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, 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 | 1,228 | $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, 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 |
|---|---|---|---|---|---|
| Inverness Counsel LLC | 5,879 | $773.0K | 0.03% | +64+1.1% | Added |
| Glenmede Trust Co NA | 5,988 | $786.0K | 0.00% | −386−6.1% | Reduced |
| Macquarie Group Ltd | 5,979 | $786.0K | 0.00% | +3,459+137.3% | Added |
| The PNC Financial Services Group, Inc. | 5,991 | $789.0K | 0.00% | +282+4.9% | Added |
| Perpetual Investment Management Ltd | 6,000 | $789.0K | 0.09% | +6,000 | New |
| Cetera Investment Advisers | 6,184 | $813.0K | 0.01% | +145+2.4% | Added |
| Malaga Cove Capital, LLC | 6,184 | $813.0K | 0.32% | +6,184 | New |
| Ethic Inc. | 6,299 | $828.0K | 0.06% | +8+0.1% | Added |
| Umb Bank N A | 6,534 | $859.0K | 0.01% | +2,779+74.0% | Added |
| Wolf Hill Capital Management, LP | 6,606 | $869.0K | 0.26% | +1,113+20.3% | Added |
| Peak Asset Management, LLC | 6,617 | $870.0K | 0.20% | −5,956−47.4% | Reduced |
| Vivid Financial Management, Inc. | 6,656 | $875.0K | 0.33% | −894−11.8% | Reduced |
| Wolverine Trading, LLC | 6,630 | $883.0K | 0.01% | −14,661−68.9% | Reduced |
| Joel Isaacson & Co., LLC | 6,766 | $890.0K | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,870 | $903.0K | 0.01% | −712−9.4% | Reduced |
| Intersect Capital LLC | 6,893 | $906.0K | 0.17% | −49−0.7% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 7,000 | $920.0K | 1.08% | +7,000 | New |
| GWM Advisors LLC | 7,001 | $921.0K | 0.01% | −11,773−62.7% | Reduced |
| M&T Bank Corp | 7,029 | $924.0K | 0.00% | +386+5.8% | Added |
| Castle Rock Wealth Management, LLC | 10,464 | $927.0K | 0.38% | −1,836−14.9% | Reduced |
| SG Americas Securities, LLC | 7,183 | $945.0K | 0.01% | −22,617−75.9% | Reduced |
| Frontier Wealth Management LLC | 7,220 | $949.0K | 0.06% | −725−9.1% | Reduced |
| Boulder Hill Capital Management LP | 7,300 | $960.0K | 0.93% | +7,300 | New |
| FORA Capital, LLC | 7,324 | $963.0K | 0.37% | +7,324 | New |
| New Millennium Group LLC | 7,345 | $966.0K | 0.73% | +7,345 | New |
| Financial Advisory Service, Inc. | 7,430 | $977.0K | 0.09% | −1,250−14.4% | Reduced |
| V Wealth Advisors LLC | 7,575 | $996.0K | 0.15% | −50−0.7% | Reduced |
| Creative Planning | 7,728 | $1.02M | 0.00% | +1,324+20.7% | Added |
| Manufacturers Life Insurance Company, The | 7,764 | $1.02M | 0.00% | +2,157+38.5% | Added |
| Kestra Private Wealth Services, LLC | 7,784 | $1.02M | 0.05% | +1,421+22.3% | Added |
| Janney Montgomery Scott LLC | 7,849 | $1.03M | 0.00% | −4,564−36.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,960 | $1.05M | 0.04% | +675+9.3% | Added |
| Shell Asset Management Co | 8,012 | $1.05M | 0.02% | −3,338−29.4% | Reduced |
| Guggenheim Capital LLC | 8,056 | $1.06M | 0.01% | −716−8.2% | Reduced |
| Van Eck Associates Corp | 8,197 | $1.08M | 0.00% | +8,197 | New |
| Solstein Capital, LLC | 8,210 | $1.08M | 0.65% | 00.0% | Unchanged |
| Prudential Financial Inc | 5,372 | $1.08M | 0.00% | −398−6.9% | Reduced |
| Motley Fool Asset Management LLC | 8,305 | $1.09M | 0.07% | −508−5.8% | Reduced |
| Echo Street Capital Management LLC | 8,374 | $1.10M | 0.01% | −611−6.8% | Reduced |
| Caas Capital Management LP | 8,464 | $1.11M | 0.10% | +64+0.8% | Added |
| Jefferies Group LLC | 8,520 | $1.12M | 0.02% | +2,996+54.2% | Added |
| Parsons Capital Management Inc | 8,749 | $1.15M | 0.08% | −3,404−28.0% | Reduced |
| Scotia Capital Inc. | 8,843 | $1.16M | 0.01% | −17,397−66.3% | Reduced |
| National Bank of Canada | 9,077 | $1.19M | 0.01% | +9,077 | New |
| Schroder Investment Management Group | 9,138 | $1.20M | 0.00% | +1,520+20.0% | Added |
| Old Well Partners, LLC | 9,240 | $1.22M | 0.75% | −6,060−39.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,446 | $1.24M | 0.05% | −920−8.9% | Reduced |
| Afg Fiduciary Services Limited Partnership | 9,476 | $1.25M | 0.88% | +9,476 | New |
| Advisory Services Network, LLC | 9,604 | $1.26M | 0.04% | +373+4.0% | Added |
