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 $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 | 1,228 | $69.8B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.8B |
| Q3 2025 | 1,039 | $59.1B |
| Q2 2025 | 947 | $54.3B |
| Q1 2025 | 872 | $29.8B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $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 |
|---|---|---|---|---|---|
| Citigroup Inc | 132,272 | $8.34M | 0.01% | +19,256+17.0% | Added |
| Treasurer of the State of North Carolina | 129,801 | $8.18M | 0.04% | +530+0.4% | Added |
| Millennium Management LLC | 126,207 | $7.96M | 0.01% | +117,759+1,393.9% | Added |
| Miura Global Management, LLC | 125,000 | $7.88M | 5.39% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 117,195 | $7.39M | 0.03% | −12,984−10.0% | Reduced |
| LPL Financial LLC | 114,510 | $7.22M | 0.01% | +5,806+5.3% | Added |
| UBS Group AG | 111,306 | $7.02M | 0.00% | −66,671−37.5% | Reduced |
| LGT Group Foundation | 111,729 | $6.98M | 0.17% | −7,934−6.6% | Reduced |
| Victory Capital Management Inc | 110,129 | $6.94M | 0.01% | +3,332+3.1% | Added |
| Exchange Traded Concepts, LLC | 107,835 | $6.80M | 0.19% | +6,001+5.9% | Added |
| Royal London Asset Management Ltd | 107,194 | $6.76M | 0.02% | +2,374+2.3% | Added |
| Tudor Investment Corp Et Al | 107,085 | $6.75M | 0.10% | +70,561+193.2% | Added |
| Worldquant Millennium Advisors LLC | 104,960 | $6.62M | 0.10% | +104,960 | New |
| Nwi Management LP | 100,000 | $6.30M | 1.10% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 96,626 | $6.20M | 0.08% | +3,969+4.3% | Added |
| Storebrand Asset Management AS | 97,397 | $6.14M | 0.03% | −3,789−3.7% | Reduced |
| SEI Investments Co | 96,197 | $6.06M | 0.01% | −16,481−14.6% | Reduced |
| Stanley-Laman Group, Ltd. | 95,765 | $6.04M | 1.03% | −3,942−4.0% | Reduced |
| Handelsbanken Fonder AB | 94,392 | $5.95M | 0.03% | +736+0.8% | Added |
| CTC LLC | 92,055 | $5.80M | 0.26% | +92,055 | New |
| Wolverine Asset Management LLC | 88,297 | $5.57M | 0.10% | −4,202−4.5% | Reduced |
| Jasper Ridge Partners, L.P. | 87,216 | $5.50M | 0.26% | +3,522+4.2% | Added |
| Nomura Holdings Inc | 86,470 | $5.45M | 0.06% | −2,891−3.2% | Reduced |
| Mariner, LLC | 85,444 | $5.39M | 0.01% | +2,652+3.2% | Added |
| Maytus Capital Management, LLC | 85,000 | $5.36M | 2.98% | +42,500+100.0% | Added |
| Erste Asset Management GmbH | 80,950 | $5.10M | 0.09% | +80,950 | New |
| Mercer Global Advisors Inc | 80,906 | $5.10M | 0.02% | +27,677+52.0% | Added |
| Sentinel Trust Co Lba | 80,718 | $5.09M | 0.72% | −3,100−3.7% | Reduced |
| Davy Global Fund Management Ltd | 80,681 | $5.09M | 1.04% | −4,980−5.8% | Reduced |
| Capital International Ltd | 80,163 | $5.05M | 0.29% | −548−0.7% | Reduced |
| Principal Financial Group Inc | 80,088 | $5.05M | 0.00% | +2,484+3.2% | Added |
| Capital International Sarl | 78,721 | $4.96M | 0.23% | +5,066+6.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 76,768 | $4.84M | 0.02% | −6,939−8.3% | Reduced |
| Advisor Group Holdings, Inc. | 75,660 | $4.77M | 0.01% | +12,790+20.3% | Added |
| Arizona State Retirement System | 75,037 | $4.73M | 0.04% | +635+0.9% | Added |
| Privium Fund Management B.V. | 75,000 | $4.73M | 1.41% | −185,000−71.2% | Reduced |
| Russell Investments Group, Ltd. | 74,310 | $4.69M | 0.01% | +4,749+6.8% | Added |
| Mizuho Markets Americas LLC | 74,125 | $4.67M | 0.17% | −500−0.7% | Reduced |
| Pinebridge Investments, L.P. | 73,986 | $4.66M | 0.05% | −10,515−12.4% | Reduced |
| Avalon Global Asset Management LLC | 70,400 | $4.44M | 2.15% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 70,396 | $4.44M | 0.03% | −33,856−32.5% | Reduced |
| Utah Retirement Systems | 66,975 | $4.22M | 0.06% | +10,907+19.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 66,128 | $4.17M | 0.06% | +2,700+4.3% | Added |
| Ambassador Advisors, LLC | 65,090 | $4.16M | 1.01% | −3,495−5.1% | Reduced |
| Nomura Asset Management Co Ltd | 65,460 | $4.13M | 0.02% | −720−1.1% | Reduced |
| Andra AP-fonden | 65,000 | $4.10M | 0.24% | +33,400+105.7% | Added |
| DnB Asset Management AS | 64,721 | $4.08M | 0.02% | +15,157+30.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 62,626 | $3.95M | 0.02% | −180.0% | Reduced |
