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, 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 | 1,228 | $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, 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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 18,260 | $1.01M | 0.01% | +3,260+21.7% | Added |
| Park Avenue Securities LLC | 18,317 | $1.01M | 0.02% | −900−4.7% | Reduced |
| Caas Capital Management LP | 18,611 | $1.03M | 0.14% | +9,300+99.9% | Added |
| Elo Mutual Pension Insurance Co | 19,012 | $1.05M | 0.04% | −591−3.0% | Reduced |
| Oppenheimer & Co Inc | 19,033 | $1.05M | 0.02% | −783−4.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 19,076 | $1.05M | 0.01% | −13,550−41.5% | Reduced |
| Lyell Wealth Management, LP | 19,089 | $1.06M | 0.18% | +673+3.7% | Added |
| Mackenzie Financial Corp | 19,228 | $1.06M | 0.00% | −5,733−23.0% | Reduced |
| State of Alaska, Department of Revenue | 19,480 | $1.08M | 0.01% | +19,480 | New |
| JustInvest LLC | 19,801 | $1.09M | 0.05% | +3,366+20.5% | Added |
| Sepio Capital, LP | 19,930 | $1.10M | 0.11% | −280−1.4% | Reduced |
| Eagle Bay Advisors LLC | 20,190 | $1.12M | 0.69% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 20,391 | $1.13M | 0.08% | +59+0.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 21,000 | $1.15M | 0.03% | 00.0% | Unchanged |
| Aspiriant, LLC | 20,913 | $1.16M | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 21,245 | $1.18M | 0.02% | −80.0% | Reduced |
| Rafferty Asset Management, LLC | 21,335 | $1.18M | 0.01% | −7,139−25.1% | Reduced |
| Maryland State Retirement & Pension System | 21,508 | $1.19M | 0.10% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 22,202 | $1.23M | 0.17% | +650+3.0% | Added |
| CIBC World Markets Inc. | 22,479 | $1.24M | 0.01% | +1,790+8.7% | Added |
| Achmea Investment Management B.V. | 22,608 | $1.25M | 0.04% | +3,017+15.4% | Added |
| Profund Advisors LLC | 22,680 | $1.25M | 0.09% | −2,507−10.0% | Reduced |
| Icapital Wealth LLC | 22,870 | $1.26M | 0.91% | +22,870 | New |
| AtonRa Partners | 23,026 | $1.27M | 1.25% | −1,238−5.1% | Reduced |
| Vestor Capital, LLC | 23,292 | $1.29M | 0.17% | +23,292 | New |
| Cetera Investment Advisers | 23,377 | $1.29M | 0.03% | −1,863−7.4% | Reduced |
| Vident Investment Advisory, LLC | 24,439 | $1.30M | 0.04% | +8,172+50.2% | Added |
| BBR Partners, LLC | 24,021 | $1.33M | 0.17% | +3,411+16.6% | Added |
| Ensign Peak Advisors, Inc | 24,218 | $1.34M | 0.00% | −43,020−64.0% | Reduced |
| Nomura Holdings Inc | 24,312 | $1.35M | 0.01% | −131,634−84.4% | Reduced |
| Standard Life Aberdeen plc | 24,598 | $1.36M | 0.00% | +2,356+10.6% | Added |
| British Columbia Investment Management Corp | 24,963 | $1.38M | 0.02% | −4,045−13.9% | Reduced |
| ClariVest Asset Management LLC | 25,419 | $1.41M | 0.07% | −4,291−14.4% | Reduced |
| Highland Capital Management, LLC | 25,432 | $1.41M | 0.11% | +14,476+132.1% | Added |
| Kestra Advisory Services, LLC | 26,661 | $1.48M | 0.02% | +1,133+4.4% | Added |
| Meridian Wealth Management, LLC | 27,700 | $1.53M | 0.16% | +500+1.8% | Added |
| Schonfeld Strategic Advisors LLC | 27,842 | $1.54M | 0.01% | +1,733+6.6% | Added |
| Nissay Asset Management Corp | 27,871 | $1.54M | 0.02% | +1,387+5.2% | Added |
| Wolverine Trading, LLC | 29,038 | $1.59M | 0.06% | +24,092+487.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 28,999 | $1.60M | 0.01% | +28,999 | New |
| Swedbank AB | 29,085 | $1.61M | 0.00% | +6,885+31.0% | Added |
| Balyasny Asset Management LLC | 29,113 | $1.61M | 0.01% | +29,113 | New |
| Riggs Asset Managment Co. Inc. | 30,138 | $1.67M | 0.66% | +2,937+10.8% | Added |
| Verition Fund Management LLC | 30,702 | $1.70M | 0.02% | −16,187−34.5% | Reduced |
| Amalgamated Bank | 31,222 | $1.73M | 0.02% | +444+1.4% | Added |
| Soltis Investment Advisors LLC | 31,263 | $1.73M | 0.26% | 00.0% | Unchanged |
| SWS Partners | 31,428 | $1.74M | 0.81% | +11,080+54.5% | Added |
| Mass Ave Global Inc. | 31,728 | $1.75M | 0.64% | −111,392−77.8% | Reduced |
| Cutler Group LP | 31,976 | $1.77M | 0.21% | +17,191+116.3% | Added |
