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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 35,106 | $2.92M | 0.11% | +725+2.1% | Added |
| Blair William & Co | 33,915 | $2.82M | 0.01% | −8,224−19.5% | Reduced |
| British Columbia Investment Management Corp | 32,009 | $2.67M | 0.02% | +7,008+28.0% | Added |
| Achmea Investment Management B.V. | 31,902 | $2.66M | 0.05% | −16,072−33.5% | Reduced |
| Public Employees Retirement Association of Colorado | 31,457 | $2.62M | 0.01% | −637−2.0% | Reduced |
| Soltis Investment Advisors LLC | 31,235 | $2.60M | 0.29% | −17−0.1% | Reduced |
| Lyell Wealth Management, LP | 30,673 | $2.55M | 0.29% | +2,292+8.1% | Added |
| Nissay Asset Management Corp | 30,656 | $2.55M | 0.02% | +1,420+4.9% | Added |
| ExodusPoint Capital Management, LP | 29,828 | $2.48M | 0.03% | +25,328+562.8% | Added |
| Banque Cantonale Vaudoise | 29,815 | $2.48M | 0.11% | −6,212−17.2% | Reduced |
| Pathstone Holdings, LLC | 29,521 | $2.47M | 0.01% | +29,521 | New |
| Affinity Wealth Management LLC | 29,685 | $2.47M | 0.51% | +29,685 | New |
| Private Advisory Group LLC | 29,629 | $2.47M | 0.43% | −2,259−7.1% | Reduced |
| Lountzis Asset Management, LLC | 28,536 | $2.38M | 1.30% | −186−0.6% | Reduced |
| Truist Financial Corp | 28,388 | $2.36M | 0.00% | +331+1.2% | Added |
| Jasper Ridge Partners, L.P. | 27,835 | $2.32M | 0.09% | −59,381−68.1% | Reduced |
| Cetera Advisor Networks LLC | 27,729 | $2.31M | 0.01% | +838+3.1% | Added |
| Janus Henderson Group PLC | 27,451 | $2.29M | 0.00% | −2,209−7.4% | Reduced |
| Point72 Hong Kong Ltd | 27,437 | $2.28M | 0.14% | +27,437 | New |
| Kingswood Wealth Advisors, LLC | 27,358 | $2.28M | 0.26% | +132+0.5% | Added |
| EFG Asset Management (Americas) Corp. | 27,274 | $2.27M | 0.49% | +446+1.7% | Added |
| Y.D. More Investments Ltd | 28,981 | $2.26M | 0.46% | +4,188+16.9% | Added |
| Strategic Planning Group, LLC | 26,958 | $2.24M | 0.74% | +26,958 | New |
| Brighton Jones LLC | 26,656 | $2.22M | 0.09% | +158+0.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 26,100 | $2.21M | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 26,018 | $2.17M | 0.01% | +6,368+32.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 25,925 | $2.16M | 0.01% | +1,129+4.6% | Added |
| Sepio Capital, LP | 25,610 | $2.13M | 0.18% | +1,186+4.9% | Added |
| CI Private Wealth, LLC | 25,134 | $2.09M | 0.00% | −4,298−14.6% | Reduced |
| Dantai Capital Ltd | 24,980 | $2.08M | 2.63% | +24,980 | New |
| Nomura Holdings Inc | 24,761 | $2.06M | 0.02% | −61,709−71.4% | Reduced |
| Elo Mutual Pension Insurance Co | 24,172 | $2.01M | 0.05% | +1,152+5.0% | Added |
| Tiemann Investment Advisors, LLC | 24,141 | $2.01M | 0.98% | −6,500−21.2% | Reduced |
| Executive Wealth Management, LLC | 23,904 | $1.99M | 0.19% | +463+2.0% | Added |
| Comerica Bank | 23,823 | $1.98M | 0.01% | −621−2.5% | Reduced |
| Alps Advisors Inc | 23,805 | $1.98M | 0.02% | −7,124−23.0% | Reduced |
| Highland Capital Management, LLC | 23,737 | $1.98M | 0.12% | +38+0.2% | Added |
| Macquarie Group Ltd | 23,692 | $1.97M | 0.00% | +13,535+133.3% | Added |
| Rational Advisors LLC | 23,500 | $1.96M | 0.20% | +23,500 | New |
| CIBC Private Wealth Group, LLC | 23,251 | $1.94M | 0.00% | +19,127+463.8% | Added |
| Clear Harbor Asset Management, LLC | 23,197 | $1.93M | 0.18% | −1,138−4.7% | Reduced |
| JustInvest LLC | 22,845 | $1.90M | 0.05% | +3,109+15.8% | Added |
| Millennium Management LLC | 22,748 | $1.89M | 0.00% | −103,459−82.0% | Reduced |
| Gulf International Bank (UK) Ltd | 22,677 | $1.89M | 0.05% | −2,494−9.9% | Reduced |
| Maryland State Retirement & Pension System | 22,367 | $1.86M | 0.04% | 00.0% | Unchanged |
| FORA Capital, LLC | 21,929 | $1.83M | 0.16% | +21,929 | New |
| Penserra Capital Management LLC | 21,791 | $1.81M | 0.03% | +20,299+1,360.5% | Added |
| Harvest Investment Services, LLC | 21,490 | $1.79M | 0.82% | −6,652−23.6% | Reduced |
| D.A. Davidson & Co. | 21,077 | $1.75M | 0.02% | −42−0.2% | Reduced |
