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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 49,298 | $3.11M | 0.15% | +35,945+269.2% | Added |
| EFG Asset Management (North America) Corp. | 49,495 | $3.12M | 0.74% | +11,475+30.2% | Added |
| US Bancorp | 49,681 | $3.13M | 0.01% | −7,458−13.1% | Reduced |
| SWS Partners | 49,936 | $3.15M | 1.16% | +308+0.6% | Added |
| Wolverine Trading, LLC | 51,054 | $3.22M | 0.03% | +18,180+55.3% | Added |
| Intech Investment Management LLC | 51,649 | $3.26M | 0.05% | +2,665+5.4% | Added |
| Korea Investment CORP | 52,330 | $3.30M | 0.01% | +14,097+36.9% | Added |
| Taylor Frigon Capital Management LLC | 52,495 | $3.31M | 1.84% | −1,783−3.3% | Reduced |
| Toronto Dominion Bank | 52,754 | $3.33M | 0.01% | −12,971−19.7% | Reduced |
| AE Wealth Management LLC | 53,137 | $3.35M | 0.02% | +3,583+7.2% | Added |
| Capital International Inc | 53,394 | $3.37M | 0.06% | +4,249+8.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 53,411 | $3.37M | 0.02% | −4,472−7.7% | Reduced |
| Jacob Asset Management of New York LLC | 53,546 | $3.38M | 4.76% | −2,800−5.0% | Reduced |
| D L Carlson Investment Group Inc | 53,931 | $3.40M | 0.69% | +357+0.7% | Added |
| Susquehanna International Group, LLP | 54,035 | $3.41M | 0.01% | +22,706+72.5% | Added |
| RMB Capital Management, LLC | 54,424 | $3.43M | 0.12% | +2,018+3.9% | Added |
| USS Investment Management Ltd | 55,191 | $3.48M | 0.04% | +1,818+3.4% | Added |
| HighTower Advisors, LLC | 55,190 | $3.48M | 0.01% | +3,353+6.5% | Added |
| Commonwealth Equity Services, LLC | 56,921 | $3.59M | 0.01% | +4,685+9.0% | Added |
| Forsta Ap-Fonden | 57,500 | $3.62M | 0.04% | +400+0.7% | Added |
| Titleist Asset Management, LLC | 57,820 | $3.64M | 0.75% | +1,023+1.8% | Added |
| Circle Wealth Management, LLC | 58,104 | $3.66M | 0.09% | −610−1.0% | Reduced |
| TD Asset Management Inc | 58,472 | $3.69M | 0.00% | +3,337+6.1% | Added |
| Schroder Investment Management Group | 59,372 | $3.74M | 0.01% | −14,276−19.4% | Reduced |
| IFM Investors Pty Ltd | 61,672 | $3.89M | 0.05% | +8,273+15.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 62,626 | $3.95M | 0.02% | −180.0% | Reduced |
| DnB Asset Management AS | 64,721 | $4.08M | 0.02% | +15,157+30.6% | Added |
| Andra AP-fonden | 65,000 | $4.10M | 0.24% | +33,400+105.7% | Added |
| Nomura Asset Management Co Ltd | 65,460 | $4.13M | 0.02% | −720−1.1% | Reduced |
| Ambassador Advisors, LLC | 65,090 | $4.16M | 1.01% | −3,495−5.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 66,128 | $4.17M | 0.06% | +2,700+4.3% | Added |
| Utah Retirement Systems | 66,975 | $4.22M | 0.06% | +10,907+19.5% | Added |
| Fred Alger Management, LLC | 70,396 | $4.44M | 0.03% | −33,856−32.5% | Reduced |
| Avalon Global Asset Management LLC | 70,400 | $4.44M | 2.15% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 73,986 | $4.66M | 0.05% | −10,515−12.4% | Reduced |
| Mizuho Markets Americas LLC | 74,125 | $4.67M | 0.17% | −500−0.7% | Reduced |
| Russell Investments Group, Ltd. | 74,310 | $4.69M | 0.01% | +4,749+6.8% | Added |
| Privium Fund Management B.V. | 75,000 | $4.73M | 1.41% | −185,000−71.2% | Reduced |
| Arizona State Retirement System | 75,037 | $4.73M | 0.04% | +635+0.9% | Added |
| Advisor Group Holdings, Inc. | 75,660 | $4.77M | 0.01% | +12,790+20.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 76,768 | $4.84M | 0.02% | −6,939−8.3% | Reduced |
| Capital International Sarl | 78,721 | $4.96M | 0.23% | +5,066+6.9% | Added |
| Principal Financial Group Inc | 80,088 | $5.05M | 0.00% | +2,484+3.2% | Added |
| Capital International Ltd | 80,163 | $5.05M | 0.29% | −548−0.7% | Reduced |
| Davy Global Fund Management Ltd | 80,681 | $5.09M | 1.04% | −4,980−5.8% | Reduced |
| Sentinel Trust Co Lba | 80,718 | $5.09M | 0.72% | −3,100−3.7% | Reduced |
| Mercer Global Advisors Inc | 80,906 | $5.10M | 0.02% | +27,677+52.0% | Added |
| Erste Asset Management GmbH | 80,950 | $5.10M | 0.09% | +80,950 | New |
| Maytus Capital Management, LLC | 85,000 | $5.36M | 2.98% | +42,500+100.0% | Added |
