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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 56,150 | $3.46M | 0.05% | +49,715+772.6% | Added |
| Utah Retirement Systems | 56,968 | $3.51M | 0.05% | +8,806+18.3% | Added |
| Titleist Asset Management, LLC | 57,043 | $3.52M | 0.74% | +57,043 | New |
| Jacob Asset Management of New York LLC | 59,165 | $3.65M | 4.25% | +7,813+15.2% | Added |
| Ambassador Advisors, LLC | 73,361 | $3.67M | 0.83% | +15,598+27.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 59,716 | $3.68M | 0.02% | +5,232+9.6% | Added |
| Nomura Asset Management Co Ltd | 60,880 | $3.75M | 0.02% | +4,000+7.0% | Added |
| Korea Investment CORP | 61,421 | $3.79M | 0.01% | −6,500−9.6% | Reduced |
| O'Neil Global Advisors, Inc. | 62,310 | $3.84M | 1.98% | +62,310 | New |
| Capital International Sarl | 62,576 | $3.86M | 0.19% | +12,936+26.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 63,040 | $3.89M | 0.10% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 63,892 | $3.94M | 0.07% | +29,256+84.5% | Added |
| Prudential PLC | 64,877 | $4.00M | 0.05% | +186+0.3% | Added |
| US Bancorp | 65,712 | $4.05M | 0.01% | +2,296+3.6% | Added |
| Jackson Square Capital, LLC | 67,387 | $4.16M | 1.86% | +37,879+128.4% | Added |
| Kames Capital plc | 70,332 | $4.33M | 0.08% | 00.0% | Unchanged |
| Toronto Dominion Bank | 71,301 | $4.39M | 0.01% | −3,443−4.6% | Reduced |
| Advisor Group Holdings, Inc. | 73,895 | $4.54M | 0.01% | −4,344−5.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,766 | $4.55M | 0.02% | −5,682−7.2% | Reduced |
| Cubist Systematic Strategies, LLC | 73,941 | $4.56M | 0.04% | +3,976+5.7% | Added |
| Circle Wealth Management, LLC | 74,262 | $4.58M | 0.66% | +4,238+6.1% | Added |
| Capital International Ltd | 74,336 | $4.58M | 0.27% | +10,025+15.6% | Added |
| Arizona State Retirement System | 74,489 | $4.59M | 0.04% | +5,086+7.3% | Added |
| Raine Capital LLC | 75,000 | $4.62M | 0.93% | +5,000+7.1% | Added |
| Russell Investments Group, Ltd. | 79,088 | $4.78M | 0.01% | +6,910+9.6% | Added |
| Prescott Group Capital Management, L.L.C. | 77,566 | $4.78M | 1.12% | −17,500−18.4% | Reduced |
| KBC Group NV | 77,666 | $4.79M | 0.02% | +35,732+85.2% | Added |
| Maytus Capital Management, LLC | 78,000 | $4.81M | 3.10% | +41,000+110.8% | Added |
| Walleye Capital LLC | 79,743 | $4.92M | 0.10% | +57,917+265.4% | Added |
| Firsthand Capital Management, Inc. | 80,000 | $4.93M | 5.36% | 00.0% | Unchanged |
| Avalon Global Asset Management LLC | 80,000 | $4.93M | 2.76% | +20,000+33.3% | Added |
| Handelsbanken Fonder AB | 83,679 | $5.16M | 0.03% | +12,762+18.0% | Added |
| Jasper Ridge Partners, L.P. | 83,694 | $5.16M | 0.25% | +1,761+2.1% | Added |
| Sentinel Trust Co Lba | 83,818 | $5.17M | 0.73% | 00.0% | Unchanged |
| Mariner, LLC | 84,246 | $5.19M | 0.02% | +54,187+180.3% | Added |
| Vestor Capital, LLC | 93,374 | $5.76M | 0.68% | +58,355+166.6% | Added |
| Exchange Traded Concepts, LLC | 93,415 | $5.76M | 0.16% | −71,900−43.5% | Reduced |
| Capital Fund Management S.A. | 95,916 | $5.91M | 0.12% | +95,916 | New |
| LPL Financial LLC | 97,779 | $6.03M | 0.00% | +15,743+19.2% | Added |
| Carnegie Capital Asset Management, LLC | 98,360 | $6.06M | 0.24% | +27,920+39.6% | Added |
| Storebrand Asset Management AS | 98,405 | $6.07M | 0.03% | −225−0.2% | Reduced |
| Royal London Asset Management Ltd | 98,638 | $6.08M | 0.02% | +3,866+4.1% | Added |
| Liontrust Investment Partners LLP | 99,000 | $6.10M | 0.09% | −58,000−36.9% | Reduced |
| Nwi Management LP | 100,000 | $6.17M | 0.98% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 100,308 | $6.18M | 1.10% | −10,490−9.5% | Reduced |
| Alliancebernstein L.P. | 105,181 | $6.49M | 0.00% | −90,190−46.2% | Reduced |
| Davy Global Fund Management Ltd | 107,216 | $6.61M | 1.27% | +10,543+10.9% | Added |
| Victory Capital Management Inc | 107,969 | $6.66M | 0.01% | −430−0.4% | Reduced |
| Hel Ved Capital Management Ltd | 108,530 | $6.69M | 3.57% | +108,530 | New |
| Pictet Asset Management SA | 109,168 | $6.73M | 0.01% | +18,751+20.7% | Added |
