | $5.35M | 0.06% | −5,200−9.9% | Reduced |
| Totem Point Management, LLC | 47,239 | $5.32M | 3.46% | +47,239 | New |
| HighTower Advisors, LLC | 46,812 | $5.28M | 0.01% | −12,240−20.7% | Reduced |
| Utah Retirement Systems | 46,736 | $5.26M | 0.07% | −1,181−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 45,403 | $5.11M | 0.01% | +15,402+51.3% | Added |
| AMP Capital Investors Ltd | 44,785 | $5.04M | 0.03% | +551+1.2% | Added |
| Nomura Asset Management Co Ltd | 44,380 | $5.00M | 0.03% | +2,050+4.8% | Added |
| Envestnet Asset Management Inc | 43,818 | $4.94M | 0.00% | +39,010+811.4% | Added |
| AtonRa Partners | 43,746 | $4.93M | 1.65% | +1,947+4.7% | Added |
| Janus Henderson Group PLC | 43,658 | $4.92M | 0.00% | −12,009−21.6% | Reduced |
| Stifel Financial Corp | 43,345 | $4.88M | 0.01% | +3,069+7.6% | Added |
| Navellier & Associates Inc | 43,309 | $4.88M | 0.74% | +1,855+4.5% | Added |
| Panagora Asset Management Inc | 42,801 | $4.82M | 0.03% | +34,591+421.3% | Added |
| British Columbia Investment Management Corp | 42,606 | $4.80M | 0.03% | +990+2.4% | Added |
| Prescott Group Capital Management, L.L.C. | 42,228 | $4.76M | 1.31% | −36,000−46.0% | Reduced |
| PDT Partners, LLC | 40,401 | $4.55M | 0.33% | +40,401 | New |
| Truist Financial Corp | 39,045 | $4.40M | 0.01% | +27,331+233.3% | Added |
| Jane Street Group, LLC | 38,741 | $4.36M | 0.01% | +31,759+454.9% | Added |
| Oppenheimer & Co Inc | 38,664 | $4.36M | 0.08% | −607−1.5% | Reduced |