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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 318,884 | $17.6M | 0.03% | −12,065−3.6% | Reduced |
| Wolverine Asset Management LLC | 332,651 | $18.4M | 0.27% | +8,369+2.6% | Added |
| Whetstone Capital Advisors, LLC | 346,085 | $19.1M | 11.81% | −4,453−1.3% | Reduced |
| UBS Group AG | 353,257 | $19.5M | 0.01% | +46,747+15.3% | Added |
| National Pension Service | 387,987 | $21.3M | 0.04% | −1,373−0.4% | Reduced |
| Barclays PLC | 387,617 | $21.4M | 0.02% | +45,081+13.2% | Added |
| California State Teachers Retirement System | 428,426 | $23.7M | 0.04% | −1,774−0.4% | Reduced |
| Personal Capital Advisors Corp | 453,519 | $25.1M | 0.14% | −140.0% | Reduced |
| Amundi | 468,258 | $28.5M | 0.02% | +88,250+23.2% | Added |
| La Financiere de L'Echiquier | 516,000 | $28.5M | 1.81% | +11,000+2.2% | Added |
| Peregrine Capital Management LLC | 517,299 | $28.6M | 0.93% | −4,924−0.9% | Reduced |
| Ameriprise Financial Inc | 517,828 | $28.7M | 0.01% | +11,787+2.3% | Added |
| Lord, Abbett & Co. LLC | 544,409 | $30.1M | 0.11% | +544,409 | New |
| California Public Employees Retirement System | 573,350 | $31.7M | 0.03% | +53,232+10.2% | Added |
| D. E. Shaw & Co., Inc. | 589,126 | $32.6M | 0.06% | −1,352,316−69.7% | Reduced |
| Millennium Management LLC | 605,675 | $33.5M | 0.04% | +58,837+10.8% | Added |
| Bank of Montreal | 614,039 | $36.5M | 0.03% | −178,237−22.5% | Reduced |
| Long Walk Management LP | 674,000 | $37.3M | 35.85% | +176,500+35.5% | Added |
| Credit Suisse AG | 711,166 | $39.3M | 0.04% | +445,990+168.2% | Added |
| Nikko Asset Management Americas, Inc. | 740,881 | $41.1M | 0.53% | +6,944+0.9% | Added |
| Bamco Inc | 764,489 | $42.3M | 0.14% | +82,588+12.1% | Added |
| Nuveen Asset Management, LLC | 773,591 | $42.8M | 0.02% | −25,143−3.1% | Reduced |
| Deutsche Bank AG | 797,603 | $44.1M | 0.03% | −10,723−1.3% | Reduced |
| Bessemer Group Inc | 883,974 | $48.9M | 0.13% | +28,077+3.3% | Added |
| Charles Schwab Investment Management Inc | 892,486 | $49.4M | 0.02% | +16,170+1.8% | Added |
| UBS Asset Management Americas Inc | 927,691 | $51.3M | 0.03% | −2,088−0.2% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 976,645 | $54.0M | 7.01% | 00.0% | Unchanged |
| SW Investment Management LLC | 1,000,000 | $55.3M | 27.79% | 00.0% | Unchanged |
| Invesco Ltd. | 1,006,147 | $55.7M | 0.02% | +410,302+68.9% | Added |
| Polar Capital Holdings Plc | 1,044,199 | $57.8M | 0.47% | +736,578+239.4% | Added |
| Bank of America Corp | 1,061,586 | $58.7M | 0.01% | −88,676−7.7% | Reduced |
| Jane Street Group, LLC | 1,064,867 | $58.9M | 0.11% | +860,872+422.0% | Added |
| Swiss National Bank | 1,097,000 | $60.7M | 0.04% | +12,900+1.2% | Added |
| ETF Managers Group, LLC | 1,206,610 | $66.7M | 2.14% | −123,068−9.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,247,424 | $69.0M | 0.19% | −7,309−0.6% | Reduced |
| Voloridge Investment Management, LLC | 1,253,384 | $69.3M | 0.37% | −669,888−34.8% | Reduced |
| Alfreton Capital LLP | 1,300,000 | $71.9M | 45.41% | +100,000+8.3% | Added |
| Macquarie Group Ltd | 1,302,962 | $72.1M | 0.09% | +191,693+17.2% | Added |
| Bank of New York Mellon Corp | 1,335,794 | $73.9M | 0.02% | +251,200+23.2% | Added |
| Royal Bank of Canada | 1,392,312 | $77.0M | 0.03% | +37,269+2.8% | Added |
| Strategy Capital LLC | 1,470,236 | $81.3M | 13.88% | +147,654+11.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,482,780 | $82.0M | 0.07% | +10,202+0.7% | Added |
| American Century Companies Inc | 1,518,760 | $84.0M | 0.07% | +611,999+67.5% | Added |
| Two Sigma Advisers, LP | 1,546,100 | $85.5M | 0.25% | −824,900−34.8% | Reduced |
| Northern Trust Corp | 1,657,640 | $91.7M | 0.02% | +6,384+0.4% | Added |
