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 |
|---|---|---|---|---|---|
| Navellier & Associates Inc | 43,695 | $5.75M | 0.84% | +386+0.9% | Added |
| Cynosure Management, LLC | 43,802 | $5.76M | 4.35% | −16,173−27.0% | Reduced |
| Kames Capital plc | 44,206 | $5.81M | 0.07% | +44,206 | New |
| Arrowstreet Capital, Limited Partnership | 44,489 | $5.85M | 0.01% | −30,473−40.7% | Reduced |
| Nomura Asset Management Co Ltd | 46,080 | $6.06M | 0.03% | +1,700+3.8% | Added |
| Aigen Investment Management, LP | 43,380 | $6.09M | 0.37% | +43,380 | New |
| Forsta Ap-Fonden | 46,400 | $6.10M | 0.06% | −1,100−2.3% | Reduced |
| Utah Retirement Systems | 46,962 | $6.17M | 0.08% | +226+0.5% | Added |
| HighTower Advisors, LLC | 48,182 | $6.34M | 0.01% | +1,370+2.9% | Added |
| LGT Group Foundation | 49,314 | $6.49M | 0.17% | +49,314 | New |
| Man Group plc | 49,651 | $6.53M | 0.02% | −21,856−30.6% | Reduced |
| USS Investment Management Ltd | 49,752 | $6.54M | 0.05% | 00.0% | Unchanged |
| Telemark Asset Management, LLC | 50,000 | $6.58M | 0.47% | −100,000−66.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 50,030 | $6.58M | 1.78% | −380−0.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 50,300 | $6.61M | 0.01% | +50,300 | New |
| Blair William & Co | 51,562 | $6.78M | 0.02% | +1,827+3.7% | Added |
| TD Asset Management Inc | 52,965 | $6.96M | 0.01% | −1,273−2.3% | Reduced |
| Westpac Banking Corp | 53,584 | $7.05M | 0.07% | −24,597−31.5% | Reduced |
| Advisor Group Holdings, Inc. | 54,827 | $7.17M | 0.01% | −78,486−58.9% | Reduced |
| Rockefeller Capital Management L.P. | 54,997 | $7.23M | 0.03% | −42,235−43.4% | Reduced |
| Toronto Dominion Bank | 57,402 | $7.55M | 0.01% | −122,709−68.1% | Reduced |
| Envestnet Asset Management Inc | 58,138 | $7.64M | 0.00% | +14,320+32.7% | Added |
| Cubist Systematic Strategies, LLC | 58,158 | $7.65M | 0.07% | +50,364+646.2% | Added |
| Federation des caisses Desjardins du Quebec | 58,981 | $7.75M | 0.08% | −8,902−13.1% | Reduced |
| Ergoteles LLC | 59,883 | $7.88M | 0.31% | +59,883 | New |
| Vontobel Holding Ltd. | 63,241 | $8.43M | 0.07% | −50,265−44.3% | Reduced |
| Arizona State Retirement System | 64,935 | $8.54M | 0.07% | +210+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 65,556 | $8.62M | 0.04% | −86,196−56.8% | Reduced |
| Jackson Square Capital, LLC | 66,169 | $8.70M | 2.50% | +2,554+4.0% | Added |
| Quantbot Technologies LP | 68,025 | $8.95M | 0.73% | +48,663+251.3% | Added |
| Exchange Traded Concepts, LLC | 68,656 | $9.03M | 0.17% | +55,284+413.4% | Added |
| Armistice Capital, LLC | 69,000 | $9.07M | 0.22% | +69,000 | New |
| AMJ Financial Wealth Management | 70,548 | $9.28M | 3.35% | −26,556−27.3% | Reduced |
| Prospera Financial Services Inc | 71,514 | $9.40M | 0.41% | +71,514 | New |
| Vestor Capital, LLC | 71,560 | $9.41M | 0.90% | −18,767−20.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 71,928 | $9.46M | 0.08% | −272−0.4% | Reduced |
| Oregon Public Employees Retirement Fund | 73,327 | $9.64M | 0.11% | −6,400−8.0% | Reduced |
| Aviva PLC | 78,025 | $10.3M | 0.04% | −14,907−16.0% | Reduced |
| Pictet Asset Management SA | 78,596 | $10.3M | 0.01% | +724+0.9% | Added |
| Trexquant Investment LP | 79,490 | $10.5M | 0.65% | +74,071+1,366.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 81,370 | $10.7M | 0.05% | +1,213+1.5% | Added |
| Capital Fund Management S.A. | 81,395 | $10.7M | 0.28% | +29,278+56.2% | Added |
| Jasper Ridge Partners, L.P. | 81,933 | $10.8M | 0.40% | −55,952−40.6% | Reduced |
| Sentinel Trust Co Lba | 84,429 | $11.1M | 1.36% | −8,289−8.9% | Reduced |
| Russell Investments Group, Ltd. | 84,169 | $11.1M | 0.02% | −5,375−6.0% | Reduced |
| AQR Capital Management LLC | 85,623 | $11.3M | 0.02% | −20,416−19.3% | Reduced |
| LPL Financial LLC | 86,041 | $11.3M | 0.01% | −34,013−28.3% | Reduced |
| Royal London Asset Management Ltd | 87,642 | $11.5M | 0.04% | −847−1.0% | Reduced |
| Paloma Partners Management Co | 89,876 | $11.8M | 0.38% | +88,868+8,816.3% | Added |
| Korea Investment CORP | 92,900 | $12.2M | 0.03% | +26,900+40.8% | Added |
