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 $75.0B 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 | 1,228 | $75.0B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.9B |
| Q3 2025 | 1,039 | $61.4B |
| Q2 2025 | 947 | $54.6B |
| Q1 2025 | 872 | $30.1B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.8B |
| Q2 2024 | 652 | $21.2B |
| Q1 2024 | 709 | $29.6B |
| Q4 2023 | 678 | $23.3B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $16.2B |
| Q4 2022 | 550 | $11.0B |
| Q3 2022 | 563 | $12.9B |
| 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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 322,194 | $21.1M | 0.03% | +3,410+1.1% | Added |
| Great West Life Assurance Co | 323,108 | $21.2M | 0.05% | +21,721+7.2% | Added |
| Cota Capital Management, LLC | 341,688 | $22.3M | 11.20% | 00.0% | Unchanged |
| Whetstone Capital Advisors, LLC | 345,389 | $22.6M | 12.60% | +52,004+17.7% | Added |
| Vontobel Holding Ltd. | 345,402 | $22.6M | 0.20% | −8,894−2.5% | Reduced |
| Value Star Asset Management (Hong Kong) Ltd | 352,800 | $23.1M | 6.81% | +27,000+8.3% | Added |
| Rhumbline Advisers | 391,989 | $25.6M | 0.03% | +48,828+14.2% | Added |
| Squarepoint Ops LLC | 411,863 | $26.9M | 0.15% | −405,685−49.6% | Reduced |
| La Financiere de L'Echiquier | 414,000 | $27.1M | 1.35% | −30,429−6.8% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 418,351 | $27.3M | 0.18% | +129,356+44.8% | Added |
| California Public Employees Retirement System | 419,339 | $27.4M | 0.02% | −15,639−3.6% | Reduced |
| National Pension Service | 438,342 | $28.1M | 0.05% | −4,814−1.1% | Reduced |
| California State Teachers Retirement System | 444,650 | $29.1M | 0.04% | +7,305+1.7% | Added |
| Grandeur Peak Global Advisors, LLC | 455,867 | $29.8M | 2.03% | +115,303+33.9% | Added |
| Ensign Peak Advisors, Inc | 464,825 | $30.4M | 0.06% | +293,814+171.8% | Added |
| Bank of Montreal | 448,454 | $30.5M | 0.01% | −76,930−14.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 467,970 | $30.6M | 0.09% | +461,002+6,616.0% | Added |
| Peregrine Capital Management LLC | 579,359 | $37.9M | 1.03% | +51,182+9.7% | Added |
| SW Investment Management LLC | 700,000 | $45.8M | 16.95% | −350,000−33.3% | Reduced |
| Goldman Sachs Group Inc | 764,511 | $50.0M | 0.01% | −180,943−19.1% | Reduced |
| Nuveen Asset Management, LLC | 780,793 | $51.0M | 0.02% | −8,094−1.0% | Reduced |
| Amundi | 848,220 | $55.8M | 0.03% | +56,106+7.1% | Added |
| Polar Capital Holdings Plc | 857,287 | $56.0M | 0.38% | −932,789−52.1% | Reduced |
| UBS Asset Management Americas Inc | 965,864 | $59.6M | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 930,438 | $60.8M | 0.13% | +18,475+2.0% | Added |
| Bamco Inc | 932,443 | $61.0M | 0.17% | +42,287+4.8% | Added |
| Alfreton Capital LLP | 950,000 | $62.1M | 29.23% | −350,000−26.9% | Reduced |
| Charles Schwab Investment Management Inc | 972,165 | $63.6M | 0.02% | +23,396+2.5% | Added |
| Bank of America Corp | 973,048 | $63.6M | 0.01% | −380,807−28.1% | Reduced |
| Two Sigma Advisers, LP | 976,600 | $63.8M | 0.16% | +153,700+18.7% | Added |
| Swiss National Bank | 984,600 | $64.4M | 0.04% | −32,300−3.2% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,043,128 | $68.2M | 0.72% | +158,722+17.9% | Added |
| Credit Suisse AG | 1,124,790 | $73.5M | 0.07% | +97,594+9.5% | Added |
| American Century Companies Inc | 1,215,716 | $79.5M | 0.06% | −61,583−4.8% | Reduced |
| Two Sigma Investments, LP | 1,280,201 | $83.7M | 0.22% | −64,713−4.8% | Reduced |
| Deutsche Bank AG | 1,286,607 | $84.1M | 0.04% | −49,217−3.7% | Reduced |
| Bank of New York Mellon Corp | 1,300,517 | $85.0M | 0.02% | −13,026−1.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,379,797 | $90.2M | 0.21% | +200,463+17.0% | Added |
| Strategy Capital LLC | 1,438,734 | $94.1M | 13.00% | +85,404+6.3% | Added |
| Royal Bank of Canada | 1,464,475 | $95.7M | 0.03% | +164,442+12.6% | Added |
| Ameriprise Financial Inc | 1,491,501 | $97.5M | 0.03% | +944,391+172.6% | Added |
