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 11 sales; 1,234 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, Q1 2023
Institutional positions in Cloudflare, Inc. as of Mar 31, 2023. 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
- 572
- +33 vs. Q4 2022
- Shares held
- 244.5M
- +2.73M (+1.1%) vs. Q4 2022
- Total value
- $15.1B
- +$4.17B (+38.2%) vs. Q4 2022
- New holders
- 87
- 216 more added
- Sold out
- 54
- 174 more reduced
11 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 32,334,542 | $1.99B | 0.21% | +982,428+3.1% | Added |
| Vanguard Group Inc | 26,314,705 | $1.62B | 0.04% | +431,221+1.7% | Added |
| Baillie Gifford & Co | 25,717,733 | $1.59B | 1.43% | −617,705−2.3% | Reduced |
| Capital World Investors | 16,873,090 | $1.04B | 0.22% | +1,005,607+6.3% | Added |
| FMR LLC | 16,635,014 | $1.03B | 0.09% | +122,864+0.7% | Added |
| BlackRock Inc. | 15,711,162 | $968.8M | 0.03% | +314,422+2.0% | Added |
| Sands Capital Management, LLC | 14,663,001 | $904.1M | 2.98% | −791,121−5.1% | Reduced |
| State Street Corp | 5,609,457 | $345.9M | 0.02% | +148,483+2.7% | Added |
| First Trust Advisors LP | 5,223,457 | $322.1M | 0.37% | −1,127,236−17.7% | Reduced |
| Voya Investment Management LLC | 5,027,553 | $310.0M | 0.33% | +2,600,847+107.2% | Added |
| Geode Capital Management, LLC | 3,797,582 | $233.8M | 0.03% | +146,503+4.0% | Added |
| Franklin Resources Inc | 3,147,439 | $194.1M | 0.10% | −187,695−5.6% | Reduced |
| Norges Bank | 2,860,591 | $176.4M | 0.04% | +104,740+3.8% | Added |
| Gilder Gagnon Howe & Co LLC | 2,762,609 | $170.3M | 2.82% | −294,398−9.6% | Reduced |
| Marshall Wace, LLP | 2,209,854 | $136.3M | 0.34% | −434,255−16.4% | Reduced |
| 1832 Asset Management L.P. | 1,888,400 | $116.4M | 0.24% | +1,433,500+315.1% | Added |
| Polar Capital Holdings Plc | 1,790,076 | $110.4M | 0.81% | +434,520+32.1% | Added |
| Northern Trust Corp | 1,708,128 | $105.3M | 0.02% | +21,223+1.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,620,986 | $99.9M | 0.07% | +86,934+5.7% | Added |
| Legal & General Group Plc | 1,559,862 | $96.2M | 0.03% | −1,726,301−52.5% | Reduced |
| Lord, Abbett & Co. LLC | 1,548,915 | $95.5M | 0.34% | +775,134+100.2% | Added |
| Optimus Prime Fund Management Co., Ltd. | 1,514,093 | $93.4M | 13.13% | +97,448+6.9% | Added |
| Bank of America Corp | 1,353,855 | $83.5M | 0.01% | +501,554+58.8% | Added |
| Strategy Capital LLC | 1,353,330 | $83.4M | 13.33% | −149,000−9.9% | Reduced |
| Two Sigma Investments, LP | 1,344,914 | $82.9M | 0.25% | +918,096+215.1% | Added |
| Deutsche Bank AG | 1,335,824 | $82.4M | 0.05% | +150,548+12.7% | Added |
| Bank of New York Mellon Corp | 1,313,543 | $81.0M | 0.02% | −19,478−1.5% | Reduced |
| Royal Bank of Canada | 1,300,033 | $80.2M | 0.02% | −207,301−13.8% | Reduced |
| Alfreton Capital LLP | 1,300,000 | $80.2M | 37.50% | 00.0% | Unchanged |
