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, Q4 2022
Institutional positions in Cloudflare, Inc. as of Dec 31, 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
- 550
- −1 vs. Q3 2022
- Shares held
- 242.3M
- +9.98M (+4.3%) vs. Q3 2022
- Total value
- $10.9B
- −$1.90B (−14.8%) vs. Q3 2022
- New holders
- 76
- 225 more added
- Sold out
- 77
- 172 more reduced
12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 31,352,114 | $1.42B | 0.16% | −1,791,076−5.4% | Reduced |
| Baillie Gifford & Co | 26,335,438 | $1.19B | 1.24% | +1,610,191+6.5% | Added |
| Vanguard Group Inc | 25,883,484 | $1.17B | 0.03% | +583,513+2.3% | Added |
| FMR LLC | 16,512,150 | $746.5M | 0.07% | −3,037,485−15.5% | Reduced |
| Capital World Investors | 15,867,483 | $717.4M | 0.15% | +7,798,296+96.6% | Added |
| Sands Capital Management, LLC | 15,454,122 | $698.7M | 2.64% | −502,146−3.1% | Reduced |
| BlackRock Inc. | 15,396,740 | $696.1M | 0.02% | +1,080,187+7.5% | Added |
| First Trust Advisors LP | 6,350,693 | $287.2M | 0.34% | +755,225+13.5% | Added |
| State Street Corp | 5,460,974 | $246.9M | 0.01% | −52,470−1.0% | Reduced |
| Geode Capital Management, LLC | 3,651,079 | $164.9M | 0.02% | +138,130+3.9% | Added |
| Franklin Resources Inc | 3,335,134 | $150.8M | 0.08% | −98,764−2.9% | Reduced |
| Legal & General Group Plc | 3,286,163 | $148.6M | 0.06% | −341,571−9.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 3,057,007 | $138.2M | 2.58% | +58,516+2.0% | Added |
| Norges Bank | 2,755,851 | $124.6M | 0.03% | +342,434+14.2% | Added |
| Marshall Wace, LLP | 2,644,109 | $119.5M | 0.31% | +2,588,707+4,672.6% | Added |
| Voya Investment Management LLC | 2,426,706 | $109.7M | 0.13% | +51,684+2.2% | Added |
| NEA Management Company, LLC | 1,873,823 | $84.7M | 4.76% | −3,687−0.2% | Reduced |
| Goldman Sachs Group Inc | 1,703,049 | $77.0M | 0.02% | −107,679−5.9% | Reduced |
| Northern Trust Corp | 1,686,905 | $76.3M | 0.02% | +29,265+1.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,534,052 | $69.4M | 0.05% | +51,272+3.5% | Added |
| Royal Bank of Canada | 1,507,334 | $68.1M | 0.02% | +115,022+8.3% | Added |
| Strategy Capital LLC | 1,502,330 | $67.9M | 13.93% | +32,094+2.2% | Added |
| Optimus Prime Fund Management Co., Ltd. | 1,416,645 | $64.0M | 8.02% | +440,000+45.1% | Added |
| American Century Companies Inc | 1,380,902 | $62.4M | 0.05% | −137,858−9.1% | Reduced |
| ETF Managers Group, LLC | 1,359,367 | $61.5M | 2.88% | +152,757+12.7% | Added |
| Polar Capital Holdings Plc | 1,355,556 | $61.3M | 0.49% | +311,357+29.8% | Added |
| Bank of New York Mellon Corp | 1,333,021 | $60.3M | 0.01% | −2,773−0.2% | Reduced |
| Alfreton Capital LLP | 1,300,000 | $58.8M | 30.93% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,230,797 | $55.6M | 0.15% | −16,627−1.3% | Reduced |
| Deutsche Bank AG | 1,185,276 | $53.6M | 0.03% | +387,673+48.6% | Added |
