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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 39,547 | $1.79M | 0.16% | +39,224+12,143.7% | Added |
| Walleye Trading LLC | 39,477 | $1.78M | 0.05% | +39,477 | New |
| DekaBank Deutsche Girozentrale | 39,004 | $1.75M | 0.00% | +4,546+13.2% | Added |
| Taylor Frigon Capital Management LLC | 37,921 | $1.71M | 0.97% | −2,111−5.3% | Reduced |
| Xponance, Inc. | 37,852 | $1.71M | 0.03% | +4,856+14.7% | Added |
| Harbor Capital Advisors, Inc. | 37,769 | $1.71M | 1.69% | +1,320+3.6% | Added |
| Federation des caisses Desjardins du Quebec | 37,260 | $1.68M | 0.02% | 00.0% | Unchanged |
| Maytus Capital Management, LLC | 37,000 | $1.67M | 1.89% | +37,000 | New |
| Banque Cantonale Vaudoise | 35,934 | $1.63M | 0.09% | +1,350+3.9% | Added |
| Bayesian Capital Management, LP | 35,661 | $1.61M | 0.24% | +35,661 | New |
| CFM Wealth Partners LLC | 35,613 | $1.61M | 0.48% | −1,777−4.8% | Reduced |
| Gamco Investors, Inc. Et Al | 35,593 | $1.61M | 0.02% | −1,964−5.2% | Reduced |
| Rockefeller Capital Management L.P. | 35,171 | $1.59M | 0.01% | −16,797−32.3% | Reduced |
| Vestor Capital, LLC | 35,019 | $1.58M | 0.19% | +11,727+50.3% | Added |
| Hamilton Lane Advisors LLC | 34,822 | $1.57M | 0.57% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 34,636 | $1.57M | 0.04% | −11,864−25.5% | Reduced |
| Janus Henderson Group PLC | 33,418 | $1.51M | 0.00% | −30.0% | Reduced |
| Kestra Advisory Services, LLC | 32,580 | $1.47M | 0.01% | +5,919+22.2% | Added |
| Rafferty Asset Management, LLC | 32,416 | $1.47M | 0.01% | +11,081+51.9% | Added |
| Amalgamated Bank | 31,794 | $1.44M | 0.01% | +572+1.8% | Added |
| Capital International Inc | 31,351 | $1.42M | 0.03% | +26,378+530.4% | Added |
| Soltis Investment Advisors LLC | 31,232 | $1.41M | 0.19% | −31−0.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 31,216 | $1.41M | 0.01% | +3,374+12.1% | Added |
| Bank of Nova Scotia | 30,772 | $1.39M | 0.00% | +30,772 | New |
| Mariner, LLC | 30,059 | $1.36M | 0.00% | +16,235+117.4% | Added |
| Jackson Square Capital, LLC | 29,508 | $1.33M | 0.63% | −10,751−26.7% | Reduced |
| Truist Financial Corp | 29,269 | $1.32M | 0.00% | +11,456+64.3% | Added |
| Y.D. More Investments Ltd | 28,695 | $1.30M | 0.35% | +28,695 | New |
| Candriam Luxembourg S.C.A. | 28,636 | $1.29M | 0.01% | −4,064−12.4% | Reduced |
| Teacher Retirement System of Texas | 27,851 | $1.26M | 0.01% | −8,625−23.6% | Reduced |
| Nissay Asset Management Corp | 27,744 | $1.25M | 0.01% | −127−0.5% | Reduced |
| Meridian Wealth Management, LLC | 27,669 | $1.25M | 0.12% | −31−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 27,018 | $1.22M | 0.00% | +2,800+11.6% | Added |
| Standard Life Aberdeen plc | 26,829 | $1.21M | 0.00% | +2,231+9.1% | Added |
| Blueshift Asset Management, LLC | 26,733 | $1.21M | 0.56% | +21,078+372.7% | Added |
| BBR Partners, LLC | 26,028 | $1.18M | 0.13% | +2,007+8.4% | Added |
| Graham Capital Management, L.P. | 25,781 | $1.17M | 0.04% | +25,781 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 25,571 | $1.16M | 0.00% | +17,332+210.4% | Added |
| RMB Capital Management, LLC | 24,853 | $1.12M | 0.04% | +8,477+51.8% | Added |
| Verition Fund Management LLC | 24,817 | $1.12M | 0.02% | −5,885−19.2% | Reduced |
| Old Well Partners, LLC | 24,700 | $1.12M | 0.97% | +7,500+43.6% | Added |
| Profund Advisors LLC | 24,590 | $1.11M | 0.07% | +1,910+8.4% | Added |
| CI Private Wealth, LLC | 23,818 | $1.09M | 0.00% | +23,818 | New |
| Cipher Capital LP | 23,868 | $1.08M | 0.20% | −15,674−39.6% | Reduced |
| Clear Harbor Asset Management, LLC | 23,620 | $1.07M | 0.13% | +1,418+6.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 23,537 | $1.06M | 0.01% | +4,461+23.4% | Added |
| ClariVest Asset Management LLC | 22,626 | $1.02M | 0.05% | −2,793−11.0% | Reduced |
| British Columbia Investment Management Corp | 22,558 | $1.02M | 0.01% | −2,405−9.6% | Reduced |
| Canada Pension Plan Investment Board | 22,413 | $1.01M | 0.00% | −94,600−80.8% | Reduced |
