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; 1,272 institutions reported holding it in 13F filings for Q2 2026, worth $78.5B in total; 3 superinvestors hold it, including ARK Invest and Oaktree Capital.
13F holders, Q1 2024
Institutional positions in Cloudflare, Inc. as of Mar 31, 2024. 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
- 730
- +38 vs. Q4 2023
- Shares held
- 354.2M
- +24.3M (+7.4%) vs. Q4 2023
- Total value
- $30.9B
- +$6.47B (+26.5%) vs. Q4 2023
- New holders
- 114
- 289 more added
- Sold out
- 76
- 209 more reduced
9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,272 | $78.5B |
| Q1 2026 | 1,160 | $58.5B |
| Q4 2025 | 1,107 | $56.4B |
| Q3 2025 | 1,056 | $63.0B |
| Q2 2025 | 968 | $56.2B |
| Q1 2025 | 891 | $31.6B |
| Q4 2024 | 795 | $29.7B |
| Q3 2024 | 706 | $22.0B |
| Q2 2024 | 680 | $22.4B |
| Q1 2024 | 730 | $30.9B |
| Q4 2023 | 701 | $24.4B |
| Q3 2023 | 603 | $21.5B |
| Q2 2023 | 587 | $20.6B |
| Q1 2023 | 598 | $19.9B |
| Q4 2022 | 573 | $11.9B |
| Q3 2022 | 588 | $14.1B |
| Q2 2022 | 550 | $10.4B |
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 83,547,825 | $8.10B | 0.22% | +22,802,145+37.5% | Added |
| Baillie Gifford & Co | 30,147,274 | $2.92B | 2.27% | −791,403−2.6% | Reduced |
| Vanguard Group Inc | 28,572,053 | $2.77B | 0.05% | +412,864+1.5% | Added |
| Capital World Investors | 28,128,522 | $2.72B | 0.45% | +584,566+2.1% | Added |
| BlackRock Inc. | 17,022,576 | $1.67B | 0.04% | +372,403+2.2% | Added |
| FMR LLC | 15,120,480 | $1.48B | 0.10% | +505,630+3.5% | Added |
| State Street Corp | 6,233,539 | $629.7M | 0.03% | +190,321+3.1% | Added |
| Sands Capital Management, LLC | 6,466,122 | $626.1M | 1.75% | −4,127,520−39.0% | Reduced |
| First Trust Advisors LP | 5,135,170 | $497.2M | 0.50% | +127,922+2.6% | Added |
| Geode Capital Management, LLC | 4,509,955 | $435.9M | 0.04% | +202,584+4.7% | Added |
| Voya Investment Management LLC | 2,781,213 | $425.5M | 0.42% | −235,679−7.8% | Reduced |
| Legal & General Group Plc | 3,092,205 | $299.4M | 0.09% | −221,772−6.7% | Reduced |
| Franklin Resources Inc | 2,104,909 | $282.1M | 0.09% | −317,283−13.1% | Reduced |
| 1832 Asset Management L.P. | 2,622,400 | $253.9M | 0.46% | −294,200−10.1% | Reduced |
| Polar Capital Holdings Plc | 2,545,244 | $246.5M | 1.29% | +1,815,021+248.6% | Added |
| Gilder Gagnon Howe & Co LLC | 2,362,091 | $228.7M | 2.86% | −90,386−3.7% | Reduced |
| Two Sigma Advisers, LP | 2,246,500 | $217.5M | 0.50% | +259,500+13.1% | Added |
| Linden Advisors LP | – | $190.3M | 1.51% | – | – |
| Two Sigma Investments, LP | 1,817,647 | $176.0M | 0.43% | −291,082−13.8% | Reduced |
| Northern Trust Corp | 1,692,878 | $163.9M | 0.03% | −20,563−1.2% | Reduced |
| JPMorgan Chase & Co | 1,548,260 | $162.3M | 0.01% | +1,198,114+342.2% | Added |
| Invesco Ltd. | 1,577,424 | $161.3M | 0.03% | +467,028+42.1% | Added |
| Voloridge Investment Management, LLC | 1,663,499 | $161.1M | 0.59% | +666,205+66.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,641,979 | $159.0M | 0.11% | −36,951−2.2% | Reduced |