| Goldman Sachs Group Inc | 1,810,728 | $100.2M | 0.03% | +66,532+3.8% | Added |
| NEA Management Company, LLC | 1,877,510 | $103.8M | 5.18% | 00.0% | Unchanged |
| Voya Investment Management LLC | 2,375,022 | $131.4M | 0.16% | +2,256,502+1,903.9% | Added |
| Norges Bank | 2,413,417 | $133.5M | 0.04% | −267,955−10.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,998,491 | $165.8M | 2.89% | +240,844+8.7% | Added |
| Franklin Resources Inc | 3,433,898 | $189.9M | 0.10% | +441,985+14.8% | Added |
| Geode Capital Management, LLC | 3,512,949 | $194.2M | 0.03% | +25,946+0.7% | Added |
| Legal & General Group Plc | 3,627,734 | $200.7M | 0.08% | +959,837+36.0% | Added |
| State Street Corp | 5,513,444 | $304.9M | 0.02% | +73,264+1.3% | Added |
| First Trust Advisors LP | 5,595,468 | $309.5M | 0.40% | −3,987,649−41.6% | Reduced |
| Capital World Investors | 8,069,187 | $446.3M | 0.10% | −2,430,800−23.2% | Reduced |
| BlackRock Inc. | 14,316,553 | $791.8M | 0.03% | +40,323+0.3% | Added |
| Sands Capital Management, LLC | 15,956,268 | $882.5M | 3.31% | +312,315+2.0% | Added |
| FMR LLC | 19,549,635 | $1.08B | 0.11% | +3,079,420+18.7% | Added |
| Baillie Gifford & Co | 24,725,247 | $1.37B | 1.41% | +610,639+2.5% | Added |
| Vanguard Group Inc | 25,299,971 | $1.40B | 0.04% | +1,398,081+5.8% | Added |
| Morgan Stanley | 33,143,190 | $1.83B | 0.25% | −1,273,035−3.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | – | – | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −267,237−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Renaissance Capital LLC | 0 | $0 | 0.00% | −126,389−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −97,567−100.0% | Sold out |
| Davis-Rea Ltd. | 0 | $0 | 0.00% | −80,300−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −70,204−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −42,746−100.0% | Sold out |
| Berylson Capital Partners, LLC | 0 | $0 | 0.00% | −39,300−100.0% | Sold out |
| Strategic Vision Investment Ltd | 0 | $0 | 0.00% | −34,800−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −32,887−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −25,420−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,680−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −21,353−100.0% | Sold out |
| Deane Retirement Strategies, Inc. | 0 | $0 | 0.00% | −20,382−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −13,353−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −15,434−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −14,843−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −14,567−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,921−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −10,913−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,760−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −10,711−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −9,265−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −8,210−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −7,471−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Crestone Asset Management LLC | 0 | $0 | 0.00% | −7,375−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −7,361−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,741−100.0% | Sold out |
| Wolf Hill Capital Management, LP | 0 | $0 | 0.00% | −6,606−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −6,494−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −6,494−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −5,752−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −5,414−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,258−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5,241−100.0% | Sold out |