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, 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 | 1,228 | $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, 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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 7,048 | $586.8K | 0.04% | −607−7.9% | Reduced |
| The PNC Financial Services Group, Inc. | 7,132 | $593.8K | 0.00% | +824+13.1% | Added |
| Oppenheimer & Co Inc | 7,135 | $594.1K | 0.01% | +1,318+22.7% | Added |
| Moneta Group Investment Advisors LLC | 7,285 | $606.5K | 0.01% | −19−0.3% | Reduced |
| Janney Montgomery Scott LLC | 7,395 | $615.0K | 0.00% | +3,323+81.6% | Added |
| MAI Capital Management | 7,493 | $623.9K | 0.01% | +118+1.6% | Added |
| Atlas Brown,Inc. | 7,700 | $641.1K | 0.27% | +300+4.1% | Added |
| CIBC World Markets Corp | 7,743 | $644.7K | 0.00% | +7,743 | New |
| Cerity Partners LLC | 7,801 | $649.5K | 0.00% | +7,801 | New |
| Freestone Capital Holdings, LLC | 7,890 | $656.9K | 0.03% | +7,890 | New |
| Texas Treasury Safekeeping Trust Co | 7,926 | $660.0K | 0.06% | 00.0% | Unchanged |
| Pitcairn Co | 7,960 | $662.8K | 0.05% | −1,242−13.5% | Reduced |
| DC Investments Management, LLC | 8,118 | $675.9K | 0.69% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 8,210 | $683.6K | 0.04% | −2,171−20.9% | Reduced |
| STRS Ohio | 8,239 | $685.0K | 0.00% | −567−6.4% | Reduced |
| Swedbank AB | 8,285 | $689.8K | 0.00% | −139,700−94.4% | Reduced |
| Acadian Asset Management LLC | 8,417 | $698.0K | 0.00% | +6,594+361.7% | Added |
| Wolverine Trading, LLC | 8,639 | $719.3K | 0.01% | −42,415−83.1% | Reduced |
| Parsons Capital Management Inc | 8,642 | $719.5K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 8,674 | $722.2K | 0.01% | +3,513+68.1% | Added |
| Sigma Planning Corp | 8,700 | $724.3K | 0.06% | +281+3.3% | Added |
| Neuberger Berman Group LLC | 8,726 | $726.5K | 0.00% | −610−6.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,796 | $732.4K | 0.04% | +787+9.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,808 | $733.4K | 0.00% | −212−2.4% | Reduced |
| Teza Capital Management LLC | 8,811 | $733.6K | 0.12% | +8,811 | New |
| Bank of Nova Scotia | 8,944 | $744.6K | 0.00% | −4,716−34.5% | Reduced |
| CIBC Asset Management Inc | 9,189 | $765.1K | 0.00% | −683−6.9% | Reduced |
| Prelude Capital Management, LLC | 9,235 | $768.9K | 0.07% | +9,235 | New |
| Signaturefd, LLC | 9,261 | $771.1K | 0.02% | +565+6.5% | Added |
| Meridian Wealth Management, LLC | 9,398 | $782.5K | 0.05% | −367−3.8% | Reduced |
| Prudential PLC | 9,406 | $783.1K | 0.01% | +2,381+33.9% | Added |
| Northwestern Mutual Wealth Management Co | 9,525 | $793.1K | 0.00% | +1,366+16.7% | Added |
| Advisory Resource Group | 9,543 | $794.5K | 0.20% | −2,191−18.7% | Reduced |
| Financial Advisory Service, Inc. | 9,755 | $812.2K | 0.08% | −1,000−9.3% | Reduced |
| Cetera Advisors LLC | 9,840 | $819.3K | 0.01% | −736−7.0% | Reduced |
| Duality Advisers, LP | 9,852 | $820.3K | 0.09% | +9,852 | New |
| Seaport Global Advisors, LLC | 9,924 | $826.3K | 1.98% | +9,924 | New |
| LJI Wealth Management, LLC | 9,950 | $828.4K | 0.21% | −300−2.9% | Reduced |
| Hel Ved Capital Management Ltd | 9,987 | $831.5K | 0.25% | +1,616+19.3% | Added |
| UBS Oconnor LLC | 10,000 | $832.6K | 0.03% | −35,000−77.8% | Reduced |
| Steel Peak Wealth Management LLC | 10,000 | $832.6K | 0.05% | 00.0% | Unchanged |
| Morgens Waterfall Vintiadis & Co Inc | 10,000 | $832.6K | 0.64% | +10,000 | New |
| Symmetry Peak Management LLC | 10,000 | $832.6K | 3.23% | +10,000 | New |
| Malaga Cove Capital, LLC | 10,082 | $839.4K | 0.35% | −1,347−11.8% | Reduced |
| Guggenheim Capital LLC | 10,132 | $843.6K | 0.01% | −4,839−32.3% | Reduced |
| Farther Finance Advisors, LLC | 10,140 | $844.3K | 0.06% | +210+2.1% | Added |
| Group One Trading, L.P. | 10,190 | $848.4K | 0.03% | +10,190 | New |
| Calamos Advisors LLC | 10,312 | $858.6K | 0.00% | +10,312 | New |
| Western Financial Corp | 10,339 | $860.8K | 0.58% | −95−0.9% | Reduced |