| Deutsche Bank AG | 1,581,240 | $153.1M | 0.07% | +222,156+16.3% | Added |
| Squarepoint Ops LLC | 1,423,279 | $137.8M | 0.57% | +1,002,500+238.2% | Added |
| Strategy Capital LLC | 1,370,876 | $132.7M | 13.48% | +27,622+2.1% | Added |
| Norges Bank | 1,320,255 | $127.8M | 0.02% | −1,344,380−50.5% | Reduced |
| Royal Bank of Canada | 1,312,515 | $127.1M | 0.03% | −88,126−6.3% | Reduced |
| UBS Asset Management Americas Inc | 1,216,422 | $121.2M | 0.04% | +51,797+4.4% | Added |
| Bank of New York Mellon Corp | 2,115,786 | $118.6M | 0.02% | −94,198−4.3% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 1,205,000 | $116.7M | 11.65% | +275,000+29.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,169,881 | $113.3M | 0.26% | −102,746−8.1% | Reduced |
| American Century Companies Inc | 1,117,504 | $108.2M | 0.07% | −97,147−8.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,072,433 | $103.8M | 0.02% | +41,751+4.1% | Added |
| Credit Suisse AG | 1,039,634 | $101.1M | 0.10% | −70,027−6.3% | Reduced |
| Bank of America Corp | 903,699 | $92.2M | 0.01% | +5,363+0.6% | Added |
| Nikko Asset Management Americas, Inc. | 932,834 | $90.3M | 0.90% | −68,388−6.8% | Reduced |
| Steelhead Partners LLC | – | $89.7M | 4.71% | – | – |
| Swiss National Bank | 886,900 | $85.9M | 0.06% | +17,700+2.0% | Added |
| Price T Rowe Associates Inc | 875,183 | $84.7M | 0.01% | +149,866+20.7% | Added |
| Bamco Inc | 845,046 | $81.8M | 0.22% | −90,239−9.6% | Reduced |
| Penserra Capital Management LLC | 835,596 | $80.9M | 1.02% | +813,805+3,734.6% | Added |
| Goldman Sachs Group Inc | 785,811 | $76.1M | 0.02% | −138,816−15.0% | Reduced |
| Qube Research & Technologies Ltd | 759,109 | $73.5M | 0.13% | +409,932+117.4% | Added |
| Nuveen Asset Management, LLC | 736,523 | $71.3M | 0.02% | −90,466−10.9% | Reduced |
| Wolverine Asset Management LLC | – | $71.1M | 1.36% | – | – |
| Marshall Wace, LLP | 693,201 | $67.1M | 0.11% | +173,186+33.3% | Added |
| Amundi | 704,756 | $66.1M | 0.03% | +74,976+11.9% | Added |
| Lazard Asset Management LLC | 17,573 | $65.4M | 0.08% | +594+3.5% | Added |
| Ensign Peak Advisors, Inc | 638,706 | $61.8M | 0.11% | +42,126+7.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 185,356 | $59.2M | 1.38% | – | – |
| Bessemer Group Inc | 595,509 | $57.7M | 0.10% | −350,585−37.1% | Reduced |
| Calamos Advisors LLC | 5,437 | $57.1M | 0.28% | −4,875−47.3% | Reduced |
| Peregrine Capital Management LLC | 548,807 | $53.1M | 1.52% | −9,086−1.6% | Reduced |
| California Public Employees Retirement System | 517,145 | $50.1M | 0.04% | −7,602−1.4% | Reduced |
| Barclays PLC | 404,596 | $48.2M | 0.02% | +95,579+30.9% | Added |
| Man Group plc | 446,533 | $46.1M | 0.12% | +210,940+89.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 472,107 | $45.7M | 0.11% | +2,756+0.6% | Added |
| Los Angeles Capital Management LLC | 453,651 | $43.9M | 0.15% | +265,281+140.8% | Added |
| California State Teachers Retirement System | 447,813 | $43.4M | 0.05% | +20,533+4.8% | Added |
