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, 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 | 1,228 | $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, 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 |
|---|---|---|---|---|---|
| ARS Investment Partners, LLC | 14,587 | $919.6K | 0.11% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 14,623 | $921.8K | 0.61% | +9+0.1% | Added |
| Guggenheim Capital LLC | 14,971 | $943.8K | 0.01% | +6,137+69.5% | Added |
| Rockefeller Capital Management L.P. | 15,299 | $964.4K | 0.00% | −9,787−39.0% | Reduced |
| Wealthfront Advisers LLC | 15,441 | $973.4K | 0.00% | +2,407+18.5% | Added |
| Ethic Inc. | 15,455 | $974.3K | 0.03% | +2,233+16.9% | Added |
| Leonteq Securities AG | 15,618 | $984.6K | 0.10% | −773−4.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,709 | $990.3K | 0.00% | +3,337+27.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 15,743 | $992.4K | 0.28% | +1,093+7.5% | Added |
| Agf Management Ltd | 16,064 | $1.01M | 0.01% | +16,064 | New |
| SlateStone Wealth, LLC | 16,277 | $1.03M | 0.15% | +449+2.8% | Added |
| Cresset Asset Management, LLC | 16,516 | $1.04M | 0.01% | +1,127+7.3% | Added |
| Daiwa Securities Group Inc. | 16,852 | $1.06M | 0.01% | +600+3.7% | Added |
| Nisa Investment Advisors, LLC | 16,950 | $1.07M | 0.01% | +450+2.7% | Added |
| Pathstone Family Office, LLC | 16,775 | $1.07M | 0.01% | +16,775 | New |
| Lazard Asset Management LLC | 16,979 | $1.07M | 0.00% | −80.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 17,029 | $1.07M | 0.07% | 00.0% | Unchanged |
| Creative Planning | 17,470 | $1.10M | 0.00% | +995+6.0% | Added |
| Castle Rock Wealth Management, LLC | 17,896 | $1.11M | 0.37% | +17,896 | New |
| MetLife Investment Management | 17,682 | $1.11M | 0.01% | +9+0.1% | Added |
| Man Group plc | – | $1.20M | 0.00% | – | – |
| CIBC World Markets Inc. | 19,650 | $1.24M | 0.00% | +5,220+36.2% | Added |
| JustInvest LLC | 19,736 | $1.24M | 0.04% | +239+1.2% | Added |
| Park Avenue Securities LLC | 19,760 | $1.25M | 0.02% | −3,700−15.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,974 | $1.26M | 0.02% | −47−0.2% | Reduced |
| Granite Bay Wealth Management, LLC | 19,845 | $1.27M | 0.01% | +19,845 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 15,500 | $1.29M | 1.07% | +2,000+14.8% | Added |
| Lake Street Advisors Group, LLC | 20,524 | $1.29M | 0.08% | −96−0.5% | Reduced |
| Eagle Bay Advisors LLC | 20,828 | $1.31M | 0.61% | +352+1.7% | Added |
| D.A. Davidson & Co. | 21,119 | $1.33M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 21,310 | $1.34M | 0.01% | +697+3.4% | Added |
| Allianz Asset Management GmbH | 21,332 | $1.34M | 0.00% | −4,772−18.3% | Reduced |
| Pier 88 Investment Partners LLC | 21,640 | $1.36M | 0.34% | +2,530+13.2% | Added |
| Kestra Advisory Services, LLC | 21,815 | $1.38M | 0.01% | −1,204−5.2% | Reduced |
| Profund Advisors LLC | 21,982 | $1.39M | 0.08% | +251+1.2% | Added |
| Harbor Capital Advisors, Inc. | 22,289 | $1.41M | 0.30% | −1,071−4.6% | Reduced |
| Maryland State Retirement & Pension System | 22,367 | $1.41M | 0.03% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 23,020 | $1.45M | 0.04% | +511+2.3% | Added |
| Executive Wealth Management, LLC | 23,441 | $1.48M | 0.15% | +2,118+9.9% | Added |
| Highland Capital Management, LLC | 23,699 | $1.49M | 0.10% | −339−1.4% | Reduced |
| CenterBook Partners LP | 23,804 | $1.50M | 0.19% | +23,804 | New |
| Old Well Partners, LLC | 24,200 | $1.53M | 1.32% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 24,793 | $1.53M | 0.29% | −48−0.2% | Reduced |
| Clear Harbor Asset Management, LLC | 24,335 | $1.53M | 0.16% | −85−0.3% | Reduced |
| Sepio Capital, LP | 24,424 | $1.54M | 0.13% | +731+3.1% | Added |
| Comerica Bank | 24,444 | $1.54M | 0.01% | +24,444 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,796 | $1.56M | 0.00% | +994+4.2% | Added |
| British Columbia Investment Management Corp | 25,001 | $1.58M | 0.01% | +415+1.7% | Added |
| Liontrust Investment Partners LLP | 25,000 | $1.58M | 0.03% | −7,000−21.9% | Reduced |
