Cloudflare, Inc.
NET- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001477333
13F holders, Q4 2021
Positions as of Dec 31, 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
- 681
- +61 vs. Q3 2021
- Shares held
- 226.89M
- +8.64M (+4.0%) vs. Q3 2021
- Total value
- $29.8B
- +$5.23B (+21.3%) vs. Q3 2021
Compare with Q3 2021: new holders and sold out
Holders over time
1 in Q4 2020 → 681 in Q4 2021
Institutions
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 28,856,424 | $3.79B | 0.28% | −2,146,309−6.9% | Reduced |
| MORGAN STANLEY | 28,530,099 | $3.75B | 0.46% | +619,334+2.2% | Added |
| BAILLIE GIFFORD & CO | 28,372,963 | $3.73B | 2.05% | −1,361,979−4.6% | Reduced |
| VANGUARD GROUP INC | 22,809,851 | $3B | 0.07% | +920,313+4.2% | Added |
| BlackRock Inc. | 14,480,397 | $1.9B | 0.05% | −1,445,936−9.1% | Reduced |
| Capital World Investors | 11,347,863 | $1.49B | 0.24% | +8,661,214+322.4% | Added |
| SANDS CAPITAL MANAGEMENT, LLC | 8,819,174 | $1.16B | 2.15% | +495,797+6.0% | Added |
| STATE STREET CORP | 5,274,187 | $693.56M | 0.03% | +81,860+1.6% | Added |
| FIRST TRUST ADVISORS LP | 4,945,025 | $650.27M | 0.63% | +2,386,240+93.3% | Added |
| GILDER GAGNON HOWE & CO LLC | 4,202,789 | $552.67M | 3.15% | −176,589−4.0% | Reduced |
| FRANKLIN RESOURCES INC | 3,702,536 | $486.88M | 0.18% | +1,315,670+55.1% | Added |
| GEODE CAPITAL MANAGEMENT, LLC | 3,393,114 | $445.62M | 0.05% | +256,811+8.2% | Added |
| NORGES BANK | 2,440,264 | $320.9M | 0.07% | −1,684,803−40.8% | Reduced |
| D. E. Shaw & Co., Inc. | 2,143,661 | $281.89M | 0.34% | +1,198,382+126.8% | Added |
| Legal & General Group Plc | 2,062,948 | $271.28M | 0.08% | −101,529−4.7% | Reduced |
| Invesco Ltd. | 1,925,098 | $253.15M | 0.06% | +808,586+72.4% | Added |
| NEA Management Company, LLC | 1,877,510 | $246.89M | 4.99% | +987,751+111.0% | Added |
| DEUTSCHE BANK AG\ | 1,787,568 | $235.06M | 0.11% | +79,963+4.7% | Added |
| TWO SIGMA INVESTMENTS, LP | 1,781,661 | $234.29M | 0.57% | +1,781,661 | New |
| NORTHERN TRUST CORP | 1,623,200 | $213.45M | 0.03% | +11,901+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,486,105 | $195.43M | 0.40% | −156,653−9.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,244,989 | $163.72M | 0.10% | −68,543−5.2% | Reduced |
| Whale Rock Capital Management LLC | 1,130,399 | $148.65M | 1.26% | +1,130,399 | New |
| BANK OF AMERICA CORP /DE/ | 1,115,908 | $146.74M | 0.02% | −239,728−17.7% | Reduced |
| CITADEL ADVISORS LLC | 1,082,646 | $142.37M | 0.15% | +254,776+30.8% | Added |
| Bank of New York Mellon Corp | 1,062,153 | $139.67M | 0.03% | +42,368+4.2% | Added |
| Swiss National Bank | 901,100 | $118.5M | 0.07% | −10,800−1.2% | Reduced |
| ROYAL BANK OF CANADA | 897,292 | $117.99M | 0.03% | −167,856−15.8% | Reduced |
| UBS ASSET MANAGEMENT AMERICAS INC | 892,812 | $117.4M | 0.04% | +52,284+6.2% | Added |
| Allspring Global Investments Holdings, LLC | 836,236 | $109.96M | 0.12% | +836,236 | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 828,345 | $108.93M | 0.03% | +47,405+6.1% | Added |
