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, 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 | 1,228 | $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, 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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 21,913 | $990.7K | 0.06% | +21,913 | New |
| Canada Pension Plan Investment Board | 22,413 | $1.01M | 0.00% | −94,600−80.8% | Reduced |
| British Columbia Investment Management Corp | 22,558 | $1.02M | 0.01% | −2,405−9.6% | Reduced |
| ClariVest Asset Management LLC | 22,626 | $1.02M | 0.05% | −2,793−11.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 23,537 | $1.06M | 0.01% | +4,461+23.4% | Added |
| Clear Harbor Asset Management, LLC | 23,620 | $1.07M | 0.13% | +1,418+6.4% | Added |
| Cipher Capital LP | 23,868 | $1.08M | 0.20% | −15,674−39.6% | Reduced |
| CI Private Wealth, LLC | 23,818 | $1.09M | 0.00% | +23,818 | New |
| Profund Advisors LLC | 24,590 | $1.11M | 0.07% | +1,910+8.4% | Added |
| Old Well Partners, LLC | 24,700 | $1.12M | 0.97% | +7,500+43.6% | Added |
| Verition Fund Management LLC | 24,817 | $1.12M | 0.02% | −5,885−19.2% | Reduced |
| RMB Capital Management, LLC | 24,853 | $1.12M | 0.04% | +8,477+51.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 25,571 | $1.16M | 0.00% | +17,332+210.4% | Added |
| Graham Capital Management, L.P. | 25,781 | $1.17M | 0.04% | +25,781 | New |
| BBR Partners, LLC | 26,028 | $1.18M | 0.13% | +2,007+8.4% | Added |
| Blueshift Asset Management, LLC | 26,733 | $1.21M | 0.56% | +21,078+372.7% | Added |
| Standard Life Aberdeen plc | 26,829 | $1.21M | 0.00% | +2,231+9.1% | Added |
| Ensign Peak Advisors, Inc | 27,018 | $1.22M | 0.00% | +2,800+11.6% | Added |
| Meridian Wealth Management, LLC | 27,669 | $1.25M | 0.12% | −31−0.1% | Reduced |
| Nissay Asset Management Corp | 27,744 | $1.25M | 0.01% | −127−0.5% | Reduced |
| Teacher Retirement System of Texas | 27,851 | $1.26M | 0.01% | −8,625−23.6% | Reduced |
| Candriam Luxembourg S.C.A. | 28,636 | $1.29M | 0.01% | −4,064−12.4% | Reduced |
| Y.D. More Investments Ltd | 28,695 | $1.30M | 0.32% | +28,695 | New |
| Truist Financial Corp | 29,269 | $1.32M | 0.00% | +11,456+64.3% | Added |
| Jackson Square Capital, LLC | 29,508 | $1.33M | 0.63% | −10,751−26.7% | Reduced |
| Mariner, LLC | 30,059 | $1.36M | 0.00% | +16,235+117.4% | Added |
| Bank of Nova Scotia | 30,772 | $1.39M | 0.00% | +30,772 | New |
| Schonfeld Strategic Advisors LLC | 31,216 | $1.41M | 0.01% | +3,374+12.1% | Added |
| Soltis Investment Advisors LLC | 31,232 | $1.41M | 0.19% | −31−0.1% | Reduced |
| Capital International Inc | 31,351 | $1.42M | 0.03% | +26,378+530.4% | Added |
| Amalgamated Bank | 31,794 | $1.44M | 0.01% | +572+1.8% | Added |
| Rafferty Asset Management, LLC | 32,416 | $1.47M | 0.01% | +11,081+51.9% | Added |
| Kestra Advisory Services, LLC | 32,580 | $1.47M | 0.01% | +5,919+22.2% | Added |
| Janus Henderson Group PLC | 33,418 | $1.51M | 0.00% | −30.0% | Reduced |
| Tudor Investment Corp Et Al | 34,636 | $1.57M | 0.04% | −11,864−25.5% | Reduced |
| Hamilton Lane Advisors LLC | 34,822 | $1.57M | 0.57% | 00.0% | Unchanged |
| Vestor Capital, LLC | 35,019 | $1.58M | 0.19% | +11,727+50.3% | Added |
| Rockefeller Capital Management L.P. | 35,171 | $1.59M | 0.01% | −16,797−32.3% | Reduced |
| Gamco Investors, Inc. Et Al | 35,593 | $1.61M | 0.02% | −1,964−5.2% | Reduced |
| CFM Wealth Partners LLC | 35,613 | $1.61M | 0.48% | −1,777−4.8% | Reduced |
| Bayesian Capital Management, LP | 35,661 | $1.61M | 0.24% | +35,661 | New |
| Banque Cantonale Vaudoise | 35,934 | $1.63M | 0.09% | +1,350+3.9% | Added |
| Maytus Capital Management, LLC | 37,000 | $1.67M | 1.89% | +37,000 | New |
| Federation des caisses Desjardins du Quebec | 37,260 | $1.68M | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 37,769 | $1.71M | 1.66% | +1,320+3.6% | Added |
| Xponance, Inc. | 37,852 | $1.71M | 0.03% | +4,856+14.7% | Added |
| Taylor Frigon Capital Management LLC | 37,921 | $1.71M | 0.97% | −2,111−5.3% | Reduced |
| DekaBank Deutsche Girozentrale | 39,004 | $1.75M | 0.00% | +4,546+13.2% | Added |
