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; 1,272 institutions reported holding it in 13F filings for Q2 2026, worth $78.5B in total; 3 superinvestors hold it, including ARK Invest and Oaktree Capital.
13F holders, Q1 2022
Institutional positions in Cloudflare, Inc. as of Mar 31, 2022. 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
- 641
- −33 vs. Q4 2021
- Shares held
- 234.0M
- +7.25M (+3.2%) vs. Q4 2021
- Total value
- $28.0B
- −$1.82B (−6.1%) vs. Q4 2021
- New holders
- 81
- 266 more added
- Sold out
- 114
- 209 more reduced
7 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,272 | $78.5B |
| Q1 2026 | 1,160 | $58.5B |
| Q4 2025 | 1,107 | $56.4B |
| Q3 2025 | 1,056 | $63.0B |
| Q2 2025 | 968 | $56.2B |
| Q1 2025 | 891 | $31.6B |
| Q4 2024 | 795 | $29.7B |
| Q3 2024 | 706 | $22.0B |
| Q2 2024 | 680 | $22.4B |
| Q1 2024 | 730 | $30.9B |
| Q4 2023 | 701 | $24.4B |
| Q3 2023 | 603 | $21.5B |
| Q2 2023 | 587 | $20.6B |
| Q1 2023 | 598 | $19.9B |
| Q4 2022 | 573 | $11.9B |
| Q3 2022 | 588 | $14.1B |
| Q2 2022 | 550 | $10.4B |
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 29,746,093 | $3.56B | 0.48% | +1,215,994+4.3% | Added |
| Baillie Gifford & Co | 27,133,828 | $3.25B | 2.28% | −1,239,135−4.4% | Reduced |
| Vanguard Group Inc | 23,358,000 | $2.80B | 0.07% | +548,149+2.4% | Added |
| FMR LLC | 22,448,644 | $2.69B | 0.21% | −6,407,780−22.2% | Reduced |
| Capital World Investors | 17,046,464 | $2.04B | 0.35% | +5,698,601+50.2% | Added |
| BlackRock Inc. | 15,091,856 | $1.81B | 0.05% | +611,459+4.2% | Added |
| Sands Capital Management, LLC | 13,550,528 | $1.62B | 3.73% | +4,731,354+53.6% | Added |
| First Trust Advisors LP | 6,448,150 | $771.8M | 0.79% | +1,503,125+30.4% | Added |
| State Street Corp | 5,552,609 | $664.6M | 0.03% | +278,422+5.3% | Added |
| Geode Capital Management, LLC | 3,480,517 | $416.0M | 0.05% | +87,403+2.6% | Added |
| Gilder Gagnon Howe & Co LLC | 3,333,070 | $399.0M | 3.69% | −869,719−20.7% | Reduced |
| Allianz Asset Management GmbH | 2,894,091 | $346.4M | 0.27% | +2,424,830+516.7% | Added |
| Franklin Resources Inc | 2,622,865 | $314.0M | 0.13% | −1,079,671−29.2% | Reduced |
| Norges Bank | 2,541,484 | $304.2M | 0.07% | +101,220+4.1% | Added |
| Legal & General Group Plc | 2,397,508 | $287.0M | 0.09% | +334,560+16.2% | Added |
| NEA Management Company, LLC | 1,877,510 | $224.7M | 6.49% | 00.0% | Unchanged |
| Northern Trust Corp | 1,685,204 | $201.7M | 0.04% | +62,004+3.8% | Added |
| D. E. Shaw & Co., Inc. | 1,537,914 | $184.1M | 0.24% | −605,747−28.3% | Reduced |
| Two Sigma Advisers, LP | 1,519,000 | $181.8M | 0.48% | +719,000+89.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,421,354 | $170.1M | 0.39% | −64,751−4.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,345,721 | $161.1M | 0.11% | +100,732+8.1% | Added |
| Renaissance Technologies LLC | 1,339,500 | $160.3M | 0.19% | +513,800+62.2% | Added |
| Deutsche Bank AG | 1,308,411 | $156.6M | 0.07% | −479,157−26.8% | Reduced |
| Swiss National Bank | 1,127,000 | $134.9M | 0.08% | +225,900+25.1% | Added |
| Two Sigma Investments, LP | 1,070,858 | $128.2M | 0.39% | −710,803−39.9% | Reduced |