| RENAISSANCE TECHNOLOGIES LLC | 825,700 | $108.58M | 0.14% | +599,000+264.2% | Added |
| BESSEMER GROUP INC | 821,218 | $107.99M | 0.22% | +167,030+25.5% | Added |
| TWO SIGMA ADVISERS, LP | 800,000 | $105.2M | 0.26% | +800,000 | New |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 738,793 | $97.15M | 0.07% | −833,932−53.0% | Reduced |
| Nuveen Asset Management, LLC | 715,472 | $94.08M | 0.03% | −81,406−10.2% | Reduced |
| GOLDMAN SACHS GROUP INC | 678,430 | $89.21M | 0.02% | −325,462−32.4% | Reduced |
| SW Investment Management LLC | 600,000 | $78.9M | 26.85% | +50,000+9.1% | Added |
| MILLENNIUM MANAGEMENT LLC | 584,769 | $76.9M | 0.08% | +566,630+3,123.8% | Added |
| Strategy Capital LLC | 569,073 | $74.83M | 7.08% | +41,115+7.8% | Added |
| AMERICAN CENTURY COMPANIES INC | 541,946 | $71.27M | 0.05% | +44,273+8.9% | Added |
| SQN Investors LP | 524,657 | $68.99M | 4.52% | 00.0% | Unchanged |
| BANK OF MONTREAL /CAN/ | 494,486 | $66.03M | 0.04% | −479,122−49.2% | Reduced |
| Allianz Asset Management GmbH | 469,261 | $61.71M | 0.04% | −921,747−66.3% | Reduced |
| PERSONAL CAPITAL ADVISORS CORP | 459,248 | $60.39M | 0.28% | −148,479−24.4% | Reduced |
| Whetstone Capital Advisors, LLC | 453,467 | $59.63M | 12.22% | −48,025−9.6% | Reduced |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 430,616 | $56.63M | 0.07% | +2,526+0.6% | Added |
| Neuberger Berman Group LLC | 419,507 | $55.01M | 0.04% | +5,079+1.2% | Added |
| BAMCO INC /NY/ | 418,035 | $54.97M | 0.12% | +17,723+4.4% | Added |
| FEDERATED HERMES, INC. | 407,704 | $53.61M | 0.10% | −545,792−57.2% | Reduced |
| LORD, ABBETT & CO. LLC | 371,938 | $48.91M | 0.11% | +371,938 | New |
| Ardevora Asset Management LLP | 371,600 | $48.87M | 0.52% | −183,900−33.1% | Reduced |
| Parametric Portfolio Associates LLC | 369,139 | $48.54M | 0.02% | +61,988+20.2% | Added |
| LA FINANCIERE DE L'ECHIQUIER | 364,300 | $47.91M | 1.61% | −229,700−38.7% | Reduced |
| ETF MANAGERS GROUP, LLC | 347,987 | $46.35M | 0.92% | −148,241−29.9% | Reduced |
| Rovida Advisors Inc. | 351,400 | $46.21M | 2.07% | +55,500+18.8% | Added |
| Cota Capital Management, LLC | 346,779 | $45.6M | 7.81% | +43,566+14.4% | Added |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 341,989 | $44.97M | 0.25% | +207,870+155.0% | Added |
| NEW YORK STATE COMMON RETIREMENT FUND | 338,033 | $44.45M | 0.04% | −5,182−1.5% | Reduced |
| JANUS HENDERSON GROUP PLC | 336,900 | $44.3M | 0.02% | +293,242+671.7% | Added |
| UBS Group AG | 330,505 | $43.46M | 0.02% | +23,900+7.8% | Added |
| CITIGROUP INC | 328,275 | $43.17M | 0.04% | +150,104+84.2% | Added |
| Hitchwood Capital Management LP | 325,000 | $42.74M | 2.00% | −175,000−35.0% | Reduced |
| WOLVERINE ASSET MANAGEMENT LLC | 320,411 | $42.13M | 0.50% | −110,276−25.6% | Reduced |
| Nikko Asset Management Americas, Inc. | 307,767 | $40.81M | 0.21% | −314,304−50.5% | Reduced |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 305,856 | $40.22M | 0.07% | +4,012+1.3% | Added |
