Cloudflare, Inc.
NET- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001477333
13F holders, Q4 2022
Positions 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
- 573
- −15 vs. Q3 2022
- Shares held
- 340.36M
- +44.18M (+14.9%) vs. Q3 2022
- Total value
- $11.9B
- −$2.24B (−15.8%) vs. Q3 2022
Compare with Q3 2022: new holders and sold out
Holders over time
1 in Q4 2020 → 573 in Q4 2022
Institutions
| 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 | $759.68M | 0.08% | −3,037,485−15.5% | Reduced |
| Capital World Investors | 15,867,483 | $717.37M | 0.15% | +7,798,296+96.6% | Added |
| BlackRock Inc. | 15,396,740 | $713.7M | 0.02% | +1,080,187+7.5% | Added |
| SANDS CAPITAL MANAGEMENT, LLC | 15,454,122 | $698.68M | 2.64% | −502,146−3.1% | Reduced |
| Voya Investment Management LLC | 2,426,706 | $340.52M | 0.39% | +51,684+2.2% | Added |
| FIRST TRUST ADVISORS LP | 6,350,693 | $287.18M | 0.34% | +755,225+13.5% | Added |
| STATE STREET CORP | 5,460,974 | $272.68M | 0.02% | −52,470−1.0% | Reduced |
| FRANKLIN RESOURCES INC | 3,335,134 | $216.38M | 0.11% | −98,764−2.9% | Reduced |
| GEODE CAPITAL MANAGEMENT, LLC | 3,651,079 | $164.88M | 0.02% | +138,130+3.9% | Added |
| Legal & General Group Plc | 3,286,163 | $148.57M | 0.06% | −341,571−9.4% | Reduced |
| GILDER GAGNON HOWE & CO LLC | 3,057,007 | $138.21M | 2.58% | +58,516+2.0% | Added |
| NORGES BANK | 2,755,851 | $124.59M | 0.03% | +342,434+14.2% | Added |
| MARSHALL WACE, LLP | 2,644,109 | $119.54M | 0.31% | +2,588,707+4,672.6% | Added |
| LORD, ABBETT & CO. LLC | 31,296,562 | $118.65M | 0.21% | +30,752,153+5,648.7% | Added |
| SOROS FUND MANAGEMENT LLCSuperinvestorSoros Fund Management | – | $108.62M | 1.85% | – | New |
| Polar Capital Holdings Plc | 36,855,556 | $90.39M | 0.72% | +3,311,357+9.9% | Added |
| LAZARD ASSET MANAGEMENT LLC | 46,204 | $84.75M | 0.12% | +29,634+178.8% | Added |
| NEA Management Company, LLC | 1,873,823 | $84.72M | 4.76% | −3,687−0.2% | Reduced |
| GOLDMAN SACHS GROUP INC | 1,703,049 | $77.01M | 0.02% | −107,679−5.9% | Reduced |
| NORTHERN TRUST CORP | 1,686,905 | $76.26M | 0.02% | +29,265+1.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,534,052 | $69.35M | 0.05% | +51,272+3.5% | Added |
| ROYAL BANK OF CANADA | 1,507,334 | $68.15M | 0.02% | +115,022+8.3% | Added |
| Strategy Capital LLC | 1,502,330 | $67.92M | 13.93% | +32,094+2.2% | Added |
| Optimus Prime Fund Management Co., Ltd. | 1,416,645 | $64.05M | 8.02% | +440,000+45.1% | Added |
| AMERICAN CENTURY COMPANIES INC | 1,380,902 | $62.43M | 0.05% | −137,858−9.1% | Reduced |
| ETF MANAGERS GROUP, LLC | 1,359,367 | $61.46M | 2.88% | +152,757+12.7% | Added |
| Bank of New York Mellon Corp | 2,233,021 | $61.01M | 0.01% | +497,227+28.6% | Added |
| Alfreton Capital LLP | 1,300,000 | $58.77M | 30.93% | 00.0% | Unchanged |
| DEUTSCHE BANK AG\ | 1,185,276 | $55.65M | 0.03% | +387,673+48.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,230,797 | $55.64M | 0.15% | −16,627−1.3% | Reduced |
| ADVENT CAPITAL MANAGEMENT /DE/ | – | $54.28M | 0.97% | – | – |
| CALAMOS ADVISORS LLC | – | $52.65M | 0.25% | – | – |
| AMUNDI | 960,536 | $50.13M | 0.03% | +492,278+105.1% | Added |
| CREDIT SUISSE AG/ | 942,012 | $48.33M | 0.05% | +230,846+32.5% | Added |
| TWO SIGMA ADVISERS, LP | 1,051,800 | $47.55M | 0.13% | −494,300−32.0% | Reduced |
| SW Investment Management LLC | 1,050,000 | $47.47M | 22.51% | +50,000+5.0% | Added |
| Swiss National Bank | 1,035,200 | $46.8M | 0.03% | −61,800−5.6% | Reduced |
| STEELHEAD PARTNERS LLC | – | $46.01M | 3.35% | – | – |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 928,479 | $41.98M | 0.01% | +35,993+4.0% | Added |
| UBS ASSET MANAGEMENT AMERICAS INC | 905,220 | $40.92M | 0.02% | −22,471−2.4% | Reduced |
| BESSEMER GROUP INC | 890,827 | $40.27M | 0.10% | +6,853+0.8% | Added |
| BANK OF AMERICA CORP /DE/ | 852,301 | $38.54M | 0.00% | −209,285−19.7% | Reduced |
| BANK OF MONTREAL /CAN/ | 849,905 | $38.49M | 0.02% | +235,866+38.4% | Added |
| BAMCO INC /NY/ | 840,185 | $37.98M | 0.13% | +75,696+9.9% | Added |
| Nuveen Asset Management, LLC | 805,938 | $36.44M | 0.01% | +32,347+4.2% | Added |
