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 |
|---|---|---|---|---|---|
| Peregrine Capital Management LLC | 524,386 | $23.7M | 0.74% | +7,087+1.4% | Added |
| Long Walk Management LP | 530,000 | $24.0M | 25.82% | −144,000−21.4% | Reduced |
| Squarepoint Ops LLC | 542,031 | $24.5M | 0.18% | +466,667+619.2% | Added |
| La Financiere de L'Echiquier | 587,000 | $26.5M | 1.67% | +71,000+13.8% | Added |
| Millennium Management LLC | 695,732 | $31.5M | 0.03% | +90,057+14.9% | Added |
| Lord, Abbett & Co. LLC | 773,781 | $35.0M | 0.13% | +229,372+42.1% | Added |
| Nikko Asset Management Americas, Inc. | 794,780 | $35.9M | 0.52% | +53,899+7.3% | Added |
| Nuveen Asset Management, LLC | 805,938 | $36.4M | 0.01% | +32,347+4.2% | Added |
| Bamco Inc | 840,185 | $38.0M | 0.13% | +75,696+9.9% | Added |
| Bank of Montreal | 849,905 | $38.5M | 0.03% | +235,866+38.4% | Added |
| Bank of America Corp | 852,301 | $38.5M | 0.00% | −209,285−19.7% | Reduced |
| Bessemer Group Inc | 890,827 | $40.3M | 0.10% | +6,853+0.8% | Added |
| UBS Asset Management Americas Inc | 905,220 | $40.9M | 0.02% | −22,471−2.4% | Reduced |
| Amundi | 960,536 | $41.8M | 0.02% | +492,278+105.1% | Added |
| Charles Schwab Investment Management Inc | 928,479 | $42.0M | 0.01% | +35,993+4.0% | Added |
| Credit Suisse AG | 942,012 | $42.6M | 0.05% | +230,846+32.5% | Added |
| Swiss National Bank | 1,035,200 | $46.8M | 0.03% | −61,800−5.6% | Reduced |
| SW Investment Management LLC | 1,050,000 | $47.5M | 22.51% | +50,000+5.0% | Added |
| Two Sigma Advisers, LP | 1,051,800 | $47.6M | 0.13% | −494,300−32.0% | Reduced |
| Deutsche Bank AG | 1,185,276 | $53.6M | 0.03% | +387,673+48.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,230,797 | $55.6M | 0.15% | −16,627−1.3% | Reduced |
| Alfreton Capital LLP | 1,300,000 | $58.8M | 30.93% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 1,333,021 | $60.3M | 0.01% | −2,773−0.2% | Reduced |
| Polar Capital Holdings Plc | 1,355,556 | $61.3M | 0.49% | +311,357+29.8% | Added |
| ETF Managers Group, LLC | 1,359,367 | $61.5M | 2.88% | +152,757+12.7% | Added |
| American Century Companies Inc | 1,380,902 | $62.4M | 0.05% | −137,858−9.1% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 1,416,645 | $64.0M | 8.02% | +440,000+45.1% | Added |
| Strategy Capital LLC | 1,502,330 | $67.9M | 13.93% | +32,094+2.2% | Added |
| Royal Bank of Canada | 1,507,334 | $68.1M | 0.02% | +115,022+8.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,534,052 | $69.4M | 0.05% | +51,272+3.5% | Added |
| Northern Trust Corp | 1,686,905 | $76.3M | 0.02% | +29,265+1.8% | Added |
| Goldman Sachs Group Inc | 1,703,049 | $77.0M | 0.02% | −107,679−5.9% | Reduced |
| NEA Management Company, LLC | 1,873,823 | $84.7M | 4.76% | −3,687−0.2% | Reduced |
| Voya Investment Management LLC | 2,426,706 | $109.7M | 0.13% | +51,684+2.2% | Added |
| Marshall Wace, LLP | 2,644,109 | $119.5M | 0.31% | +2,588,707+4,672.6% | Added |
| Norges Bank | 2,755,851 | $124.6M | 0.03% | +342,434+14.2% | Added |
| Gilder Gagnon Howe & Co LLC | 3,057,007 | $138.2M | 2.58% | +58,516+2.0% | Added |
| Legal & General Group Plc | 3,286,163 | $148.6M | 0.06% | −341,571−9.4% | Reduced |
| Franklin Resources Inc | 3,335,134 | $150.8M | 0.08% | −98,764−2.9% | Reduced |
| Geode Capital Management, LLC | 3,651,079 | $164.9M | 0.02% | +138,130+3.9% | Added |
| State Street Corp | 5,460,974 | $246.9M | 0.01% | −52,470−1.0% | Reduced |
| First Trust Advisors LP | 6,350,693 | $287.2M | 0.34% | +755,225+13.5% | Added |
| BlackRock Inc. | 15,396,740 | $696.1M | 0.02% | +1,080,187+7.5% | Added |
| Sands Capital Management, LLC | 15,454,122 | $698.7M | 2.64% | −502,146−3.1% | Reduced |
| Capital World Investors | 15,867,483 | $717.4M | 0.15% | +7,798,296+96.6% | Added |
| FMR LLC | 16,512,150 | $746.5M | 0.07% | −3,037,485−15.5% | Reduced |
| Vanguard Group Inc | 25,883,484 | $1.17B | 0.03% | +583,513+2.3% | Added |
| Baillie Gifford & Co | 26,335,438 | $1.19B | 1.24% | +1,610,191+6.5% | Added |
| Morgan Stanley | 31,352,114 | $1.42B | 0.16% | −1,791,076−5.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | – | – | 00.0% | Unchanged |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −252,500−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −249,305−100.0% | Sold out |
| Matrix Capital Management Company, LP | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −116,227−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −115,700−100.0% | Sold out |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −112,294−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −92,084−100.0% | Sold out |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −85,342−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Center Lake Capital Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −47,979−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −37,552−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −34,224−100.0% | Sold out |
| Mass Ave Global Inc. | 0 | $0 | 0.00% | −31,728−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −28,999−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −19,228−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −18,611−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −16,652−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,614−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −12,284−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −10,964−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −11,926−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −10,740−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −9,979−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −9,546−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −8,319−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −8,055−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −6,611−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −6,319−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −6,231−100.0% | Sold out |
| Financial Management Network Inc | 0 | $0 | 0.00% | −4,774−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −5,137−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −4,756−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −4,723−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −4,713−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −4,628−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −4,605−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −4,103−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −4,010−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,963−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −3,960−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −4,006−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −3,802−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −3,542−100.0% | Sold out |