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, 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
- +7.39M (+3.3%) vs. Q4 2021
- Total value
- $28.0B
- −$1.80B (−6.0%) vs. Q4 2021
- New holders
- 81
- 267 more added
- Sold out
- 114
- 207 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 | 1,228 | $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, 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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 71,575 | $8.57M | 0.36% | +61+0.1% | Added |
| Alpha Square Group S, LLC | 71,600 | $8.57M | 1.16% | +71,600 | New |
| Wolverine Asset Management LLC | 72,559 | $8.69M | 0.11% | −247,852−77.4% | Reduced |
| Oregon Public Employees Retirement Fund | 75,868 | $9.08M | 0.09% | +2,541+3.5% | Added |
| Forsta Ap-Fonden | 78,600 | $9.41M | 0.11% | +32,200+69.4% | Added |
| LPL Financial LLC | 79,976 | $9.57M | 0.01% | −6,065−7.0% | Reduced |
| Russell Investments Group, Ltd. | 78,505 | $9.60M | 0.02% | −5,664−6.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 80,428 | $9.63M | 0.09% | +8,500+11.8% | Added |
| Jasper Ridge Partners, L.P. | 81,933 | $9.81M | 0.48% | 00.0% | Unchanged |
| Renaissance Capital LLC | 82,223 | $9.84M | 4.18% | −23,144−22.0% | Reduced |
| Sentinel Trust Co Lba | 83,818 | $10.0M | 1.21% | −611−0.7% | Reduced |
| Worldquant Millennium Advisors LLC | 84,214 | $10.1M | 0.25% | −100,405−54.4% | Reduced |
| Pictet Asset Management SA | 87,164 | $10.4M | 0.01% | +8,568+10.9% | Added |
| Exchange Traded Concepts, LLC | 88,103 | $10.5M | 0.21% | +19,447+28.3% | Added |
| Man Group plc | 89,645 | $10.7M | 0.04% | +39,994+80.6% | Added |
| Miura Global Management, LLC | 90,000 | $10.8M | 3.50% | −10,000−10.0% | Reduced |
| Royal London Asset Management Ltd | 90,963 | $10.9M | 0.04% | +3,321+3.8% | Added |
| Ensign Peak Advisors, Inc | 91,816 | $11.0M | 0.02% | −123,455−57.3% | Reduced |
| Storebrand Asset Management AS | 95,970 | $11.5M | 0.05% | −29,081−23.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 96,233 | $11.5M | 0.06% | +14,863+18.3% | Added |
| Nwi Management LP | 100,000 | $12.0M | 2.11% | −5,000−4.8% | Reduced |
| Firsthand Capital Management, Inc. | 100,000 | $12.0M | 6.22% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 102,865 | $12.3M | 0.07% | −239,124−69.9% | Reduced |
| Raymond James & Associates | 104,553 | $12.5M | 0.01% | +9,460+9.9% | Added |
| Marshall Wace, LLP | 108,384 | $13.0M | 0.03% | +96,803+835.9% | Added |
| Asset Management One Co.,Ltd. | 108,847 | $13.0M | 0.05% | +5,271+5.1% | Added |
| Handelsbanken Fonder AB | 113,089 | $13.5M | 0.08% | −1,919−1.7% | Reduced |
| Bridgewater Associates, LP | 115,842 | $13.9M | 0.06% | +115,842 | New |
| Fred Alger Management, LLC | 120,121 | $14.4M | 0.05% | +120,121 | New |
| Treasurer of the State of North Carolina | 120,139 | $14.4M | 0.08% | −25,510−17.5% | Reduced |
| Voya Investment Management LLC | 122,150 | $14.6M | 0.03% | −582−0.5% | Reduced |
| Toronto Dominion Bank | 122,864 | $14.7M | 0.02% | +65,462+114.0% | Added |
| Nomura Holdings Inc | 119,408 | $14.8M | 0.11% | −7,684−6.0% | Reduced |
| Jag Capital Management, LLC | 212,623 | $14.9M | 1.49% | +212,623 | New |
| GAM Holding AG | 130,391 | $15.6M | 0.77% | +130,391 | New |
| Korea Investment CORP | 135,700 | $16.2M | 0.04% | +42,800+46.1% | Added |
| Public Employees Retirement System of Ohio | 137,863 | $16.5M | 0.06% | −2,835−2.0% | Reduced |
| Susquehanna International Group, LLP | 138,086 | $16.5M | 0.02% | +6,042+4.6% | Added |
| Mizuho Markets Americas LLC | 139,125 | $16.7M | 1.05% | −200−0.1% | Reduced |
| Liontrust Investment Partners LLP | 144,000 | $17.2M | 0.23% | +35,000+32.1% | Added |
| Price T Rowe Associates Inc | 145,119 | $17.4M | 0.00% | +8,302+6.1% | Added |
| Teachers Retirement System of the State of Kentucky | 147,628 | $17.7M | 0.17% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 148,389 | $17.8M | 2.90% | +36,850+33.0% | Added |
| Forte Capital LLC | 139,285 | $18.3M | 2.32% | −500−0.4% | Reduced |
| JPMorgan Chase & Co | 154,023 | $18.4M | 0.00% | +19,126+14.2% | Added |
| Alberta Investment Management Corp | 154,359 | $18.5M | 0.11% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 154,415 | $18.5M | 0.06% | +14,973+10.7% | Added |
