Cloudflare, Inc.

NET
Exchange
NYSE
Industry
Services-Prepackaged Software
SEC CIK
0001477333

13F holders, Q3 2022

Positions as of Sep 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
588
+38 vs. Q2 2022
Shares held
296.18M
+59.74M (+25.3%) vs. Q2 2022
Total value
$14.14B
+$3.78B (+36.5%) vs. Q2 2022

Compare with Q2 2022: new holders and sold out

Holders over time

1 in Q4 2020 → 588 in Q3 2022

Show by quarter
Number of institutions holding NET by quarter
QuarterHolders
Q3 2022588
Q2 2022550
Q1 2022641
Q4 2021681
Q3 2021620
Q2 2021537
Q1 2021507
Q4 20201

Institutions

Institutions holding NET in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
MORGAN STANLEY33,143,190$1.84B0.25%−1,273,035−3.7%Reduced
VANGUARD GROUP INC25,299,971$1.4B0.04%+1,398,081+5.8%Added
BAILLIE GIFFORD & CO24,725,247$1.37B1.41%+610,639+2.5%Added
FMR LLC19,549,635$1.09B0.11%+3,079,420+18.7%Added
SANDS CAPITAL MANAGEMENT, LLC15,956,268$882.54M3.31%+312,315+2.0%Added
BlackRock Inc.14,316,553$805.54M0.03%+40,323+0.3%Added
Capital World Investors8,069,187$446.31M0.10%−2,430,800−23.2%Reduced
MANUFACTURERS LIFE INSURANCE COMPANY, THE7,441$438.1M0.31%−547−6.8%Reduced
Voya Investment Management LLC2,375,022$351.99M0.42%+2,256,502+1,903.9%Added
STATE STREET CORP5,513,444$323.91M0.02%+73,264+1.3%Added
FIRST TRUST ADVISORS LP5,595,468$309.49M0.40%−3,987,649−41.6%Reduced
FRANKLIN RESOURCES INC3,433,898$252.49M0.14%+441,985+14.8%Added
Legal & General Group Plc3,627,734$200.65M0.08%+959,837+36.0%Added
GEODE CAPITAL MANAGEMENT, LLC3,512,949$194.15M0.03%+25,946+0.7%Added
GILDER GAGNON HOWE & CO LLC2,998,491$165.85M2.89%+240,844+8.7%Added
NORGES BANK2,413,417$133.49M0.04%−267,955−10.0%Reduced
NEA Management Company, LLC1,877,510$103.85M5.18%00.0%Unchanged
GOLDMAN SACHS GROUP INC1,810,728$100.17M0.03%+66,532+3.8%Added
NORTHERN TRUST CORP1,657,640$91.68M0.02%+6,384+0.4%Added
LAZARD ASSET MANAGEMENT LLC16,570$86.95M0.13%−6,318−27.6%Reduced
TWO SIGMA ADVISERS, LP1,546,100$85.52M0.25%−824,900−34.8%Reduced
AMERICAN CENTURY COMPANIES INC1,518,760$84M0.07%+611,999+67.5%Added
Polar Capital Holdings Plc33,544,199$83.18M0.53%+33,236,578+10,804.4%Added
Sumitomo Mitsui Trust Holdings, Inc.1,482,780$82.01M0.07%+10,202+0.7%Added
Strategy Capital LLC1,470,236$81.32M13.88%+147,654+11.2%Added
ROYAL BANK OF CANADA1,392,312$77.01M0.03%+37,269+2.8%Added
Bank of New York Mellon Corp1,735,794$74.2M0.02%+651,200+60.0%Added
STEELHEAD PARTNERS LLC–$73.04M5.41%–New
MACQUARIE GROUP LTD1,302,962$72.07M0.09%+191,693+17.2%Added
Alfreton Capital LLP1,300,000$71.9M45.41%+100,000+8.3%Added
VOLORIDGE INVESTMENT MANAGEMENT, LLC1,253,384$69.33M0.37%−669,888−34.8%Reduced
Mitsubishi UFJ Trust & Banking Corp1,247,424$69M0.19%−7,309−0.6%Reduced
ETF MANAGERS GROUP, LLC1,206,610$66.74M2.14%−123,068−9.3%Reduced
Invesco Ltd.1,006,147$66.19M0.02%+410,302+68.9%Added
BANK OF AMERICA CORP /DE/1,061,586$60.78M0.01%−88,676−7.7%Reduced
Swiss National Bank1,097,000$60.68M0.04%+12,900+1.2%Added
JANE STREET GROUP, LLC1,064,867$58.9M0.11%+860,872+422.0%Added
LORD, ABBETT & CO. LLC544,409$55.82M0.20%+544,409New
SW Investment Management LLC1,000,000$55.31M27.79%00.0%Unchanged
Optimus Prime Fund Management Co., Ltd.976,645$54.02M7.01%00.0%Unchanged
UBS ASSET MANAGEMENT AMERICAS INC927,691$51.31M0.03%−2,088−0.2%Reduced
CALAMOS ADVISORS LLC–$50.16M0.24%–New
CHARLES SCHWAB INVESTMENT MANAGEMENT INC892,486$49.36M0.02%+16,170+1.8%Added
BESSEMER GROUP INC883,974$48.89M0.13%+28,077+3.3%Added
ADVENT CAPITAL MANAGEMENT /DE/–$46.68M0.86%–New
