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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 69,965 | $3.16M | 0.03% | −9,673−12.1% | Reduced |
| Raine Capital LLC | 70,000 | $3.16M | 0.78% | +7,000+11.1% | Added |
| Circle Wealth Management, LLC | 70,024 | $3.17M | 0.49% | +9,606+15.9% | Added |
| Kames Capital plc | 70,332 | $3.18M | 0.06% | +150.0% | Added |
| Carnegie Capital Asset Management, LLC | 70,440 | $3.18M | 0.14% | +70,440 | New |
| Handelsbanken Fonder AB | 70,917 | $3.21M | 0.02% | +30,936+77.4% | Added |
| Russell Investments Group, Ltd. | 72,178 | $3.27M | 0.01% | +17,731+32.6% | Added |
| Worldquant Millennium Advisors LLC | 73,729 | $3.33M | 0.08% | +35,363+92.2% | Added |
| Toronto Dominion Bank | 74,744 | $3.38M | 0.01% | +21,288+39.8% | Added |
| HRT Financial LP | 75,622 | $3.42M | 0.05% | −142,918−65.4% | Reduced |
| Los Angeles Capital Management LLC | 77,886 | $3.52M | 0.02% | +12,425+19.0% | Added |
| Principal Financial Group Inc | 77,977 | $3.53M | 0.00% | +13,889+21.7% | Added |
| Advisor Group Holdings, Inc. | 78,239 | $3.54M | 0.01% | +8,958+12.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,448 | $3.59M | 0.02% | −19,901−20.0% | Reduced |
| Firsthand Capital Management, Inc. | 80,000 | $3.62M | 4.22% | −10,000−11.1% | Reduced |
| Jasper Ridge Partners, L.P. | 81,933 | $3.70M | 0.22% | 00.0% | Unchanged |
| LPL Financial LLC | 82,036 | $3.71M | 0.00% | +3,982+5.1% | Added |
| Sentinel Trust Co Lba | 83,818 | $3.79M | 0.59% | 00.0% | Unchanged |
| Pictet Asset Management SA | 90,417 | $4.09M | 0.01% | +4,328+5.0% | Added |
| Royal London Asset Management Ltd | 94,772 | $4.29M | 0.02% | +3,452+3.8% | Added |
| Prescott Group Capital Management, L.L.C. | 95,066 | $4.30M | 0.94% | −48,000−33.6% | Reduced |
| Davy Global Fund Management Ltd | 96,673 | $4.37M | 0.90% | +17,327+21.8% | Added |
| Storebrand Asset Management AS | 98,630 | $4.46M | 0.02% | −410−0.4% | Reduced |
| Nwi Management LP | 100,000 | $4.52M | 1.06% | 00.0% | Unchanged |
| Citigroup Inc | 105,338 | $4.76M | 0.01% | −34,058−24.4% | Reduced |
| Victory Capital Management Inc | 108,399 | $4.90M | 0.01% | +790+0.7% | Added |
| GAM Holding AG | 109,339 | $4.94M | 0.40% | +4,105+3.9% | Added |
| Stanley-Laman Group, Ltd. | 110,798 | $5.01M | 0.95% | −14,003−11.2% | Reduced |
| Man Group plc | 114,719 | $5.19M | 0.02% | +114,719 | New |
| LGT Group Foundation | 115,295 | $5.21M | 0.16% | +58,343+102.4% | Added |
| Treasurer of the State of North Carolina | 122,776 | $5.55M | 0.03% | +3,010+2.5% | Added |
| Mizuho Markets Americas LLC | 123,725 | $5.59M | 0.38% | −7,100−5.4% | Reduced |
| SEI Investments Co | 125,930 | $5.69M | 0.01% | +20,752+19.7% | Added |
| Forte Capital LLC | 128,684 | $5.82M | 1.00% | −10,771−7.7% | Reduced |
| State of Wisconsin Investment Board | 128,889 | $5.83M | 0.02% | −13,615−9.6% | Reduced |
| Renaissance Technologies LLC | 131,400 | $5.94M | 0.01% | +127,000+2,886.4% | Added |
| Raymond James & Associates | 131,928 | $5.96M | 0.01% | −36,172−21.5% | Reduced |
| Qube Research & Technologies Ltd | 132,137 | $5.97M | 0.04% | +69,824+112.1% | Added |
| Schroder Investment Management Group | 135,779 | $6.14M | 0.01% | +119,032+710.8% | Added |
| Hartline Investment Corp | 141,563 | $6.40M | 1.46% | +141,563 | New |
| JPMorgan Chase & Co | 141,677 | $6.41M | 0.00% | −27,847−16.4% | Reduced |
| Public Employees Retirement System of Ohio | 144,996 | $6.55M | 0.03% | +2,628+1.8% | Added |
| Teachers Retirement System of the State of Kentucky | 147,628 | $6.67M | 0.07% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 154,944 | $7.01M | 0.03% | +4,646+3.1% | Added |
| Liontrust Investment Partners LLP | 157,000 | $7.10M | 0.12% | +7,000+4.7% | Added |
| Price T Rowe Associates Inc | 160,223 | $7.24M | 0.00% | −544−0.3% | Reduced |
| Macquarie Group Ltd | 161,828 | $7.32M | 0.01% | −1,141,134−87.6% | Reduced |
| 12 West Capital Management LP | 165,000 | $7.46M | 0.75% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 165,315 | $7.47M | 0.21% | +80,544+95.0% | Added |
| Asset Management One Co.,Ltd. | 179,382 | $8.14M | 0.04% | +35,550+24.7% | Added |
