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 $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 | 1,228 | $69.8B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.8B |
| Q3 2025 | 1,039 | $59.1B |
| Q2 2025 | 947 | $54.3B |
| Q1 2025 | 872 | $29.8B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 129,290 | $8.45M | 0.31% | +30,930+31.4% | Added |
| Treasurer of the State of North Carolina | 129,271 | $8.45M | 0.04% | +5,615+4.5% | Added |
| Miura Global Management, LLC | 125,000 | $8.17M | 4.73% | −25,000−16.7% | Reduced |
| LGT Group Foundation | 119,663 | $7.82M | 0.19% | +749+0.6% | Added |
| Citigroup Inc | 113,016 | $7.39M | 0.01% | −10,553−8.5% | Reduced |
| SEI Investments Co | 112,678 | $7.37M | 0.01% | −19,038−14.5% | Reduced |
| LPL Financial LLC | 108,704 | $7.11M | 0.01% | +10,925+11.2% | Added |
| Victory Capital Management Inc | 106,797 | $6.98M | 0.01% | −1,172−1.1% | Reduced |
| Royal London Asset Management Ltd | 104,820 | $6.85M | 0.02% | +6,182+6.3% | Added |
| Fred Alger Management, LLC | 104,252 | $6.81M | 0.03% | +104,252 | New |
| Exchange Traded Concepts, LLC | 101,834 | $6.66M | 0.16% | +8,419+9.0% | Added |
| Storebrand Asset Management AS | 101,186 | $6.61M | 0.03% | +2,781+2.8% | Added |
| Nwi Management LP | 100,000 | $6.54M | 1.86% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 99,707 | $6.52M | 1.08% | −601−0.6% | Reduced |
| Handelsbanken Fonder AB | 93,656 | $6.12M | 0.03% | +9,977+11.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 92,657 | $6.10M | 0.08% | +39,162+73.2% | Added |
| Wolverine Asset Management LLC | 92,499 | $6.05M | 0.11% | +92,499 | New |
| Nomura Holdings Inc | 89,361 | $5.84M | 0.06% | +89,361 | New |
| Balyasny Asset Management LLC | 86,264 | $5.64M | 0.02% | −495,523−85.2% | Reduced |
| Davy Global Fund Management Ltd | 85,661 | $5.60M | 1.06% | −21,555−20.1% | Reduced |
| Pinebridge Investments, L.P. | 84,501 | $5.52M | 0.06% | +84,501 | New |
| Sentinel Trust Co Lba | 83,818 | $5.48M | 0.75% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 83,707 | $5.47M | 0.02% | +9,941+13.5% | Added |
| Jasper Ridge Partners, L.P. | 83,694 | $5.47M | 0.28% | 00.0% | Unchanged |
| Mariner, LLC | 82,792 | $5.41M | 0.01% | −1,454−1.7% | Reduced |
| Harber Asset Management LLC | 82,200 | $5.37M | 1.43% | −89,617−52.2% | Reduced |
| Capital International Ltd | 80,711 | $5.28M | 0.30% | +6,375+8.6% | Added |
| Firsthand Capital Management, Inc. | 80,000 | $5.23M | 6.28% | 00.0% | Unchanged |
| Principal Financial Group Inc | 77,604 | $5.07M | 0.00% | −166,495−68.2% | Reduced |
| Mizuho Markets Americas LLC | 74,625 | $4.88M | 0.36% | −58,000−43.7% | Reduced |
| Arizona State Retirement System | 74,402 | $4.86M | 0.04% | −87−0.1% | Reduced |
| Capital International Sarl | 73,655 | $4.81M | 0.22% | +11,079+17.7% | Added |
| Schroder Investment Management Group | 73,648 | $4.81M | 0.01% | −56,372−43.4% | Reduced |
| Avalon Global Asset Management LLC | 70,400 | $4.60M | 2.24% | −9,600−12.0% | Reduced |
| Kames Capital plc | 70,332 | $4.60M | 0.07% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 69,514 | $4.54M | 0.07% | +13,364+23.8% | Added |
| Russell Investments Group, Ltd. | 69,561 | $4.50M | 0.01% | −9,527−12.0% | Reduced |
| Ambassador Advisors, LLC | 68,585 | $4.36M | 1.01% | −4,776−6.5% | Reduced |
| Nomura Asset Management Co Ltd | 66,180 | $4.33M | 0.02% | +5,300+8.7% | Added |
| Toronto Dominion Bank | 65,725 | $4.29M | 0.01% | −5,576−7.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 63,428 | $4.15M | 0.05% | +7,800+14.0% | Added |
| Advisor Group Holdings, Inc. | 62,870 | $4.11M | 0.01% | −11,025−14.9% | Reduced |
| Prudential PLC | 62,823 | $4.11M | 0.05% | −2,054−3.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 62,644 | $4.09M | 0.02% | +2,928+4.9% | Added |
| Natixis | 60,302 | $3.94M | 0.03% | +60,302 | New |
| Circle Wealth Management, LLC | 58,714 | $3.84M | 0.51% | −15,548−20.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 57,883 | $3.78M | 0.02% | +4,796+9.0% | Added |
| US Bancorp | 57,139 | $3.74M | 0.01% | −8,573−13.0% | Reduced |
