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, 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 | 1,228 | $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, 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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 16,800 | $1.04M | 0.01% | −4,600−21.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,048 | $1.05M | 0.02% | +17,048 | New |
| MetLife Investment Management | 17,139 | $1.06M | 0.01% | +40+0.2% | Added |
| Harvest Investment Services, LLC | 17,257 | $1.06M | 0.82% | +17,257 | New |
| Icapital Wealth LLC | 17,334 | $1.07M | 0.73% | −2,734−13.6% | Reduced |
| Prudential Financial Inc | 17,368 | $1.07M | 0.00% | +50.0% | Added |
| Knuff & Co LLC | 17,816 | $1.10M | 0.43% | +15,783+776.3% | Added |
| Highland Capital Management, LLC | 19,096 | $1.18M | 0.09% | −20,950−52.3% | Reduced |
| Eagle Bay Advisors LLC | 19,485 | $1.20M | 0.66% | −591−2.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,021 | $1.23M | 0.02% | +5,031+33.6% | Added |
| Profund Advisors LLC | 20,193 | $1.25M | 0.08% | −4,397−17.9% | Reduced |
| Lyell Wealth Management, LP | 20,227 | $1.25M | 0.17% | +1,606+8.6% | Added |
| Afg Fiduciary Services Limited Partnership | 20,376 | $1.26M | 1.16% | +4,053+24.8% | Added |
| Elo Mutual Pension Insurance Co | 20,552 | $1.27M | 0.04% | +833+4.2% | Added |
| State of Alaska, Department of Revenue | 20,602 | $1.27M | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 20,620 | $1.27M | 0.08% | +292+1.4% | Added |
| Aspiriant, LLC | 20,913 | $1.29M | 0.07% | 00.0% | Unchanged |
| Westpac Banking Corp | 21,045 | $1.30M | 0.02% | +3,039+16.9% | Added |
| JustInvest LLC | 21,351 | $1.32M | 0.05% | +3,417+19.1% | Added |
| Park Avenue Securities LLC | 21,402 | $1.32M | 0.02% | −54−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,524 | $1.33M | 0.00% | +5,576+35.0% | Added |
| D.A. Davidson & Co. | 21,595 | $1.33M | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 21,929 | $1.35M | 0.01% | −10,651−32.7% | Reduced |
| Maryland State Retirement & Pension System | 22,367 | $1.38M | 0.03% | +859+4.0% | Added |
| ClariVest Asset Management LLC | 22,626 | $1.40M | 0.06% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 22,692 | $1.40M | 0.34% | −6,003−20.9% | Reduced |
| British Columbia Investment Management Corp | 22,810 | $1.41M | 0.01% | +252+1.1% | Added |
| Leonteq Securities AG | 22,898 | $1.41M | 0.13% | +2,008+9.6% | Added |
| Sepio Capital, LP | 23,273 | $1.44M | 0.13% | +1,888+8.8% | Added |
| Clear Harbor Asset Management, LLC | 23,815 | $1.47M | 0.15% | +195+0.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 25,000 | $1.47M | 0.03% | +4,000+19.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,404 | $1.50M | 0.01% | −1,167−4.6% | Reduced |
| Lazard Asset Management LLC | 24,630 | $1.52M | 0.00% | −21,574−46.7% | Reduced |
| Keystone Investors Pte Ltd | 25,099 | $1.55M | 0.31% | +25,099 | New |
| Davis-Rea Ltd. | 25,150 | $1.55M | 0.94% | −40,000−61.4% | Reduced |
| Old Well Partners, LLC | 25,700 | $1.58M | 1.25% | +1,000+4.0% | Added |
| Brighton Jones LLC | 26,384 | $1.63M | 0.09% | +26,384 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 26,607 | $1.64M | 0.01% | +3,070+13.0% | Added |
| Nissay Asset Management Corp | 26,913 | $1.66M | 0.01% | −831−3.0% | Reduced |
| PEAK6 Investments LLC | 27,184 | $1.68M | 0.11% | +27,184 | New |
| Fox Run Management, L.L.C. | 27,367 | $1.69M | 0.55% | +27,367 | New |
| CI Private Wealth, LLC | 28,013 | $1.73M | 0.00% | +4,195+17.6% | Added |
| Teacher Retirement System of Texas | 28,497 | $1.76M | 0.01% | +646+2.3% | Added |
| Truist Financial Corp | 28,624 | $1.76M | 0.00% | −645−2.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 28,674 | $1.77M | 0.21% | +28,674 | New |
| Hampton Road Capital Management LP | 28,917 | $1.78M | 0.53% | −298,228−91.2% | Reduced |
| Meridian Wealth Management, LLC | 29,657 | $1.83M | 0.16% | +1,988+7.2% | Added |
| Soltis Investment Advisors LLC | 31,232 | $1.93M | 0.24% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 31,300 | $1.93M | 0.12% | +31,300 | New |
