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 11 sales; 1,234 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, Q4 2021
Institutional positions in Cloudflare, Inc. 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
- +64 vs. Q3 2021
- Shares held
- 226.7M
- +8.50M (+3.9%) vs. Q3 2021
- Total value
- $29.8B
- +$5.21B (+21.2%) vs. Q3 2021
- New holders
- 145
- 204 more added
- Sold out
- 81
- 263 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q3 2021.
| 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 | $3.00B | 0.07% | +920,313+4.2% | Added |
| BlackRock Inc. | 14,480,397 | $1.90B | 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 | $693.6M | 0.03% | +81,860+1.6% | Added |
| First Trust Advisors LP | 4,945,025 | $650.3M | 0.63% | +2,386,240+93.3% | Added |
| Gilder Gagnon Howe & Co LLC | 4,202,789 | $552.7M | 3.15% | −176,589−4.0% | Reduced |
| Franklin Resources Inc | 3,702,536 | $486.9M | 0.18% | +1,315,670+55.1% | Added |
| Geode Capital Management, LLC | 3,393,114 | $445.6M | 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 | $281.9M | 0.34% | +1,198,382+126.8% | Added |
| Legal & General Group Plc | 2,062,948 | $271.3M | 0.08% | −101,529−4.7% | Reduced |
| Invesco Ltd. | 1,925,098 | $253.2M | 0.06% | +808,586+72.4% | Added |
| NEA Management Company, LLC | 1,877,510 | $246.9M | 4.99% | +987,751+111.0% | Added |
| Deutsche Bank AG | 1,787,568 | $235.1M | 0.11% | +79,963+4.7% | Added |
| Two Sigma Investments, LP | 1,781,661 | $234.3M | 0.57% | +1,781,661 | New |
| Northern Trust Corp | 1,623,200 | $213.5M | 0.03% | +11,901+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,486,105 | $195.4M | 0.41% | −156,653−9.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,244,989 | $163.7M | 0.10% | −68,543−5.2% | Reduced |
| Whale Rock Capital Management LLC | 1,130,399 | $148.6M | 1.26% | +1,130,399 | New |
| Bank of America Corp | 1,115,908 | $146.7M | 0.02% | −239,728−17.7% | Reduced |
| Citadel Advisors LLC | 1,082,646 | $142.4M | 0.15% | +254,776+30.8% | Added |
| Bank of New York Mellon Corp | 1,062,153 | $139.7M | 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 | $118.0M | 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 | $110.0M | 0.12% | +836,236 | New |
| Charles Schwab Investment Management Inc | 828,345 | $108.9M | 0.03% | +47,405+6.1% | Added |
| Renaissance Technologies LLC | 825,700 | $108.6M | 0.14% | +599,000+264.2% | Added |
| Bessemer Group Inc | 821,218 | $108.0M | 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 | $97.2M | 0.07% | −833,932−53.0% | Reduced |
| Nuveen Asset Management, LLC | 715,472 | $94.1M | 0.03% | −81,406−10.2% | Reduced |
| Goldman Sachs Group Inc | 678,430 | $89.2M | 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 | $74.8M | 7.08% | +41,115+7.8% | Added |
| American Century Companies Inc | 541,946 | $71.3M | 0.05% | +44,273+8.9% | Added |
| SQN Investors LP | 524,657 | $69.0M | 4.52% | 00.0% | Unchanged |
| Bank of Montreal | 494,486 | $66.0M | 0.04% | −479,122−49.2% | Reduced |
| Allianz Asset Management GmbH | 469,261 | $61.7M | 0.04% | −921,747−66.3% | Reduced |
| Personal Capital Advisors Corp | 459,248 | $60.4M | 0.28% | −148,479−24.4% | Reduced |
| Whetstone Capital Advisors, LLC | 453,467 | $59.6M | 12.32% | −48,025−9.6% | Reduced |
| California State Teachers Retirement System | 430,616 | $56.6M | 0.07% | +2,526+0.6% | Added |
| Neuberger Berman Group LLC | 419,507 | $55.0M | 0.04% | +5,079+1.2% | Added |
| Bamco Inc | 418,035 | $55.0M | 0.12% | +17,723+4.4% | Added |
| Federated Hermes, Inc. | 407,704 | $53.6M | 0.10% | −545,792−57.2% | Reduced |
