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, 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 | 1,228 | $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, 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 |
|---|---|---|---|---|---|
| Morgens Waterfall Vintiadis & Co Inc | 6,500 | $629.4K | 0.44% | −3,500−35.0% | Reduced |
| Proequities, Inc. | 6,528 | $632.1K | 0.04% | −520−7.4% | Reduced |
| Change Path, LLC | 6,631 | $642.0K | 0.03% | +617+10.3% | Added |
| ASB Consultores, LLC | 6,750 | $653.6K | 0.17% | +3,082+84.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,908 | $668.9K | 0.01% | +607+9.6% | Added |
| Joel Isaacson & Co., LLC | 6,949 | $672.9K | 0.04% | +183+2.7% | Added |
| Avantax Advisory Services, Inc. | 6,982 | $676.1K | 0.01% | +6,982 | New |
| Meitav Dash Investments Ltd | 7,000 | $677.8K | 0.01% | +7,000 | New |
| Csenge Advisory Group | 7,120 | $689.5K | 0.04% | +7,120 | New |
| Van Eck Associates Corp | 7,176 | $695.0K | 0.00% | +7,176 | New |
| Peterson Wealth Services | 7,228 | $699.9K | 0.25% | +4,315+148.1% | Added |
| Investment Management Corp of Ontario | 7,248 | $701.8K | 0.02% | +754+11.6% | Added |
| RFG Advisory, LLC | 7,306 | $707.4K | 0.02% | +637+9.6% | Added |
| Worm Capital, LLC | 7,312 | $708.0K | 0.97% | +7,312 | New |
| a16z Perennial Management, L.P. | 7,440 | $720.4K | 0.07% | +7,440 | New |
| MAI Capital Management | 7,477 | $724.0K | 0.01% | −16−0.2% | Reduced |
| Gateway Advisory, LLC | 7,509 | $727.1K | 0.13% | +2,887+62.5% | Added |
| Quantbot Technologies LP | 7,525 | $728.6K | 0.04% | +7,525 | New |
| Teacher Retirement System of Texas | 7,529 | $729.0K | 0.00% | −5,116−40.5% | Reduced |
| Parkwood LLC | 7,602 | $736.0K | 0.08% | +4,179+122.1% | Added |
| STRS Ohio | 7,628 | $738.0K | 0.00% | −611−7.4% | Reduced |
| The PNC Financial Services Group, Inc. | 7,727 | $748.2K | 0.00% | +595+8.3% | Added |
| PGGM Investments | 7,737 | $749.0K | 0.01% | +7,737 | New |
| Advisory Resource Group | 7,880 | $763.0K | 0.18% | −1,663−17.4% | Reduced |
| Freestone Capital Holdings, LLC | 7,886 | $763.6K | 0.03% | −4−0.1% | Reduced |
| Sigma Planning Corp | 7,898 | $764.8K | 0.02% | −802−9.2% | Reduced |
| Foundations Investment Advisors, LLC | 7,905 | $765.5K | 0.02% | −3,007−27.6% | Reduced |
| Texas Treasury Safekeeping Trust Co | 7,926 | $767.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,943 | $769.1K | 0.01% | +1,575+24.7% | Added |
| Gotham Asset Management, LLC | 8,017 | $776.3K | 0.01% | +2,893+56.5% | Added |
| DC Investments Management, LLC | 8,118 | $786.1K | 0.66% | 00.0% | Unchanged |
| Cerity Partners LLC | 8,176 | $791.6K | 0.00% | +375+4.8% | Added |
| Independent Financial Group, LLC | 8,187 | $792.7K | 0.04% | −23−0.3% | Reduced |
| Swedbank AB | 8,285 | $802.2K | 0.00% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 8,322 | $805.9K | 0.32% | −13,168−61.3% | Reduced |
| Rakuten Securities, Inc. | 8,350 | $808.5K | 0.35% | +1,358+19.4% | Added |
| Stratos Wealth Partners, LTD. | 8,415 | $814.8K | 0.01% | −6,682−44.3% | Reduced |
| Captrust Financial Advisors | 8,419 | $815.2K | 0.00% | −2,981−26.1% | Reduced |
| Pier 88 Investment Partners LLC | 8,430 | $816.3K | 0.20% | −34,900−80.5% | Reduced |
| Atlas Brown,Inc. | 8,483 | $821.4K | 0.30% | +783+10.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,812 | $853.3K | 0.00% | +40.0% | Added |
| Tokio Marine Asset Management Co Ltd | 8,886 | $860.4K | 0.04% | +90+1.0% | Added |
| Financial Advisory Service, Inc. | 8,913 | $863.0K | 0.08% | −842−8.6% | Reduced |
| Agf Management Ltd | 8,953 | $866.9K | 0.00% | −7,111−44.3% | Reduced |
| Royal Fund Management, LLC | 9,200 | $890.8K | 0.10% | +5,100+124.4% | Added |
| CIBC Asset Management Inc | 9,237 | $894.4K | 0.00% | +48+0.5% | Added |
| Neuberger Berman Group LLC | 9,287 | $899.3K | 0.00% | +561+6.4% | Added |
| Nicholas Investment Partners, LP | 9,323 | $902.7K | 0.09% | +4,260+84.1% | Added |
