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 |
|---|---|---|---|---|---|
| Aspiriant, LLC | 14,466 | $1.40M | 0.06% | −1,306−8.3% | Reduced |
| Manufacturers Life Insurance Company, The | 14,554 | $1.41M | 0.00% | +1,449+11.1% | Added |
| Perigon Wealth Management, LLC | 14,895 | $1.44M | 0.04% | −1,404−8.6% | Reduced |
| Verition Fund Management LLC | 16,006 | $1.55M | 0.01% | +524+3.4% | Added |
| Castle Rock Wealth Management, LLC | 17,790 | $1.57M | 0.43% | −525−2.9% | Reduced |
| Ardsley Advisory Partners LP | 16,250 | $1.57M | 0.23% | +16,250 | New |
| M&T Bank Corp | 16,401 | $1.59M | 0.01% | +1,848+12.7% | Added |
| Bank of Nova Scotia | 16,791 | $1.63M | 0.00% | +7,847+87.7% | Added |
| Point72 (DIFC) Ltd | 16,886 | $1.64M | 0.13% | +16,886 | New |
| Nisa Investment Advisors, LLC | 17,275 | $1.67M | 0.01% | −675−3.8% | Reduced |
| Axq Capital, LP | 17,500 | $1.69M | 0.41% | +17,500 | New |
| Lazard Asset Management LLC | 17,573 | $1.70M | 0.00% | +594+3.5% | Added |
| ARS Investment Partners, LLC | 17,636 | $1.71M | 0.17% | +3,049+20.9% | Added |
| MetLife Investment Management | 17,882 | $1.73M | 0.01% | +255+1.4% | Added |
| Nwi Management LP | 18,000 | $1.74M | 0.24% | −82,000−82.0% | Reduced |
| Aviva PLC | 18,315 | $1.77M | 0.01% | −49,566−73.0% | Reduced |
| Park Avenue Securities LLC | 18,344 | $1.78M | 0.02% | −113−0.6% | Reduced |
| Fox Run Management, L.L.C. | 18,462 | $1.79M | 0.39% | +18,462 | New |
| Allianz Asset Management GmbH | 18,550 | $1.80M | 0.00% | +2,132+13.0% | Added |
| Beacon Pointe Advisors, LLC | 18,638 | $1.80M | 0.02% | +1,678+9.9% | Added |
| Jump Financial, LLC | 18,646 | $1.81M | 0.05% | +5,074+37.4% | Added |
| Private Advisor Group, LLC | 18,662 | $1.81M | 0.01% | +3,362+22.0% | Added |
| EFG Asset Management (Americas) Corp. | 18,923 | $1.83M | 0.56% | −8,351−30.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 19,000 | $1.84M | 1.27% | +3,500+22.6% | Added |
| Cresset Asset Management, LLC | 19,296 | $1.87M | 0.01% | +3,075+19.0% | Added |
| Harbor Capital Advisors, Inc. | 19,306 | $1.87M | 0.24% | −581−2.9% | Reduced |
| Profund Advisors LLC | 19,374 | $1.88M | 0.07% | −618−3.1% | Reduced |
| Daiwa Securities Group Inc. | 19,452 | $1.88M | 0.01% | +1,800+10.2% | Added |
| Amalgamated Bank | 19,602 | $1.90M | 0.02% | −16,224−45.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 19,616 | $1.90M | 0.01% | −6,309−24.3% | Reduced |
| Nordea Investment Management AB | 19,921 | $1.93M | 0.00% | +1,264+6.8% | Added |
| Firsthand Capital Management, Inc. | 20,000 | $1.94M | 3.16% | −60,000−75.0% | Reduced |
| Maryland State Retirement & Pension System | 23,063 | $2.02M | 0.04% | +696+3.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,126 | $2.05M | 0.01% | +1,163+5.8% | Added |
| D.A. Davidson & Co. | 21,227 | $2.06M | 0.02% | +150+0.7% | Added |
| Alps Advisors Inc | 21,255 | $2.06M | 0.01% | −2,550−10.7% | Reduced |
| Strategic Vision Investment Ltd | 21,920 | $2.12M | 1.53% | +21,920 | New |
| Tiemann Investment Advisors, LLC | 22,141 | $2.14M | 0.96% | −2,000−8.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 22,267 | $2.16M | 0.05% | −18,624−45.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 22,789 | $2.21M | 0.40% | +5,760+33.8% | Added |
| Mackenzie Financial Corp | 22,907 | $2.22M | 0.00% | +9,242+67.6% | Added |
| Ethic Inc. | 23,049 | $2.23M | 0.06% | +4,308+23.0% | Added |
| Kestra Advisory Services, LLC | 23,240 | $2.25M | 0.02% | +2,346+11.2% | Added |
| AIA Group Ltd | 23,352 | $2.26M | 0.07% | +5,848+33.4% | Added |
| CI Private Wealth, LLC | 23,459 | $2.27M | 0.00% | −1,675−6.7% | Reduced |
| Robeco Schweiz AG | 23,700 | $2.29M | 0.04% | +23,700 | New |
| Kingswood Wealth Advisors, LLC | 23,729 | $2.30M | 0.26% | −3,629−13.3% | Reduced |
| Wealthfront Advisers LLC | 23,734 | $2.30M | 0.01% | +9,205+63.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,745 | $2.30M | 0.03% | +3,771+18.9% | Added |
| Highland Capital Management, LLC | 23,786 | $2.30M | 0.13% | +49+0.2% | Added |
