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 |
|---|---|---|---|---|---|
| Amundi | 260,363 | $25.8M | 0.02% | +112,881+76.5% | Added |
| Alliancebernstein L.P. | 207,719 | $27.3M | 0.01% | −41,460−16.6% | Reduced |
| Ensign Peak Advisors, Inc | 215,271 | $28.3M | 0.05% | +103,402+92.4% | Added |
| Privium Fund Management B.V. | 222,435 | $29.6M | 5.90% | +222,435 | New |
| Atika Capital Management LLC | 234,700 | $30.9M | 2.52% | −5,000−2.1% | Reduced |
| HSBC Holdings PLC | 244,167 | $32.3M | 0.03% | −22,420−8.4% | Reduced |
| Rhumbline Advisers | 248,898 | $32.7M | 0.04% | +12,186+5.1% | Added |
| Great West Life Assurance Co | 254,807 | $33.5M | 0.07% | +17,879+7.5% | Added |
| Credit Suisse AG | 259,442 | $34.1M | 0.03% | −63,259−19.6% | Reduced |
| Wells Fargo & Company | 266,467 | $35.0M | 0.01% | −1,228,391−82.2% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 266,645 | $35.1M | 2.14% | +10,000+3.9% | Added |
| ThornTree Capital Partners LP | 271,022 | $35.6M | 6.90% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 280,798 | $36.1M | 0.01% | +208,132+286.4% | Added |
| Long Walk Management LP | 286,000 | $37.6M | 25.67% | −180,797−38.7% | Reduced |
| National Pension Service | 297,654 | $39.1M | 0.07% | −49,612−14.3% | Reduced |
| State Board of Administration of Florida Retirement System | 305,856 | $40.2M | 0.07% | +4,012+1.3% | Added |
| Nikko Asset Management Americas, Inc. | 307,767 | $40.8M | 0.21% | −314,304−50.5% | Reduced |
| Wolverine Asset Management LLC | 320,411 | $42.1M | 0.50% | −110,276−25.6% | Reduced |
| Hitchwood Capital Management LP | 325,000 | $42.7M | 2.00% | −175,000−35.0% | Reduced |
| Citigroup Inc | 328,275 | $43.2M | 0.04% | +150,104+84.2% | Added |
| UBS Group AG | 330,505 | $43.5M | 0.02% | +23,900+7.8% | Added |
| Janus Henderson Group PLC | 336,900 | $44.3M | 0.02% | +293,242+671.7% | Added |
| New York State Common Retirement Fund | 338,033 | $44.5M | 0.04% | −5,182−1.5% | Reduced |
| Voloridge Investment Management, LLC | 341,989 | $45.0M | 0.25% | +207,870+155.0% | Added |
| Cota Capital Management, LLC | 346,779 | $45.6M | 7.81% | +43,566+14.4% | Added |
| Rovida Advisors Inc. | 351,400 | $46.2M | 2.07% | +55,500+18.8% | Added |
| ETF Managers Group, LLC | 347,987 | $46.4M | 0.92% | −148,241−29.9% | Reduced |
| La Financiere de L'Echiquier | 364,300 | $47.9M | 1.61% | −229,700−38.7% | Reduced |
| Parametric Portfolio Associates LLC | 369,139 | $48.5M | 0.02% | +61,988+20.2% | Added |
| Ardevora Asset Management LLP | 371,600 | $48.9M | 0.52% | −183,900−33.1% | Reduced |
| Lord, Abbett & Co. LLC | 371,938 | $48.9M | 0.11% | +371,938 | New |
| Federated Hermes, Inc. | 407,704 | $53.6M | 0.10% | −545,792−57.2% | Reduced |
| Bamco Inc | 418,035 | $55.0M | 0.12% | +17,723+4.4% | Added |
| Neuberger Berman Group LLC | 419,507 | $55.0M | 0.04% | +5,079+1.2% | Added |
| California State Teachers Retirement System | 430,616 | $56.6M | 0.07% | +2,526+0.6% | Added |
| Whetstone Capital Advisors, LLC | 453,467 | $59.6M | 12.32% | −48,025−9.6% | Reduced |
| Personal Capital Advisors Corp | 459,248 | $60.4M | 0.28% | −148,479−24.4% | Reduced |
| Allianz Asset Management GmbH | 469,261 | $61.7M | 0.04% | −921,747−66.3% | Reduced |
| Bank of Montreal | 494,486 | $66.0M | 0.04% | −479,122−49.2% | Reduced |
| SQN Investors LP | 524,657 | $69.0M | 4.52% | 00.0% | Unchanged |
| American Century Companies Inc | 541,946 | $71.3M | 0.05% | +44,273+8.9% | Added |
| Strategy Capital LLC | 569,073 | $74.8M | 7.08% | +41,115+7.8% | Added |
| Millennium Management LLC | 584,769 | $76.9M | 0.08% | +566,630+3,123.8% | Added |
| SW Investment Management LLC | 600,000 | $78.9M | 26.85% | +50,000+9.1% | Added |
| Goldman Sachs Group Inc | 678,430 | $89.2M | 0.02% | −325,462−32.4% | Reduced |
| Nuveen Asset Management, LLC | 715,472 | $94.1M | 0.03% | −81,406−10.2% | Reduced |
| California Public Employees Retirement System | 738,793 | $97.2M | 0.07% | −833,932−53.0% | Reduced |
| Two Sigma Advisers, LP | 800,000 | $105.2M | 0.26% | +800,000 | New |