| National Pension Service | 297,654 | $39.14M | 0.07% | −49,612−14.3% | Reduced |
| LONG WALK MANAGEMENT LP | 286,000 | $37.61M | 25.67% | −180,797−38.7% | Reduced |
| AMERIPRISE FINANCIAL INC | 280,798 | $36.06M | 0.01% | +208,132+286.4% | Added |
| ThornTree Capital Partners LP | 271,022 | $35.64M | 6.90% | 00.0% | Unchanged |
| Optimus Prime Fund Management Co., Ltd. | 266,645 | $35.06M | 2.14% | +10,000+3.9% | Added |
| WELLS FARGO & COMPANY/MN | 266,467 | $35.04M | 0.01% | −1,228,391−82.2% | Reduced |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 264,088 | $34.73M | 0.03% | +174,200+193.8% | Added |
| CREDIT SUISSE AG/ | 259,442 | $34.12M | 0.03% | −63,259−19.6% | Reduced |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 254,807 | $33.46M | 0.07% | +17,879+7.5% | Added |
| RHUMBLINE ADVISERS | 248,898 | $32.73M | 0.04% | +12,186+5.1% | Added |
| HSBC HOLDINGS PLC | 244,167 | $32.29M | 0.03% | −22,420−8.4% | Reduced |
| Atika Capital Management LLC | 234,700 | $30.86M | 2.52% | −5,000−2.1% | Reduced |
| Privium Fund Management B.V. | 222,435 | $29.63M | 5.90% | +222,435 | New |
| Ensign Peak Advisors, Inc | 215,271 | $28.31M | 0.05% | +103,402+92.4% | Added |
| ALLIANCEBERNSTEIN L.P. | 207,719 | $27.32M | 0.01% | −41,460−16.6% | Reduced |
| AMUNDI | 260,363 | $25.77M | 0.02% | +112,881+76.5% | Added |
| Allen Investment Management LLC | 195,490 | $25.71M | 0.32% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 200,749 | $25.33M | 0.10% | −22,230−10.0% | Reduced |
| JANE STREET GROUP, LLC | 185,784 | $24.43M | 0.05% | +147,043+379.6% | Added |
| Center Lake Capital Management, LLC | 185,000 | $24.33M | 4.27% | −100,000−35.1% | Reduced |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 184,619 | $24.28M | 0.48% | +184,619 | New |
| EATON VANCE MANAGEMENT | 183,040 | $24.07M | 0.03% | +30.0% | Added |
| Evercore Wealth Management, LLC | 179,394 | $23.59M | 0.38% | −43,325−19.5% | Reduced |
| TIGER GLOBAL MANAGEMENT LLCSuperinvestorTiger Global Management | 175,000 | $23.01M | 0.05% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 172,000 | $22.62M | 0.13% | +4,300+2.6% | Added |
| 12 West Capital Management LP | 165,000 | $21.7M | 0.96% | −188,200−53.3% | Reduced |
| DIMENSIONAL FUND ADVISORS LP | 163,833 | $21.55M | 0.01% | +4,991+3.1% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 155,975 | $20.51M | 0.94% | −39,438−20.2% | Reduced |
| Alberta Investment Management Corp | 154,359 | $20.3M | 0.12% | +27,116+21.3% | Added |
| STATE OF WISCONSIN INVESTMENT BOARD | 152,892 | $20.11M | 0.04% | +27,871+22.3% | Added |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC | 151,339 | $19.9M | 0.15% | −32,863−17.8% | Reduced |
| TOBAM | 149,215 | $19.62M | 0.88% | −127,879−46.2% | Reduced |
| Qube Research & Technologies Ltd | 148,802 | $19.57M | 0.15% | +57,275+62.6% | Added |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 147,628 | $19.41M | 0.17% | 00.0% | Unchanged |