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 |
|---|---|---|---|---|---|
| Strategic Vision Investment Ltd | 16,100 | $2.12M | 5.27% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 16,288 | $2.14M | 0.24% | +16,288 | New |
| AdvisorShares Investments LLC | 16,380 | $2.15M | 0.26% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 16,378 | $2.15M | 0.01% | +37+0.2% | Added |
| Metropolitan Life Insurance Co | 16,507 | $2.17M | 0.03% | −126−0.8% | Reduced |
| Ieq Capital, LLC | 16,709 | $2.20M | 0.05% | −5,683−25.4% | Reduced |
| Panagora Asset Management Inc | 16,913 | $2.22M | 0.01% | −25,888−60.5% | Reduced |
| ARS Investment Partners, LLC | 17,092 | $2.25M | 0.21% | −13,630−44.4% | Reduced |
| Grandview Asset Management LLC | 17,215 | $2.26M | 0.91% | +334+2.0% | Added |
| Eagle Bay Advisors LLC | 17,296 | $2.27M | 1.48% | −14,022−44.8% | Reduced |
| Elo Mutual Pension Insurance Co | 17,515 | $2.30M | 0.06% | +1,741+11.0% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 17,739 | $2.33M | 0.41% | +17,739 | New |
| Interval Partners, LP | 18,000 | $2.37M | 0.16% | +18,000 | New |
| AlphaCrest Capital Management LLC | 18,114 | $2.38M | 0.09% | +13,402+284.4% | Added |
| Sepio Capital, LP | 18,207 | $2.39M | 0.18% | −228−1.2% | Reduced |
| CIBC World Markets Inc. | 18,671 | $2.46M | 0.01% | +13,925+293.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 18,844 | $2.48M | 0.59% | +13,820+275.1% | Added |
| NZS Capital, LLC | 19,380 | $2.55M | 0.22% | −72,744−79.0% | Reduced |
| Lazard Asset Management LLC | 19,411 | $2.55M | 0.00% | −1,012−5.0% | Reduced |
| New York Life Investments Alternatives | 19,489 | $2.56M | 1.72% | −400−2.0% | Reduced |
| Titleist Asset Management, Ltd. | 19,532 | $2.57M | 0.51% | +19,532 | New |
| Maryland State Retirement & Pension System | 19,688 | $2.59M | 0.07% | 00.0% | Unchanged |
| Codex Capital, L.L.C. | 20,000 | $2.62M | 1.36% | 00.0% | Unchanged |
| ProShare Advisors LLC | 20,054 | $2.64M | 0.01% | +6,169+44.4% | Added |
| Blueshift Asset Management, LLC | 20,251 | $2.66M | 0.23% | +17,330+593.3% | Added |
| Rafferty Asset Management, LLC | 20,323 | $2.67M | 0.01% | +20,323 | New |
| Duality Advisers, LP | 20,348 | $2.68M | 0.29% | +4,227+26.2% | Added |
| BBR Partners, LLC | 20,610 | $2.71M | 0.32% | −2,349−10.2% | Reduced |
| Clear Harbor Asset Management, LLC | 20,812 | $2.74M | 0.30% | −890−4.1% | Reduced |
| Achmea Investment Management B.V. | 20,958 | $2.75M | 0.13% | −1,566−7.0% | Reduced |
| Verition Fund Management LLC | 21,007 | $2.76M | 0.03% | +17,596+515.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 21,000 | $2.80M | 0.03% | −2,123−9.2% | Reduced |
| Davy Global Fund Management Ltd | 21,581 | $2.84M | 0.44% | −15,569−41.9% | Reduced |
| Aspiriant, LLC | 21,692 | $2.85M | 0.15% | −14,123−39.4% | Reduced |
| APG Asset Management N.V. | 24,790 | $2.87M | 0.00% | −6,800−21.5% | Reduced |
| D.A. Davidson & Co. | 21,935 | $2.88M | 0.03% | −20−0.1% | Reduced |
| IFP Advisors, Inc | 22,409 | $2.98M | 0.06% | −32,747−59.4% | Reduced |
| Engineers Gate Manager LP | 23,082 | $3.04M | 0.14% | +23,082 | New |
| Standard Life Aberdeen plc | 23,124 | $3.04M | 0.01% | −85,716−78.8% | Reduced |
| STRS Ohio | 23,190 | $3.05M | 0.01% | −882−3.7% | Reduced |
| Amalgamated Bank | 23,191 | $3.05M | 0.02% | +647+2.9% | Added |
| Polar Asset Management Partners Inc. | 23,200 | $3.05M | 0.04% | +23,200 | New |
| Mirae Asset Global Investments Co., Ltd. | 23,418 | $3.08M | 0.01% | +21,491+1,115.3% | Added |
| Viridian Ria, LLC | 23,436 | $3.08M | 0.65% | +23,436 | New |
| Allstate Corp | 23,457 | $3.08M | 0.06% | +23,457 | New |
| Heirloom Wealth Management | 33,090 | $3.09M | 2.65% | +33,090 | New |
| Banque Cantonale Vaudoise | 23,645 | $3.11M | 0.12% | −4,477−15.9% | Reduced |
| Executive Wealth Management, LLC | 24,956 | $3.28M | 0.33% | −12,919−34.1% | Reduced |
| Hartline Investment Corp | 25,141 | $3.31M | 0.45% | +25,141 | New |
| Bridgeway Capital Management, LLC | 25,420 | $3.34M | 0.06% | +25,420 | New |
