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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 145,649 | $19.2M | 0.10% | −470−0.3% | Reduced |
| Teacher Retirement System of Texas | 144,115 | $19.0M | 0.09% | +27,472+23.6% | Added |
| KBC Group NV | 143,782 | $18.9M | 0.06% | −32,312−18.3% | Reduced |
| Public Employees Retirement System of Ohio | 140,698 | $18.5M | 0.06% | −5,220−3.6% | Reduced |
| Forte Capital LLC | 139,785 | $18.4M | 2.32% | −19,040−12.0% | Reduced |
| State of New Jersey Common Pension Fund D | 139,442 | $18.3M | 0.05% | +3,358+2.5% | Added |
| Mizuho Markets Americas LLC | 139,325 | $18.3M | 0.97% | −70,375−33.6% | Reduced |
| Price T Rowe Associates Inc | 136,817 | $18.0M | 0.00% | −659,542−82.8% | Reduced |
| Tudor Investment Corp Et Al | 136,174 | $17.9M | 0.34% | +42,110+44.8% | Added |
| JPMorgan Chase & Co | 134,897 | $17.7M | 0.00% | −290,471−68.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 132,948 | $17.5M | 0.09% | +122,856+1,217.4% | Added |
| Susquehanna International Group, LLP | 132,044 | $17.4M | 0.03% | +42,156+46.9% | Added |
| Nomura Holdings Inc | 127,092 | $16.8M | 0.10% | −30,458−19.3% | Reduced |
| Storebrand Asset Management AS | 125,051 | $16.4M | 0.07% | +32,218+34.7% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 124,549 | $16.4M | 0.05% | −342,087−73.3% | Reduced |
| Voya Investment Management LLC | 122,732 | $16.1M | 0.03% | +43,385+54.7% | Added |
| Handelsbanken Fonder AB | 115,008 | $15.1M | 0.07% | −242,067−67.8% | Reduced |
| Sander Capital Advisors Inc | 112,179 | $14.8M | 5.95% | +112,179 | New |
| RPG Investment Advisory, LLC | 111,539 | $14.7M | 2.28% | −3,401−3.0% | Reduced |
| Liontrust Investment Partners LLP | 109,000 | $14.3M | 0.17% | +2,100+2.0% | Added |
| Renaissance Capital LLC | 105,367 | $13.9M | 3.56% | −18,467−14.9% | Reduced |
| Nwi Management LP | 105,000 | $13.8M | 1.76% | +5,000+5.0% | Added |
| Asset Management One Co.,Ltd. | 103,576 | $13.8M | 0.05% | +2,720+2.7% | Added |
| Schonfeld Strategic Advisors LLC | 104,400 | $13.7M | 0.13% | +104,400 | New |
| Natixis | 102,085 | $13.4M | 0.05% | −114,480−52.9% | Reduced |
| 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 |
| Stony Point Capital LLC | 95,748 | $12.6M | 2.36% | +28,066+41.5% | Added |
| Andra AP-fonden | 95,600 | $12.6M | 0.26% | −37,400−28.1% | Reduced |
| Raymond James & Associates | 95,093 | $12.5M | 0.01% | −61,212−39.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 94,078 | $12.4M | 0.15% | −31,031−24.8% | Reduced |
| Korea Investment CORP | 92,900 | $12.2M | 0.03% | +26,900+40.8% | Added |
| Paloma Partners Management Co | 89,876 | $11.8M | 0.38% | +88,868+8,816.3% | Added |
| Royal London Asset Management Ltd | 87,642 | $11.5M | 0.04% | −847−1.0% | Reduced |
| LPL Financial LLC | 86,041 | $11.3M | 0.01% | −34,013−28.3% | Reduced |
| AQR Capital Management LLC | 85,623 | $11.3M | 0.02% | −20,416−19.3% | Reduced |
| Russell Investments Group, Ltd. | 84,169 | $11.1M | 0.02% | −5,375−6.0% | Reduced |
| Sentinel Trust Co Lba | 84,429 | $11.1M | 1.36% | −8,289−8.9% | Reduced |
| Jasper Ridge Partners, L.P. | 81,933 | $10.8M | 0.40% | −55,952−40.6% | Reduced |
| Capital Fund Management S.A. | 81,395 | $10.7M | 0.28% | +29,278+56.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 81,370 | $10.7M | 0.05% | +1,213+1.5% | Added |
| Trexquant Investment LP | 79,490 | $10.5M | 0.65% | +74,071+1,366.9% | Added |
| Pictet Asset Management SA | 78,596 | $10.3M | 0.01% | +724+0.9% | Added |
| Aviva PLC | 78,025 | $10.3M | 0.04% | −14,907−16.0% | Reduced |
| Oregon Public Employees Retirement Fund | 73,327 | $9.64M | 0.11% | −6,400−8.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 71,928 | $9.46M | 0.08% | −272−0.4% | Reduced |
| Vestor Capital, LLC | 71,560 | $9.41M | 0.90% | −18,767−20.8% | Reduced |
| Prospera Financial Services Inc | 71,514 | $9.40M | 0.41% | +71,514 | New |
| AMJ Financial Wealth Management | 70,548 | $9.28M | 3.35% | −26,556−27.3% | Reduced |
| Armistice Capital, LLC | 69,000 | $9.07M | 0.22% | +69,000 | New |