| Bessemer Group Inc | 821,218 | $108.0M | 0.22% | +167,030+25.5% | Added |
| Renaissance Technologies LLC | 825,700 | $108.6M | 0.14% | +599,000+264.2% | Added |
| Charles Schwab Investment Management Inc | 828,345 | $108.9M | 0.03% | +47,405+6.1% | Added |
| Allspring Global Investments Holdings, LLC | 836,236 | $110.0M | 0.12% | +836,236 | New |
| UBS Asset Management Americas Inc | 892,812 | $117.4M | 0.04% | +52,284+6.2% | Added |
| Royal Bank of Canada | 897,292 | $118.0M | 0.03% | −167,856−15.8% | Reduced |
| Swiss National Bank | 901,100 | $118.5M | 0.07% | −10,800−1.2% | Reduced |
| Bank of New York Mellon Corp | 1,062,153 | $139.7M | 0.03% | +42,368+4.2% | Added |
| Citadel Advisors LLC | 1,082,646 | $142.4M | 0.15% | +254,776+30.8% | Added |
| Bank of America Corp | 1,115,908 | $146.7M | 0.02% | −239,728−17.7% | Reduced |
| Whale Rock Capital Management LLC | 1,130,399 | $148.6M | 1.26% | +1,130,399 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,244,989 | $163.7M | 0.10% | −68,543−5.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,486,105 | $195.4M | 0.41% | −156,653−9.5% | Reduced |
| Northern Trust Corp | 1,623,200 | $213.5M | 0.03% | +11,901+0.7% | Added |
| Two Sigma Investments, LP | 1,781,661 | $234.3M | 0.57% | +1,781,661 | New |
| Deutsche Bank AG | 1,787,568 | $235.1M | 0.11% | +79,963+4.7% | Added |
| NEA Management Company, LLC | 1,877,510 | $246.9M | 4.99% | +987,751+111.0% | Added |
| Invesco Ltd. | 1,925,098 | $253.2M | 0.06% | +808,586+72.4% | Added |
| Legal & General Group Plc | 2,062,948 | $271.3M | 0.08% | −101,529−4.7% | Reduced |
| D. E. Shaw & Co., Inc. | 2,143,661 | $281.9M | 0.34% | +1,198,382+126.8% | Added |
| Norges Bank | 2,440,264 | $320.9M | 0.07% | −1,684,803−40.8% | Reduced |
| Geode Capital Management, LLC | 3,393,114 | $445.6M | 0.05% | +256,811+8.2% | Added |
| Franklin Resources Inc | 3,702,536 | $486.9M | 0.18% | +1,315,670+55.1% | Added |
| Gilder Gagnon Howe & Co LLC | 4,202,789 | $552.7M | 3.15% | −176,589−4.0% | Reduced |
| First Trust Advisors LP | 4,945,025 | $650.3M | 0.63% | +2,386,240+93.3% | Added |
| State Street Corp | 5,274,187 | $693.6M | 0.03% | +81,860+1.6% | Added |
| Sands Capital Management, LLC | 8,819,174 | $1.16B | 2.15% | +495,797+6.0% | Added |
| Capital World Investors | 11,347,863 | $1.49B | 0.24% | +8,661,214+322.4% | Added |
| BlackRock Inc. | 14,480,397 | $1.90B | 0.05% | −1,445,936−9.1% | Reduced |
| Vanguard Group Inc | 22,809,851 | $3.00B | 0.07% | +920,313+4.2% | Added |
| Baillie Gifford & Co | 28,372,963 | $3.73B | 2.05% | −1,361,979−4.6% | Reduced |
| Morgan Stanley | 28,530,099 | $3.75B | 0.46% | +619,334+2.2% | Added |
| FMR LLC | 28,856,424 | $3.79B | 0.28% | −2,146,309−6.9% | Reduced |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Pathway Capital Management, LP | 0 | $0 | 0.00% | −213,989−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −166,523−100.0% | Sold out |
| Truxt Investmentos Ltda. | 0 | $0 | 0.00% | −163,400−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −150,733−100.0% | Sold out |
| AO Asset Management, LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| StepStone Group LP | 0 | $0 | 0.00% | −115,395−100.0% | Sold out |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −109,104−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −105,124−100.0% | Sold out |
| Ma Investment Partnership, LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| AlpInvest Partners B.V. | 0 | $0 | 0.00% | −75,005−100.0% | Sold out |
| Strategic Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −65,034−100.0% | Sold out |
| HarbourVest Partners LLC | 0 | $0 | 0.00% | −65,004−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −51,390−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −51,372−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −50,053−100.0% | Sold out |
| Clal Insurance Enterprises Holdings Ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Totem Point Management, LLC | 0 | $0 | 0.00% | −47,239−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −44,785−100.0% | Sold out |