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; 1,272 institutions reported holding it in 13F filings for Q2 2026, worth $78.5B in total; 3 superinvestors hold it, including ARK Invest and Oaktree Capital.
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
- 598
- +36 vs. Q4 2022
- Shares held
- 365.2M
- +25.4M (+7.5%) vs. Q4 2022
- Total value
- $19.9B
- +$7.97B (+67.1%) vs. Q4 2022
- New holders
- 91
- 220 more added
- Sold out
- 55
- 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 | 1,272 | $78.5B |
| Q1 2026 | 1,160 | $58.5B |
| Q4 2025 | 1,107 | $56.4B |
| Q3 2025 | 1,056 | $63.0B |
| Q2 2025 | 968 | $56.2B |
| Q1 2025 | 891 | $31.6B |
| Q4 2024 | 795 | $29.7B |
| Q3 2024 | 706 | $22.0B |
| Q2 2024 | 680 | $22.4B |
| Q1 2024 | 730 | $30.9B |
| Q4 2023 | 701 | $24.4B |
| Q3 2023 | 603 | $21.5B |
| Q2 2023 | 587 | $20.6B |
| Q1 2023 | 598 | $19.9B |
| Q4 2022 | 573 | $11.9B |
| Q3 2022 | 588 | $14.1B |
| 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, 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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 6,707 | $2.64B | 1.49% | +46+0.7% | Added |
| FMR LLC | 33,270,028 | $2.08B | 0.10% | +16,757,878+101.5% | Added |
| Morgan Stanley | 32,334,542 | $2.00B | 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 |
| BlackRock Inc. | 15,711,162 | $977.5M | 0.03% | +314,422+2.0% | Added |
| Sands Capital Management, LLC | 14,663,001 | $904.1M | 2.98% | −791,121−5.1% | Reduced |
| Voya Investment Management LLC | 5,027,553 | $519.6M | 0.56% | +2,600,847+107.2% | Added |
| State Street Corp | 5,609,457 | $369.0M | 0.02% | +148,483+2.7% | Added |
| First Trust Advisors LP | 5,223,457 | $322.1M | 0.37% | −1,127,236−17.7% | Reduced |
| Lord, Abbett & Co. LLC | 64,969,830 | $295.9M | 0.53% | +33,673,268+107.6% | Added |
| Franklin Resources Inc | 3,147,439 | $262.0M | 0.13% | −187,695−5.6% | Reduced |
| Geode Capital Management, LLC | 3,797,582 | $233.8M | 0.03% | +146,503+4.0% | Added |
| 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 |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | – | $123.4M | 2.35% | – | – |
| 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% | −35,065,480−95.1% | Reduced |
| 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 |
| Lazard Asset Management LLC | 24,630 | $98.7M | 0.13% | −21,574−46.7% | Reduced |
| Legal & General Group Plc | 1,559,862 | $96.2M | 0.03% | −1,726,301−52.5% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 1,514,093 | $93.4M | 13.13% | +97,448+6.9% | Added |
| Deutsche Bank AG | 1,335,824 | $84.6M | 0.05% | +150,548+12.7% | Added |
| Bank of America Corp | 1,353,855 | $84.1M | 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 |
| Bank of New York Mellon Corp | 2,213,543 | $81.8M | 0.02% | −19,478−0.9% | 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 |
| Credit Suisse AG | 1,027,196 | $67.8M | 0.07% | +85,184+9.0% | Added |
| 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 |
| UBS Asset Management Americas Inc | 965,864 | $64.3M | 0.03% | +60,644+6.7% | Added |
| Swiss National Bank | 1,016,900 | $62.7M | 0.04% | −18,300−1.8% | Reduced |
| 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 |
| Steelhead Partners LLC | – | $54.2M | 3.53% | – | – |
| Calamos Advisors LLC | – | $54.2M | 0.27% | – | – |
| Amundi | 792,114 | $54.0M | 0.03% | −168,422−17.5% | Reduced |
| Nikko Asset Management Americas, Inc. | 884,406 | $53.4M | 0.61% | +89,626+11.3% | Added |
| Nuveen Asset Management, LLC | 788,887 | $52.5M | 0.02% | −17,051−2.1% | Reduced |
| 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 |
| Advent Capital Management | – | $36.8M | 0.71% | – | – |
| 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 | 0.01% | −324,521−38.2% | Reduced |
| Peregrine Capital Management LLC | 528,177 | $32.6M | 0.94% | +3,791+0.7% | Added |
| Verition Fund Management LLC | 10,980 | $31.4M | 0.50% | −13,837−55.8% | Reduced |
| 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 |
| Invesco Ltd. | 337,616 | $28.9M | 0.01% | +155,106+85.0% | 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 |
| New York State Common Retirement Fund | 5,762,784 | $24.3M | 0.03% | −1,365,000−19.2% | 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 |
| D. E. Shaw & Co., Inc. | 40,275 | $22.1M | 0.04% | −217,820−84.4% | Reduced |
| Vontobel Holding Ltd. | 354,296 | $21.8M | 0.20% | −20,294−5.4% | Reduced |
| Barclays PLC | 234,071 | $21.6M | 0.02% | −145,053−38.3% | 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 |
| Value Star Asset Management (Hong Kong) Ltd | 325,800 | $20.1M | 7.86% | +325,800 | New |
| 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 |
| Ssi Investment Management LLC | – | $17.0M | 1.20% | – | – |
| 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 |
| JPMorgan Chase & Co | 253,044 | $15.7M | 0.00% | +111,367+78.6% | Added |
| GAM Holding AG | 253,126 | $15.6M | 1.08% | +143,787+131.5% | Added |
| Berkshire Capital Holdings Inc | 251,730 | $15.5M | 6.95% | −35,070−12.2% | Reduced |
| Wells Fargo & Company | 243,057 | $15.3M | 0.00% | +1,534+0.6% | Added |
| 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 |
| 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 |