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 |
|---|---|---|---|---|---|
| Titleist Asset Management, Ltd. | 53,460 | $2.96M | 0.71% | +2,498+4.9% | Added |
| Intech Investment Management LLC | 53,512 | $2.96M | 0.02% | −71,599−57.2% | Reduced |
| Blair William & Co | 53,591 | $2.96M | 0.01% | +11,524+27.4% | Added |
| Russell Investments Group, Ltd. | 54,447 | $3.00M | 0.01% | −8,803−13.9% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 55,000 | $3.04M | 0.44% | +55,000 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 69,628 | $3.05M | 0.04% | 00.0% | Unchanged |
| Marshall Wace, LLP | 55,402 | $3.07M | 0.01% | −457,800−89.2% | Reduced |
| Nomura Asset Management Co Ltd | 56,880 | $3.15M | 0.02% | +3,700+7.0% | Added |
| LGT Group Foundation | 56,952 | $3.15M | 0.12% | −20,392−26.4% | Reduced |
| Prudential PLC | 59,866 | $3.31M | 0.05% | +14,253+31.2% | Added |
| Circle Wealth Management, LLC | 60,418 | $3.34M | 0.55% | +677+1.1% | Added |
| Qube Research & Technologies Ltd | 62,313 | $3.45M | 0.02% | −181,122−74.4% | Reduced |
| Raine Capital LLC | 63,000 | $3.48M | 0.67% | +48,000+320.0% | Added |
| Ambassador Advisors, LLC | 63,463 | $3.51M | 0.83% | +19,552+44.5% | Added |
| Principal Financial Group Inc | 64,088 | $3.54M | 0.00% | −39,958−38.4% | Reduced |
| Los Angeles Capital Management LLC | 65,461 | $3.62M | 0.02% | +37,795+136.6% | Added |
| HighTower Advisors, LLC | 67,068 | $3.71M | 0.01% | +8,738+15.0% | Added |
| Grandeur Peak Global Advisors, LLC | 67,159 | $3.71M | 0.23% | −5,055−7.0% | Reduced |
| Private Advisory Group LLC | 67,469 | $3.73M | 0.85% | +44,133+189.1% | Added |
| Arizona State Retirement System | 68,811 | $3.81M | 0.04% | +242+0.4% | Added |
| Advisor Group Holdings, Inc. | 69,281 | $3.83M | 0.01% | −5,729−7.6% | Reduced |
| Kames Capital plc | 70,317 | $3.89M | 0.08% | +110.0% | Added |
| Korea Investment CORP | 73,245 | $4.05M | 0.01% | +20,545+39.0% | Added |
| Hampton Road Capital Management LP | 73,416 | $4.06M | 1.51% | +73,416 | New |
| Squarepoint Ops LLC | 75,364 | $4.17M | 0.04% | −50,589−40.2% | Reduced |
| LPL Financial LLC | 78,054 | $4.32M | 0.00% | −639−0.8% | Reduced |
| Davy Global Fund Management Ltd | 79,346 | $4.39M | 0.99% | +9,590+13.7% | Added |
| Cubist Systematic Strategies, LLC | 79,638 | $4.41M | 0.03% | −48,192−37.7% | Reduced |
| Neuberger Berman Group LLC | 80,008 | $4.42M | 0.00% | −32,378−28.8% | Reduced |
| Jasper Ridge Partners, L.P. | 81,933 | $4.53M | 0.30% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 83,818 | $4.64M | 0.76% | −65−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 84,771 | $4.69M | 0.15% | −42,022−33.1% | Reduced |
| Miura Global Management, LLC | 85,000 | $4.70M | 2.82% | −43,000−33.6% | Reduced |
| Waverton Investment Management Ltd | 85,342 | $4.72M | 0.19% | +85,342 | New |
| Pictet Asset Management SA | 86,089 | $4.76M | 0.01% | +386+0.5% | Added |
| Firsthand Capital Management, Inc. | 90,000 | $4.98M | 4.54% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 91,320 | $5.05M | 0.03% | +357+0.4% | Added |
| Point72 Hong Kong Ltd | 92,084 | $5.09M | 0.31% | +92,084 | New |
| Citadel Advisors LLC | 95,647 | $5.29M | 0.01% | −239,750−71.5% | Reduced |
| SQN Investors LP | 96,537 | $5.34M | 1.36% | −212,592−68.8% | Reduced |
| Storebrand Asset Management AS | 99,040 | $5.48M | 0.03% | −2,164−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 99,349 | $5.50M | 0.03% | −3,900−3.8% | Reduced |
| Nwi Management LP | 100,000 | $5.53M | 1.19% | 00.0% | Unchanged |
| SEI Investments Co | 105,178 | $5.82M | 0.01% | +74,171+239.2% | Added |
| GAM Holding AG | 105,234 | $5.82M | 0.45% | +19,792+23.2% | Added |
| Victory Capital Management Inc | 107,609 | $5.95M | 0.01% | +90,612+533.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 108,040 | $5.98M | 0.16% | +108,040 | New |
| Parallax Volatility Advisers, L.P. | 108,799 | $6.02M | 0.12% | +108,799 | New |
| Vista Equity Partners Management, LLC | 112,294 | $6.21M | 0.10% | +112,294 | New |
| Freemont Management S.A. | 115,700 | $6.40M | 1.17% | −19,400−14.4% | Reduced |
