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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 13,443 | $1.12M | 0.03% | +13,443 | New |
| Leonteq Securities AG | 13,410 | $1.12M | 0.14% | −2,208−14.1% | Reduced |
| Manufacturers Life Insurance Company, The | 13,105 | $1.09M | 0.00% | −30.0% | Reduced |
| Vinva Investment Management Ltd | 12,821 | $1.09M | 0.08% | +6,182+93.1% | Added |
| Barings LLC | 12,978 | $1.08M | 0.03% | +214+1.7% | Added |
| Choate Investment Advisors | 12,908 | $1.07M | 0.03% | +12,908 | New |
| AustralianSuper Pty Ltd | 12,846 | $1.07M | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 12,818 | $1.07M | 0.08% | −966−7.0% | Reduced |
| MBM Wealth Consultants, LLC | 12,516 | $1.06M | 0.39% | −997−7.4% | Reduced |
| Teacher Retirement System of Texas | 12,645 | $1.05M | 0.01% | −8,665−40.7% | Reduced |
| Codex Capital, L.L.C. | 12,600 | $1.05M | 0.61% | −1,800−12.5% | Reduced |
| Jackson Square Capital, LLC | 12,420 | $1.03M | 0.33% | +1,395+12.7% | Added |
| Worldquant Millennium Advisors LLC | 12,217 | $1.02M | 0.01% | −92,743−88.4% | Reduced |
| Afg Fiduciary Services Limited Partnership | 12,597 | $1.00M | 0.82% | −1,231−8.9% | Reduced |
| Green Alpha Advisors, LLC | 12,018 | $1.00M | 0.72% | +5,390+81.3% | Added |
| Geneos Wealth Management Inc. | 11,874 | $988.6K | 0.05% | +391+3.4% | Added |
| Thrivent Financial for Lutherans | 11,846 | $986.0K | 0.00% | +924+8.5% | Added |
| PDT Partners, LLC | 11,815 | $983.7K | 0.11% | +15+0.1% | Added |
| Lido Advisors, LLC | 11,793 | $981.9K | 0.01% | +42+0.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 11,680 | $972.0K | 0.32% | +1,773+17.9% | Added |
| Federated Hermes, Inc. | 11,447 | $953.3K | 0.00% | +11,447 | New |
| Captrust Financial Advisors | 11,400 | $949.2K | 0.00% | +2,286+25.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $946.0K | 0.02% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 11,281 | $939.0K | 0.49% | −595−5.0% | Reduced |
| Ieq Capital, LLC | 11,151 | $928.5K | 0.02% | +708+6.8% | Added |
| Panagora Asset Management Inc | 10,833 | $902.0K | 0.01% | +3,033+38.9% | Added |
| Commerce Bank | 10,484 | $872.9K | 0.01% | −1,449−12.1% | Reduced |
| Jennison Associates LLC | 10,438 | $869.1K | 0.00% | +10,438 | New |
| Foundations Investment Advisors, LLC | 10,912 | $868.5K | 0.02% | +10,912 | New |
| Western Financial Corp | 10,339 | $860.8K | 0.58% | −95−0.9% | Reduced |
| Calamos Advisors LLC | 10,312 | $858.6K | 0.00% | +10,312 | New |
| Group One Trading, L.P. | 10,190 | $848.4K | 0.03% | +10,190 | New |
| Farther Finance Advisors, LLC | 10,140 | $844.3K | 0.06% | +210+2.1% | Added |
| Guggenheim Capital LLC | 10,132 | $843.6K | 0.01% | −4,839−32.3% | Reduced |
| Malaga Cove Capital, LLC | 10,082 | $839.4K | 0.35% | −1,347−11.8% | Reduced |
| UBS Oconnor LLC | 10,000 | $832.6K | 0.03% | −35,000−77.8% | Reduced |
| Steel Peak Wealth Management LLC | 10,000 | $832.6K | 0.05% | 00.0% | Unchanged |
| Morgens Waterfall Vintiadis & Co Inc | 10,000 | $832.6K | 0.64% | +10,000 | New |
| Symmetry Peak Management LLC | 10,000 | $832.6K | 3.23% | +10,000 | New |
| Hel Ved Capital Management Ltd | 9,987 | $831.5K | 0.25% | +1,616+19.3% | Added |
| LJI Wealth Management, LLC | 9,950 | $828.4K | 0.21% | −300−2.9% | Reduced |
| Seaport Global Advisors, LLC | 9,924 | $826.3K | 1.98% | +9,924 | New |
| Duality Advisers, LP | 9,852 | $820.3K | 0.09% | +9,852 | New |
| Cetera Advisors LLC | 9,840 | $819.3K | 0.01% | −736−7.0% | Reduced |
| Financial Advisory Service, Inc. | 9,755 | $812.2K | 0.08% | −1,000−9.3% | Reduced |
| Advisory Resource Group | 9,543 | $794.5K | 0.20% | −2,191−18.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,525 | $793.1K | 0.00% | +1,366+16.7% | Added |
| Prudential PLC | 9,406 | $783.1K | 0.01% | +2,381+33.9% | Added |
| Meridian Wealth Management, LLC | 9,398 | $782.5K | 0.05% | −367−3.8% | Reduced |
