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; 1,272 institutions reported holding it in 13F filings for Q2 2026, worth $78.5B in total; 3 superinvestors hold it, including ARK Invest and Oaktree Capital.
13F holders, Q4 2023
Institutional positions in Cloudflare, Inc. as of Dec 31, 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
- 701
- +108 vs. Q3 2023
- Shares held
- 333.3M
- +31.6M (+10.5%) vs. Q3 2023
- Total value
- $24.4B
- +$2.93B (+13.6%) vs. Q3 2023
- New holders
- 154
- 220 more added
- Sold out
- 46
- 209 more reduced
10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,272 | $78.5B |
| Q1 2026 | 1,160 | $58.5B |
| Q4 2025 | 1,107 | $56.4B |
| Q3 2025 | 1,056 | $63.0B |
| Q2 2025 | 968 | $56.2B |
| Q1 2025 | 891 | $31.6B |
| Q4 2024 | 795 | $29.7B |
| Q3 2024 | 706 | $22.0B |
| Q2 2024 | 680 | $22.4B |
| Q1 2024 | 730 | $30.9B |
| Q4 2023 | 701 | $24.4B |
| Q3 2023 | 603 | $21.5B |
| Q2 2023 | 587 | $20.6B |
| Q1 2023 | 598 | $19.9B |
| Q4 2022 | 573 | $11.9B |
| Q3 2022 | 588 | $14.1B |
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 60,745,680 | $5.07B | 0.22% | +29,094,171+91.9% | Added |
| Baillie Gifford & Co | 30,938,677 | $2.58B | 2.04% | −119,547−0.4% | Reduced |
| Vanguard Group Inc | 28,159,189 | $2.34B | 0.05% | +740,914+2.7% | Added |
| Capital World Investors | 27,543,956 | $2.29B | 0.41% | +487,308+1.8% | Added |
| BlackRock Inc. | 16,650,173 | $1.40B | 0.04% | +824,570+5.2% | Added |
| FMR LLC | 14,614,850 | $1.24B | 0.10% | +538,439+3.8% | Added |
| Sands Capital Management, LLC | 10,593,642 | $882.0M | 2.68% | −413,749−3.8% | Reduced |
| State Street Corp | 6,043,218 | $527.9M | 0.03% | +292,805+5.1% | Added |
| Voya Investment Management LLC | 3,016,892 | $433.9M | 0.45% | −3,501,150−53.7% | Reduced |
| First Trust Advisors LP | 5,007,248 | $416.9M | 0.45% | −1,116,591−18.2% | Reduced |
| Geode Capital Management, LLC | 4,307,371 | $358.0M | 0.04% | +239,096+5.9% | Added |
| Legal & General Group Plc | 3,313,977 | $275.9M | 0.09% | +108,664+3.4% | Added |
| Franklin Resources Inc | 2,422,192 | $273.8M | 0.13% | −129,716−5.1% | Reduced |
| 1832 Asset Management L.P. | 2,916,600 | $242.8M | 0.46% | +1,597,900+121.2% | Added |
| Norges Bank | 2,664,635 | $221.9M | 0.04% | +553,946+26.2% | Added |
| Gilder Gagnon Howe & Co LLC | 2,452,477 | $204.2M | 2.80% | −230,682−8.6% | Reduced |
| Two Sigma Investments, LP | 2,108,729 | $175.6M | 0.42% | +422,608+25.1% | Added |
| Two Sigma Advisers, LP | 1,987,000 | $165.4M | 0.39% | +681,800+52.2% | Added |
| Northern Trust Corp | 1,713,441 | $142.7M | 0.03% | −20,198−1.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,678,930 | $139.8M | 0.10% | −57,282−3.3% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | – | $119.7M | 2.27% | – | – |
| Royal Bank of Canada | 1,400,641 | $116.6M | 0.03% | +15,493+1.1% | Added |
| Deutsche Bank AG | 1,359,084 | $113.2M | 0.06% | +6,881+0.5% | Added |
| Strategy Capital LLC | 1,343,254 | $111.8M | 12.16% | −92,128−6.4% | Reduced |
