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 11 sales; 1,234 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, Q3 2023
Institutional positions in Cloudflare, Inc. as of Sep 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
- 573
- +19 vs. Q2 2023
- Shares held
- 250.7M
- +5.51M (+2.2%) vs. Q2 2023
- Total value
- $15.8B
- −$222.0M (−1.4%) vs. Q2 2023
- New holders
- 75
- 196 more added
- Sold out
- 56
- 196 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 31,651,509 | $2.00B | 0.20% | −467,982−1.5% | Reduced |
| Baillie Gifford & Co | 31,058,224 | $1.96B | 1.79% | −447,397−1.4% | Reduced |
| Vanguard Group Inc | 27,418,275 | $1.73B | 0.04% | +395,363+1.5% | Added |
| Capital World Investors | 27,056,648 | $1.71B | 0.34% | +623,285+2.4% | Added |
| BlackRock Inc. | 15,825,603 | $997.6M | 0.03% | −18,645−0.1% | Reduced |
| FMR LLC | 14,076,411 | $887.4M | 0.08% | +860,053+6.5% | Added |
| Sands Capital Management, LLC | 11,007,391 | $693.9M | 2.36% | −397,153−3.5% | Reduced |
| Voya Investment Management LLC | 6,518,042 | $410.9M | 0.45% | +60,348+0.9% | Added |
| First Trust Advisors LP | 6,123,839 | $386.0M | 0.46% | +851,301+16.1% | Added |
| State Street Corp | 5,750,413 | $362.5M | 0.02% | +95,954+1.7% | Added |
| Geode Capital Management, LLC | 4,068,275 | $256.1M | 0.03% | +114,521+2.9% | Added |
| Legal & General Group Plc | 3,205,313 | $202.1M | 0.07% | −62,999−1.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,683,159 | $169.1M | 2.57% | −79,856−2.9% | Reduced |
| Citadel Advisors LLC | 2,645,279 | $166.8M | 0.18% | +2,595,802+5,246.5% | Added |
| Franklin Resources Inc | 2,551,908 | $160.9M | 0.08% | +59,387+2.4% | Added |
| Norges Bank | 2,110,689 | $133.1M | 0.03% | +88,889+4.4% | Added |
| JPMorgan Chase & Co | 1,757,210 | $110.8M | 0.01% | −209,303−10.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,736,212 | $109.5M | 0.09% | +14,984+0.9% | Added |
| Northern Trust Corp | 1,733,639 | $109.3M | 0.02% | +51,345+3.1% | Added |
| Two Sigma Investments, LP | 1,686,121 | $106.3M | 0.30% | +405,920+31.7% | Added |
| Strategy Capital LLC | 1,435,382 | $90.5M | 12.62% | −3,352−0.2% | Reduced |
| Royal Bank of Canada | 1,385,148 | $87.3M | 0.03% | −79,327−5.4% | Reduced |
| Deutsche Bank AG | 1,352,203 | $85.2M | 0.06% | +65,596+5.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,348,213 | $85.0M | 0.21% | −31,584−2.3% | Reduced |
| 1832 Asset Management L.P. | 1,318,700 | $83.1M | 0.17% | +1,318,700 | New |
| Goldman Sachs Group Inc | 1,305,354 | $82.3M | 0.02% | +540,843+70.7% | Added |
| Two Sigma Advisers, LP | 1,305,200 | $82.3M | 0.21% | +328,600+33.6% | Added |
| Bank of New York Mellon Corp | 1,279,113 | $80.6M | 0.02% | −21,404−1.6% | Reduced |
| American Century Companies Inc | 1,214,747 | $76.6M | 0.06% | −969−0.1% | Reduced |
| UBS Asset Management Americas Inc | 1,154,778 | $72.8M | 0.03% | +188,914+19.6% | Added |
| Credit Suisse AG | 1,088,755 | $68.6M | 0.07% | −36,035−3.2% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,061,401 | $66.9M | 0.80% | +18,273+1.8% | Added |
| Charles Schwab Investment Management Inc | 983,507 | $62.0M | 0.02% | +11,342+1.2% | Added |
| Bank of America Corp | 949,019 | $59.8M | 0.01% | −24,029−2.5% | Reduced |
| Bamco Inc | 939,529 | $59.2M | 0.17% | +7,086+0.8% | Added |
| Bessemer Group Inc | 935,631 | $59.0M | 0.13% | +5,193+0.6% | Added |
| Alfreton Capital LLP | 920,000 | $58.0M | 27.53% | −30,000−3.2% | Reduced |
| Swiss National Bank | 884,700 | $55.8M | 0.04% | −99,900−10.1% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 860,000 | $54.2M | 7.29% | −654,093−43.2% | Reduced |
| Nuveen Asset Management, LLC | 778,081 | $49.1M | 0.02% | −2,712−0.3% | Reduced |
| Price T Rowe Associates Inc | 714,730 | $45.1M | 0.01% | +546,304+324.4% | Added |
| Ameriprise Financial Inc | 603,273 | $38.0M | 0.01% | −888,228−59.6% | Reduced |
| Amundi | 597,814 | $36.6M | 0.02% | −250,406−29.5% | Reduced |
| Peregrine Capital Management LLC | 579,086 | $36.5M | 1.09% | −2730.0% | Reduced |
| SW Investment Management LLC | 550,000 | $34.7M | 15.42% | −150,000−21.4% | Reduced |
| California Public Employees Retirement System | 523,856 | $33.0M | 0.03% | +104,517+24.9% | Added |
| Bank of Montreal | 522,492 | $32.8M | 0.02% | +74,038+16.5% | Added |
