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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 41,334 | $2.40M | 0.01% | +2,330+6.0% | Added |
| Stifel Financial Corp | 38,842 | $2.40M | 0.00% | −3,126−7.4% | Reduced |
| MML Investors Services, LLC | 38,771 | $2.39M | 0.02% | −1,929−4.7% | Reduced |
| Xponance, Inc. | 38,510 | $2.37M | 0.03% | +658+1.7% | Added |
| Tiemann Investment Advisors, LLC | 37,641 | $2.32M | 1.27% | −2,000−5.0% | Reduced |
| SG Americas Securities, LLC | 37,544 | $2.31M | 0.03% | +37,544 | New |
| Gamco Investors, Inc. Et Al | 37,494 | $2.31M | 0.02% | +1,901+5.3% | Added |
| Cetera Advisor Networks LLC | 36,971 | $2.28M | 0.02% | +18,787+103.3% | Added |
| Candriam Luxembourg S.C.A. | 40,118 | $2.28M | 0.02% | +11,482+40.1% | Added |
| Federation des caisses Desjardins du Quebec | 36,629 | $2.26M | 0.02% | −631−1.7% | Reduced |
| Wolverine Trading, LLC | 37,480 | $2.21M | 0.07% | +27,979+294.5% | Added |
| CFM Wealth Partners LLC | 35,571 | $2.19M | 0.61% | −42−0.1% | Reduced |
| Hamilton Lane Advisors LLC | 34,822 | $2.15M | 0.72% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 34,799 | $2.15M | 0.62% | −2,970−7.9% | Reduced |
| ABN AMRO Bank N.V. | 34,517 | $2.14M | 0.05% | +34,517 | New |
| Alps Advisors Inc | 34,430 | $2.12M | 0.02% | −6,975−16.8% | Reduced |
| Gulf International Bank (UK) Ltd | 33,655 | $2.08M | 0.04% | −8,179−19.6% | Reduced |
| Janus Henderson Group PLC | 33,533 | $2.07M | 0.00% | +115+0.3% | Added |
| D L Carlson Investment Group Inc | 32,816 | $2.02M | 0.46% | +32,816 | New |
| Amalgamated Bank | 32,578 | $2.01M | 0.02% | +784+2.5% | Added |
| Banque Cantonale Vaudoise | 32,299 | $1.99M | 0.10% | −3,635−10.1% | Reduced |
| Public Employees Retirement Association of Colorado | 32,094 | $1.98M | 0.01% | −9,703−23.2% | Reduced |
| Aquatic Capital Management LLC | 31,300 | $1.93M | 0.12% | +31,300 | New |
| Soltis Investment Advisors LLC | 31,232 | $1.93M | 0.24% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 29,657 | $1.83M | 0.16% | +1,988+7.2% | Added |
| Hampton Road Capital Management LP | 28,917 | $1.78M | 0.53% | −298,228−91.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 28,674 | $1.77M | 0.21% | +28,674 | New |
| Truist Financial Corp | 28,624 | $1.76M | 0.00% | −645−2.2% | Reduced |
| Teacher Retirement System of Texas | 28,497 | $1.76M | 0.01% | +646+2.3% | Added |
| CI Private Wealth, LLC | 28,013 | $1.73M | 0.00% | +4,195+17.6% | Added |
| Fox Run Management, L.L.C. | 27,367 | $1.69M | 0.55% | +27,367 | New |
| PEAK6 Investments LLC | 27,184 | $1.68M | 0.11% | +27,184 | New |
| Nissay Asset Management Corp | 26,913 | $1.66M | 0.01% | −831−3.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 26,607 | $1.64M | 0.01% | +3,070+13.0% | Added |
| Brighton Jones LLC | 26,384 | $1.63M | 0.09% | +26,384 | New |
| Old Well Partners, LLC | 25,700 | $1.58M | 1.25% | +1,000+4.0% | Added |
| Davis-Rea Ltd. | 25,150 | $1.55M | 0.94% | −40,000−61.4% | Reduced |
| Keystone Investors Pte Ltd | 25,099 | $1.55M | 0.31% | +25,099 | New |
| Lazard Asset Management LLC | 24,630 | $1.52M | 0.00% | −21,574−46.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,404 | $1.50M | 0.01% | −1,167−4.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 25,000 | $1.47M | 0.03% | +4,000+19.0% | Added |
| Clear Harbor Asset Management, LLC | 23,815 | $1.47M | 0.15% | +195+0.8% | Added |
| Sepio Capital, LP | 23,273 | $1.44M | 0.13% | +1,888+8.8% | Added |
| Leonteq Securities AG | 22,898 | $1.41M | 0.13% | +2,008+9.6% | Added |
| British Columbia Investment Management Corp | 22,810 | $1.41M | 0.01% | +252+1.1% | Added |
| Y.D. More Investments Ltd | 22,692 | $1.40M | 0.34% | −6,003−20.9% | Reduced |
| ClariVest Asset Management LLC | 22,626 | $1.40M | 0.06% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 22,367 | $1.38M | 0.03% | +859+4.0% | Added |
| Kestra Advisory Services, LLC | 21,929 | $1.35M | 0.01% | −10,651−32.7% | Reduced |
