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 11 sales; 1,234 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, Q3 2022
Institutional positions in Cloudflare, Inc. 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
- 563
- +19 vs. Q2 2022
- Shares held
- 232.7M
- −3.40M (−1.4%) vs. Q2 2022
- Total value
- $12.9B
- +$2.51B (+24.3%) vs. Q2 2022
- New holders
- 83
- 216 more added
- Sold out
- 64
- 166 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $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, Q3 2022
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 33,143,190 | $1.83B | 0.25% | −1,273,035−3.7% | Reduced |
| Vanguard Group Inc | 25,299,971 | $1.40B | 0.04% | +1,398,081+5.8% | Added |
| Baillie Gifford & Co | 24,725,247 | $1.37B | 1.41% | +610,639+2.5% | Added |
| FMR LLC | 19,549,635 | $1.08B | 0.11% | +3,079,420+18.7% | Added |
| Sands Capital Management, LLC | 15,956,268 | $882.5M | 3.31% | +312,315+2.0% | Added |
| BlackRock Inc. | 14,316,553 | $791.8M | 0.03% | +40,323+0.3% | Added |
| Capital World Investors | 8,069,187 | $446.3M | 0.10% | −2,430,800−23.2% | Reduced |
| First Trust Advisors LP | 5,595,468 | $309.5M | 0.40% | −3,987,649−41.6% | Reduced |
| State Street Corp | 5,513,444 | $304.9M | 0.02% | +73,264+1.3% | Added |
| Legal & General Group Plc | 3,627,734 | $200.7M | 0.08% | +959,837+36.0% | Added |
| Geode Capital Management, LLC | 3,512,949 | $194.2M | 0.03% | +25,946+0.7% | Added |
| Franklin Resources Inc | 3,433,898 | $189.9M | 0.10% | +441,985+14.8% | Added |
| Gilder Gagnon Howe & Co LLC | 2,998,491 | $165.8M | 2.89% | +240,844+8.7% | Added |
| Norges Bank | 2,413,417 | $133.5M | 0.04% | −267,955−10.0% | Reduced |
| Voya Investment Management LLC | 2,375,022 | $131.4M | 0.16% | +2,256,502+1,903.9% | Added |
| NEA Management Company, LLC | 1,877,510 | $103.8M | 5.18% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,810,728 | $100.2M | 0.03% | +66,532+3.8% | Added |
| Northern Trust Corp | 1,657,640 | $91.7M | 0.02% | +6,384+0.4% | Added |
| Two Sigma Advisers, LP | 1,546,100 | $85.5M | 0.25% | −824,900−34.8% | Reduced |
| American Century Companies Inc | 1,518,760 | $84.0M | 0.07% | +611,999+67.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,482,780 | $82.0M | 0.07% | +10,202+0.7% | Added |
| Strategy Capital LLC | 1,470,236 | $81.3M | 13.88% | +147,654+11.2% | Added |
| Royal Bank of Canada | 1,392,312 | $77.0M | 0.03% | +37,269+2.8% | Added |
| Bank of New York Mellon Corp | 1,335,794 | $73.9M | 0.02% | +251,200+23.2% | Added |
| Macquarie Group Ltd | 1,302,962 | $72.1M | 0.09% | +191,693+17.2% | Added |
| Alfreton Capital LLP | 1,300,000 | $71.9M | 45.41% | +100,000+8.3% | Added |
| Voloridge Investment Management, LLC | 1,253,384 | $69.3M | 0.37% | −669,888−34.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,247,424 | $69.0M | 0.19% | −7,309−0.6% | Reduced |
| ETF Managers Group, LLC | 1,206,610 | $66.7M | 2.14% | −123,068−9.3% | Reduced |
| Swiss National Bank | 1,097,000 | $60.7M | 0.04% | +12,900+1.2% | Added |
| Jane Street Group, LLC | 1,064,867 | $58.9M | 0.11% | +860,872+422.0% | Added |
| Bank of America Corp | 1,061,586 | $58.7M | 0.01% | −88,676−7.7% | Reduced |
| Polar Capital Holdings Plc | 1,044,199 | $57.8M | 0.47% | +736,578+239.4% | Added |
| Invesco Ltd. | 1,006,147 | $55.7M | 0.02% | +410,302+68.9% | Added |
| SW Investment Management LLC | 1,000,000 | $55.3M | 27.79% | 00.0% | Unchanged |
| Optimus Prime Fund Management Co., Ltd. | 976,645 | $54.0M | 7.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 927,691 | $51.3M | 0.03% | −2,088−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 892,486 | $49.4M | 0.02% | +16,170+1.8% | Added |
| Bessemer Group Inc | 883,974 | $48.9M | 0.13% | +28,077+3.3% | Added |
| Deutsche Bank AG | 797,603 | $44.1M | 0.03% | −10,723−1.3% | Reduced |
| Nuveen Asset Management, LLC | 773,591 | $42.8M | 0.02% | −25,143−3.1% | Reduced |
| Bamco Inc | 764,489 | $42.3M | 0.14% | +82,588+12.1% | Added |
| Nikko Asset Management Americas, Inc. | 740,881 | $41.1M | 0.53% | +6,944+0.9% | Added |
| Credit Suisse AG | 711,166 | $39.3M | 0.04% | +445,990+168.2% | Added |
| Long Walk Management LP | 674,000 | $37.3M | 35.85% | +176,500+35.5% | Added |
| Bank of Montreal | 614,039 | $36.5M | 0.03% | −178,237−22.5% | Reduced |
| Millennium Management LLC | 605,675 | $33.5M | 0.04% | +58,837+10.8% | Added |