| Gulf International Bank (UK) Ltd | 25,171 | $1.59M | 0.04% | −2,134−7.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 25,328 | $1.60M | 0.01% | +973+4.0% | Added |
| Trexquant Investment LP | 25,616 | $1.61M | 0.04% | +25,616 | New |
| Blueshift Asset Management, LLC | 25,926 | $1.63M | 0.97% | +12,974+100.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 26,100 | $1.65M | 0.04% | +1,100+4.4% | Added |
| Brighton Jones LLC | 26,498 | $1.67M | 0.08% | +42+0.2% | Added |
| EFG Asset Management (Americas) Corp. | 26,828 | $1.69M | 0.40% | +5,745+27.2% | Added |
| Cetera Advisor Networks LLC | 26,891 | $1.70M | 0.01% | −498−1.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 27,226 | $1.72M | 0.29% | +27,226 | New |
| SG Americas Securities, LLC | 27,746 | $1.75M | 0.02% | +21,930+377.1% | Added |
| Truist Financial Corp | 28,057 | $1.77M | 0.00% | −227−0.8% | Reduced |
| Harvest Investment Services, LLC | 28,142 | $1.77M | 1.14% | +28,142 | New |
| Lyell Wealth Management, LP | 28,381 | $1.79M | 0.24% | +2,156+8.2% | Added |
| Lountzis Asset Management, LLC | 28,722 | $1.81M | 1.01% | +15,153+111.7% | Added |
| Nissay Asset Management Corp | 29,236 | $1.84M | 0.02% | +1,311+4.7% | Added |
| CI Private Wealth, LLC | 29,432 | $1.86M | 0.00% | +2,035+7.4% | Added |
| Janus Henderson Group PLC | 29,660 | $1.87M | 0.00% | −1,454−4.7% | Reduced |
| Tiemann Investment Advisors, LLC | 30,641 | $1.93M | 1.03% | −5,000−14.0% | Reduced |
| Alps Advisors Inc | 30,929 | $1.95M | 0.02% | −3,216−9.4% | Reduced |
| Soltis Investment Advisors LLC | 31,252 | $1.97M | 0.25% | +20+0.1% | Added |
| Private Advisory Group LLC | 31,888 | $2.01M | 0.40% | +375+1.2% | Added |
| Public Employees Retirement Association of Colorado | 32,094 | $2.02M | 0.01% | 00.0% | Unchanged |
| Baker Chad R | 32,195 | $2.03M | 0.51% | +32,195 | New |
| Independent Advisor Alliance | 34,381 | $2.17M | 0.10% | −8,227−19.3% | Reduced |
| CFM Wealth Partners LLC | 34,918 | $2.20M | 0.58% | −400−1.1% | Reduced |
| Banque Cantonale Vaudoise | 36,027 | $2.27M | 0.11% | −908−2.5% | Reduced |
| Stifel Financial Corp | 36,332 | $2.29M | 0.00% | −1,463−3.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 36,861 | $2.32M | 0.02% | −7,891−17.6% | Reduced |
| Nordea Investment Management AB | 36,578 | $2.37M | 0.00% | −3,011−7.6% | Reduced |
| Amalgamated Bank | 37,879 | $2.39M | 0.02% | +6,470+20.6% | Added |
| Two Sigma Securities, LLC | 38,529 | $2.43M | 0.11% | +29,808+341.8% | Added |
| Firsthand Capital Management, Inc. | 40,000 | $2.52M | 3.64% | −40,000−50.0% | Reduced |
| Xponance, Inc. | 40,684 | $2.56M | 0.03% | +224+0.6% | Added |
| Candriam Luxembourg S.C.A. | 41,178 | $2.60M | 0.02% | +314+0.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 41,277 | $2.60M | 0.01% | +470+1.2% | Added |
| DekaBank Deutsche Girozentrale | 41,767 | $2.64M | 0.01% | −5,411−11.5% | Reduced |
| Evercore Wealth Management, LLC | 41,900 | $2.64M | 0.05% | −600−1.4% | Reduced |
| Blair William & Co | 42,139 | $2.66M | 0.01% | −2,797−6.2% | Reduced |
| MML Investors Services, LLC | 42,220 | $2.66M | 0.01% | −2,698−6.0% | Reduced |
| KBC Group NV | 42,788 | $2.70M | 0.01% | −148,116−77.6% | Reduced |
| TownSquare Capital, LLC | 42,970 | $2.71M | 0.05% | +24+0.1% | Added |
| Rafferty Asset Management, LLC | 43,139 | $2.72M | 0.02% | +4,795+12.5% | Added |
| Cetera Investment Advisers | 44,404 | $2.80M | 0.02% | +1,315+3.1% | Added |
| UBS Oconnor LLC | 45,000 | $2.84M | 0.05% | +45,000 | New |
| Royal Fund Management, LLC | 46,100 | $2.91M | 0.42% | +5,900+14.7% | Added |
| Tredje AP-fonden | 46,636 | $2.94M | 0.04% | −2,571−5.2% | Reduced |
| Achmea Investment Management B.V. | 47,974 | $3.02M | 0.07% | −5,249−9.9% | Reduced |
| Swiss Life Asset Management Ltd | 48,179 | $3.04M | 0.05% | −21,335−30.7% | Reduced |
| Walleye Capital LLC | 48,392 | $3.05M | 0.04% | +48,392 | New |
| Standard Life Aberdeen plc | 48,866 | $3.08M | 0.01% | −585−1.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 48,958 | $3.09M | 0.21% | +34,974+250.1% | Added |