| Optimus Prime Fund Management Co., Ltd. | 1,514,093 | $99.0M | 13.81% | 00.0% | Unchanged |
| Northern Trust Corp | 1,682,294 | $110.0M | 0.02% | −25,834−1.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,721,228 | $112.5M | 0.09% | +100,242+6.2% | Added |
| JPMorgan Chase & Co | 1,966,513 | $128.6M | 0.01% | +1,713,469+677.1% | Added |
| Norges Bank | 2,021,800 | $132.2M | 0.03% | −838,791−29.3% | Reduced |
| Franklin Resources Inc | 2,492,521 | $162.9M | 0.08% | −654,918−20.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,763,015 | $180.6M | 2.47% | +4060.0% | Added |
| Legal & General Group Plc | 3,268,312 | $213.6M | 0.07% | +1,708,450+109.5% | Added |
| Geode Capital Management, LLC | 3,953,754 | $258.0M | 0.03% | +156,172+4.1% | Added |
| First Trust Advisors LP | 5,272,538 | $344.7M | 0.39% | +49,081+0.9% | Added |
| State Street Corp | 5,654,459 | $369.6M | 0.02% | +45,002+0.8% | Added |
| Voya Investment Management LLC | 6,457,694 | $422.1M | 0.44% | +1,430,141+28.4% | Added |
| Sands Capital Management, LLC | 11,404,544 | $745.5M | 2.31% | −3,258,457−22.2% | Reduced |
| FMR LLC | 13,216,358 | $864.0M | 0.07% | −3,418,656−20.6% | Reduced |
| BlackRock Inc. | 15,844,248 | $1.04B | 0.03% | +133,086+0.8% | Added |
| Capital World Investors | 26,433,363 | $1.73B | 0.33% | +9,560,273+56.7% | Added |
| Vanguard Group Inc | 27,022,912 | $1.77B | 0.04% | +708,207+2.7% | Added |
| Baillie Gifford & Co | 31,505,621 | $2.06B | 1.75% | +5,787,888+22.5% | Added |
| Morgan Stanley | 32,119,491 | $2.10B | 0.21% | −215,051−0.7% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,209,854−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,888,400−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −1,548,915−100.0% | Sold out |
| NEA Management Company, LLC | 0 | $0 | 0.00% | −1,249,215−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −475,851−100.0% | Sold out |
| Strategic Vision Investment Ltd | 0 | $0 | 0.00% | −380,483−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −267,849−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −257,201−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −207,348−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −162,826−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −132,625−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −137,570−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −127,159−100.0% | Sold out |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −121,765−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −108,530−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −95,916−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −93,374−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −79,743−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −77,566−100.0% | Sold out |
| Raine Capital LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −62,310−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −55,990−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −37,494−100.0% | Sold out |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −34,822−100.0% | Sold out |
| ABN AMRO Bank N.V. | 0 | $0 | 0.00% | −34,517−100.0% | Sold out |
| Davis-Rea Ltd. | 0 | $0 | 0.00% | −25,150−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −25,099−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −22,626−100.0% | Sold out |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −20,602−100.0% | Sold out |
| Knuff & Co LLC | 0 | $0 | 0.00% | −17,816−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −17,257−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −16,538−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −14,483−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −12,845−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −10,280−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −8,570−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,169−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −7,848−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,393−100.0% | Sold out |