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, Q2 2022
Institutional positions in Cloudflare, Inc. as of Jun 30, 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
- 550
- −80 vs. Q1 2022
- Shares held
- 236.4M
- +3.00M (+1.3%) vs. Q1 2022
- Total value
- $10.4B
- −$17.5B (−62.9%) vs. Q1 2022
- New holders
- 73
- 214 more added
- Sold out
- 153
- 166 more reduced
11 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 34,416,225 | $1.51B | 0.20% | +4,670,132+15.7% | Added |
| Baillie Gifford & Co | 24,114,608 | $1.06B | 1.08% | −3,019,220−11.1% | Reduced |
| Vanguard Group Inc | 23,901,890 | $1.05B | 0.03% | +543,890+2.3% | Added |
| FMR LLC | 16,470,215 | $720.6M | 0.07% | −5,978,429−26.6% | Reduced |
| Sands Capital Management, LLC | 15,643,953 | $684.4M | 2.37% | +2,093,425+15.4% | Added |
| BlackRock Inc. | 14,276,230 | $624.6M | 0.02% | −815,626−5.4% | Reduced |
| Capital World Investors | 10,499,987 | $459.4M | 0.10% | −6,546,477−38.4% | Reduced |
| First Trust Advisors LP | 9,583,117 | $419.3M | 0.52% | +3,134,967+48.6% | Added |
| State Street Corp | 5,440,180 | $238.0M | 0.01% | −112,429−2.0% | Reduced |
| Geode Capital Management, LLC | 3,487,003 | $152.4M | 0.02% | +6,486+0.2% | Added |
| Franklin Resources Inc | 2,991,913 | $130.9M | 0.06% | +369,048+14.1% | Added |
| Gilder Gagnon Howe & Co LLC | 2,757,647 | $120.6M | 2.15% | −575,423−17.3% | Reduced |
| Two Sigma Investments, LP | 2,749,540 | $120.3M | 0.40% | +1,678,682+156.8% | Added |
| Norges Bank | 2,681,372 | $117.3M | 0.03% | +139,888+5.5% | Added |
| Legal & General Group Plc | 2,667,897 | $116.7M | 0.04% | +270,389+11.3% | Added |
| Allianz Asset Management GmbH | 2,425,322 | $106.1M | 0.11% | −468,769−16.2% | Reduced |
| Two Sigma Advisers, LP | 2,371,000 | $103.7M | 0.29% | +852,000+56.1% | Added |
| D. E. Shaw & Co., Inc. | 1,941,442 | $84.9M | 0.14% | +403,528+26.2% | Added |
| Voloridge Investment Management, LLC | 1,923,272 | $84.1M | 0.44% | +1,820,407+1,769.7% | Added |
| NEA Management Company, LLC | 1,877,510 | $82.1M | 4.22% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,744,196 | $76.3M | 0.02% | +772,160+79.4% | Added |
| Northern Trust Corp | 1,651,256 | $72.2M | 0.02% | −33,948−2.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,472,578 | $64.4M | 0.05% | +126,857+9.4% | Added |
| ETF Managers Group, LLC | 1,329,678 | $61.0M | 1.77% | +439,004+49.3% | Added |
| Royal Bank of Canada | 1,355,043 | $59.3M | 0.02% | +423,036+45.4% | Added |
| Strategy Capital LLC | 1,322,582 | $57.9M | 10.10% | +631,506+91.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,254,733 | $54.9M | 0.14% | −166,621−11.7% | Reduced |
| Alfreton Capital LLP | 1,200,000 | $52.5M | 38.99% | +700,000+140.0% | Added |
| Bank of America Corp | 1,150,262 | $50.3M | 0.01% | +81,848+7.7% | Added |
| Macquarie Group Ltd | 1,111,269 | $48.6M | 0.05% | +48,175+4.5% | Added |
| Bank of New York Mellon Corp | 1,084,594 | $47.5M | 0.01% | +81,853+8.2% | Added |
| Swiss National Bank | 1,084,100 | $47.4M | 0.03% | −42,900−3.8% | Reduced |
| SW Investment Management LLC | 1,000,000 | $43.8M | 24.69% | +275,000+37.9% | Added |
| Optimus Prime Fund Management Co., Ltd. | 976,645 | $42.7M | 4.77% | +740,000+312.7% | Added |
| UBS Asset Management Americas Inc | 929,779 | $40.7M | 0.02% | −17,857−1.9% | Reduced |
| American Century Companies Inc | 906,761 | $39.7M | 0.03% | +102,468+12.7% | Added |
| Bank of Montreal | 792,276 | $39.3M | 0.02% | +277,863+54.0% | Added |
| Charles Schwab Investment Management Inc | 876,316 | $38.3M | 0.01% | +20,074+2.3% | Added |
| Bessemer Group Inc | 855,897 | $37.4M | 0.09% | +22,531+2.7% | Added |
| Renaissance Technologies LLC | 825,000 | $36.1M | 0.04% | −514,500−38.4% | Reduced |
| Deutsche Bank AG | 808,326 | $35.4M | 0.02% | −500,085−38.2% | Reduced |
| Nuveen Asset Management, LLC | 798,734 | $34.9M | 0.01% | +56,605+7.6% | Added |
| Nikko Asset Management Americas, Inc. | 733,937 | $31.6M | 0.39% | +186,003+33.9% | Added |
| Bamco Inc | 681,901 | $29.8M | 0.10% | +171,971+33.7% | Added |
| Invesco Ltd. | 595,845 | $26.1M | 0.01% | −463,610−43.8% | Reduced |
| Millennium Management LLC | 546,838 | $23.9M | 0.03% | +39,657+7.8% | Added |
| Peregrine Capital Management LLC | 522,223 | $22.8M | 0.69% | +151,671+40.9% | Added |
