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 |
|---|---|---|---|---|---|
| GAM Holding AG | 148,506 | $12.4M | 0.92% | −25,410−14.6% | Reduced |
| State of Wisconsin Investment Board | 143,451 | $11.9M | 0.03% | −2,895−2.0% | Reduced |
| HSBC Holdings PLC | 138,730 | $11.6M | 0.01% | −42,472−23.4% | Reduced |
| Forte Capital LLC | 134,500 | $11.2M | 1.53% | −1,145−0.8% | Reduced |
| QRG Capital Management, Inc. | 132,628 | $11.0M | 0.16% | −12,761−8.8% | Reduced |
| Mizuho Markets Americas LLC | 130,068 | $10.8M | 0.33% | +55,943+75.5% | Added |
| Treasurer of the State of North Carolina | 128,956 | $10.7M | 0.05% | −845−0.7% | Reduced |
| LPL Financial LLC | 125,936 | $10.5M | 0.01% | +11,426+10.0% | Added |
| Pinebridge Investments, L.P. | 125,485 | $10.4M | 0.10% | +51,499+69.6% | Added |
| Handelsbanken Fonder AB | 122,940 | $10.2M | 0.05% | +28,548+30.2% | Added |
| Public Employees Retirement System of Ohio | 121,762 | $10.1M | 0.04% | +4,567+3.9% | Added |
| Storebrand Asset Management AS | 116,327 | $9.69M | 0.04% | +18,930+19.4% | Added |
| Royal London Asset Management Ltd | 109,039 | $9.08M | 0.03% | +1,845+1.7% | Added |
| LGT Group Foundation | 100,200 | $8.48M | 0.19% | −11,529−10.3% | Reduced |
| Exchange Traded Concepts, LLC | 100,790 | $8.39M | 0.22% | −7,045−6.5% | Reduced |
| Nwi Management LP | 100,000 | $8.33M | 1.69% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 99,685 | $8.30M | 0.02% | +50,819+104.0% | Added |
| SEI Investments Co | 97,603 | $8.13M | 0.01% | +1,406+1.5% | Added |
| Fred Alger Management, LLC | 97,099 | $8.08M | 0.04% | +26,703+37.9% | Added |
| Reynders McVeigh Capital Management, LLC | 96,555 | $8.04M | 0.51% | +47,597+97.2% | Added |
| Tudor Investment Corp Et Al | 96,072 | $8.00M | 0.11% | −11,013−10.3% | Reduced |
| Baker Chad R | 95,715 | $7.97M | 1.79% | +63,520+197.3% | Added |
| Arizona State Retirement System | 93,872 | $7.82M | 0.06% | +18,835+25.1% | Added |
| Korea Investment CORP | 89,358 | $7.44M | 0.02% | +37,028+70.8% | Added |
| Capital International Sarl | 88,354 | $7.36M | 0.28% | +9,633+12.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 84,636 | $7.05M | 0.08% | −11,990−12.4% | Reduced |
| Mariner, LLC | 83,271 | $6.93M | 0.02% | −2,173−2.5% | Reduced |
| Erste Asset Management GmbH | 80,950 | $6.74M | 0.10% | 00.0% | Unchanged |
| Capital International Ltd | 80,748 | $6.72M | 0.34% | +585+0.7% | Added |
| Sentinel Trust Co Lba | 80,718 | $6.72M | 0.88% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 78,467 | $6.53M | 0.57% | +78,467 | New |
| Davy Global Fund Management Ltd | 77,994 | $6.49M | 0.77% | −2,687−3.3% | Reduced |
| Victory Capital Management Inc | 77,817 | $6.48M | 0.01% | −32,312−29.3% | Reduced |
| O'Neil Global Advisors, Inc. | 77,260 | $6.43M | 3.74% | +77,260 | New |
| Kessler Investment Group, LLC | 76,413 | $6.36M | 3.90% | +76,413 | New |
| Graham Capital Management, L.P. | 76,387 | $6.36M | 0.20% | +76,387 | New |
| Russell Investments Group, Ltd. | 75,678 | $6.36M | 0.01% | +1,368+1.8% | Added |
| Principal Financial Group Inc | 76,017 | $6.33M | 0.00% | −4,071−5.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 74,924 | $6.24M | 0.02% | −1,844−2.4% | Reduced |
| Maytus Capital Management, LLC | 72,433 | $6.03M | 2.41% | −12,567−14.8% | Reduced |
| Privium Fund Management B.V. | 75,000 | $5.95M | 1.66% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 70,888 | $5.89M | 0.01% | +15,698+28.4% | Added |
| Avalon Global Asset Management LLC | 70,400 | $5.86M | 2.30% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 69,760 | $5.81M | 0.02% | +4,300+6.6% | Added |
| RMB Capital Management, LLC | 67,897 | $5.65M | 0.17% | +13,473+24.8% | Added |
| Aviva PLC | 67,881 | $5.65M | 0.02% | −71,691−51.4% | Reduced |
| Point72 Middle East FZE | 67,531 | $5.62M | 0.39% | +67,531 | New |
| Advisor Group Holdings, Inc. | 66,729 | $5.55M | 0.01% | −8,931−11.8% | Reduced |
