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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Tredje AP-fonden | 44,539 | $3.71M | 0.05% | −2,097−4.5% | Reduced |
| Cetera Investment Advisers | 44,616 | $3.71M | 0.03% | +212+0.5% | Added |
| MML Investors Services, LLC | 45,068 | $3.75M | 0.02% | +2,848+6.7% | Added |
| Moore Capital Management, LP | 45,674 | $3.80M | 0.09% | +45,674 | New |
| DekaBank Deutsche Girozentrale | 45,417 | $3.81M | 0.01% | +3,650+8.7% | Added |
| US Bancorp | 47,184 | $3.93M | 0.01% | −2,497−5.0% | Reduced |
| SWS Partners | 49,138 | $4.09M | 1.33% | −798−1.6% | Reduced |
| Susquehanna International Group, LLP | 49,620 | $4.13M | 0.01% | −4,415−8.2% | Reduced |
| Utah Retirement Systems | 50,362 | $4.19M | 0.05% | −16,613−24.8% | Reduced |
| Evercore Wealth Management, LLC | 50,750 | $4.23M | 0.07% | +8,850+21.1% | Added |
| Taylor Frigon Capital Management LLC | 51,312 | $4.27M | 2.14% | −1,183−2.3% | Reduced |
| Forsta Ap-Fonden | 52,400 | $4.36M | 0.04% | −5,100−8.9% | Reduced |
| Trexquant Investment LP | 53,147 | $4.43M | 0.10% | +27,531+107.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 53,720 | $4.47M | 0.03% | +309+0.6% | Added |
| APG Asset Management US Inc. | 55,131 | $4.59M | 0.03% | +55,131 | New |
| USS Investment Management Ltd | 55,191 | $4.59M | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 55,356 | $4.61M | 0.21% | +16,827+43.7% | Added |
| Raymond James & Associates | 55,857 | $4.65M | 0.00% | +41,920+300.8% | Added |
| Titleist Asset Management, LLC | 56,852 | $4.73M | 0.88% | −968−1.7% | Reduced |
| IFM Investors Pty Ltd | 57,915 | $4.82M | 0.06% | −3,757−6.1% | Reduced |
| Circle Wealth Management, LLC | 58,485 | $4.87M | 0.12% | +381+0.7% | Added |
| Schroder Investment Management Group | 58,671 | $4.88M | 0.01% | −701−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 59,369 | $4.94M | 0.01% | +2,448+4.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 60,691 | $5.05M | 0.02% | +35,363+139.6% | Added |
| DnB Asset Management AS | 61,558 | $5.13M | 0.03% | −3,163−4.9% | Reduced |
| Capital International Inc | 61,679 | $5.14M | 0.08% | +8,285+15.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 65,628 | $5.46M | 0.07% | −500−0.8% | Reduced |
| TD Asset Management Inc | 65,702 | $5.47M | 0.01% | +7,230+12.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 65,790 | $5.48M | 0.02% | +3,164+5.1% | Added |
| Mercer Global Advisors Inc | 65,883 | $5.49M | 0.02% | −15,023−18.6% | Reduced |
| Advisor Group Holdings, Inc. | 66,729 | $5.55M | 0.01% | −8,931−11.8% | Reduced |
| Point72 Middle East FZE | 67,531 | $5.62M | 0.39% | +67,531 | New |
| Aviva PLC | 67,881 | $5.65M | 0.02% | −71,691−51.4% | Reduced |
| RMB Capital Management, LLC | 67,897 | $5.65M | 0.17% | +13,473+24.8% | Added |
| Nomura Asset Management Co Ltd | 69,760 | $5.81M | 0.02% | +4,300+6.6% | Added |
| Avalon Global Asset Management LLC | 70,400 | $5.86M | 2.30% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 70,888 | $5.89M | 0.01% | +15,698+28.4% | Added |
| Privium Fund Management B.V. | 75,000 | $5.95M | 1.66% | 00.0% | Unchanged |
| Maytus Capital Management, LLC | 72,433 | $6.03M | 2.41% | −12,567−14.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 74,924 | $6.24M | 0.02% | −1,844−2.4% | Reduced |
| Principal Financial Group Inc | 76,017 | $6.33M | 0.00% | −4,071−5.1% | Reduced |
| Russell Investments Group, Ltd. | 75,678 | $6.36M | 0.01% | +1,368+1.8% | Added |
| Graham Capital Management, L.P. | 76,387 | $6.36M | 0.20% | +76,387 | New |
| Kessler Investment Group, LLC | 76,413 | $6.36M | 3.90% | +76,413 | New |
| O'Neil Global Advisors, Inc. | 77,260 | $6.43M | 3.74% | +77,260 | New |
| Victory Capital Management Inc | 77,817 | $6.48M | 0.01% | −32,312−29.3% | Reduced |
| Davy Global Fund Management Ltd | 77,994 | $6.49M | 0.77% | −2,687−3.3% | Reduced |
| BCJ Capital Management, LLC | 78,467 | $6.53M | 0.57% | +78,467 | New |
| Sentinel Trust Co Lba | 80,718 | $6.72M | 0.88% | 00.0% | Unchanged |
