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 11 sales; 1,234 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, 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
- 709
- +39 vs. Q4 2023
- Shares held
- 249.9M
- +745.5K (+0.3%) vs. Q4 2023
- Total value
- $24.2B
- +$3.43B (+16.6%) vs. Q4 2023
- New holders
- 114
- 285 more added
- Sold out
- 75
- 208 more reduced
8 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 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $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, 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 |
|---|---|---|---|---|---|
| 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 |
| Morgan Stanley | 27,849,275 | $2.70B | 0.22% | −2,523,565−8.3% | Reduced |
| BlackRock Inc. | 17,022,576 | $1.65B | 0.04% | +372,403+2.2% | Added |
| FMR LLC | 15,120,480 | $1.46B | 0.10% | +505,630+3.5% | Added |
| Sands Capital Management, LLC | 6,466,122 | $626.1M | 1.75% | −4,127,520−39.0% | Reduced |
| State Street Corp | 6,233,539 | $603.6M | 0.03% | +190,321+3.1% | Added |
| 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 |
| Legal & General Group Plc | 3,092,205 | $299.4M | 0.09% | −221,772−6.7% | Reduced |
| Voya Investment Management LLC | 2,781,213 | $269.3M | 0.26% | −235,679−7.8% | 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 | 1.49% | +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 |
| Franklin Resources Inc | 2,104,909 | $203.8M | 0.06% | −317,283−13.1% | Reduced |
| 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 |
| 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 |
| Invesco Ltd. | 1,577,424 | $152.7M | 0.03% | +467,028+42.1% | 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 | $117.8M | 0.04% | +51,797+4.4% | Added |
| Bank of New York Mellon Corp | 1,215,786 | $117.7M | 0.02% | −94,198−7.2% | 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 | $100.7M | 0.10% | −70,027−6.3% | Reduced |
| Nikko Asset Management Americas, Inc. | 932,834 | $90.3M | 0.90% | −68,388−6.8% | Reduced |
| Bank of America Corp | 903,699 | $87.5M | 0.01% | +5,363+0.6% | Added |
| 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 |
| JPMorgan Chase & Co | 774,130 | $75.0M | 0.01% | +599,057+342.2% | Added |
| 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 |
| Marshall Wace, LLP | 693,201 | $67.1M | 0.11% | +173,186+33.3% | Added |
| Ensign Peak Advisors, Inc | 638,706 | $61.8M | 0.11% | +42,126+7.1% | Added |
| Amundi | 704,756 | $61.1M | 0.03% | +74,976+11.9% | Added |
| Bessemer Group Inc | 595,509 | $57.7M | 0.10% | −350,585−37.1% | 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 |
| 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 |
| Man Group plc | 446,533 | $43.2M | 0.12% | +210,940+89.5% | 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 |
| Barclays PLC | 404,596 | $39.2M | 0.02% | +95,579+30.9% | Added |
| 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 |
| Vontobel Holding Ltd. | 306,089 | $29.6M | 0.24% | +27,224+9.8% | 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 |
| Trexquant Investment LP | 283,376 | $27.4M | 0.55% | +230,229+433.2% | Added |
| Quadrature Capital Ltd | 275,057 | $26.6M | 0.45% | +275,057 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 256,984 | $24.9M | 0.03% | +7,842+3.1% | 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 | $21.8M | 0.01% | +3,375+1.5% | Added |
| Asset Management One Co.,Ltd. | 222,609 | $21.6M | 0.08% | +9,303+4.4% | Added |
| Bank of Montreal | 217,659 | $21.1M | 0.01% | −37,131−14.6% | Reduced |
| New York State Common Retirement Fund | 214,814 | $20.8M | 0.03% | −39,582−15.6% | Reduced |
| Kames Capital plc | 212,583 | $20.6M | 0.31% | −115,197−35.1% | Reduced |
| Long Walk Management LP | 205,000 | $19.9M | 9.90% | +52,000+34.0% | Added |
| Allen Investment Management LLC | 195,490 | $18.9M | 0.24% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 300,714 | $18.5M | 0.04% | −12,614−4.0% | Reduced |
| Envestnet Asset Management Inc | 191,109 | $18.5M | 0.01% | −12,462−6.1% | Reduced |
| Readystate Asset Management LP | 189,440 | $18.3M | 0.65% | −19,418−9.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 186,470 | $18.1M | 0.04% | +186,470 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 185,356 | $17.9M | 0.42% | +185,356 | New |
| Wellington Management Group LLP | 178,321 | $17.3M | 0.00% | +178,321 | New |
| Principal Financial Group Inc | 174,459 | $16.9M | 0.01% | +98,442+129.5% | Added |
| Cubist Systematic Strategies, LLC | 170,471 | $16.5M | 0.19% | +7,087+4.3% | Added |
| Teachers Retirement System of the State of Kentucky | 169,481 | $16.4M | 0.15% | +12,700+8.1% | Added |
| State of New Jersey Common Pension Fund D | 168,338 | $16.3M | 0.05% | +10,245+6.5% | Added |
| 12 West Capital Management LP | 165,000 | $16.0M | 1.45% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 164,525 | $15.9M | 2.39% | −1,343−0.8% | Reduced |