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 |
|---|---|---|---|---|---|
| AtonRa Partners | 36,895 | $4.85M | 1.69% | −6,851−15.7% | Reduced |
| Swedbank AB | 35,991 | $4.79M | 0.01% | −19,889−35.6% | Reduced |
| O'Shares Investment Advisers, LLC | 36,374 | $4.78M | 0.34% | −17,091−32.0% | Reduced |
| Tenere Capital LLC | 35,500 | $4.67M | 1.85% | +35,500 | New |
| Principal Financial Group Inc | 35,390 | $4.65M | 0.00% | +567+1.6% | Added |
| PDT Partners, LLC | 35,300 | $4.64M | 0.35% | −5,101−12.6% | Reduced |
| CFM Wealth Partners LLC | 36,715 | $4.63M | 1.03% | +1,877+5.4% | Added |
| ClariVest Asset Management LLC | 34,700 | $4.56M | 0.14% | −400−1.1% | Reduced |
| NN Investment Partners Holdings N.V. | 33,009 | $4.34M | 0.02% | +3,163+10.6% | Added |
| Ambassador Advisors, LLC | 31,841 | $4.19M | 0.80% | −18,708−37.0% | Reduced |
| IFM Investors Pty Ltd | 31,740 | $4.17M | 0.08% | +2,070+7.0% | Added |
| US Bancorp | 31,659 | $4.16M | 0.01% | +3,999+14.5% | Added |
| Victory Capital Management Inc | 31,608 | $4.16M | 0.00% | −31,191−49.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 31,224 | $4.11M | 0.01% | −49,588−61.4% | Reduced |
| Soltis Investment Advisors LLC | 31,128 | $4.09M | 0.58% | +668+2.2% | Added |
| DekaBank Deutsche Girozentrale | 30,001 | $3.95M | 0.01% | +6,416+27.2% | Added |
| Raine Capital LLC | 30,000 | $3.94M | 0.32% | −5,000−14.3% | Reduced |
| Vestcor Inc | 29,830 | $3.92M | 0.14% | −2,218−6.9% | Reduced |
| Mercer Global Advisors Inc | 29,569 | $3.89M | 0.02% | +5,924+25.1% | Added |
| Jump Financial, LLC | 29,239 | $3.85M | 0.24% | +29,239 | New |
| Profund Advisors LLC | 28,233 | $3.71M | 0.12% | +25,729+1,027.5% | Added |
| Kestra Advisory Services, LLC | 28,184 | $3.71M | 0.04% | −2,516−8.2% | Reduced |
| Gamco Investors, Inc. Et Al | 27,715 | $3.65M | 0.03% | −8,685−23.9% | Reduced |
| Wealthfront Advisers LLC | 27,505 | $3.62M | 0.02% | +1,848+7.2% | Added |
| Xponance, Inc. | 27,461 | $3.61M | 0.06% | −163−0.6% | Reduced |
| Walleye Capital LLC | 26,825 | $3.53M | 0.12% | +26,825 | New |
| Sigma Planning Corp | 26,664 | $3.51M | 0.10% | −25,069−48.5% | Reduced |
| AE Wealth Management LLC | 26,130 | $3.44M | 0.02% | −5,828−18.2% | Reduced |
| Vident Investment Advisory, LLC | 25,989 | $3.42M | 0.09% | −14−0.1% | Reduced |
| Nissay Asset Management Corp | 25,742 | $3.38M | 0.03% | +579+2.3% | Added |
| Avitas Wealth Management LLC | 25,604 | $3.37M | 0.56% | −3,166−11.0% | Reduced |
| Bridgeway Capital Management, LLC | 25,420 | $3.34M | 0.06% | +25,420 | New |
| Hartline Investment Corp | 25,141 | $3.31M | 0.45% | +25,141 | New |
| Executive Wealth Management, LLC | 24,956 | $3.28M | 0.33% | −12,919−34.1% | Reduced |
| Banque Cantonale Vaudoise | 23,645 | $3.11M | 0.12% | −4,477−15.9% | Reduced |
| Heirloom Wealth Management | 33,090 | $3.09M | 2.65% | +33,090 | New |
| Allstate Corp | 23,457 | $3.08M | 0.06% | +23,457 | New |
| Viridian Ria, LLC | 23,436 | $3.08M | 0.65% | +23,436 | New |
| Mirae Asset Global Investments Co., Ltd. | 23,418 | $3.08M | 0.01% | +21,491+1,115.3% | Added |
| Polar Asset Management Partners Inc. | 23,200 | $3.05M | 0.04% | +23,200 | New |
| Amalgamated Bank | 23,191 | $3.05M | 0.02% | +647+2.9% | Added |
| STRS Ohio | 23,190 | $3.05M | 0.01% | −882−3.7% | Reduced |
| Standard Life Aberdeen plc | 23,124 | $3.04M | 0.01% | −85,716−78.8% | Reduced |
| Engineers Gate Manager LP | 23,082 | $3.04M | 0.14% | +23,082 | New |
| IFP Advisors, Inc | 22,409 | $2.98M | 0.06% | −32,747−59.4% | Reduced |
| D.A. Davidson & Co. | 21,935 | $2.88M | 0.03% | −20−0.1% | Reduced |
| APG Asset Management N.V. | 24,790 | $2.87M | 0.00% | −6,800−21.5% | Reduced |
| Aspiriant, LLC | 21,692 | $2.85M | 0.15% | −14,123−39.4% | Reduced |
| Davy Global Fund Management Ltd | 21,581 | $2.84M | 0.44% | −15,569−41.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 21,000 | $2.80M | 0.03% | −2,123−9.2% | Reduced |
