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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 163,571 | $15.8M | 0.07% | +40,631+33.0% | Added |
| Alberta Investment Management Corp | 159,305 | $15.4M | 0.16% | −80,697−33.6% | Reduced |
| State of Wisconsin Investment Board | 157,854 | $15.3M | 0.04% | +14,403+10.0% | Added |
| Carnegie Capital Asset Management, LLC | 155,120 | $15.0M | 0.47% | +2,360+1.5% | Added |
| Balyasny Asset Management LLC | 154,435 | $15.0M | 0.04% | +154,435 | New |
| Mizuho Markets Americas LLC | 150,068 | $14.5M | 0.40% | +20,000+15.4% | Added |
| Pictet Asset Management Holding SA | 149,759 | $14.5M | 0.02% | −10,449−6.5% | Reduced |
| Atika Capital Management LLC | 145,100 | $14.1M | 1.58% | +145,100 | New |
| Forte Capital LLC | 135,018 | $13.1M | 1.62% | +518+0.4% | Added |
| Citigroup Inc | 132,465 | $12.8M | 0.01% | −24,081−15.4% | Reduced |
| Treasurer of the State of North Carolina | 131,316 | $12.7M | 0.06% | +2,360+1.8% | Added |
| Parallax Volatility Advisers, L.P. | 129,855 | $12.6M | 0.36% | +129,855 | New |
| Reynders McVeigh Capital Management, LLC | 128,754 | $12.5M | 0.72% | +32,199+33.3% | Added |
| QRG Capital Management, Inc. | 127,762 | $12.4M | 0.16% | −4,866−3.7% | Reduced |
| Jane Street Group, LLC | 126,210 | $12.2M | 0.02% | −54,678−30.2% | Reduced |
| Schroder Investment Management Group | 124,839 | $12.1M | 0.01% | +66,168+112.8% | Added |
| LPL Financial LLC | 121,857 | $11.8M | 0.01% | −4,079−3.2% | Reduced |
| Capital International Sarl | 120,585 | $11.7M | 0.39% | +32,231+36.5% | Added |
| Mn Services Vermogensbeheer B.V. | 119,700 | $11.6M | 0.08% | +119,700 | New |
| Degroof Petercam Asset Management | 117,461 | $11.4M | 0.14% | −50,000−29.9% | Reduced |
| Storebrand Asset Management AS | 113,659 | $11.0M | 0.04% | −2,668−2.3% | Reduced |
| Public Employees Retirement System of Ohio | 112,534 | $10.9M | 0.04% | −9,228−7.6% | Reduced |
| Royal London Asset Management Ltd | 109,568 | $10.6M | 0.03% | +529+0.5% | Added |
| Capital International Ltd | 105,575 | $10.2M | 0.49% | +24,827+30.7% | Added |
| Graham Capital Management, L.P. | 104,222 | $10.1M | 0.29% | +27,835+36.4% | Added |
| Standard Life Aberdeen plc | 102,952 | $9.97M | 0.02% | +3,267+3.3% | Added |
| Resona Asset Management Co.,Ltd. | 102,755 | $9.95M | 0.06% | +102,755 | New |
| Vident Advisory, LLC | 101,846 | $9.86M | 0.21% | +85,664+529.4% | Added |
| BCJ Capital Management, LLC | 100,528 | $9.73M | 0.77% | +22,061+28.1% | Added |
| SEI Investments Co | 97,578 | $9.45M | 0.01% | −250.0% | Reduced |
| Exchange Traded Concepts, LLC | 97,153 | $9.41M | 0.24% | −3,637−3.6% | Reduced |
| Baker Chad R | 95,900 | $9.29M | 1.98% | +185+0.2% | Added |
| Korea Investment CORP | 94,772 | $9.18M | 0.02% | +5,414+6.1% | Added |
| Holocene Advisors, LP | 90,482 | $8.76M | 0.03% | +90,482 | New |
| ExodusPoint Capital Management, LP | 87,689 | $8.49M | 0.10% | +57,861+194.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 87,603 | $8.48M | 0.10% | +2,967+3.5% | Added |
| GAM Holding AG | 87,357 | $8.46M | 0.61% | −61,149−41.2% | Reduced |
| Davis-Rea Ltd. | 87,087 | $8.43M | 3.84% | +87,087 | New |
| Cetera Investment Advisers | 86,487 | $8.37M | 0.02% | +41,871+93.8% | Added |
| D. E. Shaw & Co., Inc. | 85,772 | $8.31M | 0.01% | −90,878−51.4% | Reduced |
| Mariner, LLC | 84,855 | $8.22M | 0.02% | +1,584+1.9% | Added |
| Russell Investments Group, Ltd. | 82,392 | $7.97M | 0.01% | +6,714+8.9% | Added |
| Arizona State Retirement System | 81,457 | $7.89M | 0.05% | −12,415−13.2% | Reduced |
