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 |
|---|---|---|---|---|---|
| Alberta Investment Management Corp | 242,448 | $15.3M | 0.16% | −809−0.3% | Reduced |
| Squarepoint Ops LLC | 242,739 | $15.3M | 0.07% | −169,124−41.1% | Reduced |
| Long Walk Management LP | 256,500 | $16.2M | 11.95% | −58,500−18.6% | Reduced |
| Dimensional Fund Advisors LP | 264,157 | $16.7M | 0.01% | +5,727+2.2% | Added |
| NZS Capital, LLC | 264,481 | $16.7M | 0.90% | −3,105−1.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 267,139 | $16.8M | 0.03% | −32,344−10.8% | Reduced |
| New York State Common Retirement Fund | 276,414 | $17.4M | 0.03% | −45,780−14.2% | Reduced |
| Barclays PLC | 295,389 | $18.6M | 0.01% | +56,104+23.4% | Added |
| State Board of Administration of Florida Retirement System | 299,384 | $18.9M | 0.04% | +440+0.1% | Added |
| Ensign Peak Advisors, Inc | 314,094 | $19.8M | 0.04% | −150,731−32.4% | Reduced |
| Whetstone Capital Advisors, LLC | 325,422 | $20.5M | 11.35% | −19,967−5.8% | Reduced |
| Vontobel Holding Ltd. | 337,362 | $21.3M | 0.20% | −8,040−2.3% | Reduced |
| Cota Capital Management, LLC | 341,688 | $21.5M | 10.81% | 00.0% | Unchanged |
| Great West Life Assurance Co | 344,517 | $21.7M | 0.05% | +21,409+6.6% | Added |
| Woodline Partners LP | 344,626 | $21.7M | 0.25% | +344,626 | New |
| Value Star Asset Management (Hong Kong) Ltd | 352,800 | $22.2M | 7.84% | 00.0% | Unchanged |
| Invesco Ltd. | 373,949 | $23.6M | 0.01% | +171,675+84.9% | Added |
| La Financiere de L'Echiquier | 390,000 | $24.6M | 1.27% | −24,000−5.8% | Reduced |
| Rhumbline Advisers | 391,103 | $24.7M | 0.03% | −886−0.2% | Reduced |
| National Pension Service | 439,829 | $24.9M | 0.04% | +1,487+0.3% | Added |
| California State Teachers Retirement System | 422,646 | $26.6M | 0.04% | −22,004−4.9% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 429,609 | $27.1M | 0.21% | +11,258+2.7% | Added |
| Alliancebernstein L.P. | 431,329 | $27.2M | 0.01% | +273,019+172.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 445,059 | $28.1M | 0.08% | −22,911−4.9% | Reduced |
| Voloridge Investment Management, LLC | 480,868 | $30.3M | 0.15% | +480,868 | New |
| Grandeur Peak Global Advisors, LLC | 517,968 | $32.7M | 2.46% | +62,101+13.6% | Added |
| Bank of Montreal | 522,492 | $32.8M | 0.02% | +74,038+16.5% | Added |
| California Public Employees Retirement System | 523,856 | $33.0M | 0.03% | +104,517+24.9% | Added |
| SW Investment Management LLC | 550,000 | $34.7M | 15.42% | −150,000−21.4% | Reduced |
| Peregrine Capital Management LLC | 579,086 | $36.5M | 1.09% | −2730.0% | Reduced |
| Amundi | 597,814 | $36.6M | 0.02% | −250,406−29.5% | Reduced |
| Ameriprise Financial Inc | 603,273 | $38.0M | 0.01% | −888,228−59.6% | Reduced |
| Price T Rowe Associates Inc | 714,730 | $45.1M | 0.01% | +546,304+324.4% | Added |
| Nuveen Asset Management, LLC | 778,081 | $49.1M | 0.02% | −2,712−0.3% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 860,000 | $54.2M | 7.29% | −654,093−43.2% | Reduced |
| Swiss National Bank | 884,700 | $55.8M | 0.04% | −99,900−10.1% | Reduced |
| Alfreton Capital LLP | 920,000 | $58.0M | 27.53% | −30,000−3.2% | Reduced |
| Bessemer Group Inc | 935,631 | $59.0M | 0.13% | +5,193+0.6% | Added |
| Bamco Inc | 939,529 | $59.2M | 0.17% | +7,086+0.8% | Added |
| Bank of America Corp | 949,019 | $59.8M | 0.01% | −24,029−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 983,507 | $62.0M | 0.02% | +11,342+1.2% | Added |
| Nikko Asset Management Americas, Inc. | 1,061,401 | $66.9M | 0.80% | +18,273+1.8% | Added |
| Credit Suisse AG | 1,088,755 | $68.6M | 0.07% | −36,035−3.2% | Reduced |
| UBS Asset Management Americas Inc | 1,154,778 | $72.8M | 0.03% | +188,914+19.6% | Added |
| American Century Companies Inc | 1,214,747 | $76.6M | 0.06% | −969−0.1% | Reduced |
| Bank of New York Mellon Corp | 1,279,113 | $80.6M | 0.02% | −21,404−1.6% | Reduced |
