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 |
|---|---|---|---|---|---|
| Draper Asset Management, LLC | 15,201 | $993.7K | 0.99% | −521−3.3% | Reduced |
| Cresset Asset Management, LLC | 15,389 | $1.01M | 0.01% | +8,774+132.6% | Added |
| SlateStone Wealth, LLC | 15,828 | $1.03M | 0.19% | −227−1.4% | Reduced |
| Daiwa Securities Group Inc. | 16,252 | $1.06M | 0.01% | −9−0.1% | Reduced |
| Leonteq Securities AG | 16,391 | $1.07M | 0.11% | −6,507−28.4% | Reduced |
| Creative Planning | 16,475 | $1.08M | 0.00% | −187−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 16,500 | $1.08M | 0.01% | −300−1.8% | Reduced |
| Public Sector Pension Investment Board | 16,909 | $1.11M | 0.01% | +1,400+9.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 17,029 | $1.11M | 0.06% | +1,428+9.2% | Added |
| Jackson Square Capital, LLC | 17,404 | $1.14M | 0.46% | −49,983−74.2% | Reduced |
| MetLife Investment Management | 17,673 | $1.16M | 0.01% | +534+3.1% | Added |
| Duality Advisers, LP | 18,613 | $1.22M | 0.15% | +18,613 | New |
| Weiss Multi-Strategy Advisers LLC | 18,790 | $1.23M | 0.03% | −44,250−70.2% | Reduced |
| Pier 88 Investment Partners LLC | 19,110 | $1.25M | 0.31% | +16,380+600.0% | Added |
| JustInvest LLC | 19,497 | $1.27M | 0.04% | −1,854−8.7% | Reduced |
| Castle Creek Arbitrage, LLC | – | $1.28M | 0.16% | – | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,021 | $1.31M | 0.02% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 1,563,000 | $1.32M | 0.04% | +456,000+41.2% | Added |
| Eagle Bay Advisors LLC | 20,476 | $1.34M | 0.76% | +991+5.1% | Added |
| Teacher Retirement System of Texas | 20,613 | $1.35M | 0.01% | −7,884−27.7% | Reduced |
| Lake Street Advisors Group, LLC | 20,620 | $1.35M | 0.07% | 00.0% | Unchanged |
| Efg Capital International Corp. | 21,083 | $1.38M | 0.32% | +21,083 | New |
| EFG Asset Management (Americas) Corp. | 21,083 | $1.38M | 0.32% | +21,083 | New |
| D.A. Davidson & Co. | 21,119 | $1.38M | 0.01% | −476−2.2% | Reduced |
| Executive Wealth Management, LLC | 21,323 | $1.39M | 0.14% | +21,323 | New |
| Raymond James & Associates | 21,493 | $1.40M | 0.00% | −118,427−84.6% | Reduced |
| Profund Advisors LLC | 21,731 | $1.42M | 0.08% | +1,538+7.6% | Added |
| Maryland State Retirement & Pension System | 22,367 | $1.46M | 0.03% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 22,509 | $1.47M | 0.04% | +1,957+9.5% | Added |
| Kestra Advisory Services, LLC | 23,019 | $1.50M | 0.02% | +1,090+5.0% | Added |
| Harbor Capital Advisors, Inc. | 23,360 | $1.53M | 0.31% | −11,439−32.9% | Reduced |
| Cubist Systematic Strategies, LLC | 23,391 | $1.53M | 0.02% | −50,550−68.4% | Reduced |
| Rockefeller Capital Management L.P. | 25,086 | $1.53M | 0.01% | −15,784−38.6% | Reduced |
| Park Avenue Securities LLC | 23,460 | $1.53M | 0.02% | +2,058+9.6% | Added |
| Engineers Gate Manager LP | 23,651 | $1.55M | 0.06% | +23,651 | New |
| Sepio Capital, LP | 23,693 | $1.55M | 0.13% | +420+1.8% | Added |
| Highland Capital Management, LLC | 24,038 | $1.57M | 0.10% | +4,942+25.9% | Added |
| Old Well Partners, LLC | 24,200 | $1.58M | 1.43% | −27,200−52.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 24,355 | $1.59M | 0.01% | −2,252−8.5% | Reduced |
| Clear Harbor Asset Management, LLC | 24,420 | $1.60M | 0.16% | +605+2.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 25,000 | $1.60M | 0.04% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 24,586 | $1.61M | 0.02% | +1,776+7.8% | Added |
| Y.D. More Investments Ltd | 24,841 | $1.62M | 0.37% | +2,149+9.5% | Added |
| Icapital Wealth LLC | 25,874 | $1.69M | 1.06% | +8,540+49.3% | Added |
| Anson Funds Management LP | 2,000,000 | $1.70M | 0.37% | −2,000,000−50.0% | Reduced |
| Allianz Asset Management GmbH | 26,104 | $1.71M | 0.00% | −255,857−90.7% | Reduced |
| Lyell Wealth Management, LP | 26,225 | $1.71M | 0.22% | +5,998+29.7% | Added |
| Brighton Jones LLC | 26,456 | $1.73M | 0.09% | +72+0.3% | Added |
| Gulf International Bank (UK) Ltd | 27,305 | $1.78M | 0.04% | −6,350−18.9% | Reduced |