| Lord, Abbett & Co. LLC | 371,938 | $48.9M | 0.11% | +371,938 | New |
| Ardevora Asset Management LLP | 371,600 | $48.9M | 0.52% | −183,900−33.1% | Reduced |
| Parametric Portfolio Associates LLC | 369,139 | $48.5M | 0.02% | +61,988+20.2% | Added |
| La Financiere de L'Echiquier | 364,300 | $47.9M | 1.61% | −229,700−38.7% | Reduced |
| ETF Managers Group, LLC | 347,987 | $46.4M | 0.92% | −148,241−29.9% | Reduced |
| Rovida Advisors Inc. | 351,400 | $46.2M | 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 | $45.0M | 0.25% | +207,870+155.0% | Added |
| New York State Common Retirement Fund | 338,033 | $44.5M | 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 | $43.5M | 0.02% | +23,900+7.8% | Added |
| Citigroup Inc | 328,275 | $43.2M | 0.04% | +150,104+84.2% | Added |
| Hitchwood Capital Management LP | 325,000 | $42.7M | 2.00% | −175,000−35.0% | Reduced |
| Wolverine Asset Management LLC | 320,411 | $42.1M | 0.50% | −110,276−25.6% | Reduced |
| Nikko Asset Management Americas, Inc. | 307,767 | $40.8M | 0.21% | −314,304−50.5% | Reduced |
| State Board of Administration of Florida Retirement System | 305,856 | $40.2M | 0.07% | +4,012+1.3% | Added |
| National Pension Service | 297,654 | $39.1M | 0.07% | −49,612−14.3% | Reduced |
| Long Walk Management LP | 286,000 | $37.6M | 25.67% | −180,797−38.7% | Reduced |
| Ameriprise Financial Inc | 280,798 | $36.1M | 0.01% | +208,132+286.4% | Added |
| ThornTree Capital Partners LP | 271,022 | $35.6M | 6.90% | 00.0% | Unchanged |
| Optimus Prime Fund Management Co., Ltd. | 266,645 | $35.1M | 2.14% | +10,000+3.9% | Added |
| Wells Fargo & Company | 266,467 | $35.0M | 0.01% | −1,228,391−82.2% | Reduced |
| Credit Suisse AG | 259,442 | $34.1M | 0.03% | −63,259−19.6% | Reduced |
| Great West Life Assurance Co | 254,807 | $33.5M | 0.07% | +17,879+7.5% | Added |
| Rhumbline Advisers | 248,898 | $32.7M | 0.04% | +12,186+5.1% | Added |
| HSBC Holdings PLC | 244,167 | $32.3M | 0.03% | −22,420−8.4% | Reduced |
| Atika Capital Management LLC | 234,700 | $30.9M | 2.52% | −5,000−2.1% | Reduced |
| Privium Fund Management B.V. | 222,435 | $29.6M | 5.90% | +222,435 | New |
| Ensign Peak Advisors, Inc | 215,271 | $28.3M | 0.05% | +103,402+92.4% | Added |
| Alliancebernstein L.P. | 207,719 | $27.3M | 0.01% | −41,460−16.6% | Reduced |
| Amundi | 260,363 | $25.8M | 0.02% | +112,881+76.5% | Added |
| Allen Investment Management LLC | 195,490 | $25.7M | 0.32% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 200,749 | $25.3M | 0.10% | −22,230−10.0% | Reduced |
| Jane Street Group, LLC | 185,784 | $24.4M | 0.05% | +147,043+379.6% | Added |
| Center Lake Capital Management, LLC | 185,000 | $24.3M | 4.27% | −100,000−35.1% | Reduced |
| Worldquant Millennium Advisors LLC | 184,619 | $24.3M | 0.48% | +184,619 | New |
| Eaton Vance Management | 183,040 | $24.1M | 0.03% | +30.0% | Added |
| Evercore Wealth Management, LLC | 179,394 | $23.6M | 0.38% | −43,325−19.5% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 175,000 | $23.0M | 0.05% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 172,000 | $22.6M | 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 | $21.5M | 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 | $20.5M | 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 | $20.1M | 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 | $19.6M | 0.88% | −127,879−46.2% | Reduced |
| Qube Research & Technologies Ltd | 148,802 | $19.6M | 0.15% | +57,275+62.6% | Added |
| Teachers Retirement System of the State of Kentucky | 147,628 | $19.4M | 0.17% | 00.0% | Unchanged |
| Gabelli Funds LLC | 146,219 | $19.2M | 0.12% | −82,853−36.2% | Reduced |