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 |
|---|---|---|---|---|---|
| Point72 Middle East FZE | 162,826 | $10.0M | 0.57% | +153,342+1,616.8% | Added |
| Swedbank AB | 161,585 | $9.96M | 0.02% | +150,300+1,331.9% | Added |
| Hartline Investment Corp | 158,958 | $9.80M | 1.96% | +17,395+12.3% | Added |
| State of New Jersey Common Pension Fund D | 152,986 | $9.43M | 0.03% | −1,958−1.3% | Reduced |
| Miura Global Management, LLC | 150,000 | $9.25M | 5.38% | −100,000−40.0% | Reduced |
| Man Group plc | – | $9.23M | 0.03% | – | – |
| Public Employees Retirement System of Ohio | 140,629 | $8.67M | 0.04% | −4,367−3.0% | Reduced |
| Raymond James & Associates | 139,920 | $8.63M | 0.01% | +7,992+6.1% | Added |
| State of Wisconsin Investment Board | 135,818 | $8.37M | 0.02% | +6,929+5.4% | 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 |
| SEI Investments Co | 131,716 | $8.12M | 0.02% | +5,786+4.6% | Added |
| CTC LLC | 137,570 | $8.10M | 0.26% | +137,570 | New |
| Schroder Investment Management Group | 130,020 | $8.02M | 0.01% | −5,759−4.2% | Reduced |
| Forte Capital LLC | 129,814 | $8.00M | 1.23% | +1,130+0.9% | Added |
| Voloridge Investment Management, LLC | 127,159 | $7.84M | 0.04% | −214,570−62.8% | Reduced |
| Jane Street Group, LLC | 124,957 | $7.70M | 0.01% | −150,350−54.6% | Reduced |
| Treasurer of the State of North Carolina | 123,656 | $7.63M | 0.04% | +880+0.7% | Added |
| Citigroup Inc | 123,569 | $7.62M | 0.01% | +18,231+17.3% | Added |
| Zevenbergen Capital Investments LLC | 121,765 | $7.51M | 0.20% | −69,130−36.2% | Reduced |
| LGT Group Foundation | 118,914 | $7.33M | 0.21% | +3,619+3.1% | Added |
| Pictet Asset Management SA | 109,168 | $6.73M | 0.01% | +18,751+20.7% | Added |
| Hel Ved Capital Management Ltd | 108,530 | $6.69M | 3.57% | +108,530 | New |
| Victory Capital Management Inc | 107,969 | $6.66M | 0.01% | −430−0.4% | Reduced |
| Davy Global Fund Management Ltd | 107,216 | $6.61M | 1.27% | +10,543+10.9% | Added |
| Alliancebernstein L.P. | 105,181 | $6.49M | 0.00% | −90,190−46.2% | Reduced |
| Stanley-Laman Group, Ltd. | 100,308 | $6.18M | 1.10% | −10,490−9.5% | Reduced |
| Nwi Management LP | 100,000 | $6.17M | 0.98% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 99,000 | $6.10M | 0.09% | −58,000−36.9% | Reduced |
| Royal London Asset Management Ltd | 98,638 | $6.08M | 0.02% | +3,866+4.1% | Added |
| Storebrand Asset Management AS | 98,405 | $6.07M | 0.03% | −225−0.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 98,360 | $6.06M | 0.24% | +27,920+39.6% | Added |
| LPL Financial LLC | 97,779 | $6.03M | 0.00% | +15,743+19.2% | Added |
| Capital Fund Management S.A. | 95,916 | $5.91M | 0.12% | +95,916 | New |
| Exchange Traded Concepts, LLC | 93,415 | $5.76M | 0.16% | −71,900−43.5% | Reduced |
| Vestor Capital, LLC | 93,374 | $5.76M | 0.68% | +58,355+166.6% | Added |
| Mariner, LLC | 84,246 | $5.19M | 0.02% | +54,187+180.3% | Added |
| Sentinel Trust Co Lba | 83,818 | $5.17M | 0.73% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 83,694 | $5.16M | 0.25% | +1,761+2.1% | Added |
| Handelsbanken Fonder AB | 83,679 | $5.16M | 0.03% | +12,762+18.0% | Added |
| Avalon Global Asset Management LLC | 80,000 | $4.93M | 2.76% | +20,000+33.3% | Added |
| Firsthand Capital Management, Inc. | 80,000 | $4.93M | 5.36% | 00.0% | Unchanged |
| Walleye Capital LLC | 79,743 | $4.92M | 0.10% | +57,917+265.4% | Added |
| Maytus Capital Management, LLC | 78,000 | $4.81M | 3.10% | +41,000+110.8% | Added |
| KBC Group NV | 77,666 | $4.79M | 0.02% | +35,732+85.2% | Added |
| Prescott Group Capital Management, L.L.C. | 77,566 | $4.78M | 1.12% | −17,500−18.4% | Reduced |
| Russell Investments Group, Ltd. | 79,088 | $4.78M | 0.01% | +6,910+9.6% | Added |
| Raine Capital LLC | 75,000 | $4.62M | 0.93% | +5,000+7.1% | Added |
| Arizona State Retirement System | 74,489 | $4.59M | 0.04% | +5,086+7.3% | Added |
| Capital International Ltd | 74,336 | $4.58M | 0.27% | +10,025+15.6% | Added |
