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 |
|---|---|---|---|---|---|
| First Republic Investment Management, Inc. | 13,396 | $1.76M | 0.00% | −2,476−15.6% | Reduced |
| Tower Research Capital LLC (TRC) | 13,388 | $1.76M | 0.03% | +12,550+1,497.6% | Added |
| Calamos Advisors LLC | 13,020 | $1.71M | 0.01% | −8,260−38.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,997 | $1.71M | 0.19% | +12,997 | New |
| Kovack Advisors, Inc. | 12,829 | $1.69M | 0.16% | +1,457+12.8% | Added |
| Balyasny Asset Management LLC | 12,684 | $1.67M | 0.01% | +7,899+165.1% | Added |
| Nordea Investment Management AB | 11,872 | $1.57M | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 11,834 | $1.56M | 0.01% | +400+3.5% | Added |
| Truist Financial Corp | 11,586 | $1.52M | 0.00% | −27,459−70.3% | Reduced |
| Marshall Wace, LLP | 11,581 | $1.52M | 0.00% | +11,581 | New |
| Crawford Lake Capital Management, LLC | 11,541 | $1.52M | 0.63% | +11,541 | New |
| Illinois Municipal Retirement Fund | 11,409 | $1.50M | 0.04% | +2,596+29.5% | Added |
| Triasima Portfolio Management inc. | 11,400 | $1.50M | 0.07% | −6,670−36.9% | Reduced |
| Lido Advisors, LLC | 11,269 | $1.48M | 0.03% | +61+0.5% | Added |
| CWM Advisors, LLC | 10,990 | $1.45M | 0.17% | −818−6.9% | Reduced |
| Capital International Ltd | 10,848 | $1.43M | 0.07% | +10,848 | New |
| Impax Asset Management Group plc | 10,685 | $1.41M | 0.01% | +10,685 | New |
| Mirador Capital Partners LP | 10,583 | $1.39M | 0.29% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,481 | $1.38M | 0.04% | +195+1.9% | Added |
| Jacob Asset Management of New York LLC | 10,411 | $1.37M | 0.61% | −4,197−28.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 10,391 | $1.37M | 0.00% | −4,883−32.0% | Reduced |
| M&G Investment Management Ltd | 10,282 | $1.36M | 0.01% | +10,282 | New |
| Crestone Asset Management LLC | 10,275 | $1.35M | 0.27% | +10,275 | New |
| Private Advisor Group, LLC | 10,258 | $1.35M | 0.01% | −22,313−68.5% | Reduced |
| Geneos Wealth Management Inc. | 10,103 | $1.33M | 0.05% | +800+8.6% | Added |
| Steel Peak Wealth Management LLC | 10,018 | $1.32M | 0.08% | −1,102−9.9% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 10,000 | $1.31M | 0.76% | −5,000−33.3% | Reduced |
| Corient Capital Partners, LLC | 9,994 | $1.31M | 0.09% | +333+3.4% | Added |
| Harvest Investment Services, LLC | 9,811 | $1.29M | 0.54% | +4,182+74.3% | Added |
| Ferris Capital, LLC | 9,700 | $1.28M | 0.28% | 00.0% | Unchanged |
| Leonteq Securities AG | 9,699 | $1.28M | 0.06% | −299−3.0% | Reduced |
| Laurion Capital Management LP | 9,621 | $1.26M | 0.02% | −91,982−90.5% | Reduced |
| Advisory Services Network, LLC | 9,604 | $1.26M | 0.04% | +373+4.0% | Added |
| Afg Fiduciary Services Limited Partnership | 9,476 | $1.25M | 0.88% | +9,476 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 9,446 | $1.24M | 0.05% | −920−8.9% | Reduced |
| Old Well Partners, LLC | 9,240 | $1.22M | 0.75% | −6,060−39.6% | Reduced |
| Schroder Investment Management Group | 9,138 | $1.20M | 0.00% | +1,520+20.0% | Added |
| National Bank of Canada | 9,077 | $1.19M | 0.01% | +9,077 | New |
| Scotia Capital Inc. | 8,843 | $1.16M | 0.01% | −17,397−66.3% | Reduced |
| Parsons Capital Management Inc | 8,749 | $1.15M | 0.08% | −3,404−28.0% | Reduced |
| Jefferies Group LLC | 8,520 | $1.12M | 0.02% | +2,996+54.2% | Added |
| Caas Capital Management LP | 8,464 | $1.11M | 0.10% | +64+0.8% | Added |
| Echo Street Capital Management LLC | 8,374 | $1.10M | 0.01% | −611−6.8% | Reduced |
| Motley Fool Asset Management LLC | 8,305 | $1.09M | 0.07% | −508−5.8% | Reduced |
| Solstein Capital, LLC | 8,210 | $1.08M | 0.65% | 00.0% | Unchanged |
| Prudential Financial Inc | 5,372 | $1.08M | 0.00% | −398−6.9% | Reduced |
| Van Eck Associates Corp | 8,197 | $1.08M | 0.00% | +8,197 | New |
| Guggenheim Capital LLC | 8,056 | $1.06M | 0.01% | −716−8.2% | Reduced |