| Laurion Capital Management LP | 9,621 | $1.26M | 0.02% | −91,982−90.5% | Reduced |
| Leonteq Securities AG | 9,699 | $1.28M | 0.06% | −299−3.0% | Reduced |
| Ferris Capital, LLC | 9,700 | $1.28M | 0.28% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 9,811 | $1.29M | 0.54% | +4,182+74.3% | Added |
| Corient Capital Partners, LLC | 9,994 | $1.31M | 0.09% | +333+3.4% | Added |
| Leverage Partners Absolute Return Fund SPC | 10,000 | $1.31M | 0.76% | −5,000−33.3% | Reduced |
| Steel Peak Wealth Management LLC | 10,018 | $1.32M | 0.08% | −1,102−9.9% | Reduced |
| Geneos Wealth Management Inc. | 10,103 | $1.33M | 0.05% | +800+8.6% | Added |
| Private Advisor Group, LLC | 10,258 | $1.35M | 0.01% | −22,313−68.5% | Reduced |
| Crestone Asset Management LLC | 10,275 | $1.35M | 0.27% | +10,275 | New |
| M&G Investment Management Ltd | 10,282 | $1.36M | 0.01% | +10,282 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 10,391 | $1.37M | 0.00% | −4,883−32.0% | Reduced |
| Jacob Asset Management of New York LLC | 10,411 | $1.37M | 0.61% | −4,197−28.7% | Reduced |
| Signaturefd, LLC | 10,481 | $1.38M | 0.04% | +195+1.9% | Added |
| Mirador Capital Partners LP | 10,583 | $1.39M | 0.29% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 10,685 | $1.41M | 0.01% | +10,685 | New |
| Capital International Ltd | 10,848 | $1.43M | 0.07% | +10,848 | New |
| CWM Advisors, LLC | 10,990 | $1.45M | 0.17% | −818−6.9% | Reduced |
| Lido Advisors, LLC | 11,269 | $1.48M | 0.03% | +61+0.5% | Added |
| Triasima Portfolio Management inc. | 11,400 | $1.50M | 0.07% | −6,670−36.9% | Reduced |
| Illinois Municipal Retirement Fund | 11,409 | $1.50M | 0.04% | +2,596+29.5% | Added |
| Crawford Lake Capital Management, LLC | 11,541 | $1.52M | 0.63% | +11,541 | New |
| Marshall Wace, LLP | 11,581 | $1.52M | 0.00% | +11,581 | New |
| Truist Financial Corp | 11,586 | $1.52M | 0.00% | −27,459−70.3% | Reduced |
| Daiwa Securities Group Inc. | 11,834 | $1.56M | 0.01% | +400+3.5% | Added |
| Nordea Investment Management AB | 11,872 | $1.57M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 12,684 | $1.67M | 0.01% | +7,899+165.1% | Added |
| Kovack Advisors, Inc. | 12,829 | $1.69M | 0.16% | +1,457+12.8% | Added |
| Dynamic Technology Lab Private Ltd | 12,997 | $1.71M | 0.19% | +12,997 | New |
| Calamos Advisors LLC | 13,020 | $1.71M | 0.01% | −8,260−38.8% | Reduced |
| Tower Research Capital LLC (TRC) | 13,388 | $1.76M | 0.03% | +12,550+1,497.6% | Added |
| First Republic Investment Management, Inc. | 13,396 | $1.76M | 0.00% | −2,476−15.6% | Reduced |
| Capital International Inc | 13,740 | $1.81M | 0.02% | +13,740 | New |
| Independent Advisor Alliance | 13,876 | $1.82M | 0.09% | −2,794−16.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,945 | $1.83M | 0.04% | +12+0.1% | Added |
| Point72 Hong Kong Ltd | 14,018 | $1.84M | 0.16% | −3,706−20.9% | Reduced |
| WD Rutherford LLC | 14,095 | $1.85M | 0.94% | −15−0.1% | Reduced |
| CIBC Asset Management Inc | 14,180 | $1.86M | 0.01% | +1,626+13.0% | Added |
| Simplify Asset Management Inc. | 14,300 | $1.88M | 0.24% | +5,560+63.6% | Added |
| Seven Eight Capital, LP | 14,384 | $1.89M | 0.34% | +14,384 | New |
| ExodusPoint Capital Management, LP | 14,454 | $1.90M | 0.02% | +8,266+133.6% | Added |
| SEI Investments Co | 14,789 | $1.94M | 0.00% | +1,717+13.1% | Added |
| Ropes Wealth Advisors LLC | 14,765 | $1.94M | 0.34% | −5,494−27.1% | Reduced |
| Blue Barn Wealth, LLC | 14,927 | $1.96M | 1.33% | −85−0.6% | Reduced |
| SG3 Management, LLC | 15,000 | $1.97M | 0.20% | +5,000+50.0% | Added |
| Draper Asset Management, LLC | 15,082 | $1.98M | 1.64% | −323−2.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 15,363 | $2.02M | 0.00% | +7,286+90.2% | Added |
| Harbor Capital Advisors, Inc. | 15,532 | $2.04M | 0.74% | +15,532 | New |
| Circle Wealth Management, LLC | 15,589 | $2.05M | 0.27% | +21+0.1% | Added |
| Cresset Asset Management, LLC | 15,963 | $2.10M | 0.02% | +14,115+763.8% | Added |
| SWS Partners | 16,016 | $2.11M | 1.20% | +3,627+29.3% | Added |