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 |
|---|---|---|---|---|---|
| Agf Management Ltd | 16,064 | $1.34M | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 16,147 | $1.34M | 0.35% | +404+2.6% | Added |
| Vident Advisory, LLC | 16,182 | $1.35M | 0.03% | +4,754+41.6% | Added |
| Cresset Asset Management, LLC | 16,221 | $1.35M | 0.01% | −295−1.8% | Reduced |
| Perigon Wealth Management, LLC | 16,299 | $1.36M | 0.04% | +6,861+72.7% | Added |
| Entropy Technologies, LP | 16,313 | $1.36M | 0.25% | +16,313 | New |
| Allianz Asset Management GmbH | 16,418 | $1.37M | 0.00% | −4,914−23.0% | Reduced |
| Granite Bay Wealth Management, LLC | 19,845 | $1.39M | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 18,315 | $1.40M | 0.42% | +419+2.3% | Added |
| Beacon Pointe Advisors, LLC | 16,960 | $1.41M | 0.02% | +6,622+64.1% | Added |
| Lazard Asset Management LLC | 16,979 | $1.41M | 0.00% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 17,029 | $1.42M | 0.15% | 00.0% | Unchanged |
| AIA Group Ltd | 17,504 | $1.46M | 0.06% | +6,244+55.5% | Added |
| MetLife Investment Management | 17,627 | $1.47M | 0.01% | −55−0.3% | Reduced |
| Daiwa Securities Group Inc. | 17,652 | $1.47M | 0.01% | +800+4.7% | Added |
| Nisa Investment Advisors, LLC | 17,950 | $1.49M | 0.01% | +1,000+5.9% | Added |
| Park Avenue Securities LLC | 18,457 | $1.54M | 0.02% | −1,303−6.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,602 | $1.55M | 0.00% | +2,893+18.4% | Added |
| Nordea Investment Management AB | 18,657 | $1.56M | 0.00% | −17,921−49.0% | Reduced |
| Ethic Inc. | 18,741 | $1.56M | 0.05% | +3,286+21.3% | Added |
| Employees Retirement System of Texas | 18,966 | $1.58M | 0.02% | +18,966 | New |
| Creative Planning | 19,550 | $1.63M | 0.00% | +2,080+11.9% | Added |
| Harbor Capital Advisors, Inc. | 19,887 | $1.66M | 0.32% | −2,402−10.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 19,963 | $1.66M | 0.00% | +8,938+81.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,974 | $1.66M | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 19,992 | $1.66M | 0.07% | −1,990−9.1% | Reduced |
| Lake Street Advisors Group, LLC | 20,712 | $1.72M | 0.09% | +188+0.9% | Added |
| Kestra Advisory Services, LLC | 20,894 | $1.74M | 0.01% | −921−4.2% | Reduced |
| Eagle Bay Advisors LLC | 21,005 | $1.75M | 1.11% | +177+0.8% | Added |
| D.A. Davidson & Co. | 21,077 | $1.75M | 0.02% | −42−0.2% | Reduced |
| Harvest Investment Services, LLC | 21,490 | $1.79M | 0.82% | −6,652−23.6% | Reduced |
| Penserra Capital Management LLC | 21,791 | $1.81M | 0.03% | +20,299+1,360.5% | Added |
| FORA Capital, LLC | 21,929 | $1.83M | 0.16% | +21,929 | New |
| Maryland State Retirement & Pension System | 22,367 | $1.86M | 0.04% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 22,677 | $1.89M | 0.05% | −2,494−9.9% | Reduced |
| Millennium Management LLC | 22,748 | $1.89M | 0.00% | −103,459−82.0% | Reduced |
| JustInvest LLC | 22,845 | $1.90M | 0.05% | +3,109+15.8% | Added |
| Clear Harbor Asset Management, LLC | 23,197 | $1.93M | 0.18% | −1,138−4.7% | Reduced |
| CIBC Private Wealth Group, LLC | 23,251 | $1.94M | 0.00% | +19,127+463.8% | Added |
| Rational Advisors LLC | 23,500 | $1.96M | 0.20% | +23,500 | New |
| Macquarie Group Ltd | 23,692 | $1.97M | 0.00% | +13,535+133.3% | Added |
| Highland Capital Management, LLC | 23,737 | $1.98M | 0.12% | +38+0.2% | Added |
| Alps Advisors Inc | 23,805 | $1.98M | 0.02% | −7,124−23.0% | Reduced |
| Comerica Bank | 23,823 | $1.98M | 0.01% | −621−2.5% | Reduced |
| Executive Wealth Management, LLC | 23,904 | $1.99M | 0.19% | +463+2.0% | Added |
| Tiemann Investment Advisors, LLC | 24,141 | $2.01M | 0.98% | −6,500−21.2% | Reduced |
| Elo Mutual Pension Insurance Co | 24,172 | $2.01M | 0.05% | +1,152+5.0% | Added |
| Nomura Holdings Inc | 24,761 | $2.06M | 0.02% | −61,709−71.4% | Reduced |
| Dantai Capital Ltd | 24,980 | $2.08M | 2.63% | +24,980 | New |
| CI Private Wealth, LLC | 25,134 | $2.09M | 0.00% | −4,298−14.6% | Reduced |