| Capital International Ltd | 80,748 | $6.72M | 0.34% | +585+0.7% | Added |
| Erste Asset Management GmbH | 80,950 | $6.74M | 0.10% | 00.0% | Unchanged |
| Mariner, LLC | 83,271 | $6.93M | 0.02% | −2,173−2.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 84,636 | $7.05M | 0.08% | −11,990−12.4% | Reduced |
| Capital International Sarl | 88,354 | $7.36M | 0.28% | +9,633+12.2% | Added |
| Korea Investment CORP | 89,358 | $7.44M | 0.02% | +37,028+70.8% | Added |
| Arizona State Retirement System | 93,872 | $7.82M | 0.06% | +18,835+25.1% | Added |
| Baker Chad R | 95,715 | $7.97M | 1.79% | +63,520+197.3% | Added |
| Tudor Investment Corp Et Al | 96,072 | $8.00M | 0.11% | −11,013−10.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 96,555 | $8.04M | 0.51% | +47,597+97.2% | Added |
| Fred Alger Management, LLC | 97,099 | $8.08M | 0.04% | +26,703+37.9% | Added |
| SEI Investments Co | 97,603 | $8.13M | 0.01% | +1,406+1.5% | Added |
| Standard Life Aberdeen plc | 99,685 | $8.30M | 0.02% | +50,819+104.0% | Added |
| Nwi Management LP | 100,000 | $8.33M | 1.69% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 100,790 | $8.39M | 0.22% | −7,045−6.5% | Reduced |
| LGT Group Foundation | 100,200 | $8.48M | 0.19% | −11,529−10.3% | Reduced |
| Royal London Asset Management Ltd | 109,039 | $9.08M | 0.03% | +1,845+1.7% | Added |
| Storebrand Asset Management AS | 116,327 | $9.69M | 0.04% | +18,930+19.4% | Added |
| Public Employees Retirement System of Ohio | 121,762 | $10.1M | 0.04% | +4,567+3.9% | Added |
| Handelsbanken Fonder AB | 122,940 | $10.2M | 0.05% | +28,548+30.2% | Added |
| Pinebridge Investments, L.P. | 125,485 | $10.4M | 0.10% | +51,499+69.6% | Added |
| LPL Financial LLC | 125,936 | $10.5M | 0.01% | +11,426+10.0% | Added |
| Treasurer of the State of North Carolina | 128,956 | $10.7M | 0.05% | −845−0.7% | Reduced |
| Mizuho Markets Americas LLC | 130,068 | $10.8M | 0.33% | +55,943+75.5% | Added |
| QRG Capital Management, Inc. | 132,628 | $11.0M | 0.16% | −12,761−8.8% | Reduced |
| Forte Capital LLC | 134,500 | $11.2M | 1.53% | −1,145−0.8% | Reduced |
| HSBC Holdings PLC | 138,730 | $11.6M | 0.01% | −42,472−23.4% | Reduced |
| State of Wisconsin Investment Board | 143,451 | $11.9M | 0.03% | −2,895−2.0% | Reduced |
| GAM Holding AG | 148,506 | $12.4M | 0.92% | −25,410−14.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 152,760 | $12.7M | 0.44% | +16,040+11.7% | Added |
| Long Walk Management LP | 153,000 | $12.7M | 8.25% | −103,500−40.4% | Reduced |
| Citigroup Inc | 156,546 | $13.0M | 0.02% | +24,274+18.4% | Added |
| Teachers Retirement System of the State of Kentucky | 156,781 | $13.1M | 0.12% | −18,309−10.5% | Reduced |
| State of New Jersey Common Pension Fund D | 158,093 | $13.2M | 0.04% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 159,750 | $13.3M | 6.01% | +15,560+10.8% | Added |
| Pictet Asset Management Holding SA | 160,208 | $13.3M | 0.01% | −4,665−2.8% | Reduced |
| Cubist Systematic Strategies, LLC | 163,384 | $13.6M | 0.17% | +163,384 | New |
| 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 |
| RPG Investment Advisory, LLC | 165,868 | $13.8M | 2.25% | −24,852−13.0% | Reduced |
| Degroof Petercam Asset Management | 167,461 | $13.9M | 0.18% | +167,461 | New |
| JPMorgan Chase & Co | 175,073 | $14.6M | 0.00% | −1,582,137−90.0% | Reduced |
| D. E. Shaw & Co., Inc. | 176,650 | $14.7M | 0.02% | +172,550+4,208.5% | Added |
| Jane Street Group, LLC | 180,888 | $15.1M | 0.02% | −32,546−15.2% | Reduced |
| APG Asset Management N.V. | 202,047 | $15.2M | 0.03% | −8,865−4.2% | Reduced |
| Los Angeles Capital Management LLC | 188,370 | $15.7M | 0.06% | +184,977+5,451.7% | Added |
| Citadel Advisors LLC | 195,317 | $16.3M | 0.02% | −2,449,962−92.6% | Reduced |
| Allen Investment Management LLC | 195,490 | $16.3M | 0.22% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 203,571 | $16.9M | 0.01% | −10,915−5.1% | Reduced |
| Readystate Asset Management LP | 208,858 | $17.4M | 1.04% | +63,266+43.5% | Added |
| Asset Management One Co.,Ltd. | 213,306 | $18.1M | 0.07% | +11,992+6.0% | Added |