| Bank of America Corp | 1,068,414 | $127.9M | 0.01% | −47,494−4.3% | Reduced |
| Macquarie Group Ltd | 1,063,094 | $127.3M | 0.10% | +1,057,115+17,680.5% | Added |
| Invesco Ltd. | 1,059,455 | $126.8M | 0.03% | −865,643−45.0% | Reduced |
| Bank of New York Mellon Corp | 1,002,741 | $120.0M | 0.02% | −59,412−5.6% | Reduced |
| Goldman Sachs Group Inc | 972,036 | $116.4M | 0.03% | +293,606+43.3% | Added |
| UBS Asset Management Americas Inc | 947,636 | $113.4M | 0.05% | +54,824+6.1% | Added |
| Royal Bank of Canada | 932,007 | $111.6M | 0.03% | +34,715+3.9% | Added |
| ETF Managers Group, LLC | 890,674 | $110.8M | 2.22% | +542,687+156.0% | Added |
| Charles Schwab Investment Management Inc | 856,242 | $102.5M | 0.03% | +27,897+3.4% | Added |
| Bessemer Group Inc | 833,366 | $99.8M | 0.21% | +12,148+1.5% | Added |
| KBC Group NV | 825,418 | $98.8M | 0.39% | +681,636+474.1% | Added |
| American Century Companies Inc | 804,293 | $96.3M | 0.07% | +262,347+48.4% | Added |
| SW Investment Management LLC | 725,000 | $86.8M | 30.43% | +125,000+20.8% | Added |
| Strategy Capital LLC | 691,076 | $82.7M | 9.99% | +122,003+21.4% | Added |
| Nuveen Asset Management, LLC | 742,129 | $77.5M | 0.03% | +26,657+3.7% | Added |
| 1832 Asset Management L.P. | 643,700 | $76.0M | 0.12% | +643,695+12,873,900.0% | Added |
| Polar Capital Holdings Plc | 587,006 | $70.3M | 0.32% | +587,006 | New |
| Amundi | 604,682 | $67.9M | 0.05% | +344,319+132.2% | Added |
| Bank of Montreal | 514,413 | $66.3M | 0.04% | +19,927+4.0% | Added |
| Nikko Asset Management Americas, Inc. | 547,934 | $65.9M | 0.48% | +240,167+78.0% | Added |
| California Public Employees Retirement System | 531,816 | $63.7M | 0.05% | −206,977−28.0% | Reduced |
| Bamco Inc | 509,930 | $61.0M | 0.15% | +91,895+22.0% | Added |
| Millennium Management LLC | 507,181 | $60.7M | 0.07% | −77,588−13.3% | Reduced |
| Alfreton Capital LLP | 500,000 | $59.9M | 39.73% | +500,000 | New |
| Personal Capital Advisors Corp | 453,519 | $54.3M | 0.25% | −5,729−1.2% | Reduced |
| California State Teachers Retirement System | 432,789 | $51.8M | 0.07% | +2,173+0.5% | Added |
| SQN Investors LP | 397,486 | $47.6M | 5.34% | −127,171−24.2% | Reduced |
| Neuberger Berman Group LLC | 395,462 | $47.3M | 0.04% | −24,045−5.7% | Reduced |
| National Pension Service | 387,777 | $46.4M | 0.08% | +90,123+30.3% | Added |
| Citigroup Inc | 385,877 | $46.2M | 0.05% | +57,602+17.5% | Added |
| Citadel Advisors LLC | 378,419 | $45.3M | 0.05% | −704,227−65.0% | Reduced |
| Peregrine Capital Management LLC | 370,552 | $44.4M | 1.05% | +370,552 | New |
| Parametric Portfolio Associates LLC | 360,640 | $43.2M | 0.02% | −8,499−2.3% | Reduced |
| La Financiere de L'Echiquier | 346,700 | $41.5M | 1.71% | −17,600−4.8% | Reduced |
| Jane Street Group, LLC | 339,299 | $40.6M | 0.08% | +153,515+82.6% | Added |
| Cota Capital Management, LLC | 336,770 | $40.3M | 8.51% | −10,009−2.9% | Reduced |
| New York State Common Retirement Fund | 335,366 | $40.1M | 0.04% | −2,667−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 303,440 | $36.3M | 0.07% | −2,416−0.8% | Reduced |