| Sepio Capital, LP | 25,610 | $2.13M | 0.18% | +1,186+4.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 25,925 | $2.16M | 0.01% | +1,129+4.6% | Added |
| CIBC World Markets Inc. | 26,018 | $2.17M | 0.01% | +6,368+32.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 26,100 | $2.21M | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 26,656 | $2.22M | 0.09% | +158+0.6% | Added |
| Strategic Planning Group, LLC | 26,958 | $2.24M | 0.74% | +26,958 | New |
| Y.D. More Investments Ltd | 28,981 | $2.26M | 0.46% | +4,188+16.9% | Added |
| EFG Asset Management (Americas) Corp. | 27,274 | $2.27M | 0.49% | +446+1.7% | Added |
| Kingswood Wealth Advisors, LLC | 27,358 | $2.28M | 0.26% | +132+0.5% | Added |
| Point72 Hong Kong Ltd | 27,437 | $2.28M | 0.14% | +27,437 | New |
| Janus Henderson Group PLC | 27,451 | $2.29M | 0.00% | −2,209−7.4% | Reduced |
| Cetera Advisor Networks LLC | 27,729 | $2.31M | 0.01% | +838+3.1% | Added |
| Jasper Ridge Partners, L.P. | 27,835 | $2.32M | 0.09% | −59,381−68.1% | Reduced |
| Truist Financial Corp | 28,388 | $2.36M | 0.00% | +331+1.2% | Added |
| Lountzis Asset Management, LLC | 28,536 | $2.38M | 1.30% | −186−0.6% | Reduced |
| Private Advisory Group LLC | 29,629 | $2.47M | 0.43% | −2,259−7.1% | Reduced |
| Affinity Wealth Management LLC | 29,685 | $2.47M | 0.51% | +29,685 | New |
| Pathstone Holdings, LLC | 29,521 | $2.47M | 0.01% | +29,521 | New |
| Banque Cantonale Vaudoise | 29,815 | $2.48M | 0.11% | −6,212−17.2% | Reduced |
| ExodusPoint Capital Management, LP | 29,828 | $2.48M | 0.03% | +25,328+562.8% | Added |
| Nissay Asset Management Corp | 30,656 | $2.55M | 0.02% | +1,420+4.9% | Added |
| Lyell Wealth Management, LP | 30,673 | $2.55M | 0.29% | +2,292+8.1% | Added |
| Soltis Investment Advisors LLC | 31,235 | $2.60M | 0.29% | −17−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 31,457 | $2.62M | 0.01% | −637−2.0% | Reduced |
| Achmea Investment Management B.V. | 31,902 | $2.66M | 0.05% | −16,072−33.5% | Reduced |
| British Columbia Investment Management Corp | 32,009 | $2.67M | 0.02% | +7,008+28.0% | Added |
| Blair William & Co | 33,915 | $2.82M | 0.01% | −8,224−19.5% | Reduced |
| Independent Advisor Alliance | 35,106 | $2.92M | 0.11% | +725+2.1% | Added |
| KBC Group NV | 35,166 | $2.93M | 0.01% | −7,622−17.8% | Reduced |
| CFM Wealth Partners LLC | 35,300 | $2.94M | 0.66% | +382+1.1% | Added |
| Amalgamated Bank | 35,826 | $2.98M | 0.02% | −2,053−5.4% | Reduced |
| Toronto Dominion Bank | 36,420 | $3.03M | 0.00% | −16,334−31.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 36,751 | $3.06M | 0.03% | −110−0.3% | Reduced |
| Andra AP-fonden | 37,400 | $3.11M | 0.16% | −27,600−42.5% | Reduced |
| Stifel Financial Corp | 38,003 | $3.16M | 0.00% | +1,671+4.6% | Added |
| CTC LLC | 38,071 | $3.17M | 0.03% | −53,984−58.6% | Reduced |
| Xponance, Inc. | 38,945 | $3.24M | 0.04% | −1,739−4.3% | Reduced |
| EFG Asset Management (North America) Corp. | 39,371 | $3.28M | 0.62% | −10,124−20.5% | Reduced |
| Wolverine Asset Management LLC | 39,404 | $3.28M | 0.05% | −48,893−55.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 39,793 | $3.31M | 0.01% | −1,484−3.6% | Reduced |
| Firsthand Capital Management, Inc. | 80,000 | $3.33M | 4.86% | +40,000+100.0% | Added |
| Alight Capital Management LP | 40,000 | $3.33M | 1.07% | +40,000 | New |
| TownSquare Capital, LLC | 40,294 | $3.35M | 0.06% | −2,676−6.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 40,891 | $3.40M | 0.06% | +40,891 | New |
| Candriam Luxembourg S.C.A. | 41,345 | $3.44M | 0.02% | +167+0.4% | Added |
| Rafferty Asset Management, LLC | 42,139 | $3.51M | 0.01% | −1,000−2.3% | Reduced |
| Pier 88 Investment Partners LLC | 43,330 | $3.61M | 0.91% | +21,690+100.2% | Added |
| Ambassador Advisors, LLC | 44,716 | $3.61M | 0.80% | −20,374−31.3% | Reduced |
| Intech Investment Management LLC | 43,602 | $3.63M | 0.05% | −8,047−15.6% | Reduced |
| AE Wealth Management LLC | 46,244 | $3.71M | 0.02% | −6,893−13.0% | Reduced |