Cloudflare, Inc.
NET- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001477333
13F holders, Q3 2023
Positions 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
- 603
- +16 vs. Q2 2023
- Shares held
- 301.73M
- +9.92M (+3.4%) vs. Q2 2023
- Total value
- $21.48B
- +$884.05M (+4.3%) vs. Q2 2023
Compare with Q2 2023: new holders and sold out
Holders over time
1 in Q4 2020 → 603 in Q3 2023
Institutions
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13,108 | $4.66B | 2.71% | +6,449+96.8% | Added |
| MORGAN STANLEY | 31,651,509 | $2B | 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 | $1.01B | 0.03% | −18,645−0.1% | Reduced |
| FMR LLC | 14,076,411 | $901.87M | 0.08% | +860,053+6.5% | Added |
| SANDS CAPITAL MANAGEMENT, LLC | 11,007,391 | $693.91M | 2.36% | −397,153−3.5% | Reduced |
| Voya Investment Management LLC | 6,518,042 | $555.11M | 0.61% | +60,348+0.9% | Added |
| STATE STREET CORP | 5,750,413 | $391.31M | 0.02% | +95,954+1.7% | Added |
| FIRST TRUST ADVISORS LP | 6,123,839 | $386.05M | 0.46% | +851,301+16.1% | Added |
| GEODE CAPITAL MANAGEMENT, LLC | 4,068,275 | $256.13M | 0.03% | +114,521+2.9% | Added |
| FRANKLIN RESOURCES INC | 2,551,908 | $229.27M | 0.12% | +59,387+2.4% | Added |
| Legal & General Group Plc | 3,205,313 | $202.06M | 0.07% | −62,999−1.9% | Reduced |
| GILDER GAGNON HOWE & CO LLC | 2,683,159 | $169.15M | 2.57% | −79,856−2.9% | Reduced |
| CITADEL ADVISORS LLC | 2,645,279 | $166.76M | 0.18% | +2,595,802+5,246.5% | Added |
| NORGES BANK | 2,110,689 | $133.06M | 0.03% | +88,889+4.4% | Added |
| JPMORGAN CHASE & CO | 1,757,210 | $111.29M | 0.01% | −209,303−10.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,736,212 | $109.45M | 0.09% | +14,984+0.9% | Added |
| NORTHERN TRUST CORP | 1,733,639 | $109.29M | 0.02% | +51,345+3.1% | Added |
| TWO SIGMA INVESTMENTS, LP | 1,686,121 | $106.29M | 0.30% | +405,920+31.7% | Added |
| SOROS FUND MANAGEMENT LLCSuperinvestorSoros Fund Management | – | $92.42M | 1.89% | – | – |
| Strategy Capital LLC | 1,435,382 | $90.49M | 12.62% | −3,352−0.2% | Reduced |
| Linden Advisors LP | – | $89.44M | 0.92% | – | – |
| LAZARD ASSET MANAGEMENT LLC | 16,979 | $88.4M | 0.12% | −80.0% | Reduced |
| ROYAL BANK OF CANADA | 1,385,148 | $87.32M | 0.03% | −79,327−5.4% | Reduced |
| DEUTSCHE BANK AG\ | 1,352,203 | $85.24M | 0.06% | +65,596+5.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,348,213 | $84.99M | 0.21% | −31,584−2.3% | Reduced |
| 1832 Asset Management L.P. | 1,318,700 | $83.13M | 0.17% | +1,318,700 | New |
| GOLDMAN SACHS GROUP INC | 1,305,354 | $82.29M | 0.02% | +540,843+70.7% | Added |
| TWO SIGMA ADVISERS, LP | 1,305,200 | $82.28M | 0.21% | +328,600+33.6% | Added |
| Bank of New York Mellon Corp | 2,179,113 | $81.4M | 0.02% | −21,404−1.0% | Reduced |
| UBS ASSET MANAGEMENT AMERICAS INC | 1,154,778 | $76.7M | 0.03% | +188,914+19.6% | Added |
| AMERICAN CENTURY COMPANIES INC | 1,214,747 | $76.58M | 0.06% | −969−0.1% | Reduced |
| CREDIT SUISSE AG/ | 1,088,755 | $72.3M | 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 | $62M | 0.02% | +11,342+1.2% | Added |
| BANK OF AMERICA CORP /DE/ | 949,019 | $59.84M | 0.01% | −24,029−2.5% | Reduced |
| BAMCO INC /NY/ | 939,529 | $59.23M | 0.17% | +7,086+0.8% | Added |
| BESSEMER GROUP INC | 935,631 | $58.98M | 0.13% | +5,193+0.6% | Added |
| Alfreton Capital LLP | 920,000 | $58M | 27.53% | −30,000−3.2% | Reduced |
| Swiss National Bank | 884,700 | $55.77M | 0.04% | −99,900−10.1% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 860,000 | $54.21M | 7.29% | −654,093−43.2% | Reduced |
| CALAMOS ADVISORS LLC | – | $51.35M | 0.28% | – | – |
| Nuveen Asset Management, LLC | 778,081 | $49.05M | 0.02% | −2,712−0.3% | Reduced |
| STEELHEAD PARTNERS LLC | – | $47.68M | 2.79% | – | – |
| MILLENNIUM MANAGEMENT LLC | 126,207 | $45.42M | 0.05% | +117,759+1,393.9% | Added |
| PRICE T ROWE ASSOCIATES INC /MD/ | 714,730 | $45.06M | 0.01% | +546,304+324.4% | Added |
| AMUNDI | 597,814 | $45.02M | 0.02% | −250,406−29.5% | Reduced |
| Davidson Kempner Capital Management LP | – | $42.5M | 0.65% | – | – |
