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 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 34,516 | $4.13M | 0.11% | −46,879−57.6% | Reduced |
| Principal Financial Group Inc | 34,507 | $4.13M | 0.00% | −883−2.5% | Reduced |
| Cynosure Management, LLC | 34,224 | $4.10M | 3.30% | −9,578−21.9% | Reduced |
| Kestra Advisory Services, LLC | 32,701 | $3.91M | 0.04% | +4,517+16.0% | Added |
| Mackenzie Financial Corp | 32,370 | $3.88M | 0.01% | −6,578−16.9% | Reduced |
| Taylor Frigon Capital Management LLC | 31,515 | $3.77M | 1.40% | +31,515 | New |
| Soltis Investment Advisors LLC | 31,284 | $3.75M | 0.52% | +156+0.5% | Added |
| Capital International Ltd | 29,992 | $3.59M | 0.20% | +19,144+176.5% | Added |
| AE Wealth Management LLC | 29,231 | $3.50M | 0.02% | +3,101+11.9% | Added |
| Amalgamated Bank | 29,177 | $3.49M | 0.03% | +5,986+25.8% | Added |
| Amalgamated Financial Corp. | 29,177 | $3.49M | 0.03% | +29,177 | New |
| Nissay Asset Management Corp | 28,624 | $3.43M | 0.03% | +2,882+11.2% | Added |
| Xponance, Inc. | 28,582 | $3.42M | 0.06% | +1,121+4.1% | Added |
| Riggs Asset Managment Co. Inc. | 28,349 | $3.39M | 0.99% | −21,681−43.3% | Reduced |
| Mercer Global Advisors Inc | 28,166 | $3.37M | 0.02% | −1,403−4.7% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 28,010 | $3.35M | 0.12% | +28,010 | New |
| PDT Partners, LLC | 27,400 | $3.28M | 0.28% | −7,900−22.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 27,397 | $3.28M | 0.08% | −66,681−70.9% | Reduced |
| Banque Cantonale Vaudoise | 27,045 | $3.24M | 0.14% | +3,400+14.4% | Added |
| Davy Global Fund Management Ltd | 26,995 | $3.23M | 0.53% | +5,414+25.1% | Added |
| AtonRa Partners | 26,596 | $3.18M | 1.73% | −10,299−27.9% | Reduced |
| MML Investors Services, LLC | 26,596 | $3.18M | 0.02% | +19,726+287.1% | Added |
| Aigen Investment Management, LP | 26,222 | $3.14M | 0.54% | −17,158−39.6% | Reduced |
| Rafferty Asset Management, LLC | 26,075 | $3.12M | 0.02% | +5,752+28.3% | Added |
| Meridian Wealth Management, LLC | 25,847 | $3.09M | 0.34% | −12,739−33.0% | Reduced |
| Oppenheimer & Co Inc | 25,687 | $3.08M | 0.06% | −11,628−31.2% | Reduced |
| Bridgeway Capital Management, LLC | 25,420 | $3.04M | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 25,366 | $3.04M | 0.13% | −2,867−10.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 25,182 | $3.01M | 0.01% | −6,042−19.4% | Reduced |
| Executive Wealth Management, LLC | 24,547 | $2.94M | 0.32% | −409−1.6% | Reduced |
| Standard Life Aberdeen plc | 22,831 | $2.84M | 0.01% | −293−1.3% | Reduced |
| Viridian Ria, LLC | 0 | $2.72M | 0.63% | −23,436−100.0% | Reduced |
| SEI Investments Co | 22,693 | $2.69M | 0.01% | +7,904+53.4% | Added |
| Financial Engines Advisors L.L.C. | 22,160 | $2.65M | 0.01% | +22,160 | New |
| D.A. Davidson & Co. | 22,043 | $2.64M | 0.03% | +108+0.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 21,000 | $2.61M | 0.05% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 21,811 | $2.61M | 0.01% | +3,140+16.8% | Added |
| Truist Financial Corp | 21,783 | $2.61M | 0.00% | +10,197+88.0% | Added |
| Clear Harbor Asset Management, LLC | 21,062 | $2.52M | 0.29% | +250+1.2% | Added |
| Circle Wealth Management, LLC | 21,004 | $2.51M | 0.33% | +5,415+34.7% | Added |
| Aspiriant, LLC | 20,913 | $2.50M | 0.14% | −779−3.6% | Reduced |
| Lazard Asset Management LLC | 20,645 | $2.47M | 0.00% | +1,234+6.4% | Added |
| BBR Partners, LLC | 20,610 | $2.47M | 0.23% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 20,463 | $2.45M | 0.07% | +2,948+16.8% | Added |
| SWS Partners | 20,299 | $2.44M | 1.60% | +4,283+26.7% | Added |
| Maryland State Retirement & Pension System | 20,259 | $2.42M | 0.07% | +571+2.9% | Added |
| Eagle Bay Advisors LLC | 20,190 | $2.42M | 1.98% | +2,894+16.7% | Added |
| Codex Capital, L.L.C. | 20,000 | $2.39M | 1.47% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 19,202 | $2.37M | 0.32% | +17,002+772.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 19,714 | $2.36M | 0.01% | −113,234−85.2% | Reduced |