| Grandeur Peak Global Advisors, LLC | 517,968 | $32.7M | 2.46% | +62,101+13.6% | Added |
| Voloridge Investment Management, LLC | 480,868 | $30.3M | 0.15% | +480,868 | New |
| Kayne Anderson Rudnick Investment Management LLC | 445,059 | $28.1M | 0.08% | −22,911−4.9% | Reduced |
| Alliancebernstein L.P. | 431,329 | $27.2M | 0.01% | +273,019+172.5% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 429,609 | $27.1M | 0.21% | +11,258+2.7% | Added |
| California State Teachers Retirement System | 422,646 | $26.6M | 0.04% | −22,004−4.9% | Reduced |
| National Pension Service | 439,829 | $24.9M | 0.04% | +1,487+0.3% | Added |
| Rhumbline Advisers | 391,103 | $24.7M | 0.03% | −886−0.2% | Reduced |
| La Financiere de L'Echiquier | 390,000 | $24.6M | 1.27% | −24,000−5.8% | Reduced |
| Invesco Ltd. | 373,949 | $23.6M | 0.01% | +171,675+84.9% | Added |
| Value Star Asset Management (Hong Kong) Ltd | 352,800 | $22.2M | 7.84% | 00.0% | Unchanged |
| Woodline Partners LP | 344,626 | $21.7M | 0.25% | +344,626 | New |
| Great West Life Assurance Co | 344,517 | $21.7M | 0.05% | +21,409+6.6% | Added |
| Cota Capital Management, LLC | 341,688 | $21.5M | 10.81% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 337,362 | $21.3M | 0.20% | −8,040−2.3% | Reduced |
| Whetstone Capital Advisors, LLC | 325,422 | $20.5M | 11.35% | −19,967−5.8% | Reduced |
| Ensign Peak Advisors, Inc | 314,094 | $19.8M | 0.04% | −150,731−32.4% | Reduced |
| State Board of Administration of Florida Retirement System | 299,384 | $18.9M | 0.04% | +440+0.1% | Added |
| Barclays PLC | 295,389 | $18.6M | 0.01% | +56,104+23.4% | Added |
| New York State Common Retirement Fund | 276,414 | $17.4M | 0.03% | −45,780−14.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 267,139 | $16.8M | 0.03% | −32,344−10.8% | Reduced |
| NZS Capital, LLC | 264,481 | $16.7M | 0.90% | −3,105−1.2% | Reduced |
| Dimensional Fund Advisors LP | 264,157 | $16.7M | 0.01% | +5,727+2.2% | Added |
| Long Walk Management LP | 256,500 | $16.2M | 11.95% | −58,500−18.6% | Reduced |
| Squarepoint Ops LLC | 242,739 | $15.3M | 0.07% | −169,124−41.1% | Reduced |
| Alberta Investment Management Corp | 242,448 | $15.3M | 0.16% | −809−0.3% | Reduced |
| Hartline Investment Corp | 240,639 | $15.2M | 2.73% | +10,856+4.7% | Added |
| Wells Fargo & Company | 215,624 | $13.6M | 0.00% | +3,516+1.7% | Added |
| Envestnet Asset Management Inc | 214,486 | $13.5M | 0.01% | −98,633−31.5% | Reduced |
| Jane Street Group, LLC | 213,434 | $13.5M | 0.02% | +52,770+32.8% | Added |
| APG Asset Management N.V. | 210,912 | $13.3M | 0.03% | −26,665−11.2% | Reduced |
| Twin Tree Management, LP | 207,285 | $13.1M | 0.44% | +207,285 | New |
| Asset Management One Co.,Ltd. | 201,314 | $12.7M | 0.06% | −7,809−3.7% | Reduced |
| Polar Capital Holdings Plc | 200,319 | $12.6M | 0.09% | −656,968−76.6% | Reduced |
| Allen Investment Management LLC | 195,490 | $12.3M | 0.18% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 190,720 | $12.0M | 2.21% | +409+0.2% | Added |
| HSBC Holdings PLC | 181,202 | $11.5M | 0.01% | +43,495+31.6% | Added |
| Teachers Retirement System of the State of Kentucky | 175,090 | $11.0M | 0.11% | −1,138−0.6% | Reduced |
| GAM Holding AG | 173,916 | $11.0M | 0.81% | −4,390−2.5% | Reduced |
| 12 West Capital Management LP | 165,000 | $10.4M | 0.94% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 164,873 | $10.4M | 0.01% | +164,873 | New |
| Atika Capital Management LLC | 164,500 | $10.4M | 1.48% | −66,500−28.8% | Reduced |
| State of New Jersey Common Pension Fund D | 158,093 | $9.97M | 0.04% | −4,192−2.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 154,476 | $9.74M | 0.34% | +10,419+7.2% | Added |
| Swedbank AB | 147,985 | $9.33M | 0.02% | −900−0.6% | Reduced |
| State of Wisconsin Investment Board | 146,346 | $9.23M | 0.03% | +4,376+3.1% | Added |
| Readystate Asset Management LP | 145,592 | $9.18M | 0.77% | +145,592 | New |
| QRG Capital Management, Inc. | 145,389 | $9.17M | 0.16% | +145,389 | New |
| Berkshire Capital Holdings Inc | 144,190 | $9.09M | 4.45% | −39,410−21.5% | Reduced |
| Aviva PLC | 139,572 | $8.80M | 0.04% | −18,976−12.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 136,720 | $8.62M | 0.33% | +7,430+5.7% | Added |
| Forte Capital LLC | 135,645 | $8.55M | 1.32% | −1,150−0.8% | Reduced |
| Holocene Advisors, LP | 135,644 | $8.55M | 0.04% | +135,644 | New |