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 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 219,962 | $18.3M | 0.23% | +219,962 | New |
| Wells Fargo & Company | 222,032 | $18.5M | 0.01% | +6,408+3.0% | Added |
| UBS Group AG | 224,952 | $18.7M | 0.01% | +113,646+102.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 249,142 | $19.0M | 0.03% | −17,997−6.7% | Reduced |
| Man Group plc | 235,593 | $19.6M | 0.06% | – | – |
| Alberta Investment Management Corp | 240,002 | $20.0M | 0.19% | −2,446−1.0% | Reduced |
| Hartline Investment Corp | 244,634 | $20.4M | 3.29% | +3,995+1.7% | Added |
| New York State Common Retirement Fund | 254,396 | $21.2M | 0.03% | −22,018−8.0% | Reduced |
| Bank of Montreal | 254,790 | $21.8M | 0.01% | −267,702−51.2% | Reduced |
| Vontobel Holding Ltd. | 278,865 | $23.2M | 0.19% | −58,497−17.3% | Reduced |
| NZS Capital, LLC | 279,232 | $23.2M | 1.22% | +14,751+5.6% | Added |
| Dimensional Fund Advisors LP | 285,604 | $23.8M | 0.01% | +21,447+8.1% | Added |
| Cota Capital Management, LLC | 291,849 | $24.3M | 10.13% | −49,839−14.6% | Reduced |
| Barclays PLC | 309,017 | $25.7M | 0.01% | +13,628+4.6% | Added |
| State Board of Administration of Florida Retirement System | 313,328 | $26.1M | 0.05% | +13,944+4.7% | Added |
| Whetstone Capital Advisors, LLC | 323,189 | $26.9M | 13.53% | −2,233−0.7% | Reduced |
| Kames Capital plc | 327,780 | $27.3M | 0.43% | +327,780 | New |
| Qube Research & Technologies Ltd | 349,177 | $29.1M | 0.07% | +349,177 | New |
| Value Star Asset Management (Hong Kong) Ltd | 352,800 | $29.4M | 10.05% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 356,437 | $29.7M | 0.01% | −74,892−17.4% | Reduced |
| Great West Life Assurance Co | 380,674 | $31.6M | 0.07% | +36,157+10.5% | Added |
| Rhumbline Advisers | 390,265 | $32.5M | 0.03% | −838−0.2% | Reduced |
| La Financiere de L'Echiquier | 407,600 | $33.9M | 1.57% | +17,600+4.5% | Added |
| Squarepoint Ops LLC | 420,779 | $35.0M | 0.14% | +178,040+73.3% | Added |
| California State Teachers Retirement System | 427,280 | $35.6M | 0.05% | +4,634+1.1% | Added |
| National Pension Service | 439,829 | $36.6M | 0.05% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 440,868 | $36.7M | 0.22% | +11,259+2.6% | Added |
| SW Investment Management LLC | 450,000 | $37.5M | 12.91% | −100,000−18.2% | Reduced |
| Grandeur Peak Global Advisors, LLC | 457,965 | $38.1M | 2.68% | −60,003−11.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 469,351 | $39.1M | 0.10% | +24,292+5.5% | Added |
| Ameriprise Financial Inc | 501,341 | $41.8M | 0.01% | −101,932−16.9% | Reduced |
| Marshall Wace, LLP | 520,015 | $43.3M | 0.08% | +520,015 | New |
| California Public Employees Retirement System | 524,747 | $43.7M | 0.03% | +891+0.2% | Added |
| Peregrine Capital Management LLC | 557,893 | $46.5M | 1.40% | −21,193−3.7% | Reduced |
| Ensign Peak Advisors, Inc | 596,580 | $49.7M | 0.10% | +282,486+89.9% | Added |
| Amundi | 629,780 | $51.4M | 0.02% | +31,966+5.3% | Added |
| Price T Rowe Associates Inc | 725,317 | $60.4M | 0.01% | +10,587+1.5% | Added |
| Polar Capital Holdings Plc | 730,223 | $60.8M | 0.42% | +529,904+264.5% | Added |
| Alfreton Capital LLP | 800,000 | $66.6M | 27.25% | −120,000−13.0% | Reduced |
| Nuveen Asset Management, LLC | 826,989 | $68.9M | 0.02% | +48,908+6.3% | Added |
| Swiss National Bank | 869,200 | $72.4M | 0.05% | −15,500−1.8% | Reduced |
| Bank of America Corp | 898,336 | $74.8M | 0.01% | −50,683−5.3% | Reduced |
| Goldman Sachs Group Inc | 924,627 | $77.0M | 0.02% | −380,727−29.2% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 930,000 | $77.4M | 9.81% | +70,000+8.1% | Added |
| Bamco Inc | 935,285 | $77.9M | 0.21% | −4,244−0.5% | Reduced |
| Bessemer Group Inc | 946,094 | $78.8M | 0.15% | +10,463+1.1% | Added |