| Two Sigma Advisers, LP | 1,051,800 | $47.6M | 0.13% | −494,300−32.0% | Reduced |
| SW Investment Management LLC | 1,050,000 | $47.5M | 22.51% | +50,000+5.0% | Added |
| Swiss National Bank | 1,035,200 | $46.8M | 0.03% | −61,800−5.6% | Reduced |
| Credit Suisse AG | 942,012 | $42.6M | 0.05% | +230,846+32.5% | Added |
| Charles Schwab Investment Management Inc | 928,479 | $42.0M | 0.01% | +35,993+4.0% | Added |
| Amundi | 960,536 | $41.8M | 0.02% | +492,278+105.1% | Added |
| UBS Asset Management Americas Inc | 905,220 | $40.9M | 0.02% | −22,471−2.4% | Reduced |
| Bessemer Group Inc | 890,827 | $40.3M | 0.10% | +6,853+0.8% | Added |
| Bank of America Corp | 852,301 | $38.5M | 0.00% | −209,285−19.7% | Reduced |
| Bank of Montreal | 849,905 | $38.5M | 0.03% | +235,866+38.4% | Added |
| Bamco Inc | 840,185 | $38.0M | 0.13% | +75,696+9.9% | Added |
| Nuveen Asset Management, LLC | 805,938 | $36.4M | 0.01% | +32,347+4.2% | Added |
| Nikko Asset Management Americas, Inc. | 794,780 | $35.9M | 0.52% | +53,899+7.3% | Added |
| Lord, Abbett & Co. LLC | 773,781 | $35.0M | 0.13% | +229,372+42.1% | Added |
| Millennium Management LLC | 695,732 | $31.5M | 0.03% | +90,057+14.9% | Added |
| La Financiere de L'Echiquier | 587,000 | $26.5M | 1.67% | +71,000+13.8% | Added |
| Squarepoint Ops LLC | 542,031 | $24.5M | 0.18% | +466,667+619.2% | Added |
| Long Walk Management LP | 530,000 | $24.0M | 25.82% | −144,000−21.4% | Reduced |
| Peregrine Capital Management LLC | 524,386 | $23.7M | 0.74% | +7,087+1.4% | Added |
| Ameriprise Financial Inc | 523,466 | $23.7M | 0.01% | +5,638+1.1% | Added |
| California Public Employees Retirement System | 522,827 | $23.6M | 0.02% | −50,523−8.8% | Reduced |
| National Pension Service | 455,529 | $20.6M | 0.04% | +67,542+17.4% | Added |
| 1832 Asset Management L.P. | 454,900 | $20.6M | 0.04% | +454,900 | New |
| Personal Capital Advisors Corp | 453,384 | $20.5M | 0.10% | −1350.0% | Reduced |
| California State Teachers Retirement System | 434,639 | $19.7M | 0.03% | +6,213+1.5% | Added |
| Two Sigma Investments, LP | 426,818 | $19.3M | 0.06% | +185,889+77.2% | Added |
| Barclays PLC | 379,124 | $17.1M | 0.01% | −8,493−2.2% | Reduced |
| Cota Capital Management, LLC | 373,688 | $16.9M | 9.11% | +98,918+36.0% | Added |
| Vontobel Holding Ltd. | 374,590 | $15.8M | 0.16% | +172,546+85.4% | Added |
| Voloridge Investment Management, LLC | 341,729 | $15.4M | 0.09% | −911,655−72.7% | Reduced |
| Hampton Road Capital Management LP | 327,145 | $14.8M | 5.47% | +253,729+345.6% | Added |
| New York State Common Retirement Fund | 326,784 | $14.8M | 0.02% | +7,900+2.5% | Added |
| Wolverine Asset Management LLC | 322,370 | $14.6M | 0.22% | −10,281−3.1% | Reduced |
| Rhumbline Advisers | 317,670 | $14.4M | 0.02% | +23,834+8.1% | Added |
| Susquehanna International Group, LLP | 316,127 | $14.3M | 0.03% | +5,185+1.7% | Added |