| Bank of New York Mellon Corp | 2,209,984 | $109.9M | 0.02% | +30,871+1.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,272,627 | $106.0M | 0.25% | −75,586−5.6% | Reduced |
| Linden Advisors LP | – | $101.3M | 0.96% | – | – |
| American Century Companies Inc | 1,214,651 | $101.1M | 0.07% | −960.0% | Reduced |
| UBS Asset Management Americas Inc | 1,164,625 | $101.1M | 0.04% | +9,847+0.9% | Added |
| Invesco Ltd. | 1,110,396 | $100.7M | 0.02% | +736,447+196.9% | Added |
| Credit Suisse AG | 1,109,661 | $95.6M | 0.09% | +20,906+1.9% | Added |
| Charles Schwab Investment Management Inc | 1,030,682 | $85.8M | 0.02% | +47,175+4.8% | Added |
| Nikko Asset Management Americas, Inc. | 1,001,222 | $83.4M | 0.80% | −60,179−5.7% | Reduced |
| Voloridge Investment Management, LLC | 997,294 | $83.0M | 0.33% | +516,426+107.4% | Added |
| Bessemer Group Inc | 946,094 | $78.8M | 0.15% | +10,463+1.1% | Added |
| Bamco Inc | 935,285 | $77.9M | 0.21% | −4,244−0.5% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 930,000 | $77.4M | 9.81% | +70,000+8.1% | Added |
| Bank of America Corp | 898,336 | $77.1M | 0.01% | −50,683−5.3% | Reduced |
| Steelhead Partners LLC | – | $77.0M | 4.00% | – | – |
| Goldman Sachs Group Inc | 924,627 | $77.0M | 0.02% | −380,727−29.2% | Reduced |
| Swiss National Bank | 869,200 | $72.4M | 0.05% | −15,500−1.8% | Reduced |
| Nuveen Asset Management, LLC | 826,989 | $68.9M | 0.02% | +48,908+6.3% | Added |
| Alfreton Capital LLP | 800,000 | $66.6M | 27.25% | −120,000−13.0% | Reduced |
| Lazard Asset Management LLC | 16,979 | $61.1M | 0.08% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 730,223 | $60.8M | 0.37% | +529,904+264.5% | Added |
| Price T Rowe Associates Inc | 725,317 | $60.4M | 0.01% | +10,587+1.5% | Added |
| Amundi | 629,780 | $60.4M | 0.03% | +31,966+5.3% | Added |
| Calamos Advisors LLC | 10,312 | $55.5M | 0.28% | – | – |
| Ensign Peak Advisors, Inc | 596,580 | $49.7M | 0.10% | +282,486+89.9% | Added |
| Peregrine Capital Management LLC | 557,893 | $46.5M | 1.40% | −21,193−3.7% | Reduced |
| Davidson Kempner Capital Management LP | – | $44.9M | 0.79% | – | – |
| California Public Employees Retirement System | 524,747 | $43.7M | 0.03% | +891+0.2% | Added |
| Marshall Wace, LLP | 520,015 | $43.3M | 0.08% | +520,015 | New |
| Wolverine Asset Management LLC | 39,404 | $42.6M | 0.67% | −48,893−55.4% | Reduced |
| Ameriprise Financial Inc | 501,341 | $41.8M | 0.01% | −101,932−16.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 469,351 | $39.1M | 0.10% | +24,292+5.5% | Added |
| Grandeur Peak Global Advisors, LLC | 457,965 | $38.1M | 2.68% | −60,003−11.6% | Reduced |
| Millennium Management LLC | 22,748 | $38.1M | 0.04% | −103,459−82.0% | Reduced |
| SW Investment Management LLC | 450,000 | $37.5M | 12.91% | −100,000−18.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 440,868 | $36.7M | 0.22% | +11,259+2.6% | Added |
| National Pension Service | 439,829 | $36.6M | 0.05% | 00.0% | Unchanged |
| California State Teachers Retirement System | 427,280 | $35.6M | 0.05% | +4,634+1.1% | Added |
