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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 135,018 | $13.1M | 1.62% | +518+0.4% | Added |
| Atika Capital Management LLC | 145,100 | $14.1M | 1.58% | +145,100 | New |
| Pictet Asset Management Holding SA | 149,759 | $14.5M | 0.02% | −10,449−6.5% | Reduced |
| Mizuho Markets Americas LLC | 150,068 | $14.5M | 0.40% | +20,000+15.4% | Added |
| Balyasny Asset Management LLC | 154,435 | $15.0M | 0.04% | +154,435 | New |
| Carnegie Capital Asset Management, LLC | 155,120 | $15.0M | 0.47% | +2,360+1.5% | Added |
| State of Wisconsin Investment Board | 157,854 | $15.3M | 0.04% | +14,403+10.0% | Added |
| Alberta Investment Management Corp | 159,305 | $15.4M | 0.16% | −80,697−33.6% | Reduced |
| Handelsbanken Fonder AB | 163,571 | $15.8M | 0.07% | +40,631+33.0% | Added |
| RPG Investment Advisory, LLC | 164,525 | $15.9M | 2.39% | −1,343−0.8% | Reduced |
| 12 West Capital Management LP | 165,000 | $16.0M | 1.45% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 168,338 | $16.3M | 0.05% | +10,245+6.5% | Added |
| Teachers Retirement System of the State of Kentucky | 169,481 | $16.4M | 0.15% | +12,700+8.1% | Added |
| Cubist Systematic Strategies, LLC | 170,471 | $16.5M | 0.19% | +7,087+4.3% | Added |
| Principal Financial Group Inc | 174,459 | $16.9M | 0.01% | +98,442+129.5% | Added |
| Wellington Management Group LLP | 178,321 | $17.3M | 0.00% | +178,321 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 185,356 | $17.9M | 0.42% | +185,356 | New |
| Caisse de Depot Et Placement du Quebec | 186,470 | $18.1M | 0.04% | +186,470 | New |
| Readystate Asset Management LP | 189,440 | $18.3M | 0.65% | −19,418−9.3% | Reduced |
| Envestnet Asset Management Inc | 191,109 | $18.5M | 0.01% | −12,462−6.1% | Reduced |
| State Board of Administration of Florida Retirement System | 300,714 | $18.5M | 0.04% | −12,614−4.0% | Reduced |
| Allen Investment Management LLC | 195,490 | $18.9M | 0.24% | 00.0% | Unchanged |
| Long Walk Management LP | 205,000 | $19.9M | 9.90% | +52,000+34.0% | Added |
| Kames Capital plc | 212,583 | $20.6M | 0.31% | −115,197−35.1% | Reduced |
| New York State Common Retirement Fund | 214,814 | $20.8M | 0.03% | −39,582−15.6% | Reduced |
| Bank of Montreal | 217,659 | $21.1M | 0.01% | −37,131−14.6% | Reduced |
| Asset Management One Co.,Ltd. | 222,609 | $21.6M | 0.08% | +9,303+4.4% | Added |
| Wells Fargo & Company | 225,407 | $21.8M | 0.01% | +3,375+1.5% | Added |
| APG Asset Management N.V. | 254,705 | $22.8M | 0.04% | +52,658+26.1% | Added |
| Fred Alger Management, LLC | 237,189 | $23.0M | 0.11% | +140,090+144.3% | Added |
| NZS Capital, LLC | 244,356 | $23.7M | 0.98% | −34,876−12.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 256,984 | $24.9M | 0.03% | +7,842+3.1% | Added |
| Quadrature Capital Ltd | 275,057 | $26.6M | 0.45% | +275,057 | New |
| Trexquant Investment LP | 283,376 | $27.4M | 0.55% | +230,229+433.2% | Added |
| Natixis | 292,619 | $28.3M | 0.16% | +292,619 | New |
| Danske Bank A/S | 292,992 | $28.4M | 0.09% | +292,992 | New |
| HSBC Holdings PLC | 297,970 | $28.8M | 0.02% | +159,240+114.8% | Added |
| Vontobel Holding Ltd. | 306,089 | $29.6M | 0.24% | +27,224+9.8% | Added |
| Whetstone Capital Advisors, LLC | 323,059 | $31.3M | 13.69% | −1300.0% | Reduced |
| Dimensional Fund Advisors LP | 325,393 | $31.5M | 0.01% | +39,789+13.9% | Added |
| Alliancebernstein L.P. | 330,272 | $32.0M | 0.01% | −26,165−7.3% | Reduced |
| Great West Life Assurance Co | 330,781 | $32.0M | 0.06% | −49,893−13.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 335,406 | $32.5M | 2.58% | −122,559−26.8% | Reduced |
| Pinebridge Investments, L.P. | 349,283 | $33.8M | 0.27% | +223,798+178.3% | Added |
| Value Star Asset Management (Hong Kong) Ltd | 352,800 | $34.2M | 11.78% | 00.0% | Unchanged |
| UBS Group AG | 377,171 | $36.5M | 0.01% | +152,219+67.7% | Added |
| La Financiere de L'Echiquier | 382,600 | $37.0M | 1.60% | −25,000−6.1% | Reduced |
| SpiderRock Advisors, LLC | 398,776 | $37.7M | 1.22% | +398,776 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 393,380 | $38.1M | 0.26% | −47,488−10.8% | Reduced |
| Capital Fund Management S.A. | 395,137 | $38.3M | 0.47% | +175,175+79.6% | Added |