| National Pension Service | 425,090 | $41.2M | 0.05% | −14,739−3.4% | Reduced |
| Ameriprise Financial Inc | 407,050 | $39.4M | 0.01% | −94,291−18.8% | Reduced |
| SW Investment Management LLC | 400,000 | $38.7M | 12.44% | −50,000−11.1% | Reduced |
| Rhumbline Advisers | 395,301 | $38.3M | 0.04% | +5,036+1.3% | Added |
| Capital Fund Management S.A. | 395,137 | $38.3M | 0.47% | +175,175+79.6% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 393,380 | $38.1M | 0.26% | −47,488−10.8% | Reduced |
| SpiderRock Advisors, LLC | 398,776 | $37.7M | 1.22% | +398,776 | New |
| La Financiere de L'Echiquier | 382,600 | $37.0M | 1.60% | −25,000−6.1% | Reduced |
| UBS Group AG | 377,171 | $36.5M | 0.01% | +152,219+67.7% | Added |
| Value Star Asset Management (Hong Kong) Ltd | 352,800 | $34.2M | 11.78% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 349,283 | $33.8M | 0.27% | +223,798+178.3% | Added |
| Grandeur Peak Global Advisors, LLC | 335,406 | $32.5M | 2.58% | −122,559−26.8% | Reduced |
| Great West Life Assurance Co | 330,781 | $32.0M | 0.06% | −49,893−13.1% | Reduced |
| Alliancebernstein L.P. | 330,272 | $32.0M | 0.01% | −26,165−7.3% | Reduced |
| Dimensional Fund Advisors LP | 325,393 | $31.5M | 0.01% | +39,789+13.9% | Added |
| Whetstone Capital Advisors, LLC | 323,059 | $31.3M | 13.69% | −1300.0% | Reduced |
| Nine Masts Capital Ltd | – | $31.0M | 8.11% | – | New |
| Sculptor Capital LP | – | $30.0M | 0.66% | – | – |
| Vontobel Holding Ltd. | 306,089 | $29.6M | 0.24% | +27,224+9.8% | Added |
| Walleye Capital LLC | 73,124 | $29.6M | 0.32% | +68,978+1,663.7% | Added |
| HSBC Holdings PLC | 297,970 | $28.8M | 0.02% | +159,240+114.8% | Added |
| Danske Bank A/S | 292,992 | $28.4M | 0.09% | +292,992 | New |
| Natixis | 292,619 | $28.3M | 0.16% | +292,619 | New |
| Davidson Kempner Capital Management LP | – | $28.1M | 0.42% | – | – |
| Verition Fund Management LLC | 16,006 | $27.9M | 0.27% | +524+3.4% | Added |
| Trexquant Investment LP | 283,376 | $27.4M | 0.55% | +230,229+433.2% | Added |
| D. E. Shaw & Co., Inc. | 85,772 | $26.8M | 0.03% | −90,878−51.4% | Reduced |
| Quadrature Capital Ltd | 275,057 | $26.6M | 0.45% | +275,057 | New |
| Lord, Abbett & Co. LLC | 27,966,000 | $26.2M | 0.04% | −1,560,000−5.3% | Reduced |
| Magnetar Financial LLC | – | $25.3M | 0.57% | – | – |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 256,984 | $24.9M | 0.03% | +7,842+3.1% | Added |
| Aviva PLC | 18,315 | $24.2M | 0.08% | −49,566−73.0% | Reduced |
| SG Americas Securities, LLC | 25,174 | $24.0M | 0.12% | +18,919+302.5% | Added |
| NZS Capital, LLC | 244,356 | $23.7M | 0.98% | −34,876−12.5% | Reduced |
| Fred Alger Management, LLC | 237,189 | $23.0M | 0.11% | +140,090+144.3% | Added |
| APG Asset Management N.V. | 254,705 | $22.8M | 0.04% | +52,658+26.1% | Added |
| Wells Fargo & Company | 225,407 | $22.0M | 0.01% | +3,375+1.5% | Added |
| Asset Management One Co.,Ltd. | 222,609 | $21.6M | 0.08% | +9,303+4.4% | Added |
| Millennium Management LLC | 74,362 | $21.3M | 0.02% | +51,614+226.9% | Added |