| Parallax Volatility Advisers, L.P. | 94,078 | $12.4M | 0.15% | −31,031−24.8% | Reduced |
| Raymond James & Associates | 95,093 | $12.5M | 0.01% | −61,212−39.2% | Reduced |
| Andra AP-fonden | 95,600 | $12.6M | 0.26% | −37,400−28.1% | Reduced |
| Stony Point Capital LLC | 95,748 | $12.6M | 2.36% | +28,066+41.5% | Added |
| Miura Global Management, LLC | 100,000 | $13.2M | 2.23% | −85,000−45.9% | Reduced |
| Firsthand Capital Management, Inc. | 100,000 | $13.2M | 5.01% | 00.0% | Unchanged |
| Natixis | 102,085 | $13.4M | 0.05% | −114,480−52.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 104,400 | $13.7M | 0.13% | +104,400 | New |
| Asset Management One Co.,Ltd. | 103,576 | $13.8M | 0.05% | +2,720+2.7% | Added |
| Nwi Management LP | 105,000 | $13.8M | 1.76% | +5,000+5.0% | Added |
| Renaissance Capital LLC | 105,367 | $13.9M | 3.56% | −18,467−14.9% | Reduced |
| Liontrust Investment Partners LLP | 109,000 | $14.3M | 0.17% | +2,100+2.0% | Added |
| RPG Investment Advisory, LLC | 111,539 | $14.7M | 2.28% | −3,401−3.0% | Reduced |
| Sander Capital Advisors Inc | 112,179 | $14.8M | 5.95% | +112,179 | New |
| Handelsbanken Fonder AB | 115,008 | $15.1M | 0.07% | −242,067−67.8% | Reduced |
| Voya Investment Management LLC | 122,732 | $16.1M | 0.03% | +43,385+54.7% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 124,549 | $16.4M | 0.05% | −342,087−73.3% | Reduced |
| Storebrand Asset Management AS | 125,051 | $16.4M | 0.07% | +32,218+34.7% | Added |
| Nomura Holdings Inc | 127,092 | $16.8M | 0.10% | −30,458−19.3% | Reduced |
| Susquehanna International Group, LLP | 132,044 | $17.4M | 0.03% | +42,156+46.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 132,948 | $17.5M | 0.09% | +122,856+1,217.4% | Added |
| JPMorgan Chase & Co | 134,897 | $17.7M | 0.00% | −290,471−68.3% | Reduced |
| Tudor Investment Corp Et Al | 136,174 | $17.9M | 0.34% | +42,110+44.8% | Added |
| Price T Rowe Associates Inc | 136,817 | $18.0M | 0.00% | −659,542−82.8% | Reduced |
| Mizuho Markets Americas LLC | 139,325 | $18.3M | 0.97% | −70,375−33.6% | Reduced |
| State of New Jersey Common Pension Fund D | 139,442 | $18.3M | 0.05% | +3,358+2.5% | Added |
| Forte Capital LLC | 139,785 | $18.4M | 2.32% | −19,040−12.0% | Reduced |
| Public Employees Retirement System of Ohio | 140,698 | $18.5M | 0.06% | −5,220−3.6% | Reduced |
| KBC Group NV | 143,782 | $18.9M | 0.06% | −32,312−18.3% | Reduced |
| Teacher Retirement System of Texas | 144,115 | $19.0M | 0.09% | +27,472+23.6% | Added |
| Treasurer of the State of North Carolina | 145,649 | $19.2M | 0.10% | −470−0.3% | Reduced |
| Gabelli Funds LLC | 146,219 | $19.2M | 0.12% | −82,853−36.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 147,628 | $19.4M | 0.17% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 148,802 | $19.6M | 0.15% | +57,275+62.6% | Added |
| Tobam | 149,215 | $19.6M | 0.88% | −127,879−46.2% | Reduced |
| Vista Equity Partners Management, LLC | 151,339 | $19.9M | 0.15% | −32,863−17.8% | Reduced |
| State of Wisconsin Investment Board | 152,892 | $20.1M | 0.04% | +27,871+22.3% | Added |
| Alberta Investment Management Corp | 154,359 | $20.3M | 0.12% | +27,116+21.3% | 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 |
| Dimensional Fund Advisors LP | 163,833 | $21.5M | 0.01% | +4,991+3.1% | Added |
| 12 West Capital Management LP | 165,000 | $21.7M | 0.96% | −188,200−53.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 172,000 | $22.6M | 0.13% | +4,300+2.6% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 175,000 | $23.0M | 0.05% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 179,394 | $23.6M | 0.38% | −43,325−19.5% | Reduced |
| Eaton Vance Management | 183,040 | $24.1M | 0.03% | +30.0% | Added |
| Worldquant Millennium Advisors LLC | 184,619 | $24.3M | 0.48% | +184,619 | New |
| Center Lake Capital Management, LLC | 185,000 | $24.3M | 4.27% | −100,000−35.1% | Reduced |
| Jane Street Group, LLC | 185,784 | $24.4M | 0.05% | +147,043+379.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 200,749 | $25.3M | 0.10% | −22,230−10.0% | Reduced |
| Allen Investment Management LLC | 195,490 | $25.7M | 0.32% | 00.0% | Unchanged |