| Verition Fund Management LLC | 21,007 | $2.76M | 0.03% | +17,596+515.9% | Added |
| Achmea Investment Management B.V. | 20,958 | $2.75M | 0.13% | −1,566−7.0% | Reduced |
| Clear Harbor Asset Management, LLC | 20,812 | $2.74M | 0.30% | −890−4.1% | Reduced |
| BBR Partners, LLC | 20,610 | $2.71M | 0.32% | −2,349−10.2% | Reduced |
| Duality Advisers, LP | 20,348 | $2.68M | 0.29% | +4,227+26.2% | Added |
| Rafferty Asset Management, LLC | 20,323 | $2.67M | 0.01% | +20,323 | New |
| Blueshift Asset Management, LLC | 20,251 | $2.66M | 0.23% | +17,330+593.3% | Added |
| ProShare Advisors LLC | 20,054 | $2.64M | 0.01% | +6,169+44.4% | Added |
| Codex Capital, L.L.C. | 20,000 | $2.62M | 1.36% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 19,688 | $2.59M | 0.07% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 19,532 | $2.57M | 0.51% | +19,532 | New |
| New York Life Investments Alternatives | 19,489 | $2.56M | 1.72% | −400−2.0% | Reduced |
| Lazard Asset Management LLC | 19,411 | $2.55M | 0.00% | −1,012−5.0% | Reduced |
| NZS Capital, LLC | 19,380 | $2.55M | 0.22% | −72,744−79.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,844 | $2.48M | 0.59% | +13,820+275.1% | Added |
| CIBC World Markets Inc. | 18,671 | $2.46M | 0.01% | +13,925+293.4% | Added |
| Sepio Capital, LP | 18,207 | $2.39M | 0.18% | −228−1.2% | Reduced |
| AlphaCrest Capital Management LLC | 18,114 | $2.38M | 0.09% | +13,402+284.4% | Added |
| Interval Partners, LP | 18,000 | $2.37M | 0.16% | +18,000 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 17,739 | $2.33M | 0.41% | +17,739 | New |
| Elo Mutual Pension Insurance Co | 17,515 | $2.30M | 0.06% | +1,741+11.0% | Added |
| Eagle Bay Advisors LLC | 17,296 | $2.27M | 1.48% | −14,022−44.8% | Reduced |
| Grandview Asset Management LLC | 17,215 | $2.26M | 0.91% | +334+2.0% | Added |
| ARS Investment Partners, LLC | 17,092 | $2.25M | 0.21% | −13,630−44.4% | Reduced |
| Panagora Asset Management Inc | 16,913 | $2.22M | 0.01% | −25,888−60.5% | Reduced |
| Ieq Capital, LLC | 16,709 | $2.20M | 0.05% | −5,683−25.4% | Reduced |
| Metropolitan Life Insurance Co | 16,507 | $2.17M | 0.03% | −126−0.8% | Reduced |
| 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 |
| Lyell Wealth Management, LP | 16,288 | $2.14M | 0.24% | +16,288 | New |
| Strategic Vision Investment Ltd | 16,100 | $2.12M | 5.27% | 00.0% | Unchanged |
| SWS Partners | 16,016 | $2.11M | 1.20% | +3,627+29.3% | Added |
| Cresset Asset Management, LLC | 15,963 | $2.10M | 0.02% | +14,115+763.8% | Added |
| Circle Wealth Management, LLC | 15,589 | $2.05M | 0.27% | +21+0.1% | Added |
| Harbor Capital Advisors, Inc. | 15,532 | $2.04M | 0.74% | +15,532 | New |
| Robeco Institutional Asset Management B.V. | 15,363 | $2.02M | 0.00% | +7,286+90.2% | Added |
| Draper Asset Management, LLC | 15,082 | $1.98M | 1.64% | −323−2.1% | Reduced |
| SG3 Management, LLC | 15,000 | $1.97M | 0.20% | +5,000+50.0% | Added |
| Blue Barn Wealth, LLC | 14,927 | $1.96M | 1.33% | −85−0.6% | Reduced |
| Ropes Wealth Advisors LLC | 14,765 | $1.94M | 0.34% | −5,494−27.1% | Reduced |
| SEI Investments Co | 14,789 | $1.94M | 0.00% | +1,717+13.1% | Added |
| ExodusPoint Capital Management, LP | 14,454 | $1.90M | 0.02% | +8,266+133.6% | Added |
| Seven Eight Capital, LP | 14,384 | $1.89M | 0.34% | +14,384 | New |
| Simplify Asset Management Inc. | 14,300 | $1.88M | 0.24% | +5,560+63.6% | Added |
| CIBC Asset Management Inc | 14,180 | $1.86M | 0.01% | +1,626+13.0% | Added |
| WD Rutherford LLC | 14,095 | $1.85M | 0.94% | −15−0.1% | Reduced |
| Point72 Hong Kong Ltd | 14,018 | $1.84M | 0.16% | −3,706−20.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,945 | $1.83M | 0.04% | +12+0.1% | Added |
| Independent Advisor Alliance | 13,876 | $1.82M | 0.09% | −2,794−16.8% | Reduced |
| Capital International Inc | 13,740 | $1.81M | 0.02% | +13,740 | New |