| Avitas Wealth Management LLC | 25,604 | $3.37M | 0.56% | −3,166−11.0% | Reduced |
| Nissay Asset Management Corp | 25,742 | $3.38M | 0.03% | +579+2.3% | Added |
| Vident Investment Advisory, LLC | 25,989 | $3.42M | 0.09% | −14−0.1% | Reduced |
| AE Wealth Management LLC | 26,130 | $3.44M | 0.02% | −5,828−18.2% | Reduced |
| Sigma Planning Corp | 26,664 | $3.51M | 0.10% | −25,069−48.5% | Reduced |
| Walleye Capital LLC | 26,825 | $3.53M | 0.12% | +26,825 | New |
| Xponance, Inc. | 27,461 | $3.61M | 0.06% | −163−0.6% | Reduced |
| Wealthfront Advisers LLC | 27,505 | $3.62M | 0.02% | +1,848+7.2% | Added |
| Gamco Investors, Inc. Et Al | 27,715 | $3.65M | 0.03% | −8,685−23.9% | Reduced |
| Kestra Advisory Services, LLC | 28,184 | $3.71M | 0.04% | −2,516−8.2% | Reduced |
| Profund Advisors LLC | 28,233 | $3.71M | 0.12% | +25,729+1,027.5% | Added |
| Jump Financial, LLC | 29,239 | $3.85M | 0.24% | +29,239 | New |
| Mercer Global Advisors Inc | 29,569 | $3.89M | 0.02% | +5,924+25.1% | Added |
| Vestcor Inc | 29,830 | $3.92M | 0.14% | −2,218−6.9% | Reduced |
| Raine Capital LLC | 30,000 | $3.94M | 0.32% | −5,000−14.3% | Reduced |
| DekaBank Deutsche Girozentrale | 30,001 | $3.95M | 0.01% | +6,416+27.2% | Added |
| Soltis Investment Advisors LLC | 31,128 | $4.09M | 0.58% | +668+2.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 31,224 | $4.11M | 0.01% | −49,588−61.4% | Reduced |
| Victory Capital Management Inc | 31,608 | $4.16M | 0.00% | −31,191−49.7% | Reduced |
| US Bancorp | 31,659 | $4.16M | 0.01% | +3,999+14.5% | Added |
| IFM Investors Pty Ltd | 31,740 | $4.17M | 0.08% | +2,070+7.0% | Added |
| Ambassador Advisors, LLC | 31,841 | $4.19M | 0.80% | −18,708−37.0% | Reduced |
| NN Investment Partners Holdings N.V. | 33,009 | $4.34M | 0.02% | +3,163+10.6% | Added |
| ClariVest Asset Management LLC | 34,700 | $4.56M | 0.14% | −400−1.1% | Reduced |
| CFM Wealth Partners LLC | 36,715 | $4.63M | 1.03% | +1,877+5.4% | Added |
| PDT Partners, LLC | 35,300 | $4.64M | 0.35% | −5,101−12.6% | Reduced |
| Principal Financial Group Inc | 35,390 | $4.65M | 0.00% | +567+1.6% | Added |
| Tenere Capital LLC | 35,500 | $4.67M | 1.85% | +35,500 | New |
| O'Shares Investment Advisers, LLC | 36,374 | $4.78M | 0.34% | −17,091−32.0% | Reduced |
| Swedbank AB | 35,991 | $4.79M | 0.01% | −19,889−35.6% | Reduced |
| AtonRa Partners | 36,895 | $4.85M | 1.69% | −6,851−15.7% | Reduced |
| Oppenheimer & Co Inc | 37,315 | $4.91M | 0.09% | −1,349−3.5% | Reduced |
| Tiemann Investment Advisors, LLC | 37,819 | $4.97M | 2.10% | −750−1.9% | Reduced |
| Hampton Road Capital Management LP | 37,930 | $4.99M | 1.75% | +37,930 | New |
| Commonwealth Equity Services, LLC | 37,956 | $4.99M | 0.01% | −7,447−16.4% | Reduced |
| Meridian Wealth Management, LLC | 38,586 | $5.07M | 0.54% | +21,982+132.4% | Added |
| Mackenzie Financial Corp | 38,948 | $5.12M | 0.01% | −12,290−24.0% | Reduced |
| DnB Asset Management AS | 41,012 | $5.39M | 0.03% | +9,933+32.0% | Added |
| Prescott Group Capital Management, L.L.C. | 41,228 | $5.42M | 1.23% | −1,000−2.4% | Reduced |
| Squarepoint Ops LLC | 41,466 | $5.45M | 0.03% | +41,466 | New |
| Gulf International Bank (UK) Ltd | 41,534 | $5.46M | 0.08% | −8,526−17.0% | Reduced |
| Hamilton Lane Advisors LLC | 41,636 | $5.47M | 0.71% | −160,829−79.4% | Reduced |
| British Columbia Investment Management Corp | 41,725 | $5.49M | 0.03% | −881−2.1% | Reduced |
| Public Employees Retirement Association of Colorado | 41,765 | $5.49M | 0.02% | +13,190+46.2% | Added |
| Stifel Financial Corp | 42,018 | $5.53M | 0.01% | −1,327−3.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 41,943 | $5.59M | 0.03% | +5,703+15.7% | Added |
| Virtu Financial LLC | 42,581 | $5.60M | 0.57% | +21,347+100.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 43,077 | $5.67M | 0.03% | −127,532−74.8% | Reduced |
| Occudo Quantitative Strategies LP | 43,544 | $5.73M | 0.51% | +33,913+352.1% | Added |
| Prudential PLC | 43,685 | $5.75M | 0.08% | +14,763+51.0% | Added |