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
- 560
- −10 vs. Q1 2023
- Shares held
- 245.5M
- −16.1M (−6.2%) vs. Q1 2023
- Total value
- $16.0B
- −$89.6M (−0.6%) vs. Q1 2023
- New holders
- 67
- 194 more added
- Sold out
- 77
- 203 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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 52,406 | $3.43M | 0.11% | +2,776+5.6% | Added |
| Achmea Investment Management B.V. | 53,223 | $3.48M | 0.07% | +9,380+21.4% | Added |
| Mercer Global Advisors Inc | 53,229 | $3.48M | 0.01% | +41,569+356.5% | Added |
| USS Investment Management Ltd | 53,373 | $3.49M | 0.04% | +1,986+3.9% | Added |
| IFM Investors Pty Ltd | 53,399 | $3.49M | 0.05% | +10,800+25.4% | Added |
| D L Carlson Investment Group Inc | 53,574 | $3.50M | 0.67% | +20,758+63.3% | Added |
| Taylor Frigon Capital Management LLC | 54,278 | $3.55M | 1.73% | −1,043−1.9% | Reduced |
| TD Asset Management Inc | 55,135 | $3.60M | 0.00% | +3,873+7.6% | Added |
| Utah Retirement Systems | 56,068 | $3.67M | 0.05% | −900−1.6% | Reduced |
| Jacob Asset Management of New York LLC | 56,346 | $3.68M | 4.15% | −2,819−4.8% | Reduced |
| Titleist Asset Management, LLC | 56,797 | $3.71M | 0.73% | −246−0.4% | Reduced |
| Forsta Ap-Fonden | 57,100 | $3.73M | 0.04% | +3,800+7.1% | Added |
| US Bancorp | 57,139 | $3.74M | 0.01% | −8,573−13.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 57,883 | $3.78M | 0.02% | +4,796+9.0% | Added |
| Circle Wealth Management, LLC | 58,714 | $3.84M | 0.51% | −15,548−20.9% | Reduced |
| Natixis | 60,302 | $3.94M | 0.03% | +60,302 | New |
| Cambridge Investment Research Advisors, Inc. | 62,644 | $4.09M | 0.02% | +2,928+4.9% | Added |
| Prudential PLC | 62,823 | $4.11M | 0.05% | −2,054−3.2% | Reduced |
| Advisor Group Holdings, Inc. | 62,870 | $4.11M | 0.01% | −11,025−14.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 63,428 | $4.15M | 0.05% | +7,800+14.0% | Added |
| Nomura Asset Management Co Ltd | 66,180 | $4.33M | 0.02% | +5,300+8.7% | Added |
| Ambassador Advisors, LLC | 68,585 | $4.36M | 1.01% | −4,776−6.5% | Reduced |
| Russell Investments Group, Ltd. | 69,561 | $4.50M | 0.01% | −9,527−12.0% | Reduced |
| Swiss Life Asset Management Ltd | 69,514 | $4.54M | 0.07% | +13,364+23.8% | Added |
| Kames Capital plc | 70,332 | $4.60M | 0.07% | 00.0% | Unchanged |
| Avalon Global Asset Management LLC | 70,400 | $4.60M | 2.24% | −9,600−12.0% | Reduced |
| Schroder Investment Management Group | 73,648 | $4.81M | 0.01% | −56,372−43.4% | Reduced |
| Capital International Sarl | 73,655 | $4.81M | 0.22% | +11,079+17.7% | Added |
| Arizona State Retirement System | 74,402 | $4.86M | 0.04% | −87−0.1% | Reduced |
| Mizuho Markets Americas LLC | 74,625 | $4.88M | 0.36% | −58,000−43.7% | Reduced |
| Principal Financial Group Inc | 77,604 | $5.07M | 0.00% | −166,495−68.2% | Reduced |
| Firsthand Capital Management, Inc. | 80,000 | $5.23M | 6.28% | 00.0% | Unchanged |
| Capital International Ltd | 80,711 | $5.28M | 0.30% | +6,375+8.6% | Added |
| Harber Asset Management LLC | 82,200 | $5.37M | 1.43% | −89,617−52.2% | Reduced |
| Mariner, LLC | 82,792 | $5.41M | 0.01% | −1,454−1.7% | Reduced |
| Jasper Ridge Partners, L.P. | 83,694 | $5.47M | 0.28% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 83,707 | $5.47M | 0.02% | +9,941+13.5% | Added |
| Sentinel Trust Co Lba | 83,818 | $5.48M | 0.75% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 84,501 | $5.52M | 0.06% | +84,501 | New |
| Davy Global Fund Management Ltd | 85,661 | $5.60M | 1.06% | −21,555−20.1% | Reduced |
| Balyasny Asset Management LLC | 86,264 | $5.64M | 0.02% | −495,523−85.2% | Reduced |
| Nomura Holdings Inc | 89,361 | $5.84M | 0.06% | +89,361 | New |
| Wolverine Asset Management LLC | 92,499 | $6.05M | 0.11% | +92,499 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 92,657 | $6.10M | 0.08% | +39,162+73.2% | Added |
| Handelsbanken Fonder AB | 93,656 | $6.12M | 0.03% | +9,977+11.9% | Added |
| Stanley-Laman Group, Ltd. | 99,707 | $6.52M | 1.08% | −601−0.6% | Reduced |
| Nwi Management LP | 100,000 | $6.54M | 1.86% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 101,186 | $6.61M | 0.03% | +2,781+2.8% | Added |