| California Public Employees Retirement System | 520,118 | $22.8M | 0.02% | −11,698−2.2% | Reduced |
| Marshall Wace, LLP | 513,202 | $22.5M | 0.05% | +404,818+373.5% | Added |
| Ameriprise Financial Inc | 506,041 | $22.1M | 0.01% | +210,835+71.4% | Added |
| La Financiere de L'Echiquier | 505,000 | $22.1M | 1.31% | +158,300+45.7% | Added |
| Long Walk Management LP | 497,500 | $21.8M | 20.99% | +207,500+71.6% | Added |
| Twin Tree Management, LP | 472,728 | $20.7M | 0.39% | +471,699+45,840.5% | Added |
| Personal Capital Advisors Corp | 453,533 | $19.8M | 0.10% | +140.0% | Added |
| California State Teachers Retirement System | 430,200 | $18.8M | 0.03% | −2,589−0.6% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 324,635 | $18.2M | 0.11% | +78,858+32.1% | Added |
| KBC Group NV | 414,862 | $18.1M | 0.09% | −410,556−49.7% | Reduced |
| National Pension Service | 389,360 | $17.0M | 0.04% | +1,583+0.4% | Added |
| Amundi | 380,008 | $17.0M | 0.01% | −224,674−37.2% | Reduced |
| JPMorgan Chase & Co | 374,764 | $16.4M | 0.00% | +220,741+143.3% | Added |
| Citigroup Inc | 374,374 | $16.4M | 0.02% | −11,503−3.0% | Reduced |
| Whetstone Capital Advisors, LLC | 350,538 | $15.3M | 8.99% | +60,473+20.8% | Added |
| Barclays PLC | 342,536 | $15.0M | 0.02% | +80,584+30.8% | Added |
| Cota Capital Management, LLC | 336,770 | $14.7M | 6.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 335,397 | $14.7M | 0.02% | −43,022−11.4% | Reduced |
| New York State Common Retirement Fund | 330,949 | $14.5M | 0.02% | −4,417−1.3% | Reduced |
| Nomura Holdings Inc | 311,892 | $14.2M | 0.06% | +192,484+161.2% | Added |
| Wolverine Asset Management LLC | 324,282 | $14.2M | 0.18% | +251,723+346.9% | Added |
| Berkshire Capital Holdings Inc | 324,150 | $14.2M | 5.45% | +83,280+34.6% | Added |
| Susquehanna International Group, LLP | 311,533 | $13.6M | 0.03% | +173,447+125.6% | Added |
| Gabelli Funds LLC | 309,670 | $13.5M | 0.10% | +113,287+57.7% | Added |
| SQN Investors LP | 309,129 | $13.5M | 2.73% | −88,357−22.2% | Reduced |
| Polar Capital Holdings Plc | 307,621 | $13.5M | 0.08% | −279,385−47.6% | Reduced |
| UBS Group AG | 306,510 | $13.4M | 0.01% | +52,582+20.7% | Added |
| State Board of Administration of Florida Retirement System | 300,714 | $13.2M | 0.03% | −2,726−0.9% | Reduced |
| Wells Fargo & Company | 286,398 | $12.5M | 0.00% | +9,357+3.4% | Added |
| Privium Fund Management B.V. | 279,935 | $12.2M | 4.14% | +14,500+5.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 271,103 | $11.9M | 0.05% | +10,243+3.9% | Added |
| Envestnet Asset Management Inc | 270,918 | $11.9M | 0.01% | +73,537+37.3% | Added |
| Rhumbline Advisers | 270,542 | $11.8M | 0.02% | +36,825+15.8% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 267,237 | $11.7M | 0.68% | +22,900+9.4% | Added |
| Credit Suisse AG | 265,176 | $11.6M | 0.01% | +17,598+7.1% | Added |
| HSBC Holdings PLC | 257,886 | $11.4M | 0.02% | +80,394+45.3% | Added |
| Capital Fund Management S.A. | 257,484 | $11.3M | 0.30% | +222,968+646.0% | Added |
| Great West Life Assurance Co | 255,644 | $11.2M | 0.03% | +27,801+12.2% | Added |
| Qube Research & Technologies Ltd | 243,435 | $10.7M | 0.08% | +243,435 | New |
| Alberta Investment Management Corp | 224,607 | $9.83M | 0.07% | +70,248+45.5% | Added |
| Atika Capital Management LLC | 209,000 | $9.14M | 1.19% | −10,000−4.6% | Reduced |
| Vontobel Holding Ltd. | 196,417 | $9.01M | 0.10% | +131,292+201.6% | Added |
| Jane Street Group, LLC | 203,995 | $8.93M | 0.02% | −135,304−39.9% | Reduced |
| Nwi Management LP | 200,000 | $8.75M | 0.95% | +100,000+100.0% | Added |
| Allen Investment Management LLC | 195,490 | $8.55M | 0.14% | 00.0% | Unchanged |
| NZS Capital, LLC | 190,509 | $8.34M | 0.89% | +143,467+305.0% | Added |
| Eaton Vance Management | 181,494 | $7.94M | 0.01% | −1,648−0.9% | Reduced |
| State of Wisconsin Investment Board | 174,283 | $7.63M | 0.02% | −11,484−6.2% | Reduced |
| 12 West Capital Management LP | 165,000 | $7.22M | 0.62% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 164,230 | $7.19M | 0.00% | −17,284−9.5% | Reduced |
| Alliancebernstein L.P. | 159,744 | $6.99M | 0.00% | −77,113−32.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 157,066 | $6.87M | 1.84% | +85,838+120.5% | Added |
| RPG Investment Advisory, LLC | 154,804 | $6.77M | 1.37% | +6,415+4.3% | Added |