| Sepio Capital, LP | 19,667 | $2.35M | 0.21% | +1,460+8.0% | Added |
| Achmea Investment Management B.V. | 19,591 | $2.35M | 0.06% | −1,367−6.5% | Reduced |
| Lyell Wealth Management, LP | 19,364 | $2.32M | 0.30% | +3,076+18.9% | Added |
| Cetera Investment Advisers | 19,360 | $2.32M | 0.03% | +13,176+213.1% | Added |
| Heirloom Wealth Management | 34,700 | $2.30M | 1.60% | +1,610+4.9% | Added |
| Vident Investment Advisory, LLC | 18,877 | $2.26M | 0.06% | −7,112−27.4% | Reduced |
| Harbor Capital Advisors, Inc. | 18,656 | $2.23M | 1.05% | +3,124+20.1% | Added |
| Paloma Partners Management Co | 18,542 | $2.22M | 0.17% | −71,334−79.4% | Reduced |
| Capital International Inc | 18,332 | $2.19M | 0.02% | +4,592+33.4% | Added |
| Apollo Management Holdings, L.P. | 18,118 | $2.17M | 0.01% | +18,118 | New |
| Westpac Banking Corp | 17,784 | $2.13M | 0.02% | −35,800−66.8% | Reduced |
| Ieq Capital, LLC | 17,703 | $2.12M | 0.05% | +994+5.9% | Added |
| Grandview Asset Management LLC | 17,056 | $2.04M | 0.86% | −159−0.9% | Reduced |
| Wealthfront Advisers LLC | 16,606 | $1.99M | 0.01% | −10,899−39.6% | Reduced |
| ARS Investment Partners, LLC | 16,337 | $1.96M | 0.19% | −755−4.4% | Reduced |
| Draper Asset Management, LLC | 16,304 | $1.95M | 1.62% | +1,222+8.1% | Added |
| MetLife Investment Management | 16,288 | $1.95M | 0.01% | +16,288 | New |
| Quantbot Technologies LP | 16,152 | $1.93M | 0.17% | −51,873−76.3% | Reduced |
| Allstate Corp | 15,737 | $1.88M | 0.05% | −7,720−32.9% | Reduced |
| ProShare Advisors LLC | 15,700 | $1.88M | 0.00% | −4,354−21.7% | Reduced |
| Victory Capital Management Inc | 21,519 | $1.85M | 0.00% | −10,089−31.9% | Reduced |
| Nordea Investment Management AB | 14,677 | $1.84M | 0.00% | +2,805+23.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,401 | $1.84M | 0.04% | +1,456+10.4% | Added |
| Raine Capital LLC | 15,000 | $1.80M | 0.21% | −15,000−50.0% | Reduced |
| Blue Barn Wealth, LLC | 14,927 | $1.79M | 1.24% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 14,739 | $1.76M | 0.30% | −26−0.2% | Reduced |
| STRS Ohio | 14,618 | $1.75M | 0.01% | −8,572−37.0% | Reduced |
| Park Avenue Securities LLC | 14,417 | $1.73M | 0.03% | +8,670+150.9% | Added |
| CIBC Asset Management Inc | 14,248 | $1.71M | 0.01% | +68+0.5% | Added |
| Nisa Investment Advisors, LLC | 14,100 | $1.69M | 0.01% | +14,100 | New |
| Pier 88 Investment Partners LLC | 14,040 | $1.68M | 0.60% | +10,755+327.4% | Added |
| Schonfeld Strategic Advisors LLC | 14,000 | $1.68M | 0.02% | −90,400−86.6% | Reduced |
| JustInvest LLC | 13,855 | $1.66M | 0.08% | +8,647+166.0% | Added |
| Cresset Asset Management, LLC | 13,711 | $1.64M | 0.02% | −2,252−14.1% | Reduced |
| Schroder Investment Management Group | 13,131 | $1.63M | 0.00% | +3,993+43.7% | Added |
| New York Life Investments Alternatives | 13,454 | $1.61M | 1.12% | −6,035−31.0% | Reduced |
| Daiwa Securities Group Inc. | 13,034 | $1.56M | 0.01% | +1,200+10.1% | Added |
| Independent Advisor Alliance | 12,942 | $1.55M | 0.07% | −934−6.7% | Reduced |
| Simplify Asset Management Inc. | 12,904 | $1.54M | 0.17% | −1,396−9.8% | Reduced |
| Capital International Sarl | 12,625 | $1.51M | 0.07% | +7,303+137.2% | Added |
| Virtu Financial LLC | 12,257 | $1.47M | 0.11% | −30,324−71.2% | Reduced |
| APG Asset Management N.V. | 13,590 | $1.46M | 0.00% | −11,200−45.2% | Reduced |
| Jacob Asset Management of New York LLC | 11,484 | $1.38M | 0.84% | +1,073+10.3% | Added |
| Sigma Planning Corp | 11,463 | $1.37M | 0.04% | −15,201−57.0% | Reduced |
| Lido Advisors, LLC | 11,428 | $1.37M | 0.03% | +159+1.4% | Added |
| Perpetual Investment Management Ltd | 11,375 | $1.36M | 0.17% | +5,375+89.6% | Added |
| First Republic Investment Management, Inc. | 11,203 | $1.34M | 0.00% | −2,193−16.4% | Reduced |
| Alpha DNA Investment Management LLC | 11,218 | $1.34M | 0.95% | +11,218 | New |
| Verition Fund Management LLC | 10,988 | $1.31M | 0.03% | −10,019−47.7% | Reduced |
| Two Sigma Securities, LLC | 10,878 | $1.30M | 0.18% | +7,448+217.1% | Added |