| Squarepoint Ops LLC | 420,779 | $35.0M | 0.14% | +178,040+73.3% | Added |
| Barclays PLC | 309,017 | $34.4M | 0.02% | +13,628+4.6% | Added |
| La Financiere de L'Echiquier | 407,600 | $33.9M | 1.57% | +17,600+4.5% | Added |
| Rhumbline Advisers | 390,265 | $32.5M | 0.03% | −838−0.2% | Reduced |
| JPMorgan Chase & Co | 350,146 | $31.9M | 0.00% | −1,407,064−80.1% | Reduced |
| Great West Life Assurance Co | 380,674 | $31.6M | 0.07% | +36,157+10.5% | Added |
| Verition Fund Management LLC | 15,482 | $30.6M | 0.31% | +1,602+11.5% | Added |
| Alliancebernstein L.P. | 356,437 | $29.7M | 0.01% | −74,892−17.4% | Reduced |
| Value Star Asset Management (Hong Kong) Ltd | 352,800 | $29.4M | 10.05% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 349,177 | $29.1M | 0.07% | +349,177 | New |
| D. E. Shaw & Co., Inc. | 176,650 | $28.1M | 0.04% | +172,550+4,208.5% | Added |
| Kames Capital plc | 327,780 | $27.3M | 0.43% | +327,780 | New |
| Aviva PLC | 67,881 | $27.3M | 0.10% | −71,691−51.4% | Reduced |
| Whetstone Capital Advisors, LLC | 323,189 | $26.9M | 13.53% | −2,233−0.7% | Reduced |
| Lord, Abbett & Co. LLC | 29,526,000 | $26.5M | 0.05% | +13,751,000+87.2% | Added |
| State Board of Administration of Florida Retirement System | 313,328 | $26.1M | 0.05% | +13,944+4.7% | Added |
| Readystate Asset Management LP | 208,858 | $25.1M | 1.49% | +63,266+43.5% | Added |
| Cota Capital Management, LLC | 291,849 | $24.3M | 10.13% | −49,839−14.6% | Reduced |
| Dimensional Fund Advisors LP | 285,604 | $23.8M | 0.01% | +21,447+8.1% | Added |
| NZS Capital, LLC | 279,232 | $23.2M | 1.22% | +14,751+5.6% | Added |
| Vontobel Holding Ltd. | 278,865 | $23.2M | 0.19% | −58,497−17.3% | Reduced |
| BNP Paribas Arbitrage, SA | – | $22.4M | 0.04% | – | – |
| Man Group plc | 235,593 | $22.3M | 0.06% | – | – |
| Bank of Montreal | 254,790 | $21.8M | 0.01% | −267,702−51.2% | Reduced |
| New York State Common Retirement Fund | 254,396 | $21.2M | 0.03% | −4,750,018−94.9% | Reduced |
| Jane Street Group, LLC | 6,480,888 | $20.8M | 0.03% | +3,467,454+115.1% | Added |
| Hartline Investment Corp | 244,634 | $20.4M | 3.29% | +3,995+1.7% | Added |
| Alberta Investment Management Corp | 240,002 | $20.0M | 0.19% | −2,446−1.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 249,142 | $19.0M | 0.03% | −17,997−6.7% | Reduced |
| UBS Group AG | 224,952 | $18.7M | 0.01% | +113,646+102.1% | Added |
| Wells Fargo & Company | 222,032 | $18.7M | 0.01% | +6,408+3.0% | Added |
| Capital Fund Management S.A. | 219,962 | $18.3M | 0.23% | +219,962 | New |
| Asset Management One Co.,Ltd. | 213,306 | $18.1M | 0.07% | +11,992+6.0% | Added |
| Envestnet Asset Management Inc | 203,571 | $16.9M | 0.01% | −10,915−5.1% | Reduced |
| Allen Investment Management LLC | 195,490 | $16.3M | 0.22% | 00.0% | Unchanged |
| Citadel Advisors LLC | 195,317 | $16.3M | 0.02% | −2,449,962−92.6% | Reduced |
| Los Angeles Capital Management LLC | 188,370 | $15.7M | 0.06% | +184,977+5,451.7% | Added |
| APG Asset Management N.V. | 202,047 | $15.2M | 0.03% | −8,865−4.2% | Reduced |