| APG Asset Management N.V. | 31,438 | $1.77M | 0.00% | −4,386−12.2% | Reduced |
| Candriam Luxembourg S.C.A. | 32,700 | $1.81M | 0.01% | +4,059+14.2% | Added |
| Xponance, Inc. | 32,996 | $1.82M | 0.04% | +386+1.2% | Added |
| Janus Henderson Group PLC | 33,421 | $1.85M | 0.00% | +140.0% | Added |
| DekaBank Deutsche Girozentrale | 34,458 | $1.86M | 0.01% | −729−2.1% | Reduced |
| Cynosure Management, LLC | 34,224 | $1.89M | 2.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 34,584 | $1.91M | 0.11% | −425−1.2% | Reduced |
| Hamilton Lane Advisors LLC | 34,822 | $1.93M | 0.70% | 00.0% | Unchanged |
| MML Investors Services, LLC | 35,014 | $1.94M | 0.01% | −2,486−6.6% | Reduced |
| Harbor Capital Advisors, Inc. | 36,449 | $2.02M | 1.85% | −8,095−18.2% | Reduced |
| Teacher Retirement System of Texas | 36,476 | $2.02M | 0.01% | −1,839−4.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 37,260 | $2.06M | 0.02% | −4,411−10.6% | Reduced |
| CFM Wealth Partners LLC | 37,390 | $2.07M | 0.66% | +2,162+6.1% | Added |
| Gamco Investors, Inc. Et Al | 37,557 | $2.08M | 0.02% | −414−1.1% | Reduced |
| AQR Capital Management LLC | 37,552 | $2.08M | 0.01% | −1,033−2.7% | Reduced |
| Worldquant Millennium Advisors LLC | 38,366 | $2.12M | 0.05% | −74,256−65.9% | Reduced |
| Cipher Capital LP | 39,542 | $2.19M | 0.35% | +39,542 | New |
| Tiemann Investment Advisors, LLC | 39,641 | $2.19M | 1.42% | −500−1.2% | Reduced |
| Handelsbanken Fonder AB | 39,981 | $2.21M | 0.01% | −1,800−4.3% | Reduced |
| Taylor Frigon Capital Management LLC | 40,032 | $2.21M | 1.15% | +10,138+33.9% | Added |
| Jackson Square Capital, LLC | 40,259 | $2.23M | 1.09% | +868+2.2% | Added |
| TownSquare Capital, LLC | 40,756 | $2.25M | 0.06% | +40,756 | New |
| Gulf International Bank (UK) Ltd | 41,834 | $2.31M | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 41,837 | $2.31M | 0.01% | +83+0.2% | Added |
| Nicholas Investment Partners, LP | 42,418 | $2.35M | 0.22% | +33,614+381.8% | Added |
| Stifel Financial Corp | 42,523 | $2.35M | 0.00% | −18,352−30.1% | Reduced |
| IFM Investors Pty Ltd | 42,520 | $2.35M | 0.04% | +437+1.0% | Added |
| AE Wealth Management LLC | 42,695 | $2.36M | 0.02% | +5,245+14.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 43,092 | $2.38M | 0.02% | −2,111−4.7% | Reduced |
| Evercore Wealth Management, LLC | 43,500 | $2.41M | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 43,972 | $2.43M | 0.01% | −8,332−15.9% | Reduced |
| Alps Advisors Inc | 44,221 | $2.45M | 0.02% | −6,363−12.6% | Reduced |
| USS Investment Management Ltd | 45,655 | $2.52M | 0.04% | −11,150−19.6% | Reduced |
| Tudor Investment Corp Et Al | 46,500 | $2.57M | 0.06% | −5,532−10.6% | Reduced |
| US Bancorp | 46,919 | $2.59M | 0.01% | +2,227+5.0% | Added |
| DnB Asset Management AS | 46,974 | $2.60M | 0.02% | −7,242−13.4% | Reduced |
| Trexquant Investment LP | 47,089 | $2.60M | 0.09% | +47,089 | New |
| Utah Retirement Systems | 47,762 | $2.64M | 0.04% | +200+0.4% | Added |
| Bridgewater Associates, LP | 47,979 | $2.65M | 0.01% | +41,038+591.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 48,072 | $2.66M | 0.01% | +18,036+60.0% | Added |
| ExodusPoint Capital Management, LP | 49,122 | $2.72M | 0.04% | +49,122 | New |
| TD Asset Management Inc | 49,985 | $2.74M | 0.00% | −857−1.7% | Reduced |
| Center Lake Capital Management, LLC | 50,000 | $2.77M | 4.93% | −25,000−33.3% | Reduced |
| Avalon Global Asset Management LLC | 50,000 | $2.77M | 1.73% | +50,000 | New |
| Commonwealth Equity Services, LLC | 50,082 | $2.77M | 0.01% | −875−1.7% | Reduced |
| Forsta Ap-Fonden | 51,100 | $2.83M | 0.03% | −4,800−8.6% | Reduced |
| Nordea Investment Management AB | 50,923 | $2.86M | 0.00% | −19,815−28.0% | Reduced |
| Rockefeller Capital Management L.P. | 51,968 | $2.87M | 0.01% | +1,288+2.5% | Added |
| Jacob Asset Management of New York LLC | 52,146 | $2.88M | 3.13% | +2,366+4.8% | Added |
| Proem Advisors LLC | 53,000 | $2.93M | 4.85% | +28,000+112.0% | Added |
| Toronto Dominion Bank | 53,456 | $2.96M | 0.01% | −71,077−57.1% | Reduced |