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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 643,700 | $76.0M | 0.12% | +643,695+12,873,900.0% | Added |
| Nuveen Asset Management, LLC | 742,129 | $77.5M | 0.03% | +26,657+3.7% | Added |
| Strategy Capital LLC | 691,076 | $82.7M | 9.99% | +122,003+21.4% | Added |
| SW Investment Management LLC | 725,000 | $86.8M | 30.43% | +125,000+20.8% | Added |
| American Century Companies Inc | 804,293 | $96.3M | 0.07% | +262,347+48.4% | Added |
| KBC Group NV | 825,418 | $98.8M | 0.39% | +681,636+474.1% | Added |
| Bessemer Group Inc | 833,366 | $99.8M | 0.21% | +12,148+1.5% | Added |
| Charles Schwab Investment Management Inc | 856,242 | $102.5M | 0.03% | +27,897+3.4% | Added |
| ETF Managers Group, LLC | 890,674 | $110.8M | 2.22% | +542,687+156.0% | Added |
| Royal Bank of Canada | 932,007 | $111.6M | 0.03% | +34,715+3.9% | Added |
| UBS Asset Management Americas Inc | 947,636 | $113.4M | 0.05% | +54,824+6.1% | Added |
| Goldman Sachs Group Inc | 972,036 | $116.4M | 0.03% | +293,606+43.3% | Added |
| Bank of New York Mellon Corp | 1,002,741 | $120.0M | 0.02% | −59,412−5.6% | Reduced |
| Invesco Ltd. | 1,059,455 | $126.8M | 0.03% | −865,643−45.0% | Reduced |
| Macquarie Group Ltd | 1,063,094 | $127.3M | 0.12% | +1,057,115+17,680.5% | Added |
| Bank of America Corp | 1,068,414 | $127.9M | 0.01% | −47,494−4.3% | Reduced |
| Two Sigma Investments, LP | 1,070,858 | $128.2M | 0.39% | −710,803−39.9% | Reduced |
| Swiss National Bank | 1,127,000 | $134.9M | 0.08% | +225,900+25.1% | Added |
| Deutsche Bank AG | 1,308,411 | $156.6M | 0.07% | −479,157−26.8% | Reduced |
| Renaissance Technologies LLC | 1,339,500 | $160.3M | 0.19% | +513,800+62.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,345,721 | $161.1M | 0.11% | +100,732+8.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,421,354 | $170.1M | 0.39% | −64,751−4.4% | Reduced |
| Two Sigma Advisers, LP | 1,519,000 | $181.8M | 0.48% | +719,000+89.9% | Added |
| D. E. Shaw & Co., Inc. | 1,537,914 | $184.1M | 0.24% | −605,747−28.3% | Reduced |
| Northern Trust Corp | 1,685,204 | $201.7M | 0.04% | +62,004+3.8% | Added |
| NEA Management Company, LLC | 1,877,510 | $224.7M | 7.26% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,397,508 | $287.0M | 0.09% | +334,560+16.2% | Added |
| Norges Bank | 2,541,484 | $304.2M | 0.07% | +101,220+4.1% | Added |
| Franklin Resources Inc | 2,622,865 | $314.0M | 0.13% | −1,079,671−29.2% | Reduced |
| Allianz Asset Management GmbH | 2,894,091 | $346.4M | 0.27% | +2,424,830+516.7% | Added |
| Gilder Gagnon Howe & Co LLC | 3,333,070 | $399.0M | 3.69% | −869,719−20.7% | Reduced |
| Geode Capital Management, LLC | 3,480,517 | $416.0M | 0.05% | +87,403+2.6% | Added |
| State Street Corp | 5,552,609 | $664.6M | 0.03% | +278,422+5.3% | Added |
| First Trust Advisors LP | 6,448,150 | $771.8M | 0.79% | +1,503,125+30.4% | Added |
| Sands Capital Management, LLC | 13,550,528 | $1.62B | 3.73% | +4,731,354+53.6% | Added |
| BlackRock Inc. | 15,091,856 | $1.81B | 0.05% | +611,459+4.2% | Added |
| Capital World Investors | 17,046,464 | $2.04B | 0.35% | +5,698,601+50.2% | Added |
| FMR LLC | 22,448,644 | $2.69B | 0.21% | −6,407,780−22.2% | Reduced |
| Vanguard Group Inc | 23,358,000 | $2.80B | 0.07% | +548,149+2.4% | Added |
| Baillie Gifford & Co | 27,133,828 | $3.25B | 2.28% | −1,239,135−4.4% | Reduced |
| Morgan Stanley | 29,746,093 | $3.56B | 0.48% | +1,215,994+4.3% | Added |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −1,130,399−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −371,938−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −371,600−100.0% | Sold out |
| Rovida Advisors Inc. | 0 | $0 | 0.00% | −351,400−100.0% | Sold out |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| ThornTree Capital Partners LP | 0 | $0 | 0.00% | −271,022−100.0% | Sold out |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −148,802−100.0% | Sold out |
| Sander Capital Advisors Inc | 0 | $0 | 0.00% | −112,179−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −95,748−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −69,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −59,883−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −44,489−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −41,466−100.0% | Sold out |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −37,930−100.0% | Sold out |
| Tenere Capital LLC | 0 | $0 | 0.00% | −35,500−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −29,239−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −25,141−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −23,082−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −20,348−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −20,251−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,844−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −18,114−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 0 | $0 | 0.00% | −17,739−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −16,507−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,454−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −14,384−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −14,018−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,997−100.0% | Sold out |
| Crawford Lake Capital Management, LLC | 0 | $0 | 0.00% | −11,541−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −10,282−100.0% | Sold out |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Old Well Partners, LLC | 0 | $0 | 0.00% | −9,240−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −8,520−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −8,374−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −7,345−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −7,324−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −10,464−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −7,001−100.0% | Sold out |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −5,988−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −5,830−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −5,243−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −4,975−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,746−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −4,296−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −2,611−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −4,037−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −3,977−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,883−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,420−100.0% | Sold out |