| Pathstone Holdings, LLC | 23,917 | $2.32M | 0.01% | −5,604−19.0% | Reduced |
| Summit Partners Public Asset Management, LLC | 24,000 | $2.32M | 0.11% | +24,000 | New |
| Clear Harbor Asset Management, LLC | 24,030 | $2.33M | 0.20% | +833+3.6% | Added |
| JustInvest LLC | 24,092 | $2.33M | 0.05% | +1,247+5.5% | Added |
| Aragon Global Management, LP | 24,148 | $2.34M | 1.05% | +24,148 | New |
| Creative Planning | 24,508 | $2.37M | 0.00% | +4,958+25.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 24,595 | $2.38M | 0.04% | −1,505−5.8% | Reduced |
| Dantai Capital Ltd | 24,980 | $2.42M | 2.80% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 25,064 | $2.43M | 0.00% | +25,064 | New |
| SG Americas Securities, LLC | 25,174 | $2.44M | 0.01% | +18,919+302.5% | Added |
| Simplex Trading, LLC | 25,424 | $2.46M | 0.07% | +25,424 | New |
| Sepio Capital, LP | 26,091 | $2.53M | 0.22% | +481+1.9% | Added |
| Janus Henderson Group PLC | 26,754 | $2.59M | 0.00% | −697−2.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 26,825 | $2.60M | 0.02% | +26,825 | New |
| Brighton Jones LLC | 26,830 | $2.60M | 0.09% | +174+0.7% | Added |
| Elo Mutual Pension Insurance Co | 27,060 | $2.62M | 0.06% | +2,888+11.9% | Added |
| Private Advisory Group LLC | 27,543 | $2.67M | 0.38% | −2,086−7.0% | Reduced |
| Jasper Ridge Partners, L.P. | 27,835 | $2.70M | 0.08% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 27,857 | $2.70M | 0.07% | +5,180+22.8% | Added |
| David J Yvars Group | 27,920 | $2.70M | 1.82% | +27,920 | New |
| Truist Financial Corp | 27,960 | $2.71M | 0.00% | −428−1.5% | Reduced |
| CenterBook Partners LP | 27,998 | $2.71M | 0.19% | +27,998 | New |
| Vinva Investment Management Ltd | 28,512 | $2.76M | 0.16% | +15,691+122.4% | Added |
| Lountzis Asset Management, LLC | 28,536 | $2.76M | 1.31% | 00.0% | Unchanged |
| Comerica Bank | 28,556 | $2.77M | 0.01% | +4,733+19.9% | Added |
| Deane Retirement Strategies, Inc. | 28,529 | $2.77M | 1.40% | +28,529 | New |
| Toronto Dominion Bank | 28,592 | $2.77M | 0.00% | −7,828−21.5% | Reduced |
| Group One Trading, L.P. | 29,681 | $2.87M | 0.10% | +19,491+191.3% | Added |
| Executive Wealth Management, LLC | 30,946 | $2.96M | 0.26% | +7,042+29.5% | Added |
| Strategic Planning Group, LLC | 30,649 | $2.97M | 0.74% | +3,691+13.7% | Added |
| Affinity Wealth Management LLC | 30,856 | $2.99M | 0.55% | +1,171+3.9% | Added |
| Public Employees Retirement Association of Colorado | 31,113 | $3.01M | 0.01% | −344−1.1% | Reduced |
| Rafferty Asset Management, LLC | 31,145 | $3.02M | 0.01% | −10,994−26.1% | Reduced |
| Soltis Investment Advisors LLC | 31,403 | $3.04M | 0.34% | +168+0.5% | Added |
| Achmea Investment Management B.V. | 31,902 | $3.09M | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 32,027 | $3.10M | 0.12% | +2,212+7.4% | Added |
| Blair William & Co | 32,113 | $3.11M | 0.01% | −1,802−5.3% | Reduced |
| SWS Partners | 32,309 | $3.13M | 0.94% | −16,829−34.2% | Reduced |
| Circle Wealth Management, LLC | 32,732 | $3.17M | 0.08% | −25,753−44.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 38,112 | $3.21M | 0.02% | +1,361+3.7% | Added |
| Y.D. More Investments Ltd | 33,174 | $3.21M | 0.57% | +4,193+14.5% | Added |
| Nissay Asset Management Corp | 33,259 | $3.22M | 0.02% | +2,603+8.5% | Added |
| Advisor Group Holdings, Inc. | 33,605 | $3.25M | 0.01% | −33,124−49.6% | Reduced |
| CFM Wealth Partners LLC | 34,211 | $3.31M | 0.66% | −1,089−3.1% | Reduced |
| EFG Asset Management (North America) Corp. | 34,688 | $3.36M | 0.58% | −4,683−11.9% | Reduced |
| Independent Advisor Alliance | 35,026 | $3.39M | 0.12% | −80−0.2% | Reduced |
| Lyell Wealth Management, LP | 35,171 | $3.41M | 0.35% | +4,498+14.7% | Added |
| British Columbia Investment Management Corp | 35,358 | $3.42M | 0.02% | +3,349+10.5% | Added |
| Nia Impact Advisors, LLC | 37,661 | $3.65M | 1.45% | +37,661 | New |
| Norden Group LLC | 38,990 | $3.78M | 0.77% | +38,990 | New |