| D.A. Davidson & Co. | 21,595 | $1.33M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 21,524 | $1.33M | 0.00% | +5,576+35.0% | Added |
| Park Avenue Securities LLC | 21,402 | $1.32M | 0.02% | −54−0.3% | Reduced |
| JustInvest LLC | 21,351 | $1.32M | 0.05% | +3,417+19.1% | Added |
| Westpac Banking Corp | 21,045 | $1.30M | 0.02% | +3,039+16.9% | Added |
| Aspiriant, LLC | 20,913 | $1.29M | 0.07% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 20,620 | $1.27M | 0.08% | +292+1.4% | Added |
| State of Alaska, Department of Revenue | 20,602 | $1.27M | 0.02% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 20,552 | $1.27M | 0.04% | +833+4.2% | Added |
| Afg Fiduciary Services Limited Partnership | 20,376 | $1.26M | 1.16% | +4,053+24.8% | Added |
| Lyell Wealth Management, LP | 20,227 | $1.25M | 0.17% | +1,606+8.6% | Added |
| Profund Advisors LLC | 20,193 | $1.25M | 0.08% | −4,397−17.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,021 | $1.23M | 0.02% | +5,031+33.6% | Added |
| Eagle Bay Advisors LLC | 19,485 | $1.20M | 0.66% | −591−2.9% | Reduced |
| Highland Capital Management, LLC | 19,096 | $1.18M | 0.09% | −20,950−52.3% | Reduced |
| Knuff & Co LLC | 17,816 | $1.10M | 0.43% | +15,783+776.3% | Added |
| Prudential Financial Inc | 17,368 | $1.07M | 0.00% | +50.0% | Added |
| Icapital Wealth LLC | 17,334 | $1.07M | 0.73% | −2,734−13.6% | Reduced |
| Harvest Investment Services, LLC | 17,257 | $1.06M | 0.82% | +17,257 | New |
| MetLife Investment Management | 17,139 | $1.06M | 0.01% | +40+0.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 17,048 | $1.05M | 0.02% | +17,048 | New |
| Nisa Investment Advisors, LLC | 16,800 | $1.04M | 0.01% | −4,600−21.5% | Reduced |
| Creative Planning | 16,662 | $1.03M | 0.00% | −2,196−11.6% | Reduced |
| Gsa Capital Partners LLP | 16,538 | $1.02M | 0.10% | +10,461+172.1% | Added |
| Daiwa Securities Group Inc. | 16,261 | $1.00M | 0.01% | +2,336+16.8% | Added |
| SlateStone Wealth, LLC | 16,055 | $990.0K | 0.21% | +16,055 | New |
| Ethic Inc. | 15,967 | $984.5K | 0.04% | +3,341+26.5% | Added |
| Independent Advisor Alliance | 15,766 | $972.1K | 0.05% | +304+2.0% | Added |
| Draper Asset Management, LLC | 15,722 | $969.4K | 1.25% | −2,551−14.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 15,601 | $962.0K | 0.05% | −612−3.8% | Reduced |
| Public Sector Pension Investment Board | 15,509 | $956.3K | 0.01% | +1,907+14.0% | Added |
| Van Eck Associates Corp | 14,899 | $919.0K | 0.00% | +14,899 | New |
| Neuberger Berman Group LLC | 14,873 | $917.1K | 0.00% | −51,477−77.6% | Reduced |
| Ropes Wealth Advisors LLC | 14,654 | $903.6K | 0.16% | +35+0.2% | Added |
| Blue Barn Wealth, LLC | 14,614 | $901.1K | 0.56% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 14,587 | $899.4K | 0.11% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 14,483 | $893.0K | 0.14% | +14,483 | New |
| Global Wealth Management Investment Advisory, Inc. | 14,451 | $891.0K | 0.27% | +451+3.2% | Added |
| Edmond de Rothschild Holding S.A. | 13,847 | $853.8K | 0.02% | −652−4.5% | Reduced |
| CIBC World Markets Inc. | 13,566 | $836.0K | 0.00% | +547+4.2% | Added |
| Mackenzie Financial Corp | 13,300 | $820.1K | 0.00% | +13,300 | New |
| Boston Private Wealth LLC | 12,902 | $795.5K | 0.01% | +2,571+24.9% | Added |
| Grandview Asset Management LLC | 12,861 | $793.0K | 0.47% | −1,562−10.8% | Reduced |
| Nicholas Investment Partners, LP | 12,845 | $792.0K | 0.06% | −29,233−69.5% | Reduced |
| Signaturefd, LLC | 12,751 | $786.2K | 0.02% | −336−2.6% | Reduced |
| Pitcairn Co | 12,680 | $781.8K | 0.07% | −211−1.6% | Reduced |
| Codex Capital, L.L.C. | 15,000 | $774.9K | 0.53% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 12,500 | $770.8K | 0.79% | 00.0% | Unchanged |
| Lido Advisors, LLC | 11,796 | $727.4K | 0.01% | +468+4.1% | Added |
| LJI Wealth Management, LLC | 11,750 | $724.5K | 0.23% | +1,180+11.2% | Added |
| Mercer Global Advisors Inc | 11,660 | $719.0K | 0.00% | +2,458+26.7% | Added |