| Janus Henderson Group PLC | 157,993 | $18.9M | 0.01% | −178,907−53.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 160,500 | $19.2M | 0.13% | −11,500−6.7% | Reduced |
| 12 West Capital Management LP | 165,000 | $19.8M | 1.20% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 174,824 | $20.9M | 0.37% | −4,570−2.5% | Reduced |
| 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 |
| Eaton Vance Management | 183,142 | $21.9M | 0.03% | +102+0.1% | Added |
| State of Wisconsin Investment Board | 185,767 | $22.2M | 0.05% | +32,875+21.5% | Added |
| Allen Investment Management LLC | 195,490 | $23.4M | 0.31% | 00.0% | Unchanged |
| Gabelli Funds LLC | 196,383 | $23.5M | 0.15% | +50,164+34.3% | Added |
| Envestnet Asset Management Inc | 197,381 | $23.6M | 0.01% | +139,243+239.5% | Added |
| Allspring Global Investments Holdings, LLC | 212,774 | $25.5M | 0.03% | −623,462−74.6% | Reduced |
| Atika Capital Management LLC | 219,000 | $26.2M | 2.50% | −15,700−6.7% | Reduced |
| Rhumbline Advisers | 233,717 | $28.0M | 0.04% | −15,181−6.1% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 236,645 | $28.3M | 2.64% | −30,000−11.3% | Reduced |
| Alliancebernstein L.P. | 236,857 | $28.4M | 0.01% | +29,138+14.0% | Added |
| Great West Life Assurance Co | 227,843 | $28.5M | 0.06% | −26,964−10.6% | Reduced |
| Berkshire Capital Holdings Inc | 240,870 | $28.8M | 5.89% | +240,860+2,408,600.0% | 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 |
| ARK Investment Management LLCSuperinvestorARK Invest | 245,777 | $29.4M | 0.12% | +121,228+97.3% | Added |
| Credit Suisse AG | 247,578 | $29.6M | 0.03% | −11,864−4.6% | Reduced |
| Center Lake Capital Management, LLC | 250,000 | $29.9M | 5.57% | +65,000+35.1% | Added |
| UBS Group AG | 253,928 | $30.4M | 0.01% | −76,577−23.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 260,860 | $31.2M | 0.12% | +60,111+29.9% | Added |
| Barclays PLC | 261,952 | $31.4M | 0.03% | +261,952 | New |
| Privium Fund Management B.V. | 265,435 | $31.8M | 7.16% | +43,000+19.3% | Added |
| Wells Fargo & Company | 277,041 | $33.2M | 0.01% | +10,574+4.0% | Added |
| Long Walk Management LP | 290,000 | $34.7M | 27.24% | +4,000+1.4% | Added |
| Whetstone Capital Advisors, LLC | 290,065 | $34.7M | 11.73% | −163,402−36.0% | Reduced |
| Ameriprise Financial Inc | 295,206 | $34.7M | 0.01% | +14,408+5.1% | Added |
| Federated Hermes, Inc. | 300,757 | $36.0M | 0.08% | −106,947−26.2% | Reduced |
| State Board of Administration of Florida Retirement System | 303,440 | $36.3M | 0.07% | −2,416−0.8% | Reduced |
| New York State Common Retirement Fund | 335,366 | $40.1M | 0.04% | −2,667−0.8% | Reduced |
| Cota Capital Management, LLC | 336,770 | $40.3M | 8.51% | −10,009−2.9% | Reduced |
| Jane Street Group, LLC | 339,299 | $40.6M | 0.08% | +153,515+82.6% | Added |
| La Financiere de L'Echiquier | 346,700 | $41.5M | 1.71% | −17,600−4.8% | Reduced |
| Parametric Portfolio Associates LLC | 360,640 | $43.2M | 0.02% | −8,499−2.3% | Reduced |
| Peregrine Capital Management LLC | 370,552 | $44.4M | 1.05% | +370,552 | New |
| Citadel Advisors LLC | 378,419 | $45.3M | 0.05% | −704,227−65.0% | Reduced |
| Citigroup Inc | 385,877 | $46.2M | 0.05% | +57,602+17.5% | Added |
| National Pension Service | 387,777 | $46.4M | 0.08% | +90,123+30.3% | Added |
| Neuberger Berman Group LLC | 395,462 | $47.3M | 0.04% | −24,045−5.7% | Reduced |
| SQN Investors LP | 397,486 | $47.6M | 5.34% | −127,171−24.2% | Reduced |
| California State Teachers Retirement System | 432,789 | $51.8M | 0.07% | +2,173+0.5% | Added |
| Personal Capital Advisors Corp | 453,519 | $54.3M | 0.25% | −5,729−1.2% | Reduced |
| Alfreton Capital LLP | 500,000 | $59.9M | 39.73% | +500,000 | New |
| Millennium Management LLC | 507,181 | $60.7M | 0.07% | −77,588−13.3% | Reduced |
| Bamco Inc | 509,930 | $61.0M | 0.15% | +91,895+22.0% | Added |
| California Public Employees Retirement System | 531,816 | $63.7M | 0.05% | −206,977−28.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 547,934 | $65.9M | 0.48% | +240,167+78.0% | Added |
| Bank of Montreal | 514,413 | $66.3M | 0.04% | +19,927+4.0% | Added |
| Amundi | 604,682 | $67.9M | 0.05% | +344,319+132.2% | Added |
| Polar Capital Holdings Plc | 587,006 | $70.3M | 0.41% | +587,006 | New |