| CTC LLC | 116,227 | $6.43M | 0.76% | +116,227 | New |
| Canada Pension Plan Investment Board | 117,013 | $6.47M | 0.01% | −14,600−11.1% | Reduced |
| Treasurer of the State of North Carolina | 119,766 | $6.62M | 0.04% | −22,040−15.5% | Reduced |
| Jump Financial, LLC | 122,363 | $6.77M | 0.26% | +49,137+67.1% | Added |
| Stanley-Laman Group, Ltd. | 124,801 | $6.90M | 1.31% | −7,850−5.9% | Reduced |
| Zevenbergen Capital Investments LLC | 130,245 | $7.20M | 0.20% | +130,245 | New |
| Mizuho Markets Americas LLC | 130,825 | $7.24M | 0.33% | −8,000−5.8% | Reduced |
| Citigroup Inc | 139,396 | $7.71M | 0.01% | −234,978−62.8% | Reduced |
| Forte Capital LLC | 139,455 | $7.71M | 1.40% | +3,943+2.9% | Added |
| Public Employees Retirement System of Ohio | 142,368 | $7.87M | 0.04% | +910+0.6% | Added |
| State of Wisconsin Investment Board | 142,504 | $7.88M | 0.03% | −31,779−18.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 143,066 | $7.91M | 2.44% | −14,000−8.9% | Reduced |
| Asset Management One Co.,Ltd. | 143,832 | $7.96M | 0.04% | +36,284+33.7% | Added |
| Teachers Retirement System of the State of Kentucky | 147,628 | $8.17M | 0.10% | +147,628 | New |
| Liontrust Investment Partners LLP | 150,000 | $8.30M | 0.13% | +26,000+21.0% | Added |
| State of New Jersey Common Pension Fund D | 150,298 | $8.31M | 0.03% | 00.0% | Unchanged |
| Matrix Capital Management Company, LP | 160,000 | $8.85M | 0.17% | +160,000 | New |
| Price T Rowe Associates Inc | 160,767 | $8.89M | 0.00% | +14,151+9.7% | Added |
| 12 West Capital Management LP | 165,000 | $9.13M | 0.81% | 00.0% | Unchanged |
| Twin Tree Management, LP | 165,712 | $9.17M | 0.25% | −307,016−64.9% | Reduced |
| Dimensional Fund Advisors LP | 166,180 | $9.19M | 0.00% | +1,950+1.2% | Added |
| Raymond James & Associates | 168,100 | $9.30M | 0.01% | +51,752+44.5% | Added |
| JPMorgan Chase & Co | 169,524 | $9.38M | 0.00% | −205,240−54.8% | Reduced |
| Alliancebernstein L.P. | 177,873 | $9.84M | 0.00% | +18,129+11.3% | Added |
| RPG Investment Advisory, LLC | 180,573 | $9.99M | 2.15% | +25,769+16.6% | Added |
| Gabelli Funds LLC | 193,988 | $10.7M | 0.09% | −115,682−37.4% | Reduced |
| Allen Investment Management LLC | 195,490 | $10.8M | 0.19% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 202,044 | $11.2M | 0.13% | +5,627+2.9% | Added |
| KBC Group NV | 209,907 | $11.6M | 0.06% | −204,955−49.4% | Reduced |
| NZS Capital, LLC | 213,318 | $11.8M | 1.09% | +22,809+12.0% | Added |
| Aviva PLC | 213,758 | $11.8M | 0.07% | +165,142+339.7% | Added |
| HRT Financial LP | 218,540 | $12.1M | 0.13% | +218,540 | New |
| Alberta Investment Management Corp | 226,007 | $12.5M | 0.10% | +1,400+0.6% | Added |
| Arrowstreet Capital, Limited Partnership | 228,233 | $12.6M | 0.02% | +124,793+120.6% | Added |
| HSBC Holdings PLC | 225,565 | $12.7M | 0.02% | −32,321−12.5% | Reduced |
| Wells Fargo & Company | 233,715 | $12.9M | 0.00% | −52,683−18.4% | Reduced |
| Envestnet Asset Management Inc | 239,339 | $13.2M | 0.01% | −31,579−11.7% | Reduced |
| Two Sigma Investments, LP | 240,929 | $13.3M | 0.05% | −2,508,611−91.2% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 249,305 | $13.8M | 0.79% | +249,305 | New |
| Atika Capital Management LLC | 252,500 | $14.0M | 1.58% | +43,500+20.8% | Added |
| Cota Capital Management, LLC | 274,770 | $15.2M | 7.82% | −62,000−18.4% | Reduced |
| Privium Fund Management B.V. | 279,935 | $15.4M | 5.81% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 279,403 | $15.5M | 0.05% | +8,300+3.1% | Added |
| Great West Life Assurance Co | 280,090 | $15.5M | 0.04% | +24,446+9.6% | Added |
| Allianz Asset Management GmbH | 285,572 | $15.8M | 0.04% | −2,139,750−88.2% | Reduced |
| Rhumbline Advisers | 293,836 | $16.3M | 0.02% | +23,294+8.6% | Added |
| Eaton Vance Management | 299,759 | $16.6M | 0.02% | +118,265+65.2% | Added |
| State Board of Administration of Florida Retirement System | 302,594 | $16.7M | 0.04% | +1,880+0.6% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 310,308 | $17.2M | 0.12% | −14,327−4.4% | Reduced |
| Susquehanna International Group, LLP | 310,942 | $17.2M | 0.03% | −591−0.2% | Reduced |