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 $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 | 1,228 | $69.8B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.8B |
| Q3 2025 | 1,039 | $59.1B |
| Q2 2025 | 947 | $54.3B |
| Q1 2025 | 872 | $29.8B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 37,552 | $2.08M | 0.01% | −1,033−2.7% | Reduced |
| CFM Wealth Partners LLC | 37,390 | $2.07M | 0.66% | +2,162+6.1% | Added |
| Federation des caisses Desjardins du Quebec | 37,260 | $2.06M | 0.02% | −4,411−10.6% | Reduced |
| Teacher Retirement System of Texas | 36,476 | $2.02M | 0.01% | −1,839−4.8% | Reduced |
| Harbor Capital Advisors, Inc. | 36,449 | $2.02M | 1.88% | −8,095−18.2% | Reduced |
| MML Investors Services, LLC | 35,014 | $1.94M | 0.01% | −2,486−6.6% | Reduced |
| Hamilton Lane Advisors LLC | 34,822 | $1.93M | 0.70% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 34,584 | $1.91M | 0.11% | −425−1.2% | Reduced |
| Cynosure Management, LLC | 34,224 | $1.89M | 2.03% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 34,458 | $1.86M | 0.01% | −729−2.1% | Reduced |
| Janus Henderson Group PLC | 33,421 | $1.85M | 0.00% | +140.0% | Added |
| Xponance, Inc. | 32,996 | $1.82M | 0.04% | +386+1.2% | Added |
| Candriam Luxembourg S.C.A. | 32,700 | $1.81M | 0.01% | +4,059+14.2% | Added |
| APG Asset Management N.V. | 31,438 | $1.77M | 0.00% | −4,386−12.2% | Reduced |
| Cutler Group LP | 31,976 | $1.77M | 0.21% | +17,191+116.3% | Added |
| Mass Ave Global Inc. | 31,728 | $1.75M | 0.64% | −111,392−77.8% | Reduced |
| SWS Partners | 31,428 | $1.74M | 0.81% | +11,080+54.5% | Added |
| Soltis Investment Advisors LLC | 31,263 | $1.73M | 0.26% | 00.0% | Unchanged |
| Amalgamated Bank | 31,222 | $1.73M | 0.02% | +444+1.4% | Added |
| Verition Fund Management LLC | 30,702 | $1.70M | 0.02% | −16,187−34.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 30,138 | $1.67M | 0.66% | +2,937+10.8% | Added |
| Balyasny Asset Management LLC | 29,113 | $1.61M | 0.01% | +29,113 | New |
| Swedbank AB | 29,085 | $1.61M | 0.00% | +6,885+31.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 28,999 | $1.60M | 0.01% | +28,999 | New |
| Wolverine Trading, LLC | 29,038 | $1.59M | 0.06% | +24,092+487.1% | Added |
| Nissay Asset Management Corp | 27,871 | $1.54M | 0.02% | +1,387+5.2% | Added |
| Schonfeld Strategic Advisors LLC | 27,842 | $1.54M | 0.01% | +1,733+6.6% | Added |
| Meridian Wealth Management, LLC | 27,700 | $1.53M | 0.16% | +500+1.8% | Added |
| Kestra Advisory Services, LLC | 26,661 | $1.48M | 0.02% | +1,133+4.4% | Added |
| Highland Capital Management, LLC | 25,432 | $1.41M | 0.11% | +14,476+132.1% | Added |
| ClariVest Asset Management LLC | 25,419 | $1.41M | 0.07% | −4,291−14.4% | Reduced |
| British Columbia Investment Management Corp | 24,963 | $1.38M | 0.02% | −4,045−13.9% | Reduced |
| Standard Life Aberdeen plc | 24,598 | $1.36M | 0.00% | +2,356+10.6% | Added |
| Nomura Holdings Inc | 24,312 | $1.35M | 0.01% | −131,634−84.4% | Reduced |
| Ensign Peak Advisors, Inc | 24,218 | $1.34M | 0.00% | −43,020−64.0% | Reduced |
| BBR Partners, LLC | 24,021 | $1.33M | 0.17% | +3,411+16.6% | Added |
| Vident Investment Advisory, LLC | 24,439 | $1.30M | 0.04% | +8,172+50.2% | Added |
| Cetera Investment Advisers | 23,377 | $1.29M | 0.03% | −1,863−7.4% | Reduced |
| Vestor Capital, LLC | 23,292 | $1.29M | 0.17% | +23,292 | New |
| AtonRa Partners | 23,026 | $1.27M | 1.25% | −1,238−5.1% | Reduced |
| Icapital Wealth LLC | 22,870 | $1.26M | 0.91% | +22,870 | New |
| Profund Advisors LLC | 22,680 | $1.25M | 0.09% | −2,507−10.0% | Reduced |
| Achmea Investment Management B.V. | 22,608 | $1.25M | 0.04% | +3,017+15.4% | Added |
| CIBC World Markets Inc. | 22,479 | $1.24M | 0.01% | +1,790+8.7% | Added |
| Clear Harbor Asset Management, LLC | 22,202 | $1.23M | 0.17% | +650+3.0% | Added |
| Maryland State Retirement & Pension System | 21,508 | $1.19M | 0.10% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 21,335 | $1.18M | 0.01% | −7,139−25.1% | Reduced |
| D.A. Davidson & Co. | 21,245 | $1.18M | 0.02% | −80.0% | Reduced |