| Walleye Trading LLC | 39,477 | $1.78M | 0.05% | +39,477 | New |
| Meeder Asset Management Inc | 39,547 | $1.79M | 0.16% | +39,224+12,143.7% | Added |
| Tiemann Investment Advisors, LLC | 39,641 | $1.79M | 1.05% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 40,046 | $1.81M | 0.13% | +14,614+57.5% | Added |
| Seven Eight Capital, LP | 40,602 | $1.84M | 0.48% | +40,602 | New |
| MML Investors Services, LLC | 40,700 | $1.84M | 0.01% | +5,686+16.2% | Added |
| TownSquare Capital, LLC | 40,887 | $1.85M | 0.05% | +131+0.3% | Added |
| Alps Advisors Inc | 41,405 | $1.87M | 0.02% | −2,816−6.4% | Reduced |
| Public Employees Retirement Association of Colorado | 41,797 | $1.89M | 0.01% | −40−0.1% | Reduced |
| IFM Investors Pty Ltd | 41,810 | $1.89M | 0.03% | −710−1.7% | Reduced |
| Gulf International Bank (UK) Ltd | 41,834 | $1.89M | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 41,934 | $1.90M | 0.01% | −167,973−80.0% | Reduced |
| Stifel Financial Corp | 41,968 | $1.90M | 0.00% | −555−1.3% | Reduced |
| Nicholas Investment Partners, LP | 42,078 | $1.90M | 0.17% | −340−0.8% | Reduced |
| SWS Partners | 42,277 | $1.91M | 0.91% | +10,849+34.5% | Added |
| Cetera Investment Advisers | 42,645 | $1.93M | 0.02% | +19,268+82.4% | Added |
| HighTower Advisors, LLC | 42,731 | $1.93M | 0.00% | −24,337−36.3% | Reduced |
| Evercore Wealth Management, LLC | 43,500 | $1.97M | 0.04% | 00.0% | Unchanged |
| Natixis | 44,955 | $2.03M | 0.01% | +27,996+165.1% | Added |
| Achmea Investment Management B.V. | 48,114 | $2.04M | 0.07% | +25,506+112.8% | Added |
| USS Investment Management Ltd | 45,655 | $2.06M | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 46,204 | $2.09M | 0.00% | +29,634+178.8% | Added |
| Commonwealth Equity Services, LLC | 46,658 | $2.11M | 0.01% | −3,424−6.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 47,376 | $2.14M | 0.01% | −696−1.4% | Reduced |
| Utah Retirement Systems | 48,162 | $2.18M | 0.03% | +400+0.8% | Added |
| Blair William & Co | 49,210 | $2.22M | 0.01% | −4,381−8.2% | Reduced |
| DnB Asset Management AS | 49,457 | $2.24M | 0.02% | +2,483+5.3% | Added |
| Capital International Sarl | 49,640 | $2.24M | 0.16% | +43,605+722.5% | Added |
| Nordea Investment Management AB | 50,968 | $2.29M | 0.00% | +45+0.1% | Added |
| Intech Investment Management LLC | 50,773 | $2.30M | 0.02% | −2,739−5.1% | Reduced |
| Jacob Asset Management of New York LLC | 51,352 | $2.32M | 2.83% | −794−1.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 51,456 | $2.33M | 0.02% | +8,364+19.4% | Added |
| AE Wealth Management LLC | 51,719 | $2.34M | 0.02% | +9,024+21.1% | Added |
| TD Asset Management Inc | 52,073 | $2.35M | 0.00% | +2,088+4.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 53,228 | $2.41M | 0.03% | −16,400−23.6% | Reduced |
| Titleist Asset Management, Ltd. | 53,654 | $2.43M | 0.57% | +194+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,484 | $2.46M | 0.01% | +10,512+23.9% | Added |
| Nomura Asset Management Co Ltd | 56,880 | $2.57M | 0.01% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 57,763 | $2.61M | 0.57% | −5,700−9.0% | Reduced |
| Balyasny Asset Management LLC | 58,860 | $2.66M | 0.01% | +29,747+102.2% | Added |
| Hidden Lake Asset Management LP | 59,748 | $2.70M | 3.64% | +59,748 | New |
| Avalon Global Asset Management LLC | 60,000 | $2.71M | 1.91% | +10,000+20.0% | Added |
| Forsta Ap-Fonden | 62,800 | $2.84M | 0.03% | +11,700+22.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 63,040 | $2.85M | 0.08% | −45,000−41.7% | Reduced |
| US Bancorp | 63,416 | $2.87M | 0.01% | +16,497+35.2% | Added |
| Capital International Ltd | 64,311 | $2.91M | 0.20% | +48,218+299.6% | Added |
| Prudential PLC | 64,691 | $2.92M | 0.04% | +4,825+8.1% | Added |
| Davis-Rea Ltd. | 65,150 | $2.94M | 1.84% | +65,150 | New |
| Neuberger Berman Group LLC | 66,350 | $3.01M | 0.00% | −13,658−17.1% | Reduced |
| SQN Investors LP | 67,037 | $3.03M | 1.17% | −29,500−30.6% | Reduced |
| Private Advisory Group LLC | 67,038 | $3.03M | 0.66% | −431−0.6% | Reduced |
| Korea Investment CORP | 67,921 | $3.07M | 0.01% | −5,324−7.3% | Reduced |