| Federated Hermes, Inc. | 300,757 | $36.0M | 0.08% | −106,947−26.2% | Reduced |
| Ameriprise Financial Inc | 295,206 | $34.7M | 0.01% | +14,408+5.1% | Added |
| Whetstone Capital Advisors, LLC | 290,065 | $34.7M | 11.73% | −163,402−36.0% | Reduced |
| Long Walk Management LP | 290,000 | $34.7M | 27.24% | +4,000+1.4% | Added |
| Wells Fargo & Company | 277,041 | $33.2M | 0.01% | +10,574+4.0% | Added |
| Privium Fund Management B.V. | 265,435 | $31.8M | 7.16% | +43,000+19.3% | Added |
| Barclays PLC | 261,952 | $31.4M | 0.03% | +261,952 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 260,860 | $31.2M | 0.12% | +60,111+29.9% | Added |
| UBS Group AG | 253,928 | $30.4M | 0.01% | −76,577−23.2% | Reduced |
| Center Lake Capital Management, LLC | 250,000 | $29.9M | 5.57% | +65,000+35.1% | Added |
| Credit Suisse AG | 247,578 | $29.6M | 0.03% | −11,864−4.6% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 245,777 | $29.4M | 0.12% | +121,228+97.3% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 244,337 | $29.2M | 1.46% | +88,362+56.7% | Added |
| Berkshire Capital Holdings Inc | 240,870 | $28.8M | 5.89% | +240,860+2,408,600.0% | Added |
| Great West Life Assurance Co | 227,843 | $28.5M | 0.06% | −26,964−10.6% | Reduced |
| Alliancebernstein L.P. | 236,857 | $28.4M | 0.01% | +29,138+14.0% | Added |
| Optimus Prime Fund Management Co., Ltd. | 236,645 | $28.3M | 2.64% | −30,000−11.3% | Reduced |
| Rhumbline Advisers | 233,717 | $28.0M | 0.04% | −15,181−6.1% | Reduced |
| Atika Capital Management LLC | 219,000 | $26.2M | 2.50% | −15,700−6.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 212,774 | $25.5M | 0.03% | −623,462−74.6% | Reduced |
| Envestnet Asset Management Inc | 197,381 | $23.6M | 0.01% | +139,243+239.5% | Added |
| Gabelli Funds LLC | 196,383 | $23.5M | 0.15% | +50,164+34.3% | Added |
| Allen Investment Management LLC | 195,490 | $23.4M | 0.31% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 185,767 | $22.2M | 0.05% | +32,875+21.5% | Added |
| Eaton Vance Management | 183,142 | $21.9M | 0.03% | +102+0.1% | Added |
| HSBC Holdings PLC | 177,492 | $21.7M | 0.03% | −66,675−27.3% | Reduced |
| Dimensional Fund Advisors LP | 181,514 | $21.7M | 0.01% | +17,681+10.8% | Added |
| Evercore Wealth Management, LLC | 174,824 | $20.9M | 0.37% | −4,570−2.5% | Reduced |
| 12 West Capital Management LP | 165,000 | $19.8M | 1.20% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 160,500 | $19.2M | 0.13% | −11,500−6.7% | Reduced |
| Janus Henderson Group PLC | 157,993 | $18.9M | 0.01% | −178,907−53.1% | Reduced |
| State of New Jersey Common Pension Fund D | 154,415 | $18.5M | 0.06% | +14,973+10.7% | Added |
| Alberta Investment Management Corp | 154,359 | $18.5M | 0.11% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 154,023 | $18.4M | 0.00% | +19,126+14.2% | Added |
| Forte Capital LLC | 139,285 | $18.3M | 2.32% | −500−0.4% | Reduced |
| RPG Investment Advisory, LLC | 148,389 | $17.8M | 2.90% | +36,850+33.0% | Added |
| Teachers Retirement System of the State of Kentucky | 147,628 | $17.7M | 0.17% | 00.0% | Unchanged |