| LGT Group Foundation | 118,914 | $7.33M | 0.21% | +3,619+3.1% | Added |
| Zevenbergen Capital Investments LLC | 121,765 | $7.51M | 0.20% | −69,130−36.2% | Reduced |
| Citigroup Inc | 123,569 | $7.62M | 0.01% | +18,231+17.3% | Added |
| Treasurer of the State of North Carolina | 123,656 | $7.63M | 0.04% | +880+0.7% | Added |
| Jane Street Group, LLC | 124,957 | $7.70M | 0.01% | −150,350−54.6% | Reduced |
| Voloridge Investment Management, LLC | 127,159 | $7.84M | 0.04% | −214,570−62.8% | Reduced |
| Forte Capital LLC | 129,814 | $8.00M | 1.23% | +1,130+0.9% | Added |
| Schroder Investment Management Group | 130,020 | $8.02M | 0.01% | −5,759−4.2% | Reduced |
| CTC LLC | 137,570 | $8.10M | 0.26% | +137,570 | New |
| SEI Investments Co | 131,716 | $8.12M | 0.02% | +5,786+4.6% | Added |
| Mizuho Markets Americas LLC | 132,625 | $8.18M | 0.35% | +8,900+7.2% | Added |
| Mizuho Markets Cayman LP | 132,625 | $8.18M | 0.35% | +132,625 | New |
| State of Wisconsin Investment Board | 135,818 | $8.37M | 0.02% | +6,929+5.4% | Added |
| Raymond James & Associates | 139,920 | $8.63M | 0.01% | +7,992+6.1% | Added |
| Public Employees Retirement System of Ohio | 140,629 | $8.67M | 0.04% | −4,367−3.0% | Reduced |
| Man Group plc | – | $9.23M | 0.03% | – | – |
| Miura Global Management, LLC | 150,000 | $9.25M | 5.38% | −100,000−40.0% | Reduced |
| State of New Jersey Common Pension Fund D | 152,986 | $9.43M | 0.03% | −1,958−1.3% | Reduced |
| Hartline Investment Corp | 158,958 | $9.80M | 1.96% | +17,395+12.3% | Added |
| Swedbank AB | 161,585 | $9.96M | 0.02% | +150,300+1,331.9% | Added |
| Point72 Middle East FZE | 162,826 | $10.0M | 0.57% | +153,342+1,616.8% | Added |
| Price T Rowe Associates Inc | 164,687 | $10.2M | 0.00% | +4,464+2.8% | Added |
| 12 West Capital Management LP | 165,000 | $10.2M | 0.87% | 00.0% | Unchanged |
| Atika Capital Management LLC | 165,500 | $10.2M | 1.59% | +165,500 | New |
| Teachers Retirement System of the State of Kentucky | 167,228 | $10.3M | 0.10% | +19,600+13.3% | Added |
| Ensign Peak Advisors, Inc | 171,011 | $10.5M | 0.02% | +143,993+533.0% | Added |
| Harber Asset Management LLC | 171,817 | $10.6M | 2.86% | +171,817 | New |
| RPG Investment Advisory, LLC | 191,675 | $11.8M | 2.09% | +6,571+3.5% | Added |
| Allen Investment Management LLC | 195,490 | $12.1M | 0.20% | 00.0% | Unchanged |
| HSBC Holdings PLC | 201,714 | $12.4M | 0.02% | −75,881−27.3% | Reduced |
| Aviva PLC | 206,009 | $12.7M | 0.06% | −52,405−20.3% | Reduced |
| Gabelli Funds LLC | 207,348 | $12.8M | 0.10% | +12,550+6.4% | Added |
| Asset Management One Co.,Ltd. | 209,892 | $12.9M | 0.06% | +30,510+17.0% | Added |
| APG Asset Management N.V. | 231,161 | $13.1M | 0.03% | −35,364−13.3% | Reduced |
| Dimensional Fund Advisors LP | 216,187 | $13.3M | 0.00% | +29,863+16.0% | Added |
| Barclays PLC | 234,071 | $14.4M | 0.01% | −145,053−38.3% | Reduced |
| Wells Fargo & Company | 243,057 | $15.0M | 0.00% | +1,534+0.6% | Added |
| Alberta Investment Management Corp | 243,257 | $15.0M | 0.15% | +5,900+2.5% | Added |
| Principal Financial Group Inc | 244,099 | $15.1M | 0.01% | +166,122+213.0% | Added |
| Berkshire Capital Holdings Inc | 251,730 | $15.5M | 6.95% | −35,070−12.2% | Reduced |
| JPMorgan Chase & Co | 253,044 | $15.6M | 0.00% | +111,367+78.6% | Added |
| GAM Holding AG | 253,126 | $15.6M | 1.08% | +143,787+131.5% | Added |
| Qube Research & Technologies Ltd | 257,201 | $15.9M | 0.09% | +125,064+94.6% | Added |
| Privium Fund Management B.V. | 262,435 | $16.2M | 5.44% | 00.0% | Unchanged |
| Trexquant Investment LP | 267,849 | $16.5M | 0.45% | +37,043+16.0% | Added |
| Laurion Capital Management LP | 268,205 | $16.5M | 0.75% | +268,205 | New |
| NZS Capital, LLC | 273,361 | $16.9M | 0.89% | +46,799+20.7% | Added |
| Envestnet Asset Management Inc | 278,478 | $17.2M | 0.01% | −487−0.2% | Reduced |
| Allianz Asset Management GmbH | 281,961 | $17.4M | 0.04% | +2,760+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 287,883 | $17.8M | 0.04% | +7,399+2.6% | Added |