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; 1,272 institutions reported holding it in 13F filings for Q2 2026, worth $78.5B in total; 3 superinvestors hold it, including ARK Invest and Oaktree Capital.
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
- 587
- −9 vs. Q1 2023
- Shares held
- 291.8M
- −72.3M (−19.9%) vs. Q1 2023
- Total value
- $20.6B
- +$817.4M (+4.1%) vs. Q1 2023
- New holders
- 69
- 194 more added
- Sold out
- 78
- 210 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 | 1,272 | $78.5B |
| Q1 2026 | 1,160 | $58.5B |
| Q4 2025 | 1,107 | $56.4B |
| Q3 2025 | 1,056 | $63.0B |
| Q2 2025 | 968 | $56.2B |
| Q1 2025 | 891 | $31.6B |
| Q4 2024 | 795 | $29.7B |
| Q3 2024 | 706 | $22.0B |
| Q2 2024 | 680 | $22.4B |
| Q1 2024 | 730 | $30.9B |
| Q4 2023 | 701 | $24.4B |
| Q3 2023 | 603 | $21.5B |
| Q2 2023 | 587 | $20.6B |
| Q1 2023 | 598 | $19.9B |
| Q4 2022 | 573 | $11.9B |
| Q3 2022 | 588 | $14.1B |
| Q2 2022 | 550 | $10.4B |
| 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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 6,659 | $3.54B | 1.98% | −48−0.7% | Reduced |
| 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 | $878.4M | 0.07% | −20,053,670−60.3% | 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 | $590.3M | 0.61% | +1,430,141+28.4% | Added |
| State Street Corp | 5,654,459 | $395.9M | 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 |
| Franklin Resources Inc | 2,492,521 | $231.2M | 0.11% | −654,918−20.8% | Reduced |
| 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 |
| 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 |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | – | $96.8M | 2.10% | – | – |
| 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 | 2,200,517 | $85.8M | 0.02% | −13,026−0.6% | 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 |
| Lazard Asset Management LLC | 16,987 | $83.2M | 0.10% | −7,643−31.0% | Reduced |
| American Century Companies Inc | 1,215,716 | $79.5M | 0.06% | −61,583−4.8% | Reduced |
| Credit Suisse AG | 1,124,790 | $77.2M | 0.08% | +97,594+9.5% | Added |
| Bank of America Corp | 973,048 | $69.3M | 0.01% | −380,807−28.1% | Reduced |
| 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 |
| UBS Asset Management Americas Inc | 965,864 | $64.3M | 0.03% | 00.0% | Unchanged |
| Amundi | 848,220 | $64.3M | 0.03% | +56,106+7.1% | Added |
| Two Sigma Advisers, LP | 976,600 | $63.8M | 0.16% | +153,700+18.7% | Added |
| 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 |
| Polar Capital Holdings Plc | 857,287 | $56.0M | 0.38% | −932,789−52.1% | Reduced |
| Linden Advisors LP | – | $53.7M | 0.56% | – | New |
| Calamos Advisors LLC | – | $51.2M | 0.26% | – | – |
| 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 |
| Steelhead Partners LLC | – | $47.6M | 3.01% | – | – |
| SW Investment Management LLC | 700,000 | $45.8M | 16.95% | −350,000−33.3% | Reduced |
| Davidson Kempner Capital Management LP | – | $43.3M | 0.91% | – | New |
| Millennium Management LLC | 8,448 | $38.0M | 0.04% | +8,448 | New |
| Peregrine Capital Management LLC | 579,359 | $37.9M | 1.03% | +51,182+9.7% | Added |
| Advent Capital Management | – | $35.1M | 0.70% | – | – |
| Verition Fund Management LLC | 13,880 | $35.0M | 0.55% | +2,900+26.4% | Added |
| Aviva PLC | 158,548 | $30.7M | 0.13% | −47,461−23.0% | Reduced |
| 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 | 0.01% | −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 |
| Lord, Abbett & Co. LLC | 16,671,000 | $28.3M | 0.05% | −48,298,830−74.3% | Reduced |
| 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 |
| Wolverine Asset Management LLC | 92,499 | $27.2M | 0.51% | +92,499 | New |
| 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 |
| New York State Common Retirement Fund | 5,766,194 | $25.7M | 0.03% | +3,410+0.1% | Added |
| 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 |
| Barclays PLC | 239,285 | $22.9M | 0.01% | +5,214+2.2% | 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 |
| Invesco Ltd. | 202,274 | $21.3M | 0.01% | −135,342−40.1% | Reduced |
| Great West Life Assurance Co | 323,108 | $21.2M | 0.05% | +21,721+7.2% | 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 |
| BNP Paribas Arbitrage, SA | – | $19.2M | 0.04% | – | – |
| NZS Capital, LLC | 267,586 | $17.5M | 0.88% | −5,775−2.1% | Reduced |
| Sona Asset Management (US) LLC | – | $17.4M | 4.05% | – | – |
| Ssi Investment Management LLC | – | $17.0M | 1.19% | – | – |
| 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 |
| 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 |
| Wells Fargo & Company | 212,108 | $14.3M | 0.00% | −30,949−12.7% | Reduced |
| APG Asset Management N.V. | 237,577 | $14.2M | 0.03% | +6,416+2.8% | Added |
| Asset Management One Co.,Ltd. | 209,123 | $13.7M | 0.06% | −769−0.4% | Reduced |
| Readystate Asset Management LP | – | $12.8M | 1.27% | – | – |
| 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 |
| Toronto Dominion Bank | 4,369,450 | $12.1M | 0.01% | +679,149+18.4% | Added |
| 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 |