| American Century Companies Inc | 1,277,299 | $78.7M | 0.06% | −103,603−7.5% | Reduced |
| NEA Management Company, LLC | 1,249,215 | $77.0M | 5.32% | −624,608−33.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,179,334 | $72.7M | 0.18% | −51,463−4.2% | Reduced |
| ETF Managers Group, LLC | 1,077,208 | $66.4M | 2.14% | −282,159−20.8% | Reduced |
| SW Investment Management LLC | 1,050,000 | $64.7M | 26.14% | 00.0% | Unchanged |
| Credit Suisse AG | 1,027,196 | $63.3M | 0.07% | +85,184+9.0% | Added |
| Swiss National Bank | 1,016,900 | $62.7M | 0.04% | −18,300−1.8% | Reduced |
| UBS Asset Management Americas Inc | 965,864 | $59.6M | 0.03% | +60,644+6.7% | Added |
| Charles Schwab Investment Management Inc | 948,769 | $58.5M | 0.02% | +20,290+2.2% | Added |
| Goldman Sachs Group Inc | 945,454 | $58.3M | 0.02% | −757,595−44.5% | Reduced |
| Bessemer Group Inc | 911,963 | $56.2M | 0.13% | +21,136+2.4% | Added |
| Bamco Inc | 890,156 | $54.9M | 0.16% | +49,971+5.9% | Added |
| Nikko Asset Management Americas, Inc. | 884,406 | $53.4M | 0.61% | +89,626+11.3% | Added |
| Two Sigma Advisers, LP | 822,900 | $50.7M | 0.13% | −228,900−21.8% | Reduced |
| Squarepoint Ops LLC | 817,548 | $50.4M | 0.36% | +275,517+50.8% | Added |
| Nuveen Asset Management, LLC | 788,887 | $48.6M | 0.02% | −17,051−2.1% | Reduced |
| Amundi | 792,114 | $45.7M | 0.02% | −168,422−17.5% | Reduced |
| Balyasny Asset Management LLC | 581,787 | $35.9M | 0.12% | +522,927+888.4% | Added |
| Ameriprise Financial Inc | 547,110 | $33.7M | 0.01% | +23,644+4.5% | Added |
| Bank of Montreal | 525,384 | $32.6M | 0.02% | −324,521−38.2% | Reduced |
| Peregrine Capital Management LLC | 528,177 | $32.6M | 0.94% | +3,791+0.7% | Added |
| Citadel Advisors LLC | 504,541 | $31.1M | 0.03% | +299,346+145.9% | Added |
| Long Walk Management LP | 499,000 | $30.8M | 27.46% | −31,000−5.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 475,851 | $29.3M | 0.04% | +277,378+139.8% | Added |
| La Financiere de L'Echiquier | 444,429 | $27.4M | 1.44% | −142,571−24.3% | Reduced |
| California State Teachers Retirement System | 437,345 | $27.0M | 0.04% | +2,706+0.6% | Added |
| California Public Employees Retirement System | 434,978 | $26.8M | 0.02% | −87,849−16.8% | Reduced |
| National Pension Service | 443,156 | $26.1M | 0.05% | −12,373−2.7% | Reduced |
| Strategic Vision Investment Ltd | 380,483 | $23.5M | 8.79% | +362,008+1,959.4% | Added |
| Susquehanna International Group, LLP | 377,378 | $23.3M | 0.04% | +61,251+19.4% | Added |
| Vontobel Holding Ltd. | 354,296 | $21.8M | 0.20% | −20,294−5.4% | Reduced |
| Rhumbline Advisers | 343,161 | $21.2M | 0.03% | +25,491+8.0% | Added |
| Cota Capital Management, LLC | 341,688 | $21.1M | 11.39% | −32,000−8.6% | Reduced |
| Grandeur Peak Global Advisors, LLC | 340,564 | $21.0M | 1.28% | +71,018+26.3% | Added |
| Invesco Ltd. | 337,616 | $20.8M | 0.01% | +155,106+85.0% | Added |
