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 |
|---|---|---|---|---|---|
| ARK Investment Management LLCSuperinvestorARK Invest | 288,995 | $17.8M | 0.12% | −5,967−2.0% | Reduced |
| Whetstone Capital Advisors, LLC | 293,385 | $18.1M | 11.66% | −7,397−2.5% | Reduced |
| State Board of Administration of Florida Retirement System | 300,714 | $18.5M | 0.04% | +400+0.1% | Added |
| Great West Life Assurance Co | 301,387 | $18.6M | 0.05% | +25,347+9.2% | Added |
| UBS Group AG | 305,057 | $18.8M | 0.01% | +89,014+41.2% | Added |
| New York State Common Retirement Fund | 318,784 | $19.7M | 0.03% | −8,000−2.4% | Reduced |
| Value Star Asset Management (Hong Kong) Ltd | 325,800 | $20.1M | 7.86% | +325,800 | New |
| Invesco Ltd. | 337,616 | $20.8M | 0.01% | +155,106+85.0% | Added |
| Grandeur Peak Global Advisors, LLC | 340,564 | $21.0M | 1.28% | +71,018+26.3% | Added |
| Cota Capital Management, LLC | 341,688 | $21.1M | 11.39% | −32,000−8.6% | Reduced |
| Rhumbline Advisers | 343,161 | $21.2M | 0.03% | +25,491+8.0% | Added |
| Vontobel Holding Ltd. | 354,296 | $21.8M | 0.20% | −20,294−5.4% | Reduced |
| Susquehanna International Group, LLP | 377,378 | $23.3M | 0.04% | +61,251+19.4% | Added |
| Strategic Vision Investment Ltd | 380,483 | $23.5M | 8.79% | +362,008+1,959.4% | Added |
| National Pension Service | 443,156 | $26.1M | 0.05% | −12,373−2.7% | Reduced |
| California Public Employees Retirement System | 434,978 | $26.8M | 0.02% | −87,849−16.8% | Reduced |
| California State Teachers Retirement System | 437,345 | $27.0M | 0.04% | +2,706+0.6% | Added |
| La Financiere de L'Echiquier | 444,429 | $27.4M | 1.44% | −142,571−24.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 475,851 | $29.3M | 0.04% | +277,378+139.8% | Added |
| Long Walk Management LP | 499,000 | $30.8M | 27.46% | −31,000−5.8% | Reduced |
| Citadel Advisors LLC | 504,541 | $31.1M | 0.03% | +299,346+145.9% | Added |
| Peregrine Capital Management LLC | 528,177 | $32.6M | 0.94% | +3,791+0.7% | Added |
| Bank of Montreal | 525,384 | $32.6M | 0.02% | −324,521−38.2% | Reduced |
| Ameriprise Financial Inc | 547,110 | $33.7M | 0.01% | +23,644+4.5% | Added |
| Balyasny Asset Management LLC | 581,787 | $35.9M | 0.12% | +522,927+888.4% | Added |
| Amundi | 792,114 | $45.7M | 0.02% | −168,422−17.5% | Reduced |
| Nuveen Asset Management, LLC | 788,887 | $48.6M | 0.02% | −17,051−2.1% | Reduced |
| Squarepoint Ops LLC | 817,548 | $50.4M | 0.36% | +275,517+50.8% | Added |
| Two Sigma Advisers, LP | 822,900 | $50.7M | 0.13% | −228,900−21.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 884,406 | $53.4M | 0.61% | +89,626+11.3% | Added |
| Bamco Inc | 890,156 | $54.9M | 0.16% | +49,971+5.9% | Added |
| Bessemer Group Inc | 911,963 | $56.2M | 0.13% | +21,136+2.4% | Added |
| Goldman Sachs Group Inc | 945,454 | $58.3M | 0.02% | −757,595−44.5% | Reduced |
| Charles Schwab Investment Management Inc | 948,769 | $58.5M | 0.02% | +20,290+2.2% | Added |
| UBS Asset Management Americas Inc | 965,864 | $59.6M | 0.03% | +60,644+6.7% | Added |
| Swiss National Bank | 1,016,900 | $62.7M | 0.04% | −18,300−1.8% | Reduced |
| Credit Suisse AG | 1,027,196 | $63.3M | 0.07% | +85,184+9.0% | Added |
| SW Investment Management LLC | 1,050,000 | $64.7M | 26.14% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 1,077,208 | $66.4M | 2.14% | −282,159−20.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,179,334 | $72.7M | 0.18% | −51,463−4.2% | Reduced |
| NEA Management Company, LLC | 1,249,215 | $77.0M | 5.32% | −624,608−33.3% | Reduced |
| American Century Companies Inc | 1,277,299 | $78.7M | 0.06% | −103,603−7.5% | Reduced |
| Alfreton Capital LLP | 1,300,000 | $80.2M | 37.50% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,300,033 | $80.2M | 0.02% | −207,301−13.8% | Reduced |
| Bank of New York Mellon Corp | 1,313,543 | $81.0M | 0.02% | −19,478−1.5% | Reduced |
