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 |
|---|---|---|---|---|---|
| KBC Group NV | 39,198 | $3.80M | 0.01% | +4,032+11.5% | Added |
| Taylor Frigon Capital Management LLC | 39,264 | $3.80M | 1.81% | −12,048−23.5% | Reduced |
| Rockefeller Capital Management L.P. | 39,281 | $3.80M | 0.01% | +23,262+145.2% | Added |
| Cota Capital Management, LLC | 39,710 | $3.85M | 10.17% | −252,139−86.4% | Reduced |
| Andar Capital Management HK Ltd | 40,000 | $3.87M | 5.59% | +40,000 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 40,972 | $3.89M | 0.01% | −19,719−32.5% | Reduced |
| TownSquare Capital, LLC | 40,396 | $3.91M | 0.06% | +102+0.3% | Added |
| Employees Retirement System of Texas | 40,475 | $3.92M | 0.04% | +21,509+113.4% | Added |
| Evercore Wealth Management, LLC | 41,500 | $4.02M | 0.06% | −9,250−18.2% | Reduced |
| Optiver Holding B.V. | 42,335 | $4.10M | 0.17% | +42,335 | New |
| PDT Partners, LLC | 43,200 | $4.18M | 0.40% | +31,385+265.6% | Added |
| MML Investors Services, LLC | 44,013 | $4.26M | 0.02% | −1,055−2.3% | Reduced |
| DnB Asset Management AS | 44,490 | $4.31M | 0.02% | −17,068−27.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 45,185 | $4.34M | 0.01% | +5,392+13.6% | Added |
| Ambassador Advisors, LLC | 44,839 | $4.34M | 0.79% | +123+0.3% | Added |
| LGT Group Foundation | 44,863 | $4.34M | 0.10% | −55,337−55.2% | Reduced |
| US Bancorp | 44,930 | $4.35M | 0.01% | −2,254−4.8% | Reduced |
| Commonwealth Equity Services, LLC | 46,427 | $4.50M | 0.01% | −12,942−21.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 47,020 | $4.55M | 1.93% | +43,140+1,111.9% | Added |
| Vestor Capital, LLC | 47,058 | $4.56M | 0.38% | +47,058 | New |
| Candriam Luxembourg S.C.A. | 47,820 | $4.63M | 0.03% | +6,475+15.7% | Added |
| Two Sigma Securities, LLC | 48,179 | $4.67M | 0.23% | −7,177−13.0% | Reduced |
| Generate Investment Management Ltd | 48,435 | $4.69M | 0.37% | +48,435 | New |
| Tredje AP-fonden | 48,672 | $4.71M | 0.05% | +4,133+9.3% | Added |
| Seven Eight Capital, LP | 49,090 | $4.75M | 0.50% | +49,090 | New |
| Utah Retirement Systems | 50,962 | $4.93M | 0.06% | +600+1.2% | Added |
| Susquehanna International Group, LLP | 51,137 | $4.95M | 0.01% | +1,517+3.1% | Added |
| Stifel Financial Corp | 51,355 | $4.97M | 0.01% | +13,352+35.1% | Added |
| Xponance, Inc. | 51,472 | $4.98M | 0.05% | +12,527+32.2% | Added |
| AQR Capital Management LLC | 52,180 | $5.05M | 0.01% | +46,471+814.0% | Added |
| Mercer Global Advisors Inc | 52,551 | $5.09M | 0.01% | −13,332−20.2% | Reduced |
| CIBC World Markets Inc. | 52,649 | $5.10M | 0.01% | +26,631+102.4% | Added |
| Maytus Capital Management, LLC | 54,000 | $5.23M | 2.22% | −18,433−25.4% | Reduced |
| DekaBank Deutsche Girozentrale | 54,576 | $5.30M | 0.01% | +9,159+20.2% | Added |
| Titleist Asset Management, LLC | 56,844 | $5.50M | 0.96% | −80.0% | Reduced |
| Macquarie Group Ltd | 57,449 | $5.56M | 0.01% | +33,757+142.5% | Added |
| Bayesian Capital Management, LP | 57,883 | $5.60M | 0.54% | +57,883 | New |
| Nomura Holdings Inc | 58,198 | $5.64M | 0.05% | +33,437+135.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 59,959 | $5.81M | 0.03% | +6,239+11.6% | Added |
| USS Investment Management Ltd | 60,121 | $5.82M | 0.05% | +4,930+8.9% | Added |
| IFM Investors Pty Ltd | 60,558 | $5.86M | 0.06% | +2,643+4.6% | Added |
| Forsta Ap-Fonden | 63,000 | $6.10M | 0.05% | +10,600+20.2% | Added |
| Wolverine Trading, LLC | 66,268 | $6.42M | 0.07% | +57,629+667.1% | Added |
| Frontier Capital Management Co LLC | 66,595 | $6.45M | 0.06% | +66,595 | New |
| Engineers Gate Manager LP | 68,789 | $6.66M | 0.18% | +55,346+411.7% | Added |
| TD Asset Management Inc | 69,057 | $6.69M | 0.01% | +3,355+5.1% | Added |
| Raymond James & Associates | 69,774 | $6.76M | 0.00% | +13,917+24.9% | Added |
| Avalon Global Asset Management LLC | 70,400 | $6.82M | 2.20% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 70,565 | $6.83M | 0.03% | +4,775+7.3% | Added |