| Forsta Ap-Fonden | 57,100 | $3.73M | 0.04% | +3,800+7.1% | Added |
| Titleist Asset Management, LLC | 56,797 | $3.71M | 0.73% | −246−0.4% | Reduced |
| Jacob Asset Management of New York LLC | 56,346 | $3.68M | 4.15% | −2,819−4.8% | Reduced |
| Utah Retirement Systems | 56,068 | $3.67M | 0.05% | −900−1.6% | Reduced |
| TD Asset Management Inc | 55,135 | $3.60M | 0.00% | +3,873+7.6% | Added |
| Taylor Frigon Capital Management LLC | 54,278 | $3.55M | 1.73% | −1,043−1.9% | Reduced |
| D L Carlson Investment Group Inc | 53,574 | $3.50M | 0.67% | +20,758+63.3% | Added |
| IFM Investors Pty Ltd | 53,399 | $3.49M | 0.05% | +10,800+25.4% | Added |
| USS Investment Management Ltd | 53,373 | $3.49M | 0.04% | +1,986+3.9% | Added |
| Mercer Global Advisors Inc | 53,229 | $3.48M | 0.01% | +41,569+356.5% | Added |
| Achmea Investment Management B.V. | 53,223 | $3.48M | 0.07% | +9,380+21.4% | Added |
| RMB Capital Management, LLC | 52,406 | $3.43M | 0.11% | +2,776+5.6% | Added |
| Commonwealth Equity Services, LLC | 52,236 | $3.42M | 0.01% | −1,283−2.4% | Reduced |
| HighTower Advisors, LLC | 51,837 | $3.39M | 0.01% | +4,297+9.0% | Added |
| Hampton Road Capital Management LP | 51,522 | $3.37M | 0.78% | +22,605+78.2% | Added |
| DnB Asset Management AS | 49,564 | $3.24M | 0.02% | +4,475+9.9% | Added |
| AE Wealth Management LLC | 49,554 | $3.24M | 0.02% | −402−0.8% | Reduced |
| SWS Partners | 49,628 | $3.24M | 1.17% | +3,870+8.5% | Added |
| Citadel Advisors LLC | 49,477 | $3.23M | 0.00% | −455,064−90.2% | Reduced |
| Standard Life Aberdeen plc | 49,451 | $3.23M | 0.01% | −942−1.9% | Reduced |
| Tredje AP-fonden | 49,207 | $3.22M | 0.05% | −5,123−9.4% | Reduced |
| Capital International Inc | 49,145 | $3.21M | 0.06% | +9,537+24.1% | Added |
| Intech Investment Management LLC | 48,984 | $3.20M | 0.03% | +7,208+17.3% | Added |
| DekaBank Deutsche Girozentrale | 47,178 | $3.10M | 0.01% | +5,844+14.1% | Added |
| Blair William & Co | 44,936 | $2.94M | 0.01% | −2,841−5.9% | Reduced |
| MML Investors Services, LLC | 44,918 | $2.94M | 0.02% | +6,147+15.9% | Added |
| Federation des caisses Desjardins du Quebec | 44,752 | $2.93M | 0.03% | +8,123+22.2% | Added |
| Cetera Investment Advisers | 43,089 | $2.82M | 0.02% | +48+0.1% | Added |
| TownSquare Capital, LLC | 42,946 | $2.81M | 0.05% | +2,113+5.2% | Added |
| Independent Advisor Alliance | 42,608 | $2.79M | 0.12% | +26,842+170.3% | 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 |
| Candriam Luxembourg S.C.A. | 40,864 | $2.67M | 0.02% | +746+1.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 40,807 | $2.67M | 0.01% | −8,617−17.4% | Reduced |
| Xponance, Inc. | 40,460 | $2.64M | 0.04% | +1,950+5.1% | Added |
| Royal Fund Management, LLC | 40,200 | $2.63M | 0.37% | +40,200 | New |
| Nordea Investment Management AB | 39,589 | $2.61M | 0.00% | −6,123−13.4% | Reduced |
| Rafferty Asset Management, LLC | 38,344 | $2.51M | 0.01% | −4,552−10.6% | Reduced |
| Korea Investment CORP | 38,233 | $2.50M | 0.01% | −23,188−37.8% | Reduced |
| EFG Asset Management (North America) Corp. | 38,020 | $2.49M | 0.53% | +38,020 | New |
| Stifel Financial Corp | 37,795 | $2.47M | 0.00% | −1,047−2.7% | Reduced |
| Banque Cantonale Vaudoise | 36,935 | $2.41M | 0.11% | +4,636+14.4% | Added |
| Tudor Investment Corp Et Al | 36,524 | $2.39M | 0.04% | −27,368−42.8% | Reduced |
| Tiemann Investment Advisors, LLC | 35,641 | $2.33M | 1.19% | −2,000−5.3% | Reduced |
| CFM Wealth Partners LLC | 35,318 | $2.31M | 0.56% | −253−0.7% | Reduced |
| Aquatic Capital Management LLC | 34,200 | $2.24M | 0.12% | +2,900+9.3% | Added |
| Alps Advisors Inc | 34,145 | $2.23M | 0.02% | −285−0.8% | Reduced |
| Seven Eight Capital, LP | 33,214 | $2.17M | 0.36% | +33,214 | New |
| Wolverine Trading, LLC | 32,874 | $2.11M | 0.03% | −4,606−12.3% | Reduced |
| Public Employees Retirement Association of Colorado | 32,094 | $2.10M | 0.01% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 32,070 | $2.10M | 0.02% | +32,070 | New |
| Liontrust Investment Partners LLP | 32,000 | $2.09M | 0.03% | −67,000−67.7% | Reduced |