| D. E. Shaw & Co., Inc. | 589,126 | $32.6M | 0.06% | −1,352,316−69.7% | Reduced |
| California Public Employees Retirement System | 573,350 | $31.7M | 0.03% | +53,232+10.2% | Added |
| Lord, Abbett & Co. LLC | 544,409 | $30.1M | 0.11% | +544,409 | New |
| Ameriprise Financial Inc | 517,828 | $28.7M | 0.01% | +11,787+2.3% | Added |
| Peregrine Capital Management LLC | 517,299 | $28.6M | 0.93% | −4,924−0.9% | Reduced |
| La Financiere de L'Echiquier | 516,000 | $28.5M | 1.81% | +11,000+2.2% | Added |
| Amundi | 468,258 | $28.5M | 0.02% | +88,250+23.2% | Added |
| Personal Capital Advisors Corp | 453,519 | $25.1M | 0.14% | −140.0% | Reduced |
| California State Teachers Retirement System | 428,426 | $23.7M | 0.04% | −1,774−0.4% | Reduced |
| Barclays PLC | 387,617 | $21.4M | 0.02% | +45,081+13.2% | Added |
| National Pension Service | 387,987 | $21.3M | 0.04% | −1,373−0.4% | Reduced |
| UBS Group AG | 353,257 | $19.5M | 0.01% | +46,747+15.3% | Added |
| Whetstone Capital Advisors, LLC | 346,085 | $19.1M | 11.81% | −4,453−1.3% | Reduced |
| Wolverine Asset Management LLC | 332,651 | $18.4M | 0.27% | +8,369+2.6% | Added |
| New York State Common Retirement Fund | 318,884 | $17.6M | 0.03% | −12,065−3.6% | Reduced |
| Berkshire Capital Holdings Inc | 312,430 | $17.3M | 6.94% | −11,720−3.6% | Reduced |
| Susquehanna International Group, LLP | 310,942 | $17.2M | 0.03% | −591−0.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 310,308 | $17.2M | 0.12% | −14,327−4.4% | Reduced |
| State Board of Administration of Florida Retirement System | 302,594 | $16.7M | 0.04% | +1,880+0.6% | Added |
| Eaton Vance Management | 299,759 | $16.6M | 0.02% | +118,265+65.2% | Added |
| Rhumbline Advisers | 293,836 | $16.3M | 0.02% | +23,294+8.6% | Added |
| Allianz Asset Management GmbH | 285,572 | $15.8M | 0.04% | −2,139,750−88.2% | Reduced |
| Great West Life Assurance Co | 280,090 | $15.5M | 0.04% | +24,446+9.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 279,403 | $15.5M | 0.05% | +8,300+3.1% | Added |
| Privium Fund Management B.V. | 279,935 | $15.4M | 5.81% | 00.0% | Unchanged |
| Cota Capital Management, LLC | 274,770 | $15.2M | 7.82% | −62,000−18.4% | Reduced |
| Atika Capital Management LLC | 252,500 | $14.0M | 1.58% | +43,500+20.8% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 249,305 | $13.8M | 0.79% | +249,305 | New |
| Two Sigma Investments, LP | 240,929 | $13.3M | 0.05% | −2,508,611−91.2% | Reduced |
| Envestnet Asset Management Inc | 239,339 | $13.2M | 0.01% | −31,579−11.7% | Reduced |
| Wells Fargo & Company | 233,715 | $12.9M | 0.00% | −52,683−18.4% | Reduced |
| HSBC Holdings PLC | 225,565 | $12.7M | 0.02% | −32,321−12.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 228,233 | $12.6M | 0.02% | +124,793+120.6% | Added |
| Alberta Investment Management Corp | 226,007 | $12.5M | 0.10% | +1,400+0.6% | Added |
| HRT Financial LP | 218,540 | $12.1M | 0.13% | +218,540 | New |
| Aviva PLC | 213,758 | $11.8M | 0.07% | +165,142+339.7% | Added |
| NZS Capital, LLC | 213,318 | $11.8M | 1.09% | +22,809+12.0% | Added |
| KBC Group NV | 209,907 | $11.6M | 0.06% | −204,955−49.4% | Reduced |
| Vontobel Holding Ltd. | 202,044 | $11.2M | 0.13% | +5,627+2.9% | Added |
| Allen Investment Management LLC | 195,490 | $10.8M | 0.19% | 00.0% | Unchanged |
| Gabelli Funds LLC | 193,988 | $10.7M | 0.09% | −115,682−37.4% | Reduced |
| RPG Investment Advisory, LLC | 180,573 | $9.99M | 2.15% | +25,769+16.6% | Added |
| Alliancebernstein L.P. | 177,873 | $9.84M | 0.00% | +18,129+11.3% | Added |
| JPMorgan Chase & Co | 169,524 | $9.38M | 0.00% | −205,240−54.8% | Reduced |
| Raymond James & Associates | 168,100 | $9.30M | 0.01% | +51,752+44.5% | Added |
| Dimensional Fund Advisors LP | 166,180 | $9.19M | 0.00% | +1,950+1.2% | Added |
| Twin Tree Management, LP | 165,712 | $9.17M | 0.25% | −307,016−64.9% | Reduced |
| 12 West Capital Management LP | 165,000 | $9.13M | 0.81% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 160,767 | $8.89M | 0.00% | +14,151+9.7% | Added |
| Matrix Capital Management Company, LP | 160,000 | $8.85M | 0.17% | +160,000 | New |
| State of New Jersey Common Pension Fund D | 150,298 | $8.31M | 0.03% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 150,000 | $8.30M | 0.14% | +26,000+21.0% | Added |
| Teachers Retirement System of the State of Kentucky | 147,628 | $8.17M | 0.10% | +147,628 | New |