| Foundations Investment Advisors, LLC | 10,912 | $868.5K | 0.02% | +10,912 | New |
| Jennison Associates LLC | 10,438 | $869.1K | 0.00% | +10,438 | New |
| Commerce Bank | 10,484 | $872.9K | 0.01% | −1,449−12.1% | Reduced |
| Panagora Asset Management Inc | 10,833 | $902.0K | 0.01% | +3,033+38.9% | Added |
| Ieq Capital, LLC | 11,151 | $928.5K | 0.02% | +708+6.8% | Added |
| Grandview Asset Management LLC | 11,281 | $939.0K | 0.49% | −595−5.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $946.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,400 | $949.2K | 0.00% | +2,286+25.1% | Added |
| Federated Hermes, Inc. | 11,447 | $953.3K | 0.00% | +11,447 | New |
| Householder Group Estate & Retirement Specialist, LLC | 11,680 | $972.0K | 0.32% | +1,773+17.9% | Added |
| Lido Advisors, LLC | 11,793 | $981.9K | 0.01% | +42+0.4% | Added |
| PDT Partners, LLC | 11,815 | $983.7K | 0.11% | +15+0.1% | Added |
| Thrivent Financial for Lutherans | 11,846 | $986.0K | 0.00% | +924+8.5% | Added |
| Geneos Wealth Management Inc. | 11,874 | $988.6K | 0.05% | +391+3.4% | Added |
| Green Alpha Advisors, LLC | 12,018 | $1.00M | 0.72% | +5,390+81.3% | Added |
| Afg Fiduciary Services Limited Partnership | 12,597 | $1.00M | 0.82% | −1,231−8.9% | Reduced |
| Worldquant Millennium Advisors LLC | 12,217 | $1.02M | 0.01% | −92,743−88.4% | Reduced |
| Jackson Square Capital, LLC | 12,420 | $1.03M | 0.33% | +1,395+12.7% | Added |
| Codex Capital, L.L.C. | 12,600 | $1.05M | 0.61% | −1,800−12.5% | Reduced |
| Teacher Retirement System of Texas | 12,645 | $1.05M | 0.01% | −8,665−40.7% | Reduced |
| MBM Wealth Consultants, LLC | 12,516 | $1.06M | 0.39% | −997−7.4% | Reduced |
| Van Hulzen Asset Management, LLC | 12,818 | $1.07M | 0.08% | −966−7.0% | Reduced |
| AustralianSuper Pty Ltd | 12,846 | $1.07M | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 12,908 | $1.07M | 0.03% | +12,908 | New |
| Barings LLC | 12,978 | $1.08M | 0.03% | +214+1.7% | Added |
| Vinva Investment Management Ltd | 12,821 | $1.09M | 0.07% | +6,182+93.1% | Added |
| Manufacturers Life Insurance Company, The | 13,105 | $1.09M | 0.00% | −30.0% | Reduced |
| Leonteq Securities AG | 13,410 | $1.12M | 0.14% | −2,208−14.1% | Reduced |
| Engineers Gate Manager LP | 13,443 | $1.12M | 0.03% | +13,443 | New |
| Toroso Investments, LLC | 13,453 | $1.12M | 0.03% | +2,237+19.9% | Added |
| Jump Financial, LLC | 13,572 | $1.13M | 0.04% | +8,472+166.1% | Added |
| Mackenzie Financial Corp | 13,665 | $1.14M | 0.00% | −472−3.3% | Reduced |
| Churchill Management Corp | 13,690 | $1.14M | 0.02% | +13,690 | New |
| Insight Holdings Group, LLC | 13,700 | $1.14M | 0.03% | +13,700 | New |
| Swiss Life Asset Management Ltd | 13,702 | $1.14M | 0.01% | −34,477−71.6% | Reduced |
| Avitas Wealth Management LLC | 13,733 | $1.14M | 0.19% | +369+2.8% | Added |
| L & S Advisors Inc | 13,839 | $1.15M | 0.14% | +10,339+295.4% | Added |
| Prudential Financial Inc | 13,909 | $1.16M | 0.00% | +1,309+10.4% | Added |
| Burr Financial Services, LLC | 15,409 | $1.17M | 0.89% | +15,409 | New |
| Blue Barn Wealth, LLC | 14,430 | $1.20M | 0.71% | −193−1.3% | Reduced |
| Wealthfront Advisers LLC | 14,529 | $1.21M | 0.00% | −912−5.9% | Reduced |
| M&T Bank Corp | 14,553 | $1.21M | 0.00% | +3,283+29.1% | Added |
| ARS Investment Partners, LLC | 14,587 | $1.21M | 0.13% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 15,097 | $1.26M | 0.02% | +9,194+155.8% | Added |
| Private Advisor Group, LLC | 15,300 | $1.27M | 0.01% | +5,905+62.9% | Added |
| Verition Fund Management LLC | 15,482 | $1.29M | 0.01% | +1,602+11.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 15,500 | $1.29M | 1.07% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 15,572 | $1.30M | 0.69% | −10,354−39.9% | Reduced |
| Old Well Partners, LLC | 15,600 | $1.30M | 1.21% | −8,600−35.5% | Reduced |
| Aspiriant, LLC | 15,772 | $1.31M | 0.06% | +3,119+24.7% | Added |
| Rockefeller Capital Management L.P. | 16,019 | $1.33M | 0.00% | +720+4.7% | Added |