| Robeco Institutional Asset Management B.V. | 70,770 | $6.85M | 0.01% | +66,353+1,502.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 70,828 | $6.86M | 0.08% | +5,200+7.9% | Added |
| HighTower Advisors, LLC | 72,855 | $7.05M | 0.01% | +1,967+2.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,005 | $7.07M | 0.02% | −1,919−2.6% | Reduced |
| Walleye Capital LLC | 73,124 | $7.08M | 0.08% | +68,978+1,663.7% | Added |
| Citadel Advisors LLC | 74,033 | $7.17M | 0.01% | −121,284−62.1% | Reduced |
| Millennium Management LLC | 74,362 | $7.20M | 0.01% | +51,614+226.9% | Added |
| Privium Fund Management B.V. | 75,000 | $7.26M | 1.94% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 75,060 | $7.27M | 0.03% | +5,300+7.6% | Added |
| RMB Capital Management, LLC | 75,587 | $7.32M | 0.17% | +7,690+11.3% | Added |
| Davy Global Fund Management Ltd | 77,042 | $7.46M | 0.85% | −952−1.2% | Reduced |
| Intech Investment Management LLC | 77,614 | $7.52M | 0.11% | +34,012+78.0% | Added |
| Capital International Inc | 79,628 | $7.71M | 0.10% | +17,949+29.1% | Added |
| Victory Capital Management Inc | 80,167 | $7.76M | 0.01% | +2,350+3.0% | Added |
| Sentinel Trust Co Lba | 80,718 | $7.82M | 1.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 80,950 | $7.84M | 0.11% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 81,141 | $7.86M | 0.02% | +69,694+608.8% | Added |
| Arizona State Retirement System | 81,457 | $7.89M | 0.05% | −12,415−13.2% | Reduced |
| Russell Investments Group, Ltd. | 82,392 | $7.97M | 0.01% | +6,714+8.9% | Added |
| Mariner, LLC | 84,855 | $8.22M | 0.02% | +1,584+1.9% | Added |
| D. E. Shaw & Co., Inc. | 85,772 | $8.31M | 0.01% | −90,878−51.4% | Reduced |
| Cetera Investment Advisers | 86,487 | $8.37M | 0.02% | +41,871+93.8% | Added |
| Davis-Rea Ltd. | 87,087 | $8.43M | 3.84% | +87,087 | New |
| GAM Holding AG | 87,357 | $8.46M | 0.61% | −61,149−41.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 87,603 | $8.48M | 0.10% | +2,967+3.5% | Added |
| ExodusPoint Capital Management, LP | 87,689 | $8.49M | 0.10% | +57,861+194.0% | Added |
| Holocene Advisors, LP | 90,482 | $8.76M | 0.03% | +90,482 | New |
| Korea Investment CORP | 94,772 | $9.18M | 0.02% | +5,414+6.1% | Added |
| Baker Chad R | 95,900 | $9.29M | 1.98% | +185+0.2% | Added |
| Exchange Traded Concepts, LLC | 97,153 | $9.41M | 0.24% | −3,637−3.6% | Reduced |
| SEI Investments Co | 97,578 | $9.45M | 0.01% | −250.0% | Reduced |
| BCJ Capital Management, LLC | 100,528 | $9.73M | 0.77% | +22,061+28.1% | Added |
| Vident Advisory, LLC | 101,846 | $9.86M | 0.21% | +85,664+529.4% | Added |
| Resona Asset Management Co.,Ltd. | 102,755 | $9.95M | 0.06% | +102,755 | New |
| Standard Life Aberdeen plc | 102,952 | $9.97M | 0.02% | +3,267+3.3% | Added |
| Graham Capital Management, L.P. | 104,222 | $10.1M | 0.29% | +27,835+36.4% | Added |
| Capital International Ltd | 105,575 | $10.2M | 0.49% | +24,827+30.7% | Added |
| Royal London Asset Management Ltd | 109,568 | $10.6M | 0.03% | +529+0.5% | Added |
| Public Employees Retirement System of Ohio | 112,534 | $10.9M | 0.04% | −9,228−7.6% | Reduced |
| Storebrand Asset Management AS | 113,659 | $11.0M | 0.04% | −2,668−2.3% | Reduced |
| Degroof Petercam Asset Management | 117,461 | $11.4M | 0.14% | −50,000−29.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 119,700 | $11.6M | 0.08% | +119,700 | New |
| Capital International Sarl | 120,585 | $11.7M | 0.39% | +32,231+36.5% | Added |
| LPL Financial LLC | 121,857 | $11.8M | 0.01% | −4,079−3.2% | Reduced |
| Schroder Investment Management Group | 124,839 | $12.1M | 0.01% | +66,168+112.8% | Added |
| Jane Street Group, LLC | 126,210 | $12.2M | 0.02% | −54,678−30.2% | Reduced |
| QRG Capital Management, Inc. | 127,762 | $12.4M | 0.16% | −4,866−3.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 128,754 | $12.5M | 0.72% | +32,199+33.3% | Added |
| Parallax Volatility Advisers, L.P. | 129,855 | $12.6M | 0.36% | +129,855 | New |
| Treasurer of the State of North Carolina | 131,316 | $12.7M | 0.06% | +2,360+1.8% | Added |
| Citigroup Inc | 132,465 | $12.8M | 0.01% | −24,081−15.4% | Reduced |