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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 34,381 | $2.17M | 0.10% | −8,227−19.3% | Reduced |
| Baker Chad R | 32,195 | $2.03M | 0.51% | +32,195 | New |
| Public Employees Retirement Association of Colorado | 32,094 | $2.02M | 0.01% | 00.0% | Unchanged |
| Private Advisory Group LLC | 31,888 | $2.01M | 0.40% | +375+1.2% | Added |
| Soltis Investment Advisors LLC | 31,252 | $1.97M | 0.25% | +20+0.1% | Added |
| Alps Advisors Inc | 30,929 | $1.95M | 0.02% | −3,216−9.4% | Reduced |
| Tiemann Investment Advisors, LLC | 30,641 | $1.93M | 1.03% | −5,000−14.0% | Reduced |
| Janus Henderson Group PLC | 29,660 | $1.87M | 0.00% | −1,454−4.7% | Reduced |
| CI Private Wealth, LLC | 29,432 | $1.86M | 0.00% | +2,035+7.4% | Added |
| Nissay Asset Management Corp | 29,236 | $1.84M | 0.02% | +1,311+4.7% | Added |
| Lountzis Asset Management, LLC | 28,722 | $1.81M | 1.01% | +15,153+111.7% | Added |
| Lyell Wealth Management, LP | 28,381 | $1.79M | 0.24% | +2,156+8.2% | Added |
| Harvest Investment Services, LLC | 28,142 | $1.77M | 1.14% | +28,142 | New |
| Truist Financial Corp | 28,057 | $1.77M | 0.00% | −227−0.8% | Reduced |
| SG Americas Securities, LLC | 27,746 | $1.75M | 0.02% | +21,930+377.1% | Added |
| Kingswood Wealth Advisors, LLC | 27,226 | $1.72M | 0.30% | +27,226 | New |
| Cetera Advisor Networks LLC | 26,891 | $1.70M | 0.01% | −498−1.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 26,828 | $1.69M | 0.40% | +5,745+27.2% | Added |
| Brighton Jones LLC | 26,498 | $1.67M | 0.08% | +42+0.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 26,100 | $1.65M | 0.04% | +1,100+4.4% | Added |
| Blueshift Asset Management, LLC | 25,926 | $1.63M | 0.97% | +12,974+100.2% | Added |
| Trexquant Investment LP | 25,616 | $1.61M | 0.04% | +25,616 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 25,328 | $1.60M | 0.01% | +973+4.0% | Added |
| Gulf International Bank (UK) Ltd | 25,171 | $1.59M | 0.04% | −2,134−7.8% | Reduced |
| Liontrust Investment Partners LLP | 25,000 | $1.58M | 0.03% | −7,000−21.9% | Reduced |
| British Columbia Investment Management Corp | 25,001 | $1.58M | 0.01% | +415+1.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,796 | $1.56M | 0.00% | +994+4.2% | Added |
| Comerica Bank | 24,444 | $1.54M | 0.01% | +24,444 | New |
| Sepio Capital, LP | 24,424 | $1.54M | 0.13% | +731+3.1% | Added |
| Clear Harbor Asset Management, LLC | 24,335 | $1.53M | 0.16% | −85−0.3% | Reduced |
| Y.D. More Investments Ltd | 24,793 | $1.53M | 0.31% | −48−0.2% | Reduced |
| Old Well Partners, LLC | 24,200 | $1.53M | 1.32% | 00.0% | Unchanged |
| CenterBook Partners LP | 23,804 | $1.50M | 0.19% | +23,804 | New |
| Highland Capital Management, LLC | 23,699 | $1.49M | 0.10% | −339−1.4% | Reduced |
| Executive Wealth Management, LLC | 23,441 | $1.48M | 0.15% | +2,118+9.9% | Added |
| Elo Mutual Pension Insurance Co | 23,020 | $1.45M | 0.04% | +511+2.3% | Added |
| Maryland State Retirement & Pension System | 22,367 | $1.41M | 0.03% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 22,289 | $1.41M | 0.30% | −1,071−4.6% | Reduced |
| Profund Advisors LLC | 21,982 | $1.39M | 0.08% | +251+1.2% | Added |
| Kestra Advisory Services, LLC | 21,815 | $1.38M | 0.01% | −1,204−5.2% | Reduced |
| Pier 88 Investment Partners LLC | 21,640 | $1.36M | 0.34% | +2,530+13.2% | Added |
| Allianz Asset Management GmbH | 21,332 | $1.34M | 0.00% | −4,772−18.3% | Reduced |
| Teacher Retirement System of Texas | 21,310 | $1.34M | 0.01% | +697+3.4% | Added |
| D.A. Davidson & Co. | 21,119 | $1.33M | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20,828 | $1.31M | 0.61% | +352+1.7% | Added |
| Lake Street Advisors Group, LLC | 20,524 | $1.29M | 0.08% | −96−0.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 15,500 | $1.29M | 1.07% | +2,000+14.8% | Added |
| Granite Bay Wealth Management, LLC | 19,845 | $1.27M | 0.01% | +19,845 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,974 | $1.26M | 0.02% | −47−0.2% | Reduced |