| Deutsche Bank AG | 1,335,824 | $82.4M | 0.05% | +150,548+12.7% | Added |
| Two Sigma Investments, LP | 1,344,914 | $82.9M | 0.25% | +918,096+215.1% | Added |
| Strategy Capital LLC | 1,353,330 | $83.4M | 13.33% | −149,000−9.9% | Reduced |
| Bank of America Corp | 1,353,855 | $83.5M | 0.01% | +501,554+58.8% | Added |
| Optimus Prime Fund Management Co., Ltd. | 1,514,093 | $93.4M | 13.13% | +97,448+6.9% | Added |
| Lord, Abbett & Co. LLC | 1,548,915 | $95.5M | 0.34% | +775,134+100.2% | Added |
| Legal & General Group Plc | 1,559,862 | $96.2M | 0.03% | −1,726,301−52.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,620,986 | $99.9M | 0.07% | +86,934+5.7% | Added |
| Northern Trust Corp | 1,708,128 | $105.3M | 0.02% | +21,223+1.3% | Added |
| Polar Capital Holdings Plc | 1,790,076 | $110.4M | 0.81% | +434,520+32.1% | Added |
| 1832 Asset Management L.P. | 1,888,400 | $116.4M | 0.24% | +1,433,500+315.1% | Added |
| Marshall Wace, LLP | 2,209,854 | $136.3M | 0.34% | −434,255−16.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,762,609 | $170.3M | 2.82% | −294,398−9.6% | Reduced |
| Norges Bank | 2,860,591 | $176.4M | 0.04% | +104,740+3.8% | Added |
| Franklin Resources Inc | 3,147,439 | $194.1M | 0.10% | −187,695−5.6% | Reduced |
| Geode Capital Management, LLC | 3,797,582 | $233.8M | 0.03% | +146,503+4.0% | Added |
| Voya Investment Management LLC | 5,027,553 | $310.0M | 0.33% | +2,600,847+107.2% | Added |
| First Trust Advisors LP | 5,223,457 | $322.1M | 0.37% | −1,127,236−17.7% | Reduced |
| State Street Corp | 5,609,457 | $345.9M | 0.02% | +148,483+2.7% | Added |
| Sands Capital Management, LLC | 14,663,001 | $904.1M | 2.98% | −791,121−5.1% | Reduced |
| BlackRock Inc. | 15,711,162 | $968.8M | 0.03% | +314,422+2.0% | Added |
| FMR LLC | 16,635,014 | $1.03B | 0.09% | +122,864+0.7% | Added |
| Capital World Investors | 16,873,090 | $1.04B | 0.22% | +1,005,607+6.3% | Added |
| Baillie Gifford & Co | 25,717,733 | $1.59B | 1.43% | −617,705−2.3% | Reduced |
| Vanguard Group Inc | 26,314,705 | $1.62B | 0.04% | +431,221+1.7% | Added |
| Morgan Stanley | 32,334,542 | $1.99B | 0.21% | +982,428+3.1% | Added |
| Transamerica Financial Advisors, Inc. | 3 | – | – | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −695,732−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −322,370−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −268,284−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −257,361−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −131,400−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −75,622−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −73,729−100.0% | Sold out |
| SQN Investors LP | 0 | $0 | 0.00% | −67,037−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −59,748−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −44,955−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −40,602−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −39,547−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −39,477−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −31,216−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −30,772−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −26,028−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −23,868−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −22,413−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −21,913−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −17,244−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −16,583−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −12,991−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −10,582−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −9,734−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −8,677−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −8,192−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −5,892−100.0% | Sold out |