| Rhumbline Advisers | 395,301 | $38.3M | 0.04% | +5,036+1.3% | Added |
| SW Investment Management LLC | 400,000 | $38.7M | 12.44% | −50,000−11.1% | Reduced |
| Barclays PLC | 404,596 | $39.2M | 0.02% | +95,579+30.9% | Added |
| Ameriprise Financial Inc | 407,050 | $39.4M | 0.01% | −94,291−18.8% | Reduced |
| National Pension Service | 425,090 | $41.2M | 0.05% | −14,739−3.4% | Reduced |
| Man Group plc | 446,533 | $43.2M | 0.12% | +210,940+89.5% | Added |
| California State Teachers Retirement System | 447,813 | $43.4M | 0.05% | +20,533+4.8% | Added |
| Los Angeles Capital Management LLC | 453,651 | $43.9M | 0.15% | +265,281+140.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 472,107 | $45.7M | 0.11% | +2,756+0.6% | Added |
| California Public Employees Retirement System | 517,145 | $50.1M | 0.04% | −7,602−1.4% | Reduced |
| Peregrine Capital Management LLC | 548,807 | $53.1M | 1.52% | −9,086−1.6% | Reduced |
| Bessemer Group Inc | 595,509 | $57.7M | 0.10% | −350,585−37.1% | Reduced |
| Amundi | 704,756 | $61.1M | 0.03% | +74,976+11.9% | Added |
| Ensign Peak Advisors, Inc | 638,706 | $61.8M | 0.11% | +42,126+7.1% | Added |
| Marshall Wace, LLP | 693,201 | $67.1M | 0.11% | +173,186+33.3% | Added |
| Nuveen Asset Management, LLC | 736,523 | $71.3M | 0.02% | −90,466−10.9% | Reduced |
| Qube Research & Technologies Ltd | 759,109 | $73.5M | 0.13% | +409,932+117.4% | Added |
| JPMorgan Chase & Co | 774,130 | $75.0M | 0.01% | +599,057+342.2% | Added |
| Goldman Sachs Group Inc | 785,811 | $76.1M | 0.02% | −138,816−15.0% | Reduced |
| Penserra Capital Management LLC | 835,596 | $80.9M | 1.02% | +813,805+3,734.6% | Added |
| Bamco Inc | 845,046 | $81.8M | 0.22% | −90,239−9.6% | Reduced |
| Price T Rowe Associates Inc | 875,183 | $84.7M | 0.01% | +149,866+20.7% | Added |
| Swiss National Bank | 886,900 | $85.9M | 0.06% | +17,700+2.0% | Added |
| Bank of America Corp | 903,699 | $87.5M | 0.01% | +5,363+0.6% | Added |
| Nikko Asset Management Americas, Inc. | 932,834 | $90.3M | 0.90% | −68,388−6.8% | Reduced |
| Credit Suisse AG | 1,039,634 | $100.7M | 0.10% | −70,027−6.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,072,433 | $103.8M | 0.02% | +41,751+4.1% | Added |
| American Century Companies Inc | 1,117,504 | $108.2M | 0.07% | −97,147−8.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,169,881 | $113.3M | 0.26% | −102,746−8.1% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 1,205,000 | $116.7M | 11.65% | +275,000+29.6% | Added |
| Bank of New York Mellon Corp | 1,215,786 | $117.7M | 0.02% | −94,198−7.2% | Reduced |
| UBS Asset Management Americas Inc | 1,216,422 | $117.8M | 0.04% | +51,797+4.4% | Added |
| Royal Bank of Canada | 1,312,515 | $127.1M | 0.03% | −88,126−6.3% | Reduced |
| Norges Bank | 1,320,255 | $127.8M | 0.02% | −1,344,380−50.5% | Reduced |
| Strategy Capital LLC | 1,370,876 | $132.7M | 13.48% | +27,622+2.1% | Added |
| Squarepoint Ops LLC | 1,423,279 | $137.8M | 0.57% | +1,002,500+238.2% | Added |
| Invesco Ltd. | 1,577,424 | $152.7M | 0.03% | +467,028+42.1% | Added |
| Deutsche Bank AG | 1,581,240 | $153.1M | 0.07% | +222,156+16.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,641,979 | $159.0M | 0.11% | −36,951−2.2% | Reduced |
| Voloridge Investment Management, LLC | 1,663,499 | $161.1M | 0.59% | +666,205+66.8% | Added |
| Northern Trust Corp | 1,692,878 | $163.9M | 0.03% | −20,563−1.2% | Reduced |
| Two Sigma Investments, LP | 1,817,647 | $176.0M | 0.43% | −291,082−13.8% | Reduced |
| Franklin Resources Inc | 2,104,909 | $203.8M | 0.06% | −317,283−13.1% | Reduced |
| Two Sigma Advisers, LP | 2,246,500 | $217.5M | 0.50% | +259,500+13.1% | Added |
| Gilder Gagnon Howe & Co LLC | 2,362,091 | $228.7M | 2.86% | −90,386−3.7% | Reduced |
| Polar Capital Holdings Plc | 2,545,244 | $246.5M | 1.49% | +1,815,021+248.6% | Added |
| 1832 Asset Management L.P. | 2,622,400 | $253.9M | 0.46% | −294,200−10.1% | Reduced |
| Voya Investment Management LLC | 2,781,213 | $269.3M | 0.26% | −235,679−7.8% | Reduced |
| Legal & General Group Plc | 3,092,205 | $299.4M | 0.09% | −221,772−6.7% | Reduced |
| Geode Capital Management, LLC | 4,509,955 | $435.9M | 0.04% | +202,584+4.7% | Added |