| Mercer Global Advisors Inc | 65,883 | $5.49M | 0.02% | −15,023−18.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 65,790 | $5.48M | 0.02% | +3,164+5.1% | Added |
| TD Asset Management Inc | 65,702 | $5.47M | 0.01% | +7,230+12.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 65,628 | $5.46M | 0.07% | −500−0.8% | Reduced |
| Capital International Inc | 61,679 | $5.14M | 0.08% | +8,285+15.5% | Added |
| DnB Asset Management AS | 61,558 | $5.13M | 0.03% | −3,163−4.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 60,691 | $5.05M | 0.02% | +35,363+139.6% | Added |
| Commonwealth Equity Services, LLC | 59,369 | $4.94M | 0.01% | +2,448+4.3% | Added |
| Schroder Investment Management Group | 58,671 | $4.88M | 0.01% | −701−1.2% | Reduced |
| Circle Wealth Management, LLC | 58,485 | $4.87M | 0.12% | +381+0.7% | Added |
| IFM Investors Pty Ltd | 57,915 | $4.82M | 0.06% | −3,757−6.1% | Reduced |
| Titleist Asset Management, LLC | 56,852 | $4.73M | 0.88% | −968−1.7% | Reduced |
| Raymond James & Associates | 55,857 | $4.65M | 0.00% | +41,920+300.8% | Added |
| Two Sigma Securities, LLC | 55,356 | $4.61M | 0.21% | +16,827+43.7% | Added |
| USS Investment Management Ltd | 55,191 | $4.59M | 0.04% | 00.0% | Unchanged |
| APG Asset Management US Inc. | 55,131 | $4.59M | 0.03% | +55,131 | New |
| Skandinaviska Enskilda Banken AB (publ) | 53,720 | $4.47M | 0.03% | +309+0.6% | Added |
| Trexquant Investment LP | 53,147 | $4.43M | 0.10% | +27,531+107.5% | Added |
| Forsta Ap-Fonden | 52,400 | $4.36M | 0.04% | −5,100−8.9% | Reduced |
| Taylor Frigon Capital Management LLC | 51,312 | $4.27M | 2.14% | −1,183−2.3% | Reduced |
| Evercore Wealth Management, LLC | 50,750 | $4.23M | 0.07% | +8,850+21.1% | Added |
| Utah Retirement Systems | 50,362 | $4.19M | 0.05% | −16,613−24.8% | Reduced |
| Susquehanna International Group, LLP | 49,620 | $4.13M | 0.01% | −4,415−8.2% | Reduced |
| SWS Partners | 49,138 | $4.09M | 1.33% | −798−1.6% | Reduced |
| US Bancorp | 47,184 | $3.93M | 0.01% | −2,497−5.0% | Reduced |
| DekaBank Deutsche Girozentrale | 45,417 | $3.81M | 0.01% | +3,650+8.7% | Added |
| Moore Capital Management, LP | 45,674 | $3.80M | 0.09% | +45,674 | New |
| MML Investors Services, LLC | 45,068 | $3.75M | 0.02% | +2,848+6.7% | Added |
| Cetera Investment Advisers | 44,616 | $3.71M | 0.03% | +212+0.5% | Added |
| Tredje AP-fonden | 44,539 | $3.71M | 0.05% | −2,097−4.5% | Reduced |
| AE Wealth Management LLC | 46,244 | $3.71M | 0.02% | −6,893−13.0% | Reduced |
| Intech Investment Management LLC | 43,602 | $3.63M | 0.05% | −8,047−15.6% | Reduced |
| Ambassador Advisors, LLC | 44,716 | $3.61M | 0.80% | −20,374−31.3% | Reduced |
| Pier 88 Investment Partners LLC | 43,330 | $3.61M | 0.91% | +21,690+100.2% | Added |
| Rafferty Asset Management, LLC | 42,139 | $3.51M | 0.01% | −1,000−2.3% | Reduced |
| Candriam Luxembourg S.C.A. | 41,345 | $3.44M | 0.02% | +167+0.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 40,891 | $3.40M | 0.06% | +40,891 | New |
| TownSquare Capital, LLC | 40,294 | $3.35M | 0.06% | −2,676−6.2% | 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 |
| Mirae Asset Global Investments Co., Ltd. | 39,793 | $3.31M | 0.01% | −1,484−3.6% | Reduced |
| Wolverine Asset Management LLC | 39,404 | $3.28M | 0.05% | −48,893−55.4% | Reduced |
| EFG Asset Management (North America) Corp. | 39,371 | $3.28M | 0.62% | −10,124−20.5% | Reduced |
| Xponance, Inc. | 38,945 | $3.24M | 0.04% | −1,739−4.3% | Reduced |
| CTC LLC | 38,071 | $3.17M | 0.03% | −53,984−58.6% | Reduced |
| Stifel Financial Corp | 38,003 | $3.16M | 0.00% | +1,671+4.6% | Added |
| Andra AP-fonden | 37,400 | $3.11M | 0.16% | −27,600−42.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 36,751 | $3.06M | 0.03% | −110−0.3% | Reduced |
| Toronto Dominion Bank | 36,420 | $3.03M | 0.00% | −16,334−31.0% | Reduced |
| Amalgamated Bank | 35,826 | $2.98M | 0.02% | −2,053−5.4% | Reduced |
| CFM Wealth Partners LLC | 35,300 | $2.94M | 0.66% | +382+1.1% | Added |
| KBC Group NV | 35,166 | $2.93M | 0.01% | −7,622−17.8% | Reduced |