| Colony Group, LLC | 9,586 | $928.0K | 0.01% | +9,586 | New |
| LJI Wealth Management, LLC | 9,850 | $953.8K | 0.25% | −100−1.0% | Reduced |
| Signaturefd, LLC | 9,852 | $954.0K | 0.02% | +591+6.4% | Added |
| Steel Peak Wealth Management LLC | 10,000 | $968.3K | 0.05% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,004 | $968.7K | 0.01% | −128−1.3% | Reduced |
| Malaga Cove Capital, LLC | 10,082 | $976.2K | 0.40% | 00.0% | Unchanged |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 10,224 | $990.0K | 1.11% | +10,224 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 10,241 | $992.0K | 0.02% | +4,235+70.5% | Added |
| Farther Finance Advisors, LLC | 10,411 | $996.0K | 0.06% | +271+2.7% | Added |
| Kadensa Capital Ltd | 10,343 | $1.00M | 0.27% | +10,343 | New |
| Leonteq Securities AG | 10,364 | $1.00M | 0.14% | −3,046−22.7% | Reduced |
| Commerce Bank | 10,541 | $1.02M | 0.01% | +57+0.5% | Added |
| Grandview Asset Management LLC | 10,605 | $1.03M | 0.47% | −676−6.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,607 | $1.03M | 0.01% | +1,933+22.3% | Added |
| Ieq Capital, LLC | 10,652 | $1.03M | 0.01% | −499−4.5% | Reduced |
| Teza Capital Management LLC | 10,674 | $1.03M | 0.14% | +1,863+21.1% | Added |
| Western Financial Corp | 10,724 | $1.04M | 0.64% | +385+3.7% | Added |
| Panagora Asset Management Inc | 10,833 | $1.05M | 0.01% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 10,948 | $1.06M | 0.79% | −1,649−13.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $1.10M | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,442 | $1.11M | 0.02% | +4,307+60.4% | Added |
| Occudo Quantitative Strategies LP | 11,515 | $1.11M | 0.20% | +11,515 | New |
| MBM Wealth Consultants, LLC | 11,519 | $1.12M | 0.39% | −997−8.0% | Reduced |
| Lido Advisors, LLC | 11,839 | $1.15M | 0.01% | +46+0.4% | Added |
| Green Alpha Advisors, LLC | 11,999 | $1.16M | 0.84% | −19−0.2% | Reduced |
| CIBC World Markets Corp | 12,125 | $1.17M | 0.01% | +4,382+56.6% | Added |
| Centiva Capital, LP | 12,229 | $1.18M | 0.07% | +12,229 | New |
| Burr Financial Services, LLC | 16,014 | $1.19M | 0.93% | +605+3.9% | Added |
| Acadian Asset Management LLC | 12,397 | $1.20M | 0.00% | +3,980+47.3% | Added |
| Thrivent Financial for Lutherans | 12,402 | $1.20M | 0.00% | +556+4.7% | Added |
| Alight Capital Management LP | 12,500 | $1.21M | 0.38% | −27,500−68.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 12,518 | $1.21M | 0.36% | +838+7.2% | Added |
| Codex Capital, L.L.C. | 12,600 | $1.22M | 0.59% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 12,846 | $1.23M | 0.01% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 12,700 | $1.23M | 0.79% | +12,700 | New |
| Churchill Management Corp | 12,755 | $1.24M | 0.02% | −935−6.8% | Reduced |
| Jackson Square Capital, LLC | 12,940 | $1.25M | 0.32% | +520+4.2% | Added |
| Barings LLC | 12,978 | $1.26M | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 13,352 | $1.29M | 0.02% | −101−0.8% | Reduced |
| Geneos Wealth Management Inc. | 13,457 | $1.30M | 0.06% | +1,583+13.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,474 | $1.30M | 0.00% | −5,128−27.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,541 | $1.31M | 0.00% | +4,016+42.2% | Added |
| BNP Paribas | 13,542 | $1.31M | 0.06% | +13,542 | New |
| Van Hulzen Asset Management, LLC | 13,578 | $1.31M | 0.09% | +760+5.9% | Added |
| Prudential Financial Inc | 13,646 | $1.32M | 0.00% | −263−1.9% | Reduced |
| Avitas Wealth Management LLC | 13,794 | $1.34M | 0.20% | +61+0.4% | Added |
| Janney Montgomery Scott LLC | 13,800 | $1.34M | 0.00% | +6,405+86.6% | Added |
| Blueshift Asset Management, LLC | 13,876 | $1.34M | 0.70% | −1,696−10.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 14,315 | $1.39M | 0.34% | −1,832−11.3% | Reduced |
| L & S Advisors Inc | 14,347 | $1.39M | 0.16% | +508+3.7% | Added |
| Old Well Partners, LLC | 14,400 | $1.39M | 1.24% | −1,200−7.7% | Reduced |
| Blue Barn Wealth, LLC | 14,433 | $1.40M | 0.78% | +30.0% | Added |