| Signaturefd, LLC | 9,261 | $771.1K | 0.02% | +565+6.5% | Added |
| Prelude Capital Management, LLC | 9,235 | $768.9K | 0.07% | +9,235 | New |
| CIBC Asset Management Inc | 9,189 | $765.1K | 0.00% | −683−6.9% | Reduced |
| Bank of Nova Scotia | 8,944 | $744.6K | 0.00% | −4,716−34.5% | Reduced |
| Teza Capital Management LLC | 8,811 | $733.6K | 0.12% | +8,811 | New |
| Envestnet Portfolio Solutions, Inc. | 8,808 | $733.4K | 0.00% | −212−2.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,796 | $732.4K | 0.04% | +787+9.8% | Added |
| Neuberger Berman Group LLC | 8,726 | $726.5K | 0.00% | −610−6.5% | Reduced |
| Sigma Planning Corp | 8,700 | $724.3K | 0.06% | +281+3.3% | Added |
| O'Shaughnessy Asset Management, LLC | 8,674 | $722.2K | 0.01% | +3,513+68.1% | Added |
| Parsons Capital Management Inc | 8,642 | $719.5K | 0.05% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 8,639 | $719.3K | 0.01% | −42,415−83.1% | Reduced |
| Acadian Asset Management LLC | 8,417 | $698.0K | 0.00% | +6,594+361.7% | Added |
| Swedbank AB | 8,285 | $689.8K | 0.00% | −139,700−94.4% | Reduced |
| STRS Ohio | 8,239 | $685.0K | 0.00% | −567−6.4% | Reduced |
| Independent Financial Group, LLC | 8,210 | $683.6K | 0.04% | −2,171−20.9% | Reduced |
| DC Investments Management, LLC | 8,118 | $675.9K | 0.69% | 00.0% | Unchanged |
| Pitcairn Co | 7,960 | $662.8K | 0.05% | −1,242−13.5% | Reduced |
| Texas Treasury Safekeeping Trust Co | 7,926 | $660.0K | 0.06% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 7,890 | $656.9K | 0.03% | +7,890 | New |
| Cerity Partners LLC | 7,801 | $649.5K | 0.00% | +7,801 | New |
| CIBC World Markets Corp | 7,743 | $644.7K | 0.00% | +7,743 | New |
| Atlas Brown,Inc. | 7,700 | $641.1K | 0.27% | +300+4.1% | Added |
| MAI Capital Management | 7,493 | $623.9K | 0.01% | +118+1.6% | Added |
| Janney Montgomery Scott LLC | 7,395 | $615.0K | 0.00% | +3,323+81.6% | Added |
| Moneta Group Investment Advisors LLC | 7,285 | $606.5K | 0.01% | −19−0.3% | Reduced |
| Oppenheimer & Co Inc | 7,135 | $594.1K | 0.01% | +1,318+22.7% | Added |
| The PNC Financial Services Group, Inc. | 7,132 | $593.8K | 0.00% | +824+13.1% | Added |
| Proequities, Inc. | 7,048 | $586.8K | 0.04% | −607−7.9% | Reduced |
| Rakuten Securities, Inc. | 6,992 | $582.2K | 0.46% | +6,992 | New |
| Integrated Advisors Network LLC | 6,853 | $570.6K | 0.03% | +6,853 | New |
| Cinctive Capital Management LP | 6,845 | $569.9K | 0.04% | +6,845 | New |
| Joel Isaacson & Co., LLC | 6,766 | $563.3K | 0.03% | 00.0% | Unchanged |
| RFG Advisory, LLC | 6,669 | $555.3K | 0.02% | +712+12.0% | Added |
| GraniteShares Advisors LLC | 6,608 | $550.2K | 0.50% | −1,696−20.4% | Reduced |
| Investment Management Corp of Ontario | 6,494 | $540.7K | 0.01% | +6,494 | New |
| Pearl River Capital, LLC | 6,398 | $532.7K | 0.09% | +6,398 | New |
| Integrated Wealth Concepts LLC | 6,368 | $530.2K | 0.01% | −161−2.5% | Reduced |
| Chesapeake Capital Corp | 6,350 | $528.7K | 0.39% | +6,350 | New |
| B. Metzler seel. Sohn & Co. AG | 6,301 | $524.6K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,255 | $521.0K | 0.01% | −21,491−77.5% | Reduced |
| True Vision MN LLC | 6,131 | $510.5K | 0.41% | +6,131 | New |
| Zweig-DiMenna Associates LLC | 6,130 | $510.4K | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 6,014 | $501.0K | 0.03% | +1,119+22.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,006 | $500.0K | 0.01% | +1,737+40.7% | Added |
| Vestcor Inc | 5,935 | $494.0K | 0.02% | −56−0.9% | Reduced |
| Archer Investment Corp | 5,870 | $488.7K | 0.16% | 00.0% | Unchanged |
| AtonRa Partners | 5,832 | $485.6K | 0.97% | −888−13.2% | Reduced |
| AQR Capital Management LLC | 5,709 | $475.3K | 0.00% | −276−4.6% | Reduced |
| Jefferies Financial Group Inc. | 5,631 | $468.8K | 0.01% | −6,395−53.2% | Reduced |
| GWM Advisors LLC | 5,583 | $467.2K | 0.00% | +4,990+841.5% | Added |