| Shell Asset Management Co | 8,012 | $1.05M | 0.02% | −3,338−29.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,960 | $1.05M | 0.04% | +675+9.3% | Added |
| Janney Montgomery Scott LLC | 7,849 | $1.03M | 0.00% | −4,564−36.8% | Reduced |
| Kestra Private Wealth Services, LLC | 7,784 | $1.02M | 0.05% | +1,421+22.3% | Added |
| Manufacturers Life Insurance Company, The | 7,764 | $1.02M | 0.00% | +2,157+38.5% | Added |
| Creative Planning | 7,728 | $1.02M | 0.00% | +1,324+20.7% | Added |
| V Wealth Advisors LLC | 7,575 | $996.0K | 0.15% | −50−0.7% | Reduced |
| Financial Advisory Service, Inc. | 7,430 | $977.0K | 0.09% | −1,250−14.4% | Reduced |
| New Millennium Group LLC | 7,345 | $966.0K | 0.73% | +7,345 | New |
| FORA Capital, LLC | 7,324 | $963.0K | 0.37% | +7,324 | New |
| Boulder Hill Capital Management LP | 7,300 | $960.0K | 0.93% | +7,300 | New |
| Frontier Wealth Management LLC | 7,220 | $949.0K | 0.06% | −725−9.1% | Reduced |
| SG Americas Securities, LLC | 7,183 | $945.0K | 0.01% | −22,617−75.9% | Reduced |
| Castle Rock Wealth Management, LLC | 10,464 | $927.0K | 0.38% | −1,836−14.9% | Reduced |
| M&T Bank Corp | 7,029 | $924.0K | 0.00% | +386+5.8% | Added |
| GWM Advisors LLC | 7,001 | $921.0K | 0.01% | −11,773−62.7% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 7,000 | $920.0K | 1.08% | +7,000 | New |
| Intersect Capital LLC | 6,893 | $906.0K | 0.17% | −49−0.7% | Reduced |
| MML Investors Services, LLC | 6,870 | $903.0K | 0.01% | −712−9.4% | Reduced |
| Joel Isaacson & Co., LLC | 6,766 | $890.0K | 0.06% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 6,630 | $883.0K | 0.01% | −14,661−68.9% | Reduced |
| Vivid Financial Management, Inc. | 6,656 | $875.0K | 0.33% | −894−11.8% | Reduced |
| Peak Asset Management, LLC | 6,617 | $870.0K | 0.20% | −5,956−47.4% | Reduced |
| Wolf Hill Capital Management, LP | 6,606 | $869.0K | 0.26% | +1,113+20.3% | Added |
| Umb Bank N A | 6,534 | $859.0K | 0.01% | +2,779+74.0% | Added |
| Ethic Inc. | 6,299 | $828.0K | 0.06% | +8+0.1% | Added |
| Cetera Investment Advisers | 6,184 | $813.0K | 0.01% | +145+2.4% | Added |
| Malaga Cove Capital, LLC | 6,184 | $813.0K | 0.32% | +6,184 | New |
| The PNC Financial Services Group, Inc. | 5,991 | $789.0K | 0.00% | +282+4.9% | Added |
| Perpetual Investment Management Ltd | 6,000 | $789.0K | 0.09% | +6,000 | New |
| Glenmede Trust Co NA | 5,988 | $786.0K | 0.00% | −386−6.1% | Reduced |
| Macquarie Group Ltd | 5,979 | $786.0K | 0.00% | +3,459+137.3% | Added |
| Inverness Counsel LLC | 5,879 | $773.0K | 0.03% | +64+1.1% | Added |
| Morse Asset Management, Inc | 5,830 | $767.0K | 0.17% | −1,255−17.7% | Reduced |
| Nauset Wealth Management. LLC | 5,821 | $765.0K | 0.73% | +5,821 | New |
| Astrantus Ltd | 5,796 | $762.0K | 0.57% | +5,796 | New |
| Brighton Jones LLC | 5,770 | $759.0K | 0.04% | +240+4.3% | Added |
| Park Avenue Securities LLC | 5,747 | $756.0K | 0.01% | +991+20.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,735 | $754.0K | 0.00% | +20.0% | Added |
| Spearhead Capital Advisors, LLC | 5,706 | $750.0K | 0.09% | +25+0.4% | Added |
| Acadian Asset Management LLC | 5,620 | $737.0K | 0.00% | +5,432+2,889.4% | Added |
| Comerica Bank | 8,562 | $726.0K | 0.01% | +637+8.0% | Added |
| Van Hulzen Asset Management, LLC | 5,465 | $719.0K | 0.08% | −575−9.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,397 | $710.0K | 0.06% | +1,735+47.4% | Added |
| Cutler Group LP | 5,397 | $709.0K | 0.05% | +5,397 | New |
| Perigon Wealth Management, LLC | 5,352 | $704.0K | 0.05% | −3,464−39.3% | Reduced |
| Capital International Sarl | 5,322 | $700.0K | 0.03% | +5,322 | New |
| Global Wealth Management Investment Advisory, Inc. | 5,268 | $693.0K | 0.21% | −260−4.7% | Reduced |
| Wellington Management Group LLP | 5,243 | $689.0K | 0.00% | +5,243 | New |
| JustInvest LLC | 5,208 | $685.0K | 0.04% | +1,306+33.5% | Added |
| Black Swift Group, LLC | 5,000 | $658.0K | 0.27% | +5,000 | New |
| Chase Investment Counsel Corp | 4,975 | $654.0K | 0.26% | −9,155−64.8% | Reduced |