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 11 sales; 1,234 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, Q2 2023
Institutional positions in Cloudflare, Inc. as of Jun 30, 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
- 560
- −10 vs. Q1 2023
- Shares held
- 245.4M
- +2.04M (+0.8%) vs. Q1 2023
- Total value
- $16.0B
- +$1.03B (+6.9%) vs. Q1 2023
- New holders
- 67
- 194 more added
- Sold out
- 77
- 202 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 32,119,491 | $2.10B | 0.21% | −215,051−0.7% | Reduced |
| Baillie Gifford & Co | 31,505,621 | $2.06B | 1.75% | +5,787,888+22.5% | Added |
| Vanguard Group Inc | 27,022,912 | $1.77B | 0.04% | +708,207+2.7% | Added |
| Capital World Investors | 26,433,363 | $1.73B | 0.33% | +9,560,273+56.7% | Added |
| BlackRock Inc. | 15,844,248 | $1.04B | 0.03% | +133,086+0.8% | Added |
| FMR LLC | 13,216,358 | $864.0M | 0.07% | −3,418,656−20.6% | Reduced |
| Sands Capital Management, LLC | 11,404,544 | $745.5M | 2.31% | −3,258,457−22.2% | Reduced |
| Voya Investment Management LLC | 6,457,694 | $422.1M | 0.44% | +1,430,141+28.4% | Added |
| State Street Corp | 5,654,459 | $369.6M | 0.02% | +45,002+0.8% | Added |
| First Trust Advisors LP | 5,272,538 | $344.7M | 0.39% | +49,081+0.9% | Added |
| Geode Capital Management, LLC | 3,953,754 | $258.0M | 0.03% | +156,172+4.1% | Added |
| Legal & General Group Plc | 3,268,312 | $213.6M | 0.07% | +1,708,450+109.5% | Added |
| Gilder Gagnon Howe & Co LLC | 2,763,015 | $180.6M | 2.47% | +4060.0% | Added |
| Franklin Resources Inc | 2,492,521 | $162.9M | 0.08% | −654,918−20.8% | Reduced |
| Norges Bank | 2,021,800 | $132.2M | 0.03% | −838,791−29.3% | Reduced |
| JPMorgan Chase & Co | 1,966,513 | $128.6M | 0.01% | +1,713,469+677.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,721,228 | $112.5M | 0.09% | +100,242+6.2% | Added |
| Northern Trust Corp | 1,682,294 | $110.0M | 0.02% | −25,834−1.5% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 1,514,093 | $99.0M | 13.81% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 1,491,501 | $97.5M | 0.03% | +944,391+172.6% | Added |
| Royal Bank of Canada | 1,464,475 | $95.7M | 0.03% | +164,442+12.6% | Added |
| Strategy Capital LLC | 1,438,734 | $94.1M | 13.00% | +85,404+6.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,379,797 | $90.2M | 0.21% | +200,463+17.0% | Added |
| Bank of New York Mellon Corp | 1,300,517 | $85.0M | 0.02% | −13,026−1.0% | Reduced |
| Deutsche Bank AG | 1,286,607 | $84.1M | 0.04% | −49,217−3.7% | Reduced |
| Two Sigma Investments, LP | 1,280,201 | $83.7M | 0.22% | −64,713−4.8% | Reduced |
| American Century Companies Inc | 1,215,716 | $79.5M | 0.06% | −61,583−4.8% | Reduced |
| Credit Suisse AG | 1,124,790 | $73.5M | 0.07% | +97,594+9.5% | Added |
| Nikko Asset Management Americas, Inc. | 1,043,128 | $68.2M | 0.72% | +158,722+17.9% | Added |
| Swiss National Bank | 984,600 | $64.4M | 0.04% | −32,300−3.2% | Reduced |
| Two Sigma Advisers, LP | 976,600 | $63.8M | 0.16% | +153,700+18.7% | Added |
| Bank of America Corp | 973,048 | $63.6M | 0.01% | −380,807−28.1% | Reduced |
| Charles Schwab Investment Management Inc | 972,165 | $63.6M | 0.02% | +23,396+2.5% | Added |
| Alfreton Capital LLP | 950,000 | $62.1M | 29.23% | −350,000−26.9% | Reduced |
| Bamco Inc | 932,443 | $61.0M | 0.17% | +42,287+4.8% | Added |
| Bessemer Group Inc | 930,438 | $60.8M | 0.13% | +18,475+2.0% | Added |
| UBS Asset Management Americas Inc | 965,864 | $59.6M | 0.03% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 857,287 | $56.0M | 0.38% | −932,789−52.1% | Reduced |
| Amundi | 848,220 | $55.8M | 0.03% | +56,106+7.1% | Added |
| Nuveen Asset Management, LLC | 780,793 | $51.0M | 0.02% | −8,094−1.0% | Reduced |
| Goldman Sachs Group Inc | 764,511 | $50.0M | 0.01% | −180,943−19.1% | Reduced |
| SW Investment Management LLC | 700,000 | $45.8M | 16.95% | −350,000−33.3% | Reduced |
| Peregrine Capital Management LLC | 579,359 | $37.9M | 1.03% | +51,182+9.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 467,970 | $30.6M | 0.09% | +461,002+6,616.0% | Added |
| Bank of Montreal | 448,454 | $30.5M | 0.02% | −76,930−14.6% | Reduced |
| Ensign Peak Advisors, Inc | 464,825 | $30.4M | 0.06% | +293,814+171.8% | Added |
| Grandeur Peak Global Advisors, LLC | 455,867 | $29.8M | 2.03% | +115,303+33.9% | Added |