| Cetera Advisor Networks LLC | 27,389 | $1.79M | 0.01% | −9,582−25.9% | Reduced |
| CI Private Wealth, LLC | 27,397 | $1.79M | 0.00% | −616−2.2% | Reduced |
| Nissay Asset Management Corp | 27,925 | $1.83M | 0.02% | +1,012+3.8% | Added |
| Truist Financial Corp | 28,284 | $1.85M | 0.00% | −340−1.2% | Reduced |
| Peconic Partners LLC | 30,000 | $1.96M | 0.09% | +30,000 | New |
| Janus Henderson Group PLC | 31,114 | $2.03M | 0.00% | −2,419−7.2% | Reduced |
| Soltis Investment Advisors LLC | 31,232 | $2.04M | 0.24% | 00.0% | Unchanged |
| Cutler Group LP | 31,286 | $2.04M | 0.48% | +27,534+733.8% | Added |
| Susquehanna International Group, LLP | 31,329 | $2.05M | 0.00% | −346,049−91.7% | Reduced |
| Amalgamated Bank | 31,409 | $2.05M | 0.02% | −1,169−3.6% | Reduced |
| Private Advisory Group LLC | 31,513 | $2.06M | 0.41% | +27,321+651.7% | Added |
| Andra AP-fonden | 31,600 | $2.07M | 0.05% | +28,300+857.6% | Added |
| Liontrust Investment Partners LLP | 32,000 | $2.09M | 0.03% | −67,000−67.7% | Reduced |
| Jupiter Asset Management Ltd | 32,070 | $2.10M | 0.02% | +32,070 | New |
| Public Employees Retirement Association of Colorado | 32,094 | $2.10M | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 32,874 | $2.11M | 0.03% | −4,606−12.3% | Reduced |
| Seven Eight Capital, LP | 33,214 | $2.17M | 0.36% | +33,214 | New |
| Alps Advisors Inc | 34,145 | $2.23M | 0.02% | −285−0.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,001 | $2.23M | 0.00% | +1+0.1% | Added |
| Aquatic Capital Management LLC | 34,200 | $2.24M | 0.12% | +2,900+9.3% | Added |
| CFM Wealth Partners LLC | 35,318 | $2.31M | 0.56% | −253−0.7% | Reduced |
| Tiemann Investment Advisors, LLC | 35,641 | $2.33M | 1.19% | −2,000−5.3% | Reduced |
| Tudor Investment Corp Et Al | 36,524 | $2.39M | 0.04% | −27,368−42.8% | Reduced |
| Banque Cantonale Vaudoise | 36,935 | $2.41M | 0.11% | +4,636+14.4% | Added |
| Stifel Financial Corp | 37,795 | $2.47M | 0.00% | −1,047−2.7% | Reduced |
| EFG Asset Management (North America) Corp. | 38,020 | $2.49M | 0.53% | +38,020 | New |
| Korea Investment CORP | 38,233 | $2.50M | 0.01% | −23,188−37.8% | Reduced |
| Rafferty Asset Management, LLC | 38,344 | $2.51M | 0.01% | −4,552−10.6% | Reduced |
| Nordea Investment Management AB | 39,589 | $2.61M | 0.00% | −6,123−13.4% | Reduced |
| Royal Fund Management, LLC | 40,200 | $2.63M | 0.37% | +40,200 | New |
| Xponance, Inc. | 40,460 | $2.64M | 0.04% | +1,950+5.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 40,807 | $2.67M | 0.01% | −8,617−17.4% | Reduced |
| Candriam Luxembourg S.C.A. | 40,864 | $2.67M | 0.02% | +746+1.9% | Added |
| Maytus Capital Management, LLC | 42,500 | $2.78M | 1.37% | −35,500−45.5% | Reduced |
| Evercore Wealth Management, LLC | 42,500 | $2.78M | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 42,608 | $2.79M | 0.12% | +26,842+170.3% | Added |
| TownSquare Capital, LLC | 42,946 | $2.81M | 0.05% | +2,113+5.2% | Added |
| Cetera Investment Advisers | 43,089 | $2.82M | 0.02% | +48+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 44,752 | $2.93M | 0.03% | +8,123+22.2% | Added |
| MML Investors Services, LLC | 44,918 | $2.94M | 0.02% | +6,147+15.9% | Added |
| Blair William & Co | 44,936 | $2.94M | 0.01% | −2,841−5.9% | Reduced |
| Aequim Alternative Investments LP | – | $2.99M | 0.11% | – | New |
| Ontario Teachers Pension Plan Board | – | $2.99M | 0.03% | – | – |
| Paloma Partners Management Co | 3 | $3.07M | 0.71% | – | – |
| DekaBank Deutsche Girozentrale | 47,178 | $3.10M | 0.01% | +5,844+14.1% | Added |
| Loomis Sayles & Co L P | 47,434 | $3.10M | 0.00% | −1,445−3.0% | Reduced |
| Intech Investment Management LLC | 48,984 | $3.20M | 0.03% | +7,208+17.3% | Added |
| Capital International Inc | 49,145 | $3.21M | 0.06% | +9,537+24.1% | Added |
| Tredje AP-fonden | 49,207 | $3.22M | 0.05% | −5,123−9.4% | Reduced |
| Standard Life Aberdeen plc | 49,451 | $3.23M | 0.01% | −942−1.9% | Reduced |
| Citadel Advisors LLC | 49,477 | $3.23M | 0.00% | −455,064−90.2% | Reduced |