| Prelude Capital Management, LLC | 21,913 | $990.7K | 0.06% | +21,913 | New |
| Vident Investment Advisory, LLC | 21,832 | $987.0K | 0.04% | −2,607−10.7% | Reduced |
| Walleye Capital LLC | 21,826 | $986.8K | 0.02% | +21,826 | New |
| D.A. Davidson & Co. | 21,595 | $976.3K | 0.01% | +350+1.6% | Added |
| Maryland State Retirement & Pension System | 21,508 | $972.4K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 21,456 | $970.0K | 0.02% | +3,139+17.1% | Added |
| Nisa Investment Advisors, LLC | 21,400 | $967.0K | 0.01% | +3,140+17.2% | Added |
| Sepio Capital, LP | 21,385 | $966.8K | 0.08% | +1,455+7.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 21,000 | $953.0K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 20,913 | $945.5K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 20,890 | $944.4K | 0.05% | +9,308+80.4% | Added |
| State of Alaska, Department of Revenue | 20,602 | $931.0K | 0.01% | +1,122+5.8% | Added |
| Perpetual Investment Management Ltd | 20,375 | $921.2K | 0.11% | +7,000+52.3% | Added |
| Lake Street Advisors Group, LLC | 20,328 | $919.0K | 0.06% | −63−0.3% | Reduced |
| Eagle Bay Advisors LLC | 20,076 | $907.6K | 0.51% | −114−0.6% | Reduced |
| Icapital Wealth LLC | 20,068 | $907.3K | 0.70% | −2,802−12.3% | Reduced |
| AtonRa Partners | 19,932 | $901.1K | 1.15% | −3,094−13.4% | Reduced |
| Elo Mutual Pension Insurance Co | 19,719 | $891.0K | 0.03% | +707+3.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 19,209 | $858.2K | 0.01% | +9,967+107.8% | Added |
| Creative Planning | 18,858 | $852.6K | 0.00% | +11,559+158.4% | Added |
| Lyell Wealth Management, LP | 18,621 | $841.9K | 0.13% | −468−2.5% | Reduced |
| Strategic Vision Investment Ltd | 18,475 | $835.3K | 0.55% | +18,475 | New |
| Draper Asset Management, LLC | 18,273 | $826.1K | 1.18% | +899+5.2% | Added |
| Cetera Advisor Networks LLC | 18,184 | $822.1K | 0.01% | +11,320+164.9% | Added |
| Westpac Banking Corp | 18,006 | $814.1K | 0.01% | +222+1.2% | Added |
| JustInvest LLC | 17,934 | $810.8K | 0.03% | −1,867−9.4% | Reduced |
| Jump Financial, LLC | 17,863 | $807.6K | 0.04% | −104,500−85.4% | Reduced |
| Prudential Financial Inc | 17,363 | $785.0K | 0.00% | −141−0.8% | Reduced |
| Occudo Quantitative Strategies LP | 17,244 | $779.6K | 0.09% | +17,244 | New |
| MetLife Investment Management | 17,099 | $773.0K | 0.01% | −239−1.4% | Reduced |
| Crestline Management, LP | 16,583 | $749.7K | 0.11% | +16,583 | New |
| Afg Fiduciary Services Limited Partnership | 16,323 | $738.0K | 0.69% | −46−0.3% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 16,213 | $733.0K | 0.03% | +16,213 | New |
| Thrivent Financial for Lutherans | 16,030 | $725.0K | 0.00% | +16,030 | New |
| Oppenheimer & Co Inc | 15,991 | $723.0K | 0.02% | −3,042−16.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,948 | $721.0K | 0.00% | −1,812−10.2% | Reduced |
| Ieq Capital, LLC | 15,791 | $713.9K | 0.02% | +1,691+12.0% | Added |
| Independent Advisor Alliance | 15,462 | $699.0K | 0.09% | +1,780+13.0% | Added |
| Codex Capital, L.L.C. | 15,000 | $678.1K | 0.57% | −3,200−17.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,990 | $677.7K | 0.01% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 14,619 | $660.9K | 0.12% | −120−0.8% | Reduced |
| Blue Barn Wealth, LLC | 14,614 | $660.7K | 0.43% | −313−2.1% | Reduced |
| ARS Investment Partners, LLC | 14,587 | $659.5K | 0.09% | −376−2.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 14,499 | $655.5K | 0.02% | +1,268+9.6% | Added |
| Grandview Asset Management LLC | 14,423 | $652.0K | 0.41% | −164−1.1% | Reduced |
| Comerica Bank | 13,688 | $634.0K | 0.00% | −1,889−12.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 14,000 | $632.9K | 0.21% | +1,683+13.7% | Added |
| Daiwa Securities Group Inc. | 13,925 | $630.0K | 0.00% | +500+3.7% | Added |
| Northwestern Mutual Wealth Management Co | 13,647 | $617.0K | 0.00% | +2,241+19.6% | Added |
| Public Sector Pension Investment Board | 13,602 | $614.9K | 0.00% | +13,602 | New |
| Signaturefd, LLC | 13,087 | $591.7K | 0.02% | +928+7.6% | Added |