| Mariner, LLC | 85,444 | $5.39M | 0.01% | +2,652+3.2% | Added |
| Nomura Holdings Inc | 86,470 | $5.45M | 0.06% | −2,891−3.2% | Reduced |
| Jasper Ridge Partners, L.P. | 87,216 | $5.50M | 0.26% | +3,522+4.2% | Added |
| Wolverine Asset Management LLC | 88,297 | $5.57M | 0.10% | −4,202−4.5% | Reduced |
| CTC LLC | 92,055 | $5.80M | 0.26% | +92,055 | New |
| Handelsbanken Fonder AB | 94,392 | $5.95M | 0.03% | +736+0.8% | Added |
| Stanley-Laman Group, Ltd. | 95,765 | $6.04M | 1.03% | −3,942−4.0% | Reduced |
| SEI Investments Co | 96,197 | $6.06M | 0.01% | −16,481−14.6% | Reduced |
| Storebrand Asset Management AS | 97,397 | $6.14M | 0.03% | −3,789−3.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 96,626 | $6.20M | 0.08% | +3,969+4.3% | Added |
| Nwi Management LP | 100,000 | $6.30M | 1.10% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 104,960 | $6.62M | 0.10% | +104,960 | New |
| Tudor Investment Corp Et Al | 107,085 | $6.75M | 0.10% | +70,561+193.2% | Added |
| Royal London Asset Management Ltd | 107,194 | $6.76M | 0.02% | +2,374+2.3% | Added |
| Exchange Traded Concepts, LLC | 107,835 | $6.80M | 0.19% | +6,001+5.9% | Added |
| Victory Capital Management Inc | 110,129 | $6.94M | 0.01% | +3,332+3.1% | Added |
| LGT Group Foundation | 111,729 | $6.98M | 0.17% | −7,934−6.6% | Reduced |
| UBS Group AG | 111,306 | $7.02M | 0.00% | −66,671−37.5% | Reduced |
| LPL Financial LLC | 114,510 | $7.22M | 0.01% | +5,806+5.3% | Added |
| Public Employees Retirement System of Ohio | 117,195 | $7.39M | 0.03% | −12,984−10.0% | Reduced |
| Miura Global Management, LLC | 125,000 | $7.88M | 5.39% | 00.0% | Unchanged |
| Millennium Management LLC | 126,207 | $7.96M | 0.01% | +117,759+1,393.9% | Added |
| Treasurer of the State of North Carolina | 129,801 | $8.18M | 0.04% | +530+0.4% | Added |
| Citigroup Inc | 132,272 | $8.34M | 0.01% | +19,256+17.0% | Added |
| Holocene Advisors, LP | 135,644 | $8.55M | 0.04% | +135,644 | New |
| Forte Capital LLC | 135,645 | $8.55M | 1.32% | −1,150−0.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 136,720 | $8.62M | 0.33% | +7,430+5.7% | Added |
| Aviva PLC | 139,572 | $8.80M | 0.04% | −18,976−12.0% | Reduced |
| Berkshire Capital Holdings Inc | 144,190 | $9.09M | 4.45% | −39,410−21.5% | Reduced |
| QRG Capital Management, Inc. | 145,389 | $9.17M | 0.16% | +145,389 | New |
| Readystate Asset Management LP | 145,592 | $9.18M | 0.77% | +145,592 | New |
| State of Wisconsin Investment Board | 146,346 | $9.23M | 0.03% | +4,376+3.1% | Added |
| Swedbank AB | 147,985 | $9.33M | 0.02% | −900−0.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 154,476 | $9.74M | 0.34% | +10,419+7.2% | Added |
| State of New Jersey Common Pension Fund D | 158,093 | $9.97M | 0.04% | −4,192−2.6% | Reduced |
| Atika Capital Management LLC | 164,500 | $10.4M | 1.48% | −66,500−28.8% | Reduced |
| Pictet Asset Management Holding SA | 164,873 | $10.4M | 0.01% | +164,873 | New |
| 12 West Capital Management LP | 165,000 | $10.4M | 0.94% | 00.0% | Unchanged |
| GAM Holding AG | 173,916 | $11.0M | 0.81% | −4,390−2.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 175,090 | $11.0M | 0.11% | −1,138−0.6% | Reduced |
| HSBC Holdings PLC | 181,202 | $11.5M | 0.01% | +43,495+31.6% | Added |
| RPG Investment Advisory, LLC | 190,720 | $12.0M | 2.21% | +409+0.2% | Added |
| Allen Investment Management LLC | 195,490 | $12.3M | 0.18% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 200,319 | $12.6M | 0.09% | −656,968−76.6% | Reduced |
| Asset Management One Co.,Ltd. | 201,314 | $12.7M | 0.06% | −7,809−3.7% | Reduced |
| Twin Tree Management, LP | 207,285 | $13.1M | 0.44% | +207,285 | New |
| APG Asset Management N.V. | 210,912 | $13.3M | 0.03% | −26,665−11.2% | Reduced |
| Jane Street Group, LLC | 213,434 | $13.5M | 0.02% | +52,770+32.8% | Added |
| Envestnet Asset Management Inc | 214,486 | $13.5M | 0.01% | −98,633−31.5% | Reduced |
| Wells Fargo & Company | 215,624 | $13.6M | 0.00% | +3,516+1.7% | Added |
| Hartline Investment Corp | 240,639 | $15.2M | 2.73% | +10,856+4.7% | Added |