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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 5,135,170 | $497.2M | 0.50% | +127,922+2.6% | Added |
| State Street Corp | 6,233,539 | $603.6M | 0.03% | +190,321+3.1% | Added |
| Sands Capital Management, LLC | 6,466,122 | $626.1M | 1.75% | −4,127,520−39.0% | Reduced |
| FMR LLC | 15,120,480 | $1.46B | 0.10% | +505,630+3.5% | Added |
| BlackRock Inc. | 17,022,576 | $1.65B | 0.04% | +372,403+2.2% | Added |
| Morgan Stanley | 27,849,275 | $2.70B | 0.22% | −2,523,565−8.3% | Reduced |
| Capital World Investors | 28,128,522 | $2.72B | 0.45% | +584,566+2.1% | Added |
| Vanguard Group Inc | 28,572,053 | $2.77B | 0.05% | +412,864+1.5% | Added |
| Baillie Gifford & Co | 30,147,274 | $2.92B | 2.27% | −791,403−2.6% | Reduced |
| Alfreton Capital LLP | 0 | $0 | 0.00% | −800,000−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −244,634−100.0% | Sold out |
| Miura Global Management, LLC | 0 | $0 | 0.00% | −165,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −96,072−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −76,413−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −67,531−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −55,131−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −45,674−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −46,244−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −39,404−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −37,400−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −27,729−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −21,929−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −21,005−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −20,712−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −19,845−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −16,313−100.0% | Sold out |
| Insight Holdings Group, LLC | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −12,908−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −10,438−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −9,987−100.0% | Sold out |
| Seaport Global Advisors, LLC | 0 | $0 | 0.00% | −9,924−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −9,840−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −9,398−100.0% | Sold out |
| Parsons Capital Management Inc | 0 | $0 | 0.00% | −8,642−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −6,853−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −6,398−100.0% | Sold out |
| True Vision MN LLC | 0 | $0 | 0.00% | −6,131−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,631−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,844−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,420−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −4,090−100.0% | Sold out |
| Trellis Wealth Advisors LLC | 0 | $0 | 0.00% | −4,002−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −3,676−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −3,612−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −3,490−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −3,388−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −3,153−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −3,138−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,962−100.0% | Sold out |
| Sand Hill Global Advisors, LLC | 0 | $0 | 0.00% | −2,941−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −2,782−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −2,782−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −2,663−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −2,537−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,189−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Greenwood Gearhart Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| WFA Asset Management Corp | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Vima LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| AtonRa Partners | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Vahanian & Associates Financial Planning Inc. | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |
| Strategic Investment Solutions, Inc. | – | – | – | – | Not filed |
| Hobbs Group Advisors, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |
| Nalls Sherbakoff Group, LLC | – | – | – | – | Not filed |