| Circle Wealth Management, LLC | 74,262 | $4.58M | 0.66% | +4,238+6.1% | Added |
| Cubist Systematic Strategies, LLC | 73,941 | $4.56M | 0.04% | +3,976+5.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,766 | $4.55M | 0.02% | −5,682−7.2% | Reduced |
| Advisor Group Holdings, Inc. | 73,895 | $4.54M | 0.01% | −4,344−5.6% | Reduced |
| Toronto Dominion Bank | 71,301 | $4.39M | 0.01% | −3,443−4.6% | Reduced |
| Kames Capital plc | 70,332 | $4.33M | 0.08% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 67,387 | $4.16M | 1.86% | +37,879+128.4% | Added |
| US Bancorp | 65,712 | $4.05M | 0.01% | +2,296+3.6% | Added |
| Prudential PLC | 64,877 | $4.00M | 0.05% | +186+0.3% | Added |
| Tudor Investment Corp Et Al | 63,892 | $3.94M | 0.07% | +29,256+84.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 63,040 | $3.89M | 0.10% | 00.0% | Unchanged |
| Capital International Sarl | 62,576 | $3.86M | 0.19% | +12,936+26.1% | Added |
| O'Neil Global Advisors, Inc. | 62,310 | $3.84M | 1.98% | +62,310 | New |
| Korea Investment CORP | 61,421 | $3.79M | 0.01% | −6,500−9.6% | Reduced |
| Nomura Asset Management Co Ltd | 60,880 | $3.75M | 0.02% | +4,000+7.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 59,716 | $3.68M | 0.02% | +5,232+9.6% | Added |
| Ambassador Advisors, LLC | 73,361 | $3.67M | 0.83% | +15,598+27.0% | Added |
| Jacob Asset Management of New York LLC | 59,165 | $3.65M | 4.25% | +7,813+15.2% | Added |
| Titleist Asset Management, LLC | 57,043 | $3.52M | 0.74% | +57,043 | New |
| Utah Retirement Systems | 56,968 | $3.51M | 0.05% | +8,806+18.3% | Added |
| Swiss Life Asset Management Ltd | 56,150 | $3.46M | 0.05% | +49,715+772.6% | Added |
| ExodusPoint Capital Management, LP | 55,990 | $3.45M | 0.04% | +46,731+504.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 55,628 | $3.43M | 0.05% | +2,400+4.5% | Added |
| Taylor Frigon Capital Management LLC | 55,321 | $3.41M | 1.86% | +17,400+45.9% | Added |
| Tredje AP-fonden | 54,330 | $3.35M | 0.05% | +54,330 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 53,495 | $3.31M | 0.04% | +34,286+178.5% | Added |
| Commonwealth Equity Services, LLC | 53,519 | $3.30M | 0.01% | +6,861+14.7% | Added |
| Forsta Ap-Fonden | 53,300 | $3.29M | 0.04% | −9,500−15.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 53,087 | $3.27M | 0.02% | +1,631+3.2% | Added |
| USS Investment Management Ltd | 51,387 | $3.17M | 0.04% | +5,732+12.6% | Added |
| TD Asset Management Inc | 51,262 | $3.16M | 0.00% | −811−1.6% | Reduced |
| Standard Life Aberdeen plc | 50,393 | $3.11M | 0.01% | +23,564+87.8% | Added |
| AE Wealth Management LLC | 49,956 | $3.08M | 0.02% | −1,763−3.4% | Reduced |
| RMB Capital Management, LLC | 49,630 | $3.06M | 0.11% | +24,777+99.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 49,424 | $3.05M | 0.01% | +2,048+4.3% | Added |
| Blair William & Co | 47,777 | $2.95M | 0.01% | −1,433−2.9% | Reduced |
| HighTower Advisors, LLC | 47,540 | $2.92M | 0.01% | +4,809+11.3% | Added |
| SWS Partners | 45,758 | $2.82M | 1.05% | +3,481+8.2% | Added |
| DnB Asset Management AS | 45,089 | $2.78M | 0.02% | −4,368−8.8% | Reduced |
| Nordea Investment Management AB | 45,712 | $2.73M | 0.00% | −5,256−10.3% | Reduced |
| Achmea Investment Management B.V. | 43,843 | $2.70M | 0.08% | −4,271−8.9% | Reduced |
| Cetera Investment Advisers | 43,041 | $2.65M | 0.02% | +396+0.9% | Added |
| Rafferty Asset Management, LLC | 42,896 | $2.64M | 0.02% | +10,480+32.3% | Added |
| IFM Investors Pty Ltd | 42,599 | $2.63M | 0.04% | +789+1.9% | Added |
| Evercore Wealth Management, LLC | 42,500 | $2.62M | 0.05% | −1,000−2.3% | Reduced |
| Intech Investment Management LLC | 41,776 | $2.58M | 0.02% | −8,997−17.7% | Reduced |
| Rockefeller Capital Management L.P. | 40,870 | $2.52M | 0.01% | +5,699+16.2% | Added |
| TownSquare Capital, LLC | 40,833 | $2.52M | 0.06% | −54−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 40,275 | $2.48M | 0.00% | −217,820−84.4% | Reduced |
| Capital International Inc | 39,608 | $2.44M | 0.05% | +8,257+26.3% | Added |