| Park Avenue Securities LLC | 19,760 | $1.25M | 0.02% | −3,700−15.8% | Reduced |
| JustInvest LLC | 19,736 | $1.24M | 0.04% | +239+1.2% | Added |
| CIBC World Markets Inc. | 19,650 | $1.24M | 0.00% | +5,220+36.2% | Added |
| Man Group plc | – | $1.20M | 0.00% | – | – |
| MetLife Investment Management | 17,682 | $1.11M | 0.01% | +9+0.1% | Added |
| Castle Rock Wealth Management, LLC | 17,896 | $1.11M | 0.37% | +17,896 | New |
| Creative Planning | 17,470 | $1.10M | 0.00% | +995+6.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 17,029 | $1.07M | 0.07% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 16,979 | $1.07M | 0.00% | −80.0% | Reduced |
| Pathstone Family Office, LLC | 16,775 | $1.07M | 0.01% | +16,775 | New |
| Nisa Investment Advisors, LLC | 16,950 | $1.07M | 0.01% | +450+2.7% | Added |
| Daiwa Securities Group Inc. | 16,852 | $1.06M | 0.01% | +600+3.7% | Added |
| Cresset Asset Management, LLC | 16,516 | $1.04M | 0.01% | +1,127+7.3% | Added |
| SlateStone Wealth, LLC | 16,277 | $1.03M | 0.15% | +449+2.8% | Added |
| Agf Management Ltd | 16,064 | $1.01M | 0.01% | +16,064 | New |
| Global Wealth Management Investment Advisory, Inc. | 15,743 | $992.4K | 0.28% | +1,093+7.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,709 | $990.3K | 0.00% | +3,337+27.0% | Added |
| Leonteq Securities AG | 15,618 | $984.6K | 0.10% | −773−4.7% | Reduced |
| Ethic Inc. | 15,455 | $974.3K | 0.03% | +2,233+16.9% | Added |
| Wealthfront Advisers LLC | 15,441 | $973.4K | 0.00% | +2,407+18.5% | Added |
| Rockefeller Capital Management L.P. | 15,299 | $964.4K | 0.00% | −9,787−39.0% | Reduced |
| Guggenheim Capital LLC | 14,971 | $943.8K | 0.01% | +6,137+69.5% | Added |
| Blue Barn Wealth, LLC | 14,623 | $921.8K | 0.61% | +9+0.1% | Added |
| ARS Investment Partners, LLC | 14,587 | $919.6K | 0.11% | 00.0% | Unchanged |
| Codex Capital, L.L.C. | 14,400 | $907.8K | 0.59% | 00.0% | Unchanged |
| Raymond James & Associates | 13,937 | $878.6K | 0.00% | −7,556−35.2% | Reduced |
| Verition Fund Management LLC | 13,880 | $875.0K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 13,784 | $869.0K | 0.07% | +9,268+205.2% | Added |
| Bank of Nova Scotia | 13,660 | $861.1K | 0.00% | +13,660 | New |
| Afg Fiduciary Services Limited Partnership | 13,828 | $845.7K | 0.75% | −248−1.8% | Reduced |
| Avitas Wealth Management LLC | 13,364 | $842.5K | 0.16% | +2,202+19.7% | Added |
| MBM Wealth Consultants, LLC | 13,513 | $826.4K | 0.36% | −745−5.2% | Reduced |
| Manufacturers Life Insurance Company, The | 13,108 | $826.3K | 0.00% | +6,449+96.8% | Added |
| Mackenzie Financial Corp | 14,137 | $825.6K | 0.00% | −128−0.9% | Reduced |
| Ropes Wealth Advisors LLC | 12,915 | $814.2K | 0.16% | −1,739−11.9% | Reduced |
| AustralianSuper Pty Ltd | 12,846 | $809.8K | 0.01% | +634+5.2% | Added |
| Barings LLC | 12,764 | $804.6K | 0.03% | +1,095+9.4% | Added |
| Aspiriant, LLC | 12,653 | $797.6K | 0.04% | −782−5.8% | Reduced |
| Prudential Financial Inc | 12,600 | $794.5K | 0.00% | −598−4.5% | Reduced |
| Numerai GP LLC | 12,574 | $792.7K | 0.26% | +12,574 | New |
| Edmond de Rothschild Holding S.A. | 12,103 | $763.0K | 0.02% | −11−0.1% | Reduced |
| Jefferies Financial Group Inc. | 12,026 | $758.1K | 0.02% | +8,605+251.5% | Added |
| Commerce Bank | 11,933 | $752.3K | 0.01% | +1,331+12.6% | Added |
| Grandview Asset Management LLC | 11,876 | $749.0K | 0.43% | −945−7.4% | Reduced |
| PDT Partners, LLC | 11,800 | $743.9K | 0.09% | +11,800 | New |
| Lido Advisors, LLC | 11,751 | $740.8K | 0.01% | +84+0.7% | Added |
| Advisory Resource Group | 11,734 | $739.7K | 0.20% | +735+6.7% | Added |
| Geneos Wealth Management Inc. | 11,483 | $723.9K | 0.04% | +50.0% | Added |
| Malaga Cove Capital, LLC | 11,429 | $720.5K | 0.33% | −28−0.2% | Reduced |
| Vident Advisory, LLC | 11,428 | $720.4K | 0.02% | +11,428 | New |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $715.9K | 0.02% | +309+2.8% | Added |