| Nikko Asset Management Americas, Inc. | 794,780 | $35.93M | 0.52% | +53,899+7.3% | Added |
| MILLENNIUM MANAGEMENT LLC | 695,732 | $31.45M | 0.03% | +75,557+12.2% | Added |
| Verition Fund Management LLC | 24,817 | $29.41M | 0.57% | −36,587−59.6% | Reduced |
| LA FINANCIERE DE L'ECHIQUIER | 587,000 | $26.54M | 1.67% | +71,000+13.8% | Added |
| Squarepoint Ops LLC | 542,031 | $24.51M | 0.16% | +466,667+619.2% | Added |
| LONG WALK MANAGEMENT LP | 530,000 | $23.96M | 25.82% | −144,000−21.4% | Reduced |
| PEREGRINE CAPITAL MANAGEMENT LLC | 524,386 | $23.71M | 0.74% | +7,087+1.4% | Added |
| AMERIPRISE FINANCIAL INC | 523,466 | $23.67M | 0.01% | +5,638+1.1% | Added |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 522,827 | $23.64M | 0.02% | −50,523−8.8% | Reduced |
| BARCLAYS PLC | 379,124 | $23M | 0.02% | −8,493−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 258,095 | $22.5M | 0.04% | −331,031−56.2% | Reduced |
| National Pension Service | 455,529 | $20.59M | 0.04% | +67,542+17.4% | Added |
| 1832 Asset Management L.P. | 454,900 | $20.57M | 0.04% | +454,900 | New |
| PERSONAL CAPITAL ADVISORS CORP | 453,384 | $20.5M | 0.10% | −1350.0% | Reduced |
| NEW YORK STATE COMMON RETIREMENT FUND | 7,127,784 | $20.32M | 0.03% | +625,900+9.6% | Added |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 434,639 | $19.65M | 0.03% | +6,213+1.5% | Added |
| Invesco Ltd. | 182,510 | $19.3M | 0.01% | −823,637−81.9% | Reduced |
| TWO SIGMA INVESTMENTS, LP | 426,818 | $19.3M | 0.06% | +185,889+77.2% | Added |
| SSI INVESTMENT MANAGEMENT LLC | – | $18.68M | 1.18% | – | – |
| Cota Capital Management, LLC | 373,688 | $16.89M | 9.11% | +98,918+36.0% | Added |
| Vontobel Holding Ltd. | 374,590 | $15.82M | 0.16% | +172,546+85.4% | Added |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 341,729 | $15.45M | 0.09% | −911,655−72.7% | Reduced |
| Hampton Road Capital Management LP | 327,145 | $14.79M | 5.47% | +253,729+345.6% | Added |
| WOLVERINE ASSET MANAGEMENT LLC | 322,370 | $14.57M | 0.22% | −10,281−3.1% | Reduced |
| RHUMBLINE ADVISERS | 317,670 | $14.36M | 0.02% | +23,834+8.1% | Added |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 316,127 | $14.29M | 0.03% | +5,185+1.7% | Added |
| NATIONAL BANK OF CANADA /FI/ | 313,650 | $14.18M | 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 | $13.58M | 0.03% | −2,280−0.8% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 294,962 | $13.34M | 0.12% | −15,346−4.9% | Reduced |
| WELLS FARGO & COMPANY/MN | 241,523 | $13.26M | 0.00% | +7,808+3.3% | Added |
| BERKSHIRE CAPITAL HOLDINGS INC | 286,800 | $12.97M | 6.88% | −25,630−8.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 285,155 | $12.89M | 0.33% | +176,356+162.1% | Added |
| Allianz Asset Management GmbH | 279,201 | $12.62M | 0.03% | −6,371−2.2% | Reduced |
| ENVESTNET ASSET MANAGEMENT INC | 278,965 | $12.61M | 0.01% | +39,626+16.6% | Added |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 276,040 | $12.51M | 0.03% | −4,050−1.4% | Reduced |
| JANE STREET GROUP, LLC | 275,307 | $12.45M | 0.02% | −789,560−74.1% | Reduced |
| HSBC HOLDINGS PLC | 277,595 | $12.33M | 0.02% | +52,030+23.1% | Added |
| Grandeur Peak Global Advisors, LLC | 269,546 | $12.19M | 0.72% | +202,387+301.4% | Added |
| Quadrature Capital Ltd | 268,284 | $12.13M | 0.36% | +268,284 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 280,484 | $12.07M | 0.03% | +1,081+0.4% | Added |
| APG Asset Management N.V. | 266,525 | $12.05M | 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 | $11.68M | 0.06% | +44,656+20.9% | Added |
| Twin Tree Management, LP | 257,361 | $11.64M | 0.36% | +91,649+55.3% | Added |
| Miura Global Management, LLC | 250,000 | $11.3M | 5.69% | +165,000+194.1% | Added |
| Alberta Investment Management Corp | 237,357 | $10.73M | 0.09% | +11,350+5.0% | Added |
| Trexquant Investment LP | 230,806 | $10.43M | 0.30% | +183,717+390.1% | Added |
| UBS Group AG | 216,043 | $10.42M | 0.01% | −137,214−38.8% | Reduced |
| NZS Capital, LLC | 226,562 | $10.24M | 0.88% | +13,244+6.2% | Added |
| CAPSTONE INVESTMENT ADVISORS, LLC | – | $9.78M | 0.26% | – | – |
| CITADEL ADVISORS LLC | 205,195 | $9.28M | 0.01% | +109,548+114.5% | Added |