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 11 sales; 1,234 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, 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
- 678
- +114 vs. Q3 2023
- Shares held
- 249.2M
- −1.44M (−0.6%) vs. Q3 2023
- Total value
- $20.7B
- +$4.94B (+31.3%) vs. Q3 2023
- New holders
- 154
- 215 more added
- Sold out
- 40
- 209 more reduced
9 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 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $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, 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 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 30,938,677 | $2.58B | 2.04% | −119,547−0.4% | Reduced |
| Morgan Stanley | 30,372,840 | $2.53B | 0.22% | −1,278,669−4.0% | 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 | $1.39B | 0.04% | +824,570+5.2% | Added |
| FMR LLC | 14,614,850 | $1.22B | 0.09% | +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 | $503.2M | 0.02% | +292,805+5.1% | Added |
| 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 |
| Voya Investment Management LLC | 3,016,892 | $251.2M | 0.26% | −3,501,150−53.7% | 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 |
| Franklin Resources Inc | 2,422,192 | $201.7M | 0.09% | −129,716−5.1% | 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 |
| 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 | 1,309,984 | $109.1M | 0.02% | +30,871+2.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,272,627 | $106.0M | 0.25% | −75,586−5.6% | Reduced |
| American Century Companies Inc | 1,214,651 | $101.1M | 0.07% | −960.0% | Reduced |
| UBS Asset Management Americas Inc | 1,164,625 | $97.0M | 0.04% | +9,847+0.9% | Added |
| Invesco Ltd. | 1,110,396 | $92.5M | 0.02% | +736,447+196.9% | Added |
| Credit Suisse AG | 1,109,661 | $92.4M | 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 |
| Goldman Sachs Group Inc | 924,627 | $77.0M | 0.02% | −380,727−29.2% | Reduced |
| Bank of America Corp | 898,336 | $74.8M | 0.01% | −50,683−5.3% | 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 |
| Polar Capital Holdings Plc | 730,223 | $60.8M | 0.42% | +529,904+264.5% | Added |
| Price T Rowe Associates Inc | 725,317 | $60.4M | 0.01% | +10,587+1.5% | Added |
| Amundi | 629,780 | $51.4M | 0.02% | +31,966+5.3% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Great West Life Assurance Co | 380,674 | $31.6M | 0.07% | +36,157+10.5% | 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 |
| Kames Capital plc | 327,780 | $27.3M | 0.43% | +327,780 | New |
| Whetstone Capital Advisors, LLC | 323,189 | $26.9M | 13.53% | −2,233−0.7% | Reduced |
| State Board of Administration of Florida Retirement System | 313,328 | $26.1M | 0.05% | +13,944+4.7% | Added |
| Barclays PLC | 309,017 | $25.7M | 0.01% | +13,628+4.6% | 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 |
| 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% | −22,018−8.0% | Reduced |
| 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 |
| Man Group plc | 235,593 | $19.6M | 0.06% | – | – |
| 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 | $18.5M | 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 |
| Readystate Asset Management LP | 208,858 | $17.4M | 1.04% | +63,266+43.5% | 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 |
| Jane Street Group, LLC | 180,888 | $15.1M | 0.02% | −32,546−15.2% | Reduced |
| D. E. Shaw & Co., Inc. | 176,650 | $14.7M | 0.02% | +172,550+4,208.5% | Added |
| JPMorgan Chase & Co | 175,073 | $14.6M | 0.00% | −1,582,137−90.0% | Reduced |
| Degroof Petercam Asset Management | 167,461 | $13.9M | 0.18% | +167,461 | New |
| RPG Investment Advisory, LLC | 165,868 | $13.8M | 2.25% | −24,852−13.0% | Reduced |
| 12 West Capital Management LP | 165,000 | $13.7M | 1.30% | 00.0% | Unchanged |
| Miura Global Management, LLC | 165,000 | $13.7M | 7.68% | +40,000+32.0% | Added |
| Cubist Systematic Strategies, LLC | 163,384 | $13.6M | 0.17% | +163,384 | New |
| Pictet Asset Management Holding SA | 160,208 | $13.3M | 0.01% | −4,665−2.8% | Reduced |
| Berkshire Capital Holdings Inc | 159,750 | $13.3M | 6.01% | +15,560+10.8% | Added |
| State of New Jersey Common Pension Fund D | 158,093 | $13.2M | 0.04% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 156,781 | $13.1M | 0.12% | −18,309−10.5% | Reduced |
| Citigroup Inc | 156,546 | $13.0M | 0.02% | +24,274+18.4% | Added |
| Long Walk Management LP | 153,000 | $12.7M | 8.25% | −103,500−40.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 152,760 | $12.7M | 0.44% | +16,040+11.7% | Added |