| National Bank of Canada | 313,650 | $14.2M | 0.04% | +309,402+7,283.5% | Added |
| Whetstone Capital Advisors, LLC | 300,782 | $13.6M | 11.79% | −45,303−13.1% | Reduced |
| State Board of Administration of Florida Retirement System | 300,314 | $13.6M | 0.03% | −2,280−0.8% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 294,962 | $13.3M | 0.12% | −15,346−4.9% | Reduced |
| Berkshire Capital Holdings Inc | 286,800 | $13.0M | 6.88% | −25,630−8.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 285,155 | $12.9M | 0.33% | +176,356+162.1% | Added |
| Allianz Asset Management GmbH | 279,201 | $12.6M | 0.03% | −6,371−2.2% | Reduced |
| Envestnet Asset Management Inc | 278,965 | $12.6M | 0.01% | +39,626+16.6% | Added |
| Great West Life Assurance Co | 276,040 | $12.5M | 0.03% | −4,050−1.4% | Reduced |
| Jane Street Group, LLC | 275,307 | $12.4M | 0.02% | −789,560−74.1% | Reduced |
| HSBC Holdings PLC | 277,595 | $12.3M | 0.02% | +52,030+23.1% | Added |
| Grandeur Peak Global Advisors, LLC | 269,546 | $12.2M | 0.72% | +202,387+301.4% | Added |
| Quadrature Capital Ltd | 268,284 | $12.1M | 0.36% | +268,284 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 280,484 | $12.1M | 0.03% | +1,081+0.4% | Added |
| APG Asset Management N.V. | 266,525 | $12.1M | 0.02% | +235,087+747.8% | Added |
| Privium Fund Management B.V. | 262,435 | $11.9M | 4.51% | −17,500−6.3% | Reduced |
| Aviva PLC | 258,414 | $11.7M | 0.06% | +44,656+20.9% | Added |
| D. E. Shaw & Co., Inc. | 258,095 | $11.7M | 0.02% | −331,031−56.2% | Reduced |
| Twin Tree Management, LP | 257,361 | $11.6M | 0.36% | +91,649+55.3% | Added |
| Miura Global Management, LLC | 250,000 | $11.3M | 5.69% | +165,000+194.1% | Added |
| Wells Fargo & Company | 241,523 | $10.9M | 0.00% | +7,808+3.3% | Added |
| Alberta Investment Management Corp | 237,357 | $10.7M | 0.09% | +11,350+5.0% | Added |
| Trexquant Investment LP | 230,806 | $10.4M | 0.30% | +183,717+390.1% | Added |
| NZS Capital, LLC | 226,562 | $10.2M | 0.88% | +13,244+6.2% | Added |
| UBS Group AG | 216,043 | $9.77M | 0.00% | −137,214−38.8% | Reduced |
| Citadel Advisors LLC | 205,195 | $9.28M | 0.01% | +109,548+114.5% | Added |
| Arrowstreet Capital, Limited Partnership | 198,473 | $8.97M | 0.01% | −29,760−13.0% | Reduced |
| Allen Investment Management LLC | 195,490 | $8.84M | 0.14% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 195,371 | $8.83M | 0.00% | +17,498+9.8% | Added |
| Gabelli Funds LLC | 194,798 | $8.81M | 0.07% | +810+0.4% | Added |
| Zevenbergen Capital Investments LLC | 190,895 | $8.63M | 0.29% | +60,650+46.6% | Added |
| Dimensional Fund Advisors LP | 186,324 | $8.42M | 0.00% | +20,144+12.1% | Added |
| RPG Investment Advisory, LLC | 185,104 | $8.37M | 1.61% | +4,531+2.5% | Added |
| Invesco Ltd. | 182,510 | $8.25M | 0.00% | −823,637−81.9% | Reduced |
| Asset Management One Co.,Ltd. | 179,382 | $8.14M | 0.04% | +35,550+24.7% | Added |