| AMERIPRISE FINANCIAL INC | 603,273 | $38.03M | 0.01% | −888,228−59.6% | Reduced |
| PEREGRINE CAPITAL MANAGEMENT LLC | 579,086 | $36.51M | 1.09% | −2730.0% | Reduced |
| Verition Fund Management LLC | 13,880 | $35.07M | 0.47% | 00.0% | Unchanged |
| SW Investment Management LLC | 550,000 | $34.67M | 15.42% | −150,000−21.4% | Reduced |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 523,856 | $33.02M | 0.03% | +104,517+24.9% | Added |
| BANK OF MONTREAL /CAN/ | 522,492 | $32.84M | 0.01% | +74,038+16.5% | Added |
| Grandeur Peak Global Advisors, LLC | 517,968 | $32.65M | 2.46% | +62,101+13.6% | Added |
| Invesco Ltd. | 373,949 | $31.7M | 0.01% | +171,675+84.9% | Added |
| WOLVERINE ASSET MANAGEMENT LLC | 88,297 | $31.06M | 0.57% | −4,202−4.5% | Reduced |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 480,868 | $30.31M | 0.15% | +480,868 | New |
| AVIVA PLC | 139,572 | $29.19M | 0.12% | −18,976−12.0% | Reduced |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 445,059 | $28.06M | 0.08% | −22,911−4.9% | Reduced |
| BARCLAYS PLC | 295,389 | $27.78M | 0.02% | +56,104+23.4% | Added |
| ALLIANCEBERNSTEIN L.P. | 431,329 | $27.19M | 0.01% | +273,019+172.5% | Added |
| READYSTATE ASSET MANAGEMENT LP | 145,592 | $27.13M | 2.26% | – | – |
| ARK Investment Management LLCSuperinvestorARK Invest | 429,609 | $27.08M | 0.21% | +11,258+2.7% | Added |
| LORD, ABBETT & CO. LLC | 15,775,000 | $26.82M | 0.05% | −896,000−5.4% | Reduced |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 422,646 | $26.64M | 0.04% | −22,004−4.9% | Reduced |
| ADVENT CAPITAL MANAGEMENT /DE/ | – | $25.71M | 0.60% | – | – |
| National Pension Service | 439,829 | $24.93M | 0.04% | +1,487+0.3% | Added |
| RHUMBLINE ADVISERS | 391,103 | $24.66M | 0.03% | −886−0.2% | Reduced |
| LA FINANCIERE DE L'ECHIQUIER | 390,000 | $24.59M | 1.27% | −24,000−5.8% | Reduced |
| Value Star Asset Management (Hong Kong) Ltd | 352,800 | $22.24M | 7.84% | 00.0% | Unchanged |
| Woodline Partners LP | 344,626 | $21.73M | 0.25% | +344,626 | New |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 344,517 | $21.72M | 0.05% | +21,409+6.6% | Added |
| Cota Capital Management, LLC | 341,688 | $21.54M | 10.81% | 00.0% | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND | 5,004,414 | $21.44M | 0.03% | −761,780−13.2% | Reduced |
| Vontobel Holding Ltd. | 337,362 | $21.27M | 0.20% | −8,040−2.3% | Reduced |
| Whetstone Capital Advisors, LLC | 325,422 | $20.52M | 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 | $18.87M | 0.04% | +440+0.1% | Added |
| BNP PARIBAS ARBITRAGE, SA | – | $18.52M | 0.04% | – | – |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 267,139 | $16.84M | 0.03% | −32,344−10.8% | Reduced |
| NZS Capital, LLC | 264,481 | $16.67M | 0.90% | −3,105−1.2% | Reduced |
| DIMENSIONAL FUND ADVISORS LP | 264,157 | $16.65M | 0.01% | +5,727+2.2% | Added |
| LONG WALK MANAGEMENT LP | 256,500 | $16.17M | 11.95% | −58,500−18.6% | Reduced |
| JANE STREET GROUP, LLC | 3,013,434 | $15.83M | 0.02% | +2,852,770+1,775.6% | Added |
| Squarepoint Ops LLC | 242,739 | $15.3M | 0.07% | −169,124−41.1% | Reduced |
| Alberta Investment Management Corp | 242,448 | $15.28M | 0.16% | −809−0.3% | Reduced |
| HARTLINE INVESTMENT CORP/ | 240,639 | $15.17M | 2.73% | +10,856+4.7% | Added |
| WELLS FARGO & COMPANY/MN | 215,624 | $14.03M | 0.00% | +3,516+1.7% | Added |
| ENVESTNET ASSET MANAGEMENT INC | 214,486 | $13.52M | 0.01% | −98,633−31.5% | Reduced |
| APG Asset Management N.V. | 210,912 | $13.3M | 0.03% | −26,665−11.2% | Reduced |
| Twin Tree Management, LP | 207,285 | $13.07M | 0.44% | +207,285 | New |
| Asset Management One Co.,Ltd. | 201,314 | $12.69M | 0.06% | −7,809−3.7% | Reduced |
| Polar Capital Holdings Plc | 200,319 | $12.63M | 0.09% | −656,968−76.6% | Reduced |
| Allen Investment Management LLC | 195,490 | $12.32M | 0.18% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 190,720 | $12.02M | 2.21% | +409+0.2% | Added |
| HSBC HOLDINGS PLC | 181,202 | $11.49M | 0.01% | +43,495+31.6% | Added |
| NOMURA HOLDINGS INC | 86,470 | $11.43M | 0.12% | −2,891−3.2% | Reduced |