| Exchange Traded Concepts, LLC | 68,656 | $9.03M | 0.17% | +55,284+413.4% | Added |
| Quantbot Technologies LP | 68,025 | $8.95M | 0.73% | +48,663+251.3% | Added |
| Jackson Square Capital, LLC | 66,169 | $8.70M | 2.50% | +2,554+4.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 65,556 | $8.62M | 0.04% | −86,196−56.8% | Reduced |
| Arizona State Retirement System | 64,935 | $8.54M | 0.07% | +210+0.3% | Added |
| Vontobel Holding Ltd. | 63,241 | $8.43M | 0.07% | −50,265−44.3% | Reduced |
| Ergoteles LLC | 59,883 | $7.88M | 0.31% | +59,883 | New |
| Federation des caisses Desjardins du Quebec | 58,981 | $7.75M | 0.08% | −8,902−13.1% | Reduced |
| Cubist Systematic Strategies, LLC | 58,158 | $7.65M | 0.07% | +50,364+646.2% | Added |
| Envestnet Asset Management Inc | 58,138 | $7.64M | 0.00% | +14,320+32.7% | Added |
| Toronto Dominion Bank | 57,402 | $7.55M | 0.01% | −122,709−68.1% | Reduced |
| Rockefeller Capital Management L.P. | 54,997 | $7.23M | 0.03% | −42,235−43.4% | Reduced |
| Advisor Group Holdings, Inc. | 54,827 | $7.17M | 0.01% | −78,486−58.9% | Reduced |
| Westpac Banking Corp | 53,584 | $7.05M | 0.07% | −24,597−31.5% | Reduced |
| TD Asset Management Inc | 52,965 | $6.96M | 0.01% | −1,273−2.3% | Reduced |
| Blair William & Co | 51,562 | $6.78M | 0.02% | +1,827+3.7% | Added |
| Caisse de Depot Et Placement du Quebec | 50,300 | $6.61M | 0.01% | +50,300 | New |
| Riggs Asset Managment Co. Inc. | 50,030 | $6.58M | 1.78% | −380−0.8% | Reduced |
| Telemark Asset Management, LLC | 50,000 | $6.58M | 0.47% | −100,000−66.7% | Reduced |
| USS Investment Management Ltd | 49,752 | $6.54M | 0.05% | 00.0% | Unchanged |
| Man Group plc | 49,651 | $6.53M | 0.02% | −21,856−30.6% | Reduced |
| LGT Group Foundation | 49,314 | $6.49M | 0.17% | +49,314 | New |
| HighTower Advisors, LLC | 48,182 | $6.34M | 0.01% | +1,370+2.9% | Added |
| Utah Retirement Systems | 46,962 | $6.17M | 0.08% | +226+0.5% | Added |
| Forsta Ap-Fonden | 46,400 | $6.10M | 0.06% | −1,100−2.3% | Reduced |
| Aigen Investment Management, LP | 43,380 | $6.09M | 0.37% | +43,380 | New |
| Nomura Asset Management Co Ltd | 46,080 | $6.06M | 0.03% | +1,700+3.8% | Added |
| Arrowstreet Capital, Limited Partnership | 44,489 | $5.85M | 0.01% | −30,473−40.7% | Reduced |
| Kames Capital plc | 44,206 | $5.81M | 0.07% | +44,206 | New |
| Cynosure Management, LLC | 43,802 | $5.76M | 4.35% | −16,173−27.0% | Reduced |
| Navellier & Associates Inc | 43,695 | $5.75M | 0.84% | +386+0.9% | Added |
| Prudential PLC | 43,685 | $5.75M | 0.08% | +14,763+51.0% | Added |
| Occudo Quantitative Strategies LP | 43,544 | $5.73M | 0.51% | +33,913+352.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 43,077 | $5.67M | 0.03% | −127,532−74.8% | Reduced |
| Virtu Financial LLC | 42,581 | $5.60M | 0.57% | +21,347+100.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 41,943 | $5.59M | 0.03% | +5,703+15.7% | Added |
| Stifel Financial Corp | 42,018 | $5.53M | 0.01% | −1,327−3.1% | Reduced |
| Public Employees Retirement Association of Colorado | 41,765 | $5.49M | 0.02% | +13,190+46.2% | Added |
| British Columbia Investment Management Corp | 41,725 | $5.49M | 0.03% | −881−2.1% | Reduced |
| Hamilton Lane Advisors LLC | 41,636 | $5.47M | 0.71% | −160,829−79.4% | Reduced |
| Gulf International Bank (UK) Ltd | 41,534 | $5.46M | 0.08% | −8,526−17.0% | Reduced |
| Squarepoint Ops LLC | 41,466 | $5.45M | 0.03% | +41,466 | New |
| Prescott Group Capital Management, L.L.C. | 41,228 | $5.42M | 1.23% | −1,000−2.4% | Reduced |
| DnB Asset Management AS | 41,012 | $5.39M | 0.03% | +9,933+32.0% | Added |
| Mackenzie Financial Corp | 38,948 | $5.12M | 0.01% | −12,290−24.0% | Reduced |
| Meridian Wealth Management, LLC | 38,586 | $5.07M | 0.54% | +21,982+132.4% | Added |
| Commonwealth Equity Services, LLC | 37,956 | $4.99M | 0.01% | −7,447−16.4% | Reduced |
| Hampton Road Capital Management LP | 37,930 | $4.99M | 1.75% | +37,930 | New |
| Tiemann Investment Advisors, LLC | 37,819 | $4.97M | 2.10% | −750−1.9% | Reduced |
| Oppenheimer & Co Inc | 37,315 | $4.91M | 0.09% | −1,349−3.5% | Reduced |