| Public Employees Retirement Association of Colorado | 32,094 | $1.98M | 0.01% | −9,703−23.2% | Reduced |
| Banque Cantonale Vaudoise | 32,299 | $1.99M | 0.10% | −3,635−10.1% | Reduced |
| Amalgamated Bank | 32,578 | $2.01M | 0.02% | +784+2.5% | Added |
| D L Carlson Investment Group Inc | 32,816 | $2.02M | 0.46% | +32,816 | New |
| Janus Henderson Group PLC | 33,533 | $2.07M | 0.00% | +115+0.3% | Added |
| Gulf International Bank (UK) Ltd | 33,655 | $2.08M | 0.04% | −8,179−19.6% | Reduced |
| Alps Advisors Inc | 34,430 | $2.12M | 0.02% | −6,975−16.8% | Reduced |
| ABN AMRO Bank N.V. | 34,517 | $2.14M | 0.05% | +34,517 | New |
| Harbor Capital Advisors, Inc. | 34,799 | $2.15M | 0.62% | −2,970−7.9% | Reduced |
| Hamilton Lane Advisors LLC | 34,822 | $2.15M | 0.72% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 35,571 | $2.19M | 0.61% | −42−0.1% | Reduced |
| Wolverine Trading, LLC | 37,480 | $2.21M | 0.07% | +27,979+294.5% | Added |
| Federation des caisses Desjardins du Quebec | 36,629 | $2.26M | 0.02% | −631−1.7% | Reduced |
| Candriam Luxembourg S.C.A. | 40,118 | $2.28M | 0.02% | +11,482+40.1% | Added |
| Cetera Advisor Networks LLC | 36,971 | $2.28M | 0.02% | +18,787+103.3% | Added |
| Gamco Investors, Inc. Et Al | 37,494 | $2.31M | 0.02% | +1,901+5.3% | Added |
| SG Americas Securities, LLC | 37,544 | $2.31M | 0.03% | +37,544 | New |
| Tiemann Investment Advisors, LLC | 37,641 | $2.32M | 1.27% | −2,000−5.0% | Reduced |
| Xponance, Inc. | 38,510 | $2.37M | 0.03% | +658+1.7% | Added |
| MML Investors Services, LLC | 38,771 | $2.39M | 0.02% | −1,929−4.7% | Reduced |
| Stifel Financial Corp | 38,842 | $2.40M | 0.00% | −3,126−7.4% | Reduced |
| DekaBank Deutsche Girozentrale | 41,334 | $2.40M | 0.01% | +2,330+6.0% | Added |
| Capital International Inc | 39,608 | $2.44M | 0.05% | +8,257+26.3% | Added |
| D. E. Shaw & Co., Inc. | 40,275 | $2.48M | 0.00% | −217,820−84.4% | Reduced |
| TownSquare Capital, LLC | 40,833 | $2.52M | 0.06% | −54−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 40,870 | $2.52M | 0.01% | +5,699+16.2% | Added |
| Intech Investment Management LLC | 41,776 | $2.58M | 0.02% | −8,997−17.7% | Reduced |
| Evercore Wealth Management, LLC | 42,500 | $2.62M | 0.05% | −1,000−2.3% | Reduced |
| IFM Investors Pty Ltd | 42,599 | $2.63M | 0.04% | +789+1.9% | Added |
| Rafferty Asset Management, LLC | 42,896 | $2.64M | 0.02% | +10,480+32.3% | Added |
| Cetera Investment Advisers | 43,041 | $2.65M | 0.02% | +396+0.9% | Added |
| Achmea Investment Management B.V. | 43,843 | $2.70M | 0.08% | −4,271−8.9% | Reduced |
| Nordea Investment Management AB | 45,712 | $2.73M | 0.00% | −5,256−10.3% | Reduced |
| DnB Asset Management AS | 45,089 | $2.78M | 0.02% | −4,368−8.8% | Reduced |
| SWS Partners | 45,758 | $2.82M | 1.05% | +3,481+8.2% | Added |
| HighTower Advisors, LLC | 47,540 | $2.92M | 0.01% | +4,809+11.3% | Added |
| Blair William & Co | 47,777 | $2.95M | 0.01% | −1,433−2.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 49,424 | $3.05M | 0.01% | +2,048+4.3% | Added |
| RMB Capital Management, LLC | 49,630 | $3.06M | 0.11% | +24,777+99.7% | Added |
| AE Wealth Management LLC | 49,956 | $3.08M | 0.02% | −1,763−3.4% | Reduced |
| Standard Life Aberdeen plc | 50,393 | $3.11M | 0.01% | +23,564+87.8% | Added |
| TD Asset Management Inc | 51,262 | $3.16M | 0.00% | −811−1.6% | Reduced |
| USS Investment Management Ltd | 51,387 | $3.17M | 0.04% | +5,732+12.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 53,087 | $3.27M | 0.02% | +1,631+3.2% | Added |
| Forsta Ap-Fonden | 53,300 | $3.29M | 0.04% | −9,500−15.1% | Reduced |
| Commonwealth Equity Services, LLC | 53,519 | $3.30M | 0.01% | +6,861+14.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 53,495 | $3.31M | 0.04% | +34,286+178.5% | Added |
| Tredje AP-fonden | 54,330 | $3.35M | 0.05% | +54,330 | New |
| Taylor Frigon Capital Management LLC | 55,321 | $3.41M | 1.86% | +17,400+45.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 55,628 | $3.43M | 0.05% | +2,400+4.5% | Added |
| ExodusPoint Capital Management, LP | 55,990 | $3.45M | 0.04% | +46,731+504.7% | Added |