| California State Teachers Retirement System | 444,650 | $29.1M | 0.04% | +7,305+1.7% | Added |
| National Pension Service | 438,342 | $28.1M | 0.05% | −4,814−1.1% | Reduced |
| California Public Employees Retirement System | 419,339 | $27.4M | 0.02% | −15,639−3.6% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 418,351 | $27.3M | 0.18% | +129,356+44.8% | Added |
| La Financiere de L'Echiquier | 414,000 | $27.1M | 1.35% | −30,429−6.8% | Reduced |
| Squarepoint Ops LLC | 411,863 | $26.9M | 0.15% | −405,685−49.6% | Reduced |
| Rhumbline Advisers | 391,989 | $25.6M | 0.03% | +48,828+14.2% | Added |
| Value Star Asset Management (Hong Kong) Ltd | 352,800 | $23.1M | 6.81% | +27,000+8.3% | Added |
| Vontobel Holding Ltd. | 345,402 | $22.6M | 0.20% | −8,894−2.5% | Reduced |
| Whetstone Capital Advisors, LLC | 345,389 | $22.6M | 12.60% | +52,004+17.7% | Added |
| Cota Capital Management, LLC | 341,688 | $22.3M | 11.20% | 00.0% | Unchanged |
| Great West Life Assurance Co | 323,108 | $21.2M | 0.05% | +21,721+7.2% | Added |
| New York State Common Retirement Fund | 322,194 | $21.1M | 0.03% | +3,410+1.1% | Added |
| Long Walk Management LP | 315,000 | $20.6M | 15.23% | −184,000−36.9% | Reduced |
| Envestnet Asset Management Inc | 313,119 | $20.5M | 0.01% | +34,641+12.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 299,483 | $19.6M | 0.04% | +11,600+4.0% | Added |
| State Board of Administration of Florida Retirement System | 298,944 | $19.5M | 0.04% | −1,770−0.6% | Reduced |
| NZS Capital, LLC | 267,586 | $17.5M | 0.88% | −5,775−2.1% | Reduced |
| Dimensional Fund Advisors LP | 258,430 | $16.9M | 0.01% | +42,243+19.5% | Added |
| Privium Fund Management B.V. | 260,000 | $16.7M | 4.80% | −2,435−0.9% | Reduced |
| Alberta Investment Management Corp | 243,257 | $15.9M | 0.15% | 00.0% | Unchanged |
| Barclays PLC | 239,285 | $15.6M | 0.01% | +5,214+2.2% | Added |
| Clear Street LLC | 233,000 | $15.2M | 0.36% | +233,000 | New |
| Atika Capital Management LLC | 231,000 | $15.1M | 1.90% | +65,500+39.6% | Added |
| Hartline Investment Corp | 229,783 | $15.0M | 2.56% | +70,825+44.6% | Added |
| APG Asset Management N.V. | 237,577 | $14.2M | 0.03% | +6,416+2.8% | Added |
| Wells Fargo & Company | 212,108 | $13.9M | 0.00% | −30,949−12.7% | Reduced |
| Asset Management One Co.,Ltd. | 209,123 | $13.7M | 0.06% | −769−0.4% | Reduced |
| Invesco Ltd. | 202,274 | $13.2M | 0.00% | −135,342−40.1% | Reduced |
| Allen Investment Management LLC | 195,490 | $12.8M | 0.19% | 00.0% | Unchanged |
| Laurion Capital Management LP | 192,708 | $12.6M | 0.54% | −75,497−28.1% | Reduced |
| KBC Group NV | 190,904 | $12.5M | 0.05% | +113,238+145.8% | Added |
| RPG Investment Advisory, LLC | 190,311 | $12.4M | 2.15% | −1,364−0.7% | Reduced |
| Berkshire Capital Holdings Inc | 183,600 | $12.0M | 4.95% | −68,130−27.1% | Reduced |
| GAM Holding AG | 178,306 | $11.7M | 0.80% | −74,820−29.6% | Reduced |
| UBS Group AG | 177,977 | $11.6M | 0.01% | −127,080−41.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 176,228 | $11.5M | 0.11% | +9,000+5.4% | Added |
| Price T Rowe Associates Inc | 168,426 | $11.0M | 0.00% | +3,739+2.3% | Added |
| 12 West Capital Management LP | 165,000 | $10.8M | 0.93% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 162,285 | $10.6M | 0.04% | +9,299+6.1% | Added |
| Jane Street Group, LLC | 160,664 | $10.5M | 0.01% | +35,707+28.6% | Added |
| Aviva PLC | 158,548 | $10.4M | 0.04% | −47,461−23.0% | Reduced |
| Alliancebernstein L.P. | 158,310 | $10.3M | 0.00% | +53,129+50.5% | Added |
| Man Group plc | 156,907 | $10.3M | 0.03% | – | – |
| Swedbank AB | 148,885 | $9.73M | 0.02% | −12,700−7.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 144,057 | $9.42M | 0.32% | +135,010+1,492.3% | Added |
| Pictet Asset Management SA | 144,033 | $9.42M | 0.01% | +34,865+31.9% | Added |
| Quadrature Capital Ltd | 142,859 | $9.34M | 0.20% | +142,859 | New |
| State of Wisconsin Investment Board | 141,970 | $9.28M | 0.03% | +6,152+4.5% | Added |
| HSBC Holdings PLC | 137,707 | $9.05M | 0.01% | −64,007−31.7% | Reduced |
| Forte Capital LLC | 136,795 | $8.94M | 1.29% | +6,981+5.4% | Added |
| Twinbeech Capital LP | 132,454 | $8.66M | 0.17% | +132,454 | New |
| Public Employees Retirement System of Ohio | 130,179 | $8.51M | 0.03% | −10,450−7.4% | Reduced |