| Voloridge Investment Management, LLC | 997,294 | $83.0M | 0.33% | +516,426+107.4% | Added |
| Nikko Asset Management Americas, Inc. | 1,001,222 | $83.4M | 0.80% | −60,179−5.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,030,682 | $85.8M | 0.02% | +47,175+4.8% | Added |
| Credit Suisse AG | 1,109,661 | $92.4M | 0.09% | +20,906+1.9% | Added |
| Invesco Ltd. | 1,110,396 | $92.5M | 0.02% | +736,447+196.9% | Added |
| UBS Asset Management Americas Inc | 1,164,625 | $97.0M | 0.04% | +9,847+0.9% | Added |
| American Century Companies Inc | 1,214,651 | $101.1M | 0.07% | −960.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,272,627 | $106.0M | 0.25% | −75,586−5.6% | Reduced |
| Bank of New York Mellon Corp | 1,309,984 | $109.1M | 0.02% | +30,871+2.4% | Added |
| Strategy Capital LLC | 1,343,254 | $111.8M | 12.16% | −92,128−6.4% | Reduced |
| Deutsche Bank AG | 1,359,084 | $113.2M | 0.06% | +6,881+0.5% | Added |
| Royal Bank of Canada | 1,400,641 | $116.6M | 0.03% | +15,493+1.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,678,930 | $139.8M | 0.10% | −57,282−3.3% | Reduced |
| Northern Trust Corp | 1,713,441 | $142.7M | 0.03% | −20,198−1.2% | Reduced |
| Two Sigma Advisers, LP | 1,987,000 | $165.4M | 0.39% | +681,800+52.2% | Added |
| Two Sigma Investments, LP | 2,108,729 | $175.6M | 0.42% | +422,608+25.1% | Added |
| Franklin Resources Inc | 2,422,192 | $201.7M | 0.09% | −129,716−5.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,452,477 | $204.2M | 2.80% | −230,682−8.6% | Reduced |
| Norges Bank | 2,664,635 | $221.9M | 0.04% | +553,946+26.2% | Added |
| 1832 Asset Management L.P. | 2,916,600 | $242.8M | 0.46% | +1,597,900+121.2% | Added |
| Voya Investment Management LLC | 3,016,892 | $251.2M | 0.26% | −3,501,150−53.7% | Reduced |
| Legal & General Group Plc | 3,313,977 | $275.9M | 0.09% | +108,664+3.4% | Added |
| Geode Capital Management, LLC | 4,307,371 | $358.0M | 0.04% | +239,096+5.9% | Added |
| First Trust Advisors LP | 5,007,248 | $416.9M | 0.45% | −1,116,591−18.2% | Reduced |
| State Street Corp | 6,043,218 | $503.2M | 0.02% | +292,805+5.1% | Added |
| Sands Capital Management, LLC | 10,593,642 | $882.0M | 2.68% | −413,749−3.8% | Reduced |
| FMR LLC | 14,614,850 | $1.22B | 0.09% | +538,439+3.8% | Added |
| BlackRock Inc. | 16,650,173 | $1.39B | 0.04% | +824,570+5.2% | Added |
| Capital World Investors | 27,543,956 | $2.29B | 0.41% | +487,308+1.8% | Added |
| Vanguard Group Inc | 28,159,189 | $2.34B | 0.05% | +740,914+2.7% | Added |
| Morgan Stanley | 30,372,840 | $2.53B | 0.22% | −1,278,669−4.0% | Reduced |
| Baillie Gifford & Co | 30,938,677 | $2.58B | 2.04% | −119,547−0.4% | Reduced |
| Activest Wealth Management | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −344,626−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −207,285−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −164,500−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −154,476−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −135,644−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −95,765−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −53,931−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −49,298−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −23,804−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −12,574−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −8,084−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,276−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,104−100.0% | Sold out |
| SevenOneSeven Capital Management | 0 | $0 | 0.00% | −5,756−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,768−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −4,183−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,119−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −1,619−100.0% | Sold out |