| IFM Investors Pty Ltd | 61,672 | $3.89M | 0.05% | +8,273+15.5% | Added |
| Schroder Investment Management Group | 59,372 | $3.74M | 0.01% | −14,276−19.4% | Reduced |
| TD Asset Management Inc | 58,472 | $3.69M | 0.00% | +3,337+6.1% | Added |
| Circle Wealth Management, LLC | 58,104 | $3.66M | 0.09% | −610−1.0% | Reduced |
| Titleist Asset Management, LLC | 57,820 | $3.64M | 0.75% | +1,023+1.8% | Added |
| Forsta Ap-Fonden | 57,500 | $3.62M | 0.04% | +400+0.7% | Added |
| Commonwealth Equity Services, LLC | 56,921 | $3.59M | 0.01% | +4,685+9.0% | Added |
| HighTower Advisors, LLC | 55,190 | $3.48M | 0.01% | +3,353+6.5% | Added |
| USS Investment Management Ltd | 55,191 | $3.48M | 0.04% | +1,818+3.4% | Added |
| RMB Capital Management, LLC | 54,424 | $3.43M | 0.12% | +2,018+3.9% | Added |
| Susquehanna International Group, LLP | 54,035 | $3.41M | 0.01% | +22,706+72.5% | Added |
| D L Carlson Investment Group Inc | 53,931 | $3.40M | 0.69% | +357+0.7% | Added |
| Jacob Asset Management of New York LLC | 53,546 | $3.38M | 4.76% | −2,800−5.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 53,411 | $3.37M | 0.02% | −4,472−7.7% | Reduced |
| Capital International Inc | 53,394 | $3.37M | 0.06% | +4,249+8.6% | Added |
| AE Wealth Management LLC | 53,137 | $3.35M | 0.02% | +3,583+7.2% | Added |
| Toronto Dominion Bank | 52,754 | $3.33M | 0.01% | −12,971−19.7% | Reduced |
| Taylor Frigon Capital Management LLC | 52,495 | $3.31M | 1.84% | −1,783−3.3% | Reduced |
| Korea Investment CORP | 52,330 | $3.30M | 0.01% | +14,097+36.9% | Added |
| Intech Investment Management LLC | 51,649 | $3.26M | 0.05% | +2,665+5.4% | Added |
| Wolverine Trading, LLC | 51,054 | $3.22M | 0.03% | +18,180+55.3% | Added |
| SWS Partners | 49,936 | $3.15M | 1.16% | +308+0.6% | Added |
| US Bancorp | 49,681 | $3.13M | 0.01% | −7,458−13.1% | Reduced |
| EFG Asset Management (North America) Corp. | 49,495 | $3.12M | 0.74% | +11,475+30.2% | Added |
| PEAK6 Investments LLC | 49,298 | $3.11M | 0.15% | +35,945+269.2% | Added |
| Reynders McVeigh Capital Management, LLC | 48,958 | $3.09M | 0.21% | +34,974+250.1% | Added |
| Standard Life Aberdeen plc | 48,866 | $3.08M | 0.01% | −585−1.2% | Reduced |
| Walleye Capital LLC | 48,392 | $3.05M | 0.04% | +48,392 | New |
| Swiss Life Asset Management Ltd | 48,179 | $3.04M | 0.05% | −21,335−30.7% | Reduced |
| Achmea Investment Management B.V. | 47,974 | $3.02M | 0.07% | −5,249−9.9% | Reduced |
| Tredje AP-fonden | 46,636 | $2.94M | 0.04% | −2,571−5.2% | Reduced |
| Royal Fund Management, LLC | 46,100 | $2.91M | 0.42% | +5,900+14.7% | Added |
| UBS Oconnor LLC | 45,000 | $2.84M | 0.05% | +45,000 | New |
| Cetera Investment Advisers | 44,404 | $2.80M | 0.02% | +1,315+3.1% | Added |
| Rafferty Asset Management, LLC | 43,139 | $2.72M | 0.02% | +4,795+12.5% | Added |
| TownSquare Capital, LLC | 42,970 | $2.71M | 0.05% | +24+0.1% | Added |
| KBC Group NV | 42,788 | $2.70M | 0.01% | −148,116−77.6% | Reduced |
| MML Investors Services, LLC | 42,220 | $2.66M | 0.01% | −2,698−6.0% | Reduced |
| Blair William & Co | 42,139 | $2.66M | 0.01% | −2,797−6.2% | Reduced |
| Evercore Wealth Management, LLC | 41,900 | $2.64M | 0.05% | −600−1.4% | Reduced |
| DekaBank Deutsche Girozentrale | 41,767 | $2.64M | 0.01% | −5,411−11.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 41,277 | $2.60M | 0.01% | +470+1.2% | Added |
| Candriam Luxembourg S.C.A. | 41,178 | $2.60M | 0.02% | +314+0.8% | Added |
| Xponance, Inc. | 40,684 | $2.56M | 0.03% | +224+0.6% | Added |
| Firsthand Capital Management, Inc. | 40,000 | $2.52M | 3.64% | −40,000−50.0% | Reduced |
| Two Sigma Securities, LLC | 38,529 | $2.43M | 0.11% | +29,808+341.8% | Added |
| Amalgamated Bank | 37,879 | $2.39M | 0.02% | +6,470+20.6% | Added |
| Nordea Investment Management AB | 36,578 | $2.37M | 0.00% | −3,011−7.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 36,861 | $2.32M | 0.02% | −7,891−17.6% | Reduced |
| Stifel Financial Corp | 36,332 | $2.29M | 0.00% | −1,463−3.9% | Reduced |
| Banque Cantonale Vaudoise | 36,027 | $2.27M | 0.11% | −908−2.5% | Reduced |
| CFM Wealth Partners LLC | 34,918 | $2.20M | 0.58% | −400−1.1% | Reduced |