DEUTSCHE BANK AG\797,603$46.45M0.03%−10,723−1.3%Reduced
CREDIT SUISSE AG/711,166$45.1M0.05%+445,990+168.2%Added
MILLENNIUM MANAGEMENT LLC620,175$44.82M0.06%+73,337+13.4%Added
Nuveen Asset Management, LLC773,591$44.27M0.02%−25,143−3.1%Reduced
D. E. Shaw & Co., Inc.589,126$42.87M0.08%−1,352,316−69.7%Reduced
BAMCO INC /NY/764,489$42.28M0.14%+82,588+12.1%Added
Nikko Asset Management Americas, Inc.740,881$41.12M0.53%+6,944+0.9%Added
LONG WALK MANAGEMENT LP674,000$37.26M35.85%+176,500+35.5%Added
AMUNDI468,258$36.58M0.02%+88,250+23.2%Added
BANK OF MONTREAL /CAN/614,039$36.55M0.02%−178,237−22.5%Reduced
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM573,350$31.71M0.03%+53,232+10.2%Added
Verition Fund Management LLC61,404$31.55M0.22%+14,515+31.0%Added
AMERIPRISE FINANCIAL INC517,828$28.68M0.01%+11,787+2.3%Added
PEREGRINE CAPITAL MANAGEMENT LLC517,299$28.61M0.93%−4,924−0.9%Reduced
LA FINANCIERE DE L'ECHIQUIER516,000$28.54M1.81%+11,000+2.2%Added
BARCLAYS PLC387,617$27.9M0.03%+45,081+13.2%Added
PERSONAL CAPITAL ADVISORS CORP453,519$25.08M0.14%−140.0%Reduced
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM428,426$23.7M0.04%−1,774−0.4%Reduced
NEW YORK STATE COMMON RETIREMENT FUND6,501,884$22.44M0.03%+6,170,935+1,864.6%Added
National Pension Service387,987$21.28M0.04%−1,373−0.4%Reduced
WOLVERINE ASSET MANAGEMENT LLC332,651$20.9M0.31%+8,369+2.6%Added
UBS Group AG353,257$19.54M0.01%+46,747+15.3%Added
Whetstone Capital Advisors, LLC346,085$19.14M11.81%−4,453−1.3%Reduced
SSI INVESTMENT MANAGEMENT LLC–$18.41M1.24%–New
BERKSHIRE CAPITAL HOLDINGS INC312,430$17.28M6.94%−11,720−3.6%Reduced
SUSQUEHANNA INTERNATIONAL GROUP, LLP310,942$17.2M0.03%−591−0.2%Reduced
ARK Investment Management LLCSuperinvestorARK Invest310,308$17.16M0.12%−14,327−4.4%Reduced
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM302,594$16.74M0.04%+1,880+0.6%Added
EATON VANCE MANAGEMENT299,759$16.58M0.02%+118,265+65.2%Added
RHUMBLINE ADVISERS293,836$16.25M0.02%+23,294+8.6%Added
Whitebox Advisors LLC–$16.19M0.45%–New
Allianz Asset Management GmbH285,572$15.8M0.04%−2,139,750−88.2%Reduced
JPMORGAN CHASE & CO169,524$15.62M0.00%−205,240−54.8%Reduced
GREAT WEST LIFE ASSURANCE CO /CAN/280,090$15.47M0.04%+24,446+9.6%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.279,403$15.45M0.05%+8,300+3.1%Added
Privium Fund Management B.V.279,935$15.35M5.81%00.0%Unchanged
Cota Capital Management, LLC274,770$15.2M7.82%−62,000−18.4%Reduced
WELLS FARGO & COMPANY/MN233,715$14.3M0.00%−52,683−18.4%Reduced
Atika Capital Management LLC252,500$13.97M1.58%+43,500+20.8%Added
Duquesne Family Office LLCSuperinvestorDuquesne Family Office249,305$13.79M0.79%+249,305New
TWO SIGMA INVESTMENTS, LP240,929$13.33M0.05%−2,508,611−91.2%Reduced
ENVESTNET ASSET MANAGEMENT INC239,339$13.24M0.01%−31,579−11.7%Reduced
CAPSTONE INVESTMENT ADVISORS, LLC–$12.85M0.28%–New
HSBC HOLDINGS PLC225,565$12.66M0.02%−32,321−12.5%Reduced
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP228,233$12.62M0.02%+124,793+120.6%Added
Alberta Investment Management Corp226,007$12.5M0.10%+1,400+0.6%Added
HRT FINANCIAL LP218,540$12.09M0.13%+218,540New
AVIVA PLC213,758$11.82M0.07%+165,142+339.7%Added
NZS Capital, LLC213,318$11.8M1.09%+22,809+12.0%Added
KBC Group NV209,907$11.61M0.06%−204,955−49.4%Reduced
Vontobel Holding Ltd.202,044$11.18M0.13%+5,627+2.9%Added
Allen Investment Management LLC195,490$10.81M0.19%00.0%Unchanged
GABELLI FUNDS LLC193,988$10.73M0.09%−115,682−37.4%Reduced
RPG Investment Advisory, LLC180,573$9.99M2.15%+25,769+16.6%Added
ALLIANCEBERNSTEIN L.P.177,873$9.84M0.00%+18,129+11.3%Added