| Eagle Bay Advisors LLC | 21,005 | $1.75M | 1.11% | +177+0.8% | Added |
| Kestra Advisory Services, LLC | 20,894 | $1.74M | 0.01% | −921−4.2% | Reduced |
| Lake Street Advisors Group, LLC | 20,712 | $1.72M | 0.09% | +188+0.9% | Added |
| Profund Advisors LLC | 19,992 | $1.66M | 0.07% | −1,990−9.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,974 | $1.66M | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 19,963 | $1.66M | 0.00% | +8,938+81.1% | Added |
| Harbor Capital Advisors, Inc. | 19,887 | $1.66M | 0.32% | −2,402−10.8% | Reduced |
| Creative Planning | 19,550 | $1.63M | 0.00% | +2,080+11.9% | Added |
| Employees Retirement System of Texas | 18,966 | $1.58M | 0.02% | +18,966 | New |
| Ethic Inc. | 18,741 | $1.56M | 0.05% | +3,286+21.3% | Added |
| Nordea Investment Management AB | 18,657 | $1.56M | 0.00% | −17,921−49.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,602 | $1.55M | 0.00% | +2,893+18.4% | Added |
| Park Avenue Securities LLC | 18,457 | $1.54M | 0.02% | −1,303−6.6% | Reduced |
| Nisa Investment Advisors, LLC | 17,950 | $1.49M | 0.01% | +1,000+5.9% | Added |
| Daiwa Securities Group Inc. | 17,652 | $1.47M | 0.01% | +800+4.7% | Added |
| MetLife Investment Management | 17,627 | $1.47M | 0.01% | −55−0.3% | Reduced |
| AIA Group Ltd | 17,504 | $1.46M | 0.06% | +6,244+55.5% | Added |
| Capital Group Investment Management Pte. Ltd. | 17,029 | $1.42M | 0.15% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 16,979 | $1.41M | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 16,960 | $1.41M | 0.02% | +6,622+64.1% | Added |
| Castle Rock Wealth Management, LLC | 18,315 | $1.40M | 0.42% | +419+2.3% | Added |
| Granite Bay Wealth Management, LLC | 19,845 | $1.39M | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 16,418 | $1.37M | 0.00% | −4,914−23.0% | Reduced |
| Entropy Technologies, LP | 16,313 | $1.36M | 0.25% | +16,313 | New |
| Perigon Wealth Management, LLC | 16,299 | $1.36M | 0.04% | +6,861+72.7% | Added |
| Cresset Asset Management, LLC | 16,221 | $1.35M | 0.01% | −295−1.8% | Reduced |
| Vident Advisory, LLC | 16,182 | $1.35M | 0.03% | +4,754+41.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 16,147 | $1.34M | 0.35% | +404+2.6% | Added |
| Agf Management Ltd | 16,064 | $1.34M | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 16,019 | $1.33M | 0.00% | +720+4.7% | Added |
| Aspiriant, LLC | 15,772 | $1.31M | 0.06% | +3,119+24.7% | Added |
| Old Well Partners, LLC | 15,600 | $1.30M | 1.21% | −8,600−35.5% | Reduced |
| Blueshift Asset Management, LLC | 15,572 | $1.30M | 0.69% | −10,354−39.9% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 15,500 | $1.29M | 1.07% | 00.0% | Unchanged |
| Verition Fund Management LLC | 15,482 | $1.29M | 0.01% | +1,602+11.5% | Added |
| Private Advisor Group, LLC | 15,300 | $1.27M | 0.01% | +5,905+62.9% | Added |
| Stratos Wealth Partners, LTD. | 15,097 | $1.26M | 0.02% | +9,194+155.8% | Added |
| ARS Investment Partners, LLC | 14,587 | $1.21M | 0.13% | 00.0% | Unchanged |
| M&T Bank Corp | 14,553 | $1.21M | 0.00% | +3,283+29.1% | Added |
| Wealthfront Advisers LLC | 14,529 | $1.21M | 0.00% | −912−5.9% | Reduced |
| Blue Barn Wealth, LLC | 14,430 | $1.20M | 0.71% | −193−1.3% | Reduced |
| Burr Financial Services, LLC | 15,409 | $1.17M | 0.89% | +15,409 | New |
| Prudential Financial Inc | 13,909 | $1.16M | 0.00% | +1,309+10.4% | Added |
| L & S Advisors Inc | 13,839 | $1.15M | 0.14% | +10,339+295.4% | Added |
| Avitas Wealth Management LLC | 13,733 | $1.14M | 0.19% | +369+2.8% | Added |
| Swiss Life Asset Management Ltd | 13,702 | $1.14M | 0.01% | −34,477−71.6% | Reduced |
| Insight Holdings Group, LLC | 13,700 | $1.14M | 0.03% | +13,700 | New |
| Churchill Management Corp | 13,690 | $1.14M | 0.02% | +13,690 | New |
| Mackenzie Financial Corp | 13,665 | $1.14M | 0.00% | −472−3.3% | Reduced |
| Jump Financial, LLC | 13,572 | $1.13M | 0.04% | +8,472+166.1% | Added |
| Toroso Investments, LLC | 13,453 | $1.12M | 0.03% | +2,237+19.9% | Added |