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 $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 | 1,228 | $69.8B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.8B |
| Q3 2025 | 1,039 | $59.1B |
| Q2 2025 | 947 | $54.3B |
| Q1 2025 | 872 | $29.8B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 165,315 | $7.47M | 0.21% | +80,544+95.0% | Added |
| 12 West Capital Management LP | 165,000 | $7.46M | 0.75% | 00.0% | Unchanged |
| Macquarie Group Ltd | 161,828 | $7.32M | 0.01% | −1,141,134−87.6% | Reduced |
| Price T Rowe Associates Inc | 160,223 | $7.24M | 0.00% | −544−0.3% | Reduced |
| Liontrust Investment Partners LLP | 157,000 | $7.10M | 0.13% | +7,000+4.7% | Added |
| State of New Jersey Common Pension Fund D | 154,944 | $7.01M | 0.03% | +4,646+3.1% | Added |
| Teachers Retirement System of the State of Kentucky | 147,628 | $6.67M | 0.07% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 144,996 | $6.55M | 0.03% | +2,628+1.8% | Added |
| JPMorgan Chase & Co | 141,677 | $6.41M | 0.00% | −27,847−16.4% | Reduced |
| Hartline Investment Corp | 141,563 | $6.40M | 1.46% | +141,563 | New |
| Schroder Investment Management Group | 135,779 | $6.14M | 0.01% | +119,032+710.8% | Added |
| Qube Research & Technologies Ltd | 132,137 | $5.97M | 0.04% | +69,824+112.1% | Added |
| Raymond James & Associates | 131,928 | $5.96M | 0.01% | −36,172−21.5% | Reduced |
| Renaissance Technologies LLC | 131,400 | $5.94M | 0.01% | +127,000+2,886.4% | Added |
| State of Wisconsin Investment Board | 128,889 | $5.83M | 0.02% | −13,615−9.6% | Reduced |
| Forte Capital LLC | 128,684 | $5.82M | 1.00% | −10,771−7.7% | Reduced |
| SEI Investments Co | 125,930 | $5.69M | 0.01% | +20,752+19.7% | Added |
| Mizuho Markets Americas LLC | 123,725 | $5.59M | 0.38% | −7,100−5.4% | Reduced |
| Treasurer of the State of North Carolina | 122,776 | $5.55M | 0.03% | +3,010+2.5% | Added |
| LGT Group Foundation | 115,295 | $5.21M | 0.16% | +58,343+102.4% | Added |
| Man Group plc | 114,719 | $5.19M | 0.02% | +114,719 | New |
| Stanley-Laman Group, Ltd. | 110,798 | $5.01M | 0.95% | −14,003−11.2% | Reduced |
| GAM Holding AG | 109,339 | $4.94M | 0.40% | +4,105+3.9% | Added |
| Victory Capital Management Inc | 108,399 | $4.90M | 0.01% | +790+0.7% | Added |
| Citigroup Inc | 105,338 | $4.76M | 0.01% | −34,058−24.4% | Reduced |
| Nwi Management LP | 100,000 | $4.52M | 1.06% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 98,630 | $4.46M | 0.02% | −410−0.4% | Reduced |
| Davy Global Fund Management Ltd | 96,673 | $4.37M | 0.90% | +17,327+21.8% | Added |
| Prescott Group Capital Management, L.L.C. | 95,066 | $4.30M | 0.94% | −48,000−33.6% | Reduced |
| Royal London Asset Management Ltd | 94,772 | $4.29M | 0.02% | +3,452+3.8% | Added |
| Pictet Asset Management SA | 90,417 | $4.09M | 0.01% | +4,328+5.0% | Added |
| Sentinel Trust Co Lba | 83,818 | $3.79M | 0.59% | 00.0% | Unchanged |
| LPL Financial LLC | 82,036 | $3.71M | 0.00% | +3,982+5.1% | Added |
| Jasper Ridge Partners, L.P. | 81,933 | $3.70M | 0.22% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 80,000 | $3.62M | 4.22% | −10,000−11.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,448 | $3.59M | 0.02% | −19,901−20.0% | Reduced |
| Advisor Group Holdings, Inc. | 78,239 | $3.54M | 0.01% | +8,958+12.9% | Added |
| Principal Financial Group Inc | 77,977 | $3.53M | 0.00% | +13,889+21.7% | Added |
| Los Angeles Capital Management LLC | 77,886 | $3.52M | 0.02% | +12,425+19.0% | Added |
| HRT Financial LP | 75,622 | $3.42M | 0.05% | −142,918−65.4% | Reduced |
| Toronto Dominion Bank | 74,744 | $3.38M | 0.01% | +21,288+39.8% | Added |
| Worldquant Millennium Advisors LLC | 73,729 | $3.33M | 0.08% | +35,363+92.2% | Added |
| Russell Investments Group, Ltd. | 72,178 | $3.27M | 0.01% | +17,731+32.6% | Added |
| Handelsbanken Fonder AB | 70,917 | $3.21M | 0.02% | +30,936+77.4% | Added |
| Carnegie Capital Asset Management, LLC | 70,440 | $3.18M | 0.14% | +70,440 | New |
| Kames Capital plc | 70,332 | $3.18M | 0.06% | +150.0% | Added |
| Circle Wealth Management, LLC | 70,024 | $3.17M | 0.49% | +9,606+15.9% | Added |
| Raine Capital LLC | 70,000 | $3.16M | 0.78% | +7,000+11.1% | Added |
