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 $75.0B in total; superinvestors ARK Invest and Soros Fund Management hold it.
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
- 236.2M
- +2.79M (+1.2%) vs. Q1 2022
- Total value
- $10.3B
- −$17.5B (−62.9%) vs. Q1 2022
- New holders
- 73
- 213 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 | 1,228 | $75.0B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.9B |
| Q3 2025 | 1,039 | $61.4B |
| Q2 2025 | 947 | $54.6B |
| Q1 2025 | 872 | $30.1B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.8B |
| Q2 2024 | 652 | $21.2B |
| Q1 2024 | 709 | $29.6B |
| Q4 2023 | 678 | $23.3B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $16.2B |
| Q4 2022 | 550 | $11.0B |
| Q3 2022 | 563 | $12.9B |
| 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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 506,041 | $22.1M | 0.01% | +210,835+71.4% | Added |
| Marshall Wace, LLP | 513,202 | $22.5M | 0.05% | +404,818+373.5% | Added |
| California Public Employees Retirement System | 520,118 | $22.8M | 0.02% | −11,698−2.2% | Reduced |
| Peregrine Capital Management LLC | 522,223 | $22.8M | 0.69% | +151,671+40.9% | Added |
| Millennium Management LLC | 546,838 | $23.9M | 0.03% | +39,657+7.8% | Added |
| Invesco Ltd. | 595,845 | $26.1M | 0.01% | −463,610−43.8% | Reduced |
| Bamco Inc | 681,901 | $29.8M | 0.10% | +171,971+33.7% | Added |
| Nikko Asset Management Americas, Inc. | 733,937 | $31.6M | 0.39% | +186,003+33.9% | Added |
| Nuveen Asset Management, LLC | 798,734 | $34.9M | 0.01% | +56,605+7.6% | Added |
| Deutsche Bank AG | 808,326 | $35.4M | 0.02% | −500,085−38.2% | Reduced |
| Renaissance Technologies LLC | 825,000 | $36.1M | 0.04% | −514,500−38.4% | Reduced |
| Bessemer Group Inc | 855,897 | $37.4M | 0.09% | +22,531+2.7% | Added |
| Charles Schwab Investment Management Inc | 876,316 | $38.3M | 0.01% | +20,074+2.3% | Added |
| Bank of Montreal | 792,276 | $39.3M | 0.02% | +277,863+54.0% | Added |
| American Century Companies Inc | 906,761 | $39.7M | 0.03% | +102,468+12.7% | Added |
| UBS Asset Management Americas Inc | 929,779 | $40.7M | 0.02% | −17,857−1.9% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 976,645 | $42.7M | 4.77% | +740,000+312.7% | Added |
| SW Investment Management LLC | 1,000,000 | $43.8M | 24.69% | +275,000+37.9% | Added |
| Swiss National Bank | 1,084,100 | $47.4M | 0.03% | −42,900−3.8% | Reduced |
| Bank of New York Mellon Corp | 1,084,594 | $47.5M | 0.01% | +81,853+8.2% | Added |
| Macquarie Group Ltd | 1,111,269 | $48.6M | 0.05% | +48,175+4.5% | Added |
| Bank of America Corp | 1,150,262 | $50.3M | 0.01% | +81,848+7.7% | Added |
| Alfreton Capital LLP | 1,200,000 | $52.5M | 38.99% | +700,000+140.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,254,733 | $54.9M | 0.14% | −166,621−11.7% | Reduced |
| Strategy Capital LLC | 1,322,582 | $57.9M | 10.10% | +631,506+91.4% | Added |
| Royal Bank of Canada | 1,355,043 | $59.3M | 0.02% | +423,036+45.4% | Added |
| ETF Managers Group, LLC | 1,329,678 | $61.0M | 1.77% | +439,004+49.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,472,578 | $64.4M | 0.05% | +126,857+9.4% | Added |
| Northern Trust Corp | 1,651,256 | $72.2M | 0.02% | −33,948−2.0% | Reduced |
| Goldman Sachs Group Inc | 1,744,196 | $76.3M | 0.02% | +772,160+79.4% | Added |
| NEA Management Company, LLC | 1,877,510 | $82.1M | 4.22% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 1,923,272 | $84.1M | 0.44% | +1,820,407+1,769.7% | Added |
| D. E. Shaw & Co., Inc. | 1,941,442 | $84.9M | 0.14% | +403,528+26.2% | Added |
| Two Sigma Advisers, LP | 2,371,000 | $103.7M | 0.29% | +852,000+56.1% | Added |
| Allianz Asset Management GmbH | 2,425,322 | $106.1M | 0.11% | −468,769−16.2% | Reduced |
| Legal & General Group Plc | 2,667,897 | $116.7M | 0.04% | +270,389+11.3% | Added |
| Norges Bank | 2,681,372 | $117.3M | 0.03% | +139,888+5.5% | Added |
| Two Sigma Investments, LP | 2,749,540 | $120.3M | 0.40% | +1,678,682+156.8% | Added |
| Gilder Gagnon Howe & Co LLC | 2,757,647 | $120.6M | 2.15% | −575,423−17.3% | Reduced |
| Franklin Resources Inc | 2,991,913 | $130.9M | 0.06% | +369,048+14.1% | Added |
| Geode Capital Management, LLC | 3,487,003 | $152.4M | 0.02% | +6,486+0.2% | Added |
| State Street Corp | 5,440,180 | $238.0M | 0.01% | −112,429−2.0% | Reduced |
| First Trust Advisors LP | 9,583,117 | $419.3M | 0.52% | +3,134,967+48.6% | Added |
| Capital World Investors | 10,499,987 | $459.4M | 0.10% | −6,546,477−38.4% | Reduced |
| BlackRock Inc. | 14,276,230 | $624.6M | 0.02% | −815,626−5.4% | Reduced |
| Sands Capital Management, LLC | 15,643,953 | $684.4M | 2.37% | +2,093,425+15.4% | Added |
| FMR LLC | 16,470,215 | $720.6M | 0.07% | −5,978,429−26.6% | Reduced |
| Vanguard Group Inc | 23,901,890 | $1.05B | 0.03% | +543,890+2.3% | Added |
| Baillie Gifford & Co | 24,114,608 | $1.06B | 1.08% | −3,019,220−11.1% | Reduced |
| Morgan Stanley | 34,416,225 | $1.51B | 0.20% | +4,670,132+15.7% | Added |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −643,700−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −300,757−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −160,500−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −212,623−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −120,121−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −75,868−100.0% | Sold out |
| Alpha Square Group S, LLC | 0 | $0 | 0.00% | −71,600−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −61,472−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −59,836−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −52,900−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −45,560−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −42,192−100.0% | Sold out |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −40,589−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −40,312−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −38,270−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −37,783−100.0% | Sold out |
| Avalon Global Asset Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −29,992−100.0% | Sold out |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −28,010−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −27,400−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −27,397−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −26,222−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −24,547−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −22,160−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −19,714−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −18,332−100.0% | Sold out |
| Apollo Management Holdings, L.P. | 0 | $0 | 0.00% | −18,118−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −16,606−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −15,737−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −14,618−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −12,625−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,257−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −11,218−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −10,144−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,952−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −9,621−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −9,370−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −8,707−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −8,685−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −7,199−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −5,380−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,955−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −4,713−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −4,633−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −4,581−100.0% | Sold out |
| Jeneq Management, LP | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,170−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −4,135−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −4,340−100.0% | Sold out |