| Two Sigma Advisers, LP | 1,305,200 | $82.3M | 0.21% | +328,600+33.6% | Added |
| Goldman Sachs Group Inc | 1,305,354 | $82.3M | 0.02% | +540,843+70.7% | Added |
| 1832 Asset Management L.P. | 1,318,700 | $83.1M | 0.17% | +1,318,700 | New |
| Mitsubishi UFJ Trust & Banking Corp | 1,348,213 | $85.0M | 0.21% | −31,584−2.3% | Reduced |
| Deutsche Bank AG | 1,352,203 | $85.2M | 0.06% | +65,596+5.1% | Added |
| Royal Bank of Canada | 1,385,148 | $87.3M | 0.03% | −79,327−5.4% | Reduced |
| Strategy Capital LLC | 1,435,382 | $90.5M | 12.62% | −3,352−0.2% | Reduced |
| Two Sigma Investments, LP | 1,686,121 | $106.3M | 0.30% | +405,920+31.7% | Added |
| Northern Trust Corp | 1,733,639 | $109.3M | 0.02% | +51,345+3.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,736,212 | $109.5M | 0.09% | +14,984+0.9% | Added |
| JPMorgan Chase & Co | 1,757,210 | $110.8M | 0.01% | −209,303−10.6% | Reduced |
| Norges Bank | 2,110,689 | $133.1M | 0.03% | +88,889+4.4% | Added |
| Franklin Resources Inc | 2,551,908 | $160.9M | 0.08% | +59,387+2.4% | Added |
| Citadel Advisors LLC | 2,645,279 | $166.8M | 0.18% | +2,595,802+5,246.5% | Added |
| Gilder Gagnon Howe & Co LLC | 2,683,159 | $169.1M | 2.57% | −79,856−2.9% | Reduced |
| Legal & General Group Plc | 3,205,313 | $202.1M | 0.07% | −62,999−1.9% | Reduced |
| Geode Capital Management, LLC | 4,068,275 | $256.1M | 0.03% | +114,521+2.9% | Added |
| State Street Corp | 5,750,413 | $362.5M | 0.02% | +95,954+1.7% | Added |
| First Trust Advisors LP | 6,123,839 | $386.0M | 0.46% | +851,301+16.1% | Added |
| Voya Investment Management LLC | 6,518,042 | $410.9M | 0.45% | +60,348+0.9% | Added |
| Sands Capital Management, LLC | 11,007,391 | $693.9M | 2.36% | −397,153−3.5% | Reduced |
| FMR LLC | 14,076,411 | $887.4M | 0.08% | +860,053+6.5% | Added |
| BlackRock Inc. | 15,825,603 | $997.6M | 0.03% | −18,645−0.1% | Reduced |
| Capital World Investors | 27,056,648 | $1.71B | 0.34% | +623,285+2.4% | Added |
| Vanguard Group Inc | 27,418,275 | $1.73B | 0.04% | +395,363+1.5% | Added |
| Baillie Gifford & Co | 31,058,224 | $1.96B | 1.79% | −447,397−1.4% | Reduced |
| Morgan Stanley | 31,651,509 | $2.00B | 0.20% | −467,982−1.5% | Reduced |
| Clear Street LLC | 0 | $0 | 0.00% | −233,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −192,708−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −142,859−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −132,454−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −86,264−100.0% | Sold out |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −82,200−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −60,302−100.0% | Sold out |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −51,522−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −34,200−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −33,214−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −32,070−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −31,286−100.0% | Sold out |
| Peconic Partners LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −25,874−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −23,651−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −23,391−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −18,790−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −18,613−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −16,909−100.0% | Sold out |
| Draper Asset Management, LLC | 0 | $0 | 0.00% | −15,201−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −13,611−100.0% | Sold out |
| Capital Advantage, Inc. | 0 | $0 | 0.00% | −12,125−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −11,775−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −10,197−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,342−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,914−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −7,077−100.0% | Sold out |