| Invesco Ltd. | 182,510 | $8.25M | 0.00% | −823,637−81.9% | Reduced |
| RPG Investment Advisory, LLC | 185,104 | $8.37M | 1.61% | +4,531+2.5% | Added |
| Dimensional Fund Advisors LP | 186,324 | $8.42M | 0.00% | +20,144+12.1% | Added |
| Zevenbergen Capital Investments LLC | 190,895 | $8.63M | 0.29% | +60,650+46.6% | Added |
| Gabelli Funds LLC | 194,798 | $8.81M | 0.07% | +810+0.4% | Added |
| Alliancebernstein L.P. | 195,371 | $8.83M | 0.00% | +17,498+9.8% | Added |
| Allen Investment Management LLC | 195,490 | $8.84M | 0.14% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 198,473 | $8.97M | 0.01% | −29,760−13.0% | Reduced |
| Citadel Advisors LLC | 205,195 | $9.28M | 0.01% | +109,548+114.5% | Added |
| UBS Group AG | 216,043 | $9.77M | 0.00% | −137,214−38.8% | Reduced |
| NZS Capital, LLC | 226,562 | $10.2M | 0.88% | +13,244+6.2% | Added |
| Trexquant Investment LP | 230,806 | $10.4M | 0.30% | +183,717+390.1% | Added |
| Alberta Investment Management Corp | 237,357 | $10.7M | 0.09% | +11,350+5.0% | Added |
| Wells Fargo & Company | 241,523 | $10.9M | 0.00% | +7,808+3.3% | Added |
| Miura Global Management, LLC | 250,000 | $11.3M | 5.69% | +165,000+194.1% | Added |
| Twin Tree Management, LP | 257,361 | $11.6M | 0.36% | +91,649+55.3% | Added |
| D. E. Shaw & Co., Inc. | 258,095 | $11.7M | 0.02% | −331,031−56.2% | Reduced |
| Aviva PLC | 258,414 | $11.7M | 0.06% | +44,656+20.9% | Added |
| Privium Fund Management B.V. | 262,435 | $11.9M | 4.51% | −17,500−6.3% | Reduced |
| APG Asset Management N.V. | 266,525 | $12.1M | 0.02% | +235,087+747.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 280,484 | $12.1M | 0.03% | +1,081+0.4% | Added |
| Quadrature Capital Ltd | 268,284 | $12.1M | 0.36% | +268,284 | New |
| Grandeur Peak Global Advisors, LLC | 269,546 | $12.2M | 0.72% | +202,387+301.4% | Added |
| HSBC Holdings PLC | 277,595 | $12.3M | 0.02% | +52,030+23.1% | Added |
| Jane Street Group, LLC | 275,307 | $12.4M | 0.02% | −789,560−74.1% | Reduced |
| Great West Life Assurance Co | 276,040 | $12.5M | 0.03% | −4,050−1.4% | Reduced |
| Envestnet Asset Management Inc | 278,965 | $12.6M | 0.01% | +39,626+16.6% | Added |
| Allianz Asset Management GmbH | 279,201 | $12.6M | 0.03% | −6,371−2.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 285,155 | $12.9M | 0.33% | +176,356+162.1% | Added |
| Berkshire Capital Holdings Inc | 286,800 | $13.0M | 6.88% | −25,630−8.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 294,962 | $13.3M | 0.12% | −15,346−4.9% | Reduced |
| State Board of Administration of Florida Retirement System | 300,314 | $13.6M | 0.03% | −2,280−0.8% | Reduced |
| Whetstone Capital Advisors, LLC | 300,782 | $13.6M | 11.79% | −45,303−13.1% | Reduced |
| National Bank of Canada | 313,650 | $14.2M | 0.04% | +309,402+7,283.5% | Added |
| Susquehanna International Group, LLP | 316,127 | $14.3M | 0.03% | +5,185+1.7% | Added |
| Rhumbline Advisers | 317,670 | $14.4M | 0.02% | +23,834+8.1% | Added |
| Wolverine Asset Management LLC | 322,370 | $14.6M | 0.22% | −10,281−3.1% | Reduced |
| New York State Common Retirement Fund | 326,784 | $14.8M | 0.02% | +7,900+2.5% | Added |
| Hampton Road Capital Management LP | 327,145 | $14.8M | 5.47% | +253,729+345.6% | Added |
| Voloridge Investment Management, LLC | 341,729 | $15.4M | 0.09% | −911,655−72.7% | Reduced |
| Vontobel Holding Ltd. | 374,590 | $15.8M | 0.16% | +172,546+85.4% | Added |
| Cota Capital Management, LLC | 373,688 | $16.9M | 9.11% | +98,918+36.0% | Added |
| Barclays PLC | 379,124 | $17.1M | 0.01% | −8,493−2.2% | Reduced |
| Two Sigma Investments, LP | 426,818 | $19.3M | 0.06% | +185,889+77.2% | Added |
| California State Teachers Retirement System | 434,639 | $19.7M | 0.03% | +6,213+1.5% | Added |
| Personal Capital Advisors Corp | 453,384 | $20.5M | 0.10% | −1350.0% | Reduced |
| 1832 Asset Management L.P. | 454,900 | $20.6M | 0.04% | +454,900 | New |
| National Pension Service | 455,529 | $20.6M | 0.04% | +67,542+17.4% | Added |
| California Public Employees Retirement System | 522,827 | $23.6M | 0.02% | −50,523−8.8% | Reduced |
| Ameriprise Financial Inc | 523,466 | $23.7M | 0.01% | +5,638+1.1% | Added |