| Exchange Traded Concepts, LLC | 101,834 | $6.66M | 0.16% | +8,419+9.0% | Added |
| Fred Alger Management, LLC | 104,252 | $6.81M | 0.03% | +104,252 | New |
| Royal London Asset Management Ltd | 104,820 | $6.85M | 0.02% | +6,182+6.3% | Added |
| Victory Capital Management Inc | 106,797 | $6.98M | 0.01% | −1,172−1.1% | Reduced |
| LPL Financial LLC | 108,704 | $7.11M | 0.01% | +10,925+11.2% | Added |
| SEI Investments Co | 112,678 | $7.37M | 0.01% | −19,038−14.5% | Reduced |
| Citigroup Inc | 113,016 | $7.39M | 0.01% | −10,553−8.5% | Reduced |
| LGT Group Foundation | 119,663 | $7.82M | 0.19% | +749+0.6% | Added |
| Miura Global Management, LLC | 125,000 | $8.17M | 4.73% | −25,000−16.7% | Reduced |
| Treasurer of the State of North Carolina | 129,271 | $8.45M | 0.04% | +5,615+4.5% | Added |
| Carnegie Capital Asset Management, LLC | 129,290 | $8.45M | 0.31% | +30,930+31.4% | Added |
| Public Employees Retirement System of Ohio | 130,179 | $8.51M | 0.03% | −10,450−7.4% | Reduced |
| Toronto Dominion Bank | 131,450 | $8.59M | 0.01% | +60,149+84.4% | Added |
| Twinbeech Capital LP | 132,454 | $8.66M | 0.17% | +132,454 | New |
| Forte Capital LLC | 136,795 | $8.94M | 1.29% | +6,981+5.4% | Added |
| HSBC Holdings PLC | 137,707 | $9.05M | 0.01% | −64,007−31.7% | Reduced |
| State of Wisconsin Investment Board | 141,970 | $9.28M | 0.03% | +6,152+4.5% | Added |
| Quadrature Capital Ltd | 142,859 | $9.34M | 0.20% | +142,859 | New |
| Pictet Asset Management SA | 144,033 | $9.42M | 0.01% | +34,865+31.9% | Added |
| Parallax Volatility Advisers, L.P. | 144,057 | $9.42M | 0.32% | +135,010+1,492.3% | Added |
| Swedbank AB | 148,885 | $9.73M | 0.02% | −12,700−7.9% | Reduced |
| Man Group plc | 156,907 | $10.3M | 0.03% | – | – |
| Alliancebernstein L.P. | 158,310 | $10.3M | 0.00% | +53,129+50.5% | Added |
| Aviva PLC | 158,548 | $10.4M | 0.04% | −47,461−23.0% | Reduced |
| Jane Street Group, LLC | 160,664 | $10.5M | 0.01% | +35,707+28.6% | Added |
| State of New Jersey Common Pension Fund D | 162,285 | $10.6M | 0.04% | +9,299+6.1% | Added |
| 12 West Capital Management LP | 165,000 | $10.8M | 0.93% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 168,426 | $11.0M | 0.00% | +3,739+2.3% | Added |
| Teachers Retirement System of the State of Kentucky | 176,228 | $11.5M | 0.11% | +9,000+5.4% | Added |
| UBS Group AG | 177,977 | $11.6M | 0.01% | −127,080−41.7% | Reduced |
| GAM Holding AG | 178,306 | $11.7M | 0.80% | −74,820−29.6% | Reduced |
| Berkshire Capital Holdings Inc | 183,600 | $12.0M | 4.95% | −68,130−27.1% | Reduced |
| RPG Investment Advisory, LLC | 190,311 | $12.4M | 2.15% | −1,364−0.7% | Reduced |
| KBC Group NV | 190,904 | $12.5M | 0.05% | +113,238+145.8% | Added |
| Laurion Capital Management LP | 192,708 | $12.6M | 0.54% | −75,497−28.1% | Reduced |
| Allen Investment Management LLC | 195,490 | $12.8M | 0.19% | 00.0% | Unchanged |
| Invesco Ltd. | 202,274 | $13.2M | 0.00% | −135,342−40.1% | Reduced |
| Asset Management One Co.,Ltd. | 209,123 | $13.7M | 0.06% | −769−0.4% | Reduced |
| Wells Fargo & Company | 212,108 | $13.9M | 0.00% | −30,949−12.7% | Reduced |
| APG Asset Management N.V. | 237,577 | $14.2M | 0.03% | +6,416+2.8% | Added |
| Hartline Investment Corp | 229,783 | $15.0M | 2.56% | +70,825+44.6% | Added |
| Atika Capital Management LLC | 231,000 | $15.1M | 1.90% | +65,500+39.6% | Added |
| Clear Street LLC | 233,000 | $15.2M | 0.36% | +233,000 | New |
| Barclays PLC | 239,285 | $15.6M | 0.01% | +5,214+2.2% | Added |
| Alberta Investment Management Corp | 243,257 | $15.9M | 0.15% | 00.0% | Unchanged |
| Privium Fund Management B.V. | 260,000 | $16.7M | 4.80% | −2,435−0.9% | Reduced |
| Dimensional Fund Advisors LP | 258,430 | $16.9M | 0.01% | +42,243+19.5% | Added |
| NZS Capital, LLC | 267,586 | $17.5M | 0.88% | −5,775−2.1% | Reduced |
| State Board of Administration of Florida Retirement System | 298,944 | $19.5M | 0.04% | −1,770−0.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 299,483 | $19.6M | 0.04% | +11,600+4.0% | Added |
| Envestnet Asset Management Inc | 313,119 | $20.5M | 0.01% | +34,641+12.4% | Added |
| Long Walk Management LP | 315,000 | $20.6M | 15.23% | −184,000−36.9% | Reduced |