| Value Star Asset Management (Hong Kong) Ltd | 325,800 | $20.1M | 7.86% | +325,800 | New |
| New York State Common Retirement Fund | 318,784 | $19.7M | 0.03% | −8,000−2.4% | Reduced |
| UBS Group AG | 305,057 | $18.8M | 0.01% | +89,014+41.2% | Added |
| Great West Life Assurance Co | 301,387 | $18.6M | 0.05% | +25,347+9.2% | Added |
| State Board of Administration of Florida Retirement System | 300,714 | $18.5M | 0.04% | +400+0.1% | Added |
| Whetstone Capital Advisors, LLC | 293,385 | $18.1M | 11.66% | −7,397−2.5% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 288,995 | $17.8M | 0.12% | −5,967−2.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 287,883 | $17.8M | 0.04% | +7,399+2.6% | Added |
| Allianz Asset Management GmbH | 281,961 | $17.4M | 0.04% | +2,760+1.0% | Added |
| Envestnet Asset Management Inc | 278,478 | $17.2M | 0.01% | −487−0.2% | Reduced |
| NZS Capital, LLC | 273,361 | $16.9M | 0.89% | +46,799+20.7% | Added |
| Laurion Capital Management LP | 268,205 | $16.5M | 0.75% | +268,205 | New |
| Trexquant Investment LP | 267,849 | $16.5M | 0.45% | +37,043+16.0% | Added |
| Privium Fund Management B.V. | 262,435 | $16.2M | 5.44% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 257,201 | $15.9M | 0.09% | +125,064+94.6% | Added |
| GAM Holding AG | 253,126 | $15.6M | 1.08% | +143,787+131.5% | Added |
| JPMorgan Chase & Co | 253,044 | $15.6M | 0.00% | +111,367+78.6% | Added |
| Berkshire Capital Holdings Inc | 251,730 | $15.5M | 6.95% | −35,070−12.2% | Reduced |
| Principal Financial Group Inc | 244,099 | $15.1M | 0.01% | +166,122+213.0% | Added |
| Alberta Investment Management Corp | 243,257 | $15.0M | 0.15% | +5,900+2.5% | Added |
| Wells Fargo & Company | 243,057 | $15.0M | 0.00% | +1,534+0.6% | Added |
| Barclays PLC | 234,071 | $14.4M | 0.01% | −145,053−38.3% | Reduced |
| Dimensional Fund Advisors LP | 216,187 | $13.3M | 0.00% | +29,863+16.0% | Added |
| APG Asset Management N.V. | 231,161 | $13.1M | 0.03% | −35,364−13.3% | Reduced |
| Asset Management One Co.,Ltd. | 209,892 | $12.9M | 0.06% | +30,510+17.0% | Added |
| Gabelli Funds LLC | 207,348 | $12.8M | 0.10% | +12,550+6.4% | Added |
| Aviva PLC | 206,009 | $12.7M | 0.06% | −52,405−20.3% | Reduced |
| HSBC Holdings PLC | 201,714 | $12.4M | 0.02% | −75,881−27.3% | Reduced |
| Allen Investment Management LLC | 195,490 | $12.1M | 0.20% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 191,675 | $11.8M | 2.09% | +6,571+3.5% | Added |
| Harber Asset Management LLC | 171,817 | $10.6M | 2.86% | +171,817 | New |
| Ensign Peak Advisors, Inc | 171,011 | $10.5M | 0.02% | +143,993+533.0% | Added |
| Teachers Retirement System of the State of Kentucky | 167,228 | $10.3M | 0.10% | +19,600+13.3% | Added |
| Atika Capital Management LLC | 165,500 | $10.2M | 1.59% | +165,500 | New |
| 12 West Capital Management LP | 165,000 | $10.2M | 0.87% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 164,687 | $10.2M | 0.00% | +4,464+2.8% | Added |