| Cubist Systematic Strategies, LLC | 69,965 | $3.16M | 0.03% | −9,673−12.1% | Reduced |
| Arizona State Retirement System | 69,403 | $3.14M | 0.03% | +592+0.9% | Added |
| Korea Investment CORP | 67,921 | $3.07M | 0.01% | −5,324−7.3% | Reduced |
| Private Advisory Group LLC | 67,038 | $3.03M | 0.66% | −431−0.6% | Reduced |
| SQN Investors LP | 67,037 | $3.03M | 1.17% | −29,500−30.6% | Reduced |
| Neuberger Berman Group LLC | 66,350 | $3.01M | 0.00% | −13,658−17.1% | Reduced |
| Davis-Rea Ltd. | 65,150 | $2.94M | 1.84% | +65,150 | New |
| Prudential PLC | 64,691 | $2.92M | 0.04% | +4,825+8.1% | Added |
| Capital International Ltd | 64,311 | $2.91M | 0.20% | +48,218+299.6% | Added |
| US Bancorp | 63,416 | $2.87M | 0.01% | +16,497+35.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 63,040 | $2.85M | 0.08% | −45,000−41.7% | Reduced |
| Forsta Ap-Fonden | 62,800 | $2.84M | 0.03% | +11,700+22.9% | Added |
| Avalon Global Asset Management LLC | 60,000 | $2.71M | 1.91% | +10,000+20.0% | Added |
| Hidden Lake Asset Management LP | 59,748 | $2.70M | 3.64% | +59,748 | New |
| Balyasny Asset Management LLC | 58,860 | $2.66M | 0.01% | +29,747+102.2% | Added |
| Ambassador Advisors, LLC | 57,763 | $2.61M | 0.57% | −5,700−9.0% | Reduced |
| Nomura Asset Management Co Ltd | 56,880 | $2.57M | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 54,484 | $2.46M | 0.01% | +10,512+23.9% | Added |
| Titleist Asset Management, Ltd. | 53,654 | $2.43M | 0.57% | +194+0.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 53,228 | $2.41M | 0.03% | −16,400−23.6% | Reduced |
| TD Asset Management Inc | 52,073 | $2.35M | 0.00% | +2,088+4.2% | Added |
| AE Wealth Management LLC | 51,719 | $2.34M | 0.02% | +9,024+21.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 51,456 | $2.33M | 0.02% | +8,364+19.4% | Added |
| Jacob Asset Management of New York LLC | 51,352 | $2.32M | 2.83% | −794−1.5% | Reduced |
| Intech Investment Management LLC | 50,773 | $2.30M | 0.02% | −2,739−5.1% | Reduced |
| Nordea Investment Management AB | 50,968 | $2.29M | 0.00% | +45+0.1% | Added |
| Capital International Sarl | 49,640 | $2.24M | 0.16% | +43,605+722.5% | Added |
| DnB Asset Management AS | 49,457 | $2.24M | 0.02% | +2,483+5.3% | Added |
| Blair William & Co | 49,210 | $2.22M | 0.01% | −4,381−8.2% | Reduced |
| Utah Retirement Systems | 48,162 | $2.18M | 0.03% | +400+0.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 47,376 | $2.14M | 0.01% | −696−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 46,658 | $2.11M | 0.01% | −3,424−6.8% | Reduced |
| Lazard Asset Management LLC | 46,204 | $2.09M | 0.00% | +29,634+178.8% | Added |
| USS Investment Management Ltd | 45,655 | $2.06M | 0.03% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 48,114 | $2.04M | 0.07% | +25,506+112.8% | Added |
| Natixis | 44,955 | $2.03M | 0.01% | +27,996+165.1% | Added |
| Evercore Wealth Management, LLC | 43,500 | $1.97M | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 42,731 | $1.93M | 0.00% | −24,337−36.3% | Reduced |
| Cetera Investment Advisers | 42,645 | $1.93M | 0.02% | +19,268+82.4% | Added |
| SWS Partners | 42,277 | $1.91M | 0.91% | +10,849+34.5% | Added |
| Nicholas Investment Partners, LP | 42,078 | $1.90M | 0.17% | −340−0.8% | Reduced |
| Stifel Financial Corp | 41,968 | $1.90M | 0.00% | −555−1.3% | Reduced |
| KBC Group NV | 41,934 | $1.90M | 0.01% | −167,973−80.0% | Reduced |
| Gulf International Bank (UK) Ltd | 41,834 | $1.89M | 0.03% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 41,810 | $1.89M | 0.03% | −710−1.7% | Reduced |
| Public Employees Retirement Association of Colorado | 41,797 | $1.89M | 0.01% | −40−0.1% | Reduced |
| Alps Advisors Inc | 41,405 | $1.87M | 0.02% | −2,816−6.4% | Reduced |
| TownSquare Capital, LLC | 40,887 | $1.85M | 0.05% | +131+0.3% | Added |
| MML Investors Services, LLC | 40,700 | $1.84M | 0.01% | +5,686+16.2% | Added |
| Seven Eight Capital, LP | 40,602 | $1.84M | 0.48% | +40,602 | New |
| Highland Capital Management, LLC | 40,046 | $1.81M | 0.13% | +14,614+57.5% | Added |
| Tiemann Investment Advisors, LLC | 39,641 | $1.79M | 1.05% | 00.0% | Unchanged |