| Aspiriant, LLC | 20,913 | $1.16M | 0.06% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 21,000 | $1.15M | 0.03% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 20,391 | $1.13M | 0.08% | +59+0.3% | Added |
| Eagle Bay Advisors LLC | 20,190 | $1.12M | 0.69% | 00.0% | Unchanged |
| Sepio Capital, LP | 19,930 | $1.10M | 0.11% | −280−1.4% | Reduced |
| JustInvest LLC | 19,801 | $1.09M | 0.05% | +3,366+20.5% | Added |
| State of Alaska, Department of Revenue | 19,480 | $1.08M | 0.01% | +19,480 | New |
| Mackenzie Financial Corp | 19,228 | $1.06M | 0.00% | −5,733−23.0% | Reduced |
| Lyell Wealth Management, LP | 19,089 | $1.06M | 0.18% | +673+3.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 19,076 | $1.05M | 0.01% | −13,550−41.5% | Reduced |
| Oppenheimer & Co Inc | 19,033 | $1.05M | 0.02% | −783−4.0% | Reduced |
| Elo Mutual Pension Insurance Co | 19,012 | $1.05M | 0.04% | −591−3.0% | Reduced |
| Caas Capital Management LP | 18,611 | $1.03M | 0.14% | +9,300+99.9% | Added |
| Park Avenue Securities LLC | 18,317 | $1.01M | 0.02% | −900−4.7% | Reduced |
| Nisa Investment Advisors, LLC | 18,260 | $1.01M | 0.01% | +3,260+21.7% | Added |
| Codex Capital, L.L.C. | 18,200 | $1.01M | 0.86% | +8,200+82.0% | Added |
| Truist Financial Corp | 17,813 | $985.0K | 0.00% | +610+3.5% | Added |
| Westpac Banking Corp | 17,784 | $983.6K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 17,760 | $982.0K | 0.00% | +2,446+16.0% | Added |
| Natixis | 16,959 | $967.0K | 0.00% | −3,146−15.6% | Reduced |
| Prudential Financial Inc | 17,504 | $965.0K | 0.00% | +2,464+16.4% | Added |
| Draper Asset Management, LLC | 17,374 | $961.0K | 1.16% | −129−0.7% | Reduced |
| MetLife Investment Management | 17,338 | $959.0K | 0.01% | +12+0.1% | Added |
| Old Well Partners, LLC | 17,200 | $951.0K | 0.79% | +1,000+6.2% | Added |
| Schroder Investment Management Group | 16,747 | $927.0K | 0.00% | +484+3.0% | Added |
| New York Life Investments Alternatives | 16,652 | $921.0K | 0.92% | +392+2.4% | Added |
| Lazard Asset Management LLC | 16,570 | $916.0K | 0.00% | −6,318−27.6% | Reduced |
| Strategic Wealth Advisors Group, LLC | 16,437 | $909.0K | 0.04% | +1,202+7.9% | Added |
| RMB Capital Management, LLC | 16,376 | $906.0K | 0.03% | +16,376 | New |
| Afg Fiduciary Services Limited Partnership | 16,369 | $905.0K | 0.85% | +2,529+18.3% | Added |
| Capital International Ltd | 16,093 | $890.0K | 0.06% | +16,093 | New |
| PDT Partners, LLC | 15,900 | $879.0K | 0.13% | +15,900 | New |
| Comerica Bank | 15,577 | $840.0K | 0.01% | +1,135+7.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,990 | $829.0K | 0.02% | +160+1.1% | Added |
| ARS Investment Partners, LLC | 14,963 | $828.0K | 0.11% | −1,374−8.4% | Reduced |
| Blue Barn Wealth, LLC | 14,927 | $826.0K | 0.59% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 14,739 | $815.0K | 0.17% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 14,647 | $810.0K | 0.19% | +4,043+38.1% | Added |
| Grandview Asset Management LLC | 14,587 | $807.0K | 0.51% | −2,320−13.7% | Reduced |
| Ieq Capital, LLC | 14,100 | $780.0K | 0.02% | −7,541−34.8% | Reduced |
| CIBC Asset Management Inc | 14,009 | $775.0K | 0.00% | +36+0.3% | Added |
| Mariner, LLC | 13,824 | $765.0K | 0.00% | +2,440+21.4% | Added |
| Independent Advisor Alliance | 13,682 | $757.0K | 0.04% | +696+5.4% | Added |
| SG Americas Securities, LLC | 13,614 | $753.0K | 0.01% | +3,282+31.8% | Added |
| Daiwa Securities Group Inc. | 13,425 | $743.0K | 0.01% | +400+3.1% | Added |
| Perpetual Investment Management Ltd | 13,375 | $740.0K | 0.11% | +2,000+17.6% | Added |
| Edmond de Rothschild Holding S.A. | 13,231 | $732.0K | 0.02% | +7,126+116.7% | Added |
| Allstate Corp | 12,813 | $709.0K | 0.02% | +12,813 | New |
| Global Wealth Management Investment Advisory, Inc. | 12,317 | $681.0K | 0.24% | +3,099+33.6% | Added |
| Capital Fund Management S.A. | 12,284 | $679.4K | 0.02% | −245,200−95.2% | Reduced |
| Data Collective II GP, LLC | 12,700 | $679.0K | 8.04% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 12,240 | $677.0K | 0.16% | −5,160−29.7% | Reduced |