| Federated Hermes, Inc. | 81,141 | $7.86M | 0.02% | +69,694+608.8% | Added |
| Erste Asset Management GmbH | 80,950 | $7.84M | 0.11% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 80,718 | $7.82M | 1.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 80,167 | $7.76M | 0.01% | +2,350+3.0% | Added |
| Capital International Inc | 79,628 | $7.71M | 0.10% | +17,949+29.1% | Added |
| Intech Investment Management LLC | 77,614 | $7.52M | 0.11% | +34,012+78.0% | Added |
| Davy Global Fund Management Ltd | 77,042 | $7.46M | 0.85% | −952−1.2% | Reduced |
| RMB Capital Management, LLC | 75,587 | $7.32M | 0.17% | +7,690+11.3% | Added |
| Nomura Asset Management Co Ltd | 75,060 | $7.27M | 0.03% | +5,300+7.6% | Added |
| Privium Fund Management B.V. | 75,000 | $7.26M | 1.94% | 00.0% | Unchanged |
| Millennium Management LLC | 74,362 | $7.20M | 0.01% | +51,614+226.9% | Added |
| Citadel Advisors LLC | 74,033 | $7.17M | 0.01% | −121,284−62.1% | Reduced |
| Walleye Capital LLC | 73,124 | $7.08M | 0.08% | +68,978+1,663.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,005 | $7.07M | 0.02% | −1,919−2.6% | Reduced |
| HighTower Advisors, LLC | 72,855 | $7.05M | 0.01% | +1,967+2.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 70,828 | $6.86M | 0.08% | +5,200+7.9% | Added |
| Robeco Institutional Asset Management B.V. | 70,770 | $6.85M | 0.01% | +66,353+1,502.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 70,565 | $6.83M | 0.03% | +4,775+7.3% | Added |
| Avalon Global Asset Management LLC | 70,400 | $6.82M | 2.20% | 00.0% | Unchanged |
| Raymond James & Associates | 69,774 | $6.76M | 0.00% | +13,917+24.9% | Added |
| TD Asset Management Inc | 69,057 | $6.69M | 0.01% | +3,355+5.1% | Added |
| Engineers Gate Manager LP | 68,789 | $6.66M | 0.18% | +55,346+411.7% | Added |
| Frontier Capital Management Co LLC | 66,595 | $6.45M | 0.06% | +66,595 | New |
| Wolverine Trading, LLC | 66,268 | $6.42M | 0.07% | +57,629+667.1% | Added |
| Forsta Ap-Fonden | 63,000 | $6.10M | 0.05% | +10,600+20.2% | Added |
| IFM Investors Pty Ltd | 60,558 | $5.86M | 0.06% | +2,643+4.6% | Added |
| USS Investment Management Ltd | 60,121 | $5.82M | 0.05% | +4,930+8.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 59,959 | $5.81M | 0.03% | +6,239+11.6% | Added |
| Nomura Holdings Inc | 58,198 | $5.64M | 0.05% | +33,437+135.0% | Added |
| Bayesian Capital Management, LP | 57,883 | $5.60M | 0.54% | +57,883 | New |
| Macquarie Group Ltd | 57,449 | $5.56M | 0.01% | +33,757+142.5% | Added |
| Titleist Asset Management, LLC | 56,844 | $5.50M | 0.96% | −80.0% | Reduced |
| DekaBank Deutsche Girozentrale | 54,576 | $5.30M | 0.01% | +9,159+20.2% | Added |
| Maytus Capital Management, LLC | 54,000 | $5.23M | 2.22% | −18,433−25.4% | Reduced |
| CIBC World Markets Inc. | 52,649 | $5.10M | 0.01% | +26,631+102.4% | Added |
| Mercer Global Advisors Inc | 52,551 | $5.09M | 0.01% | −13,332−20.2% | Reduced |
| AQR Capital Management LLC | 52,180 | $5.05M | 0.01% | +46,471+814.0% | Added |
| Xponance, Inc. | 51,472 | $4.98M | 0.05% | +12,527+32.2% | Added |
| Stifel Financial Corp | 51,355 | $4.97M | 0.01% | +13,352+35.1% | Added |
| Susquehanna International Group, LLP | 51,137 | $4.95M | 0.01% | +1,517+3.1% | Added |
| Utah Retirement Systems | 50,962 | $4.93M | 0.06% | +600+1.2% | Added |
| Seven Eight Capital, LP | 49,090 | $4.75M | 0.50% | +49,090 | New |
| Tredje AP-fonden | 48,672 | $4.71M | 0.05% | +4,133+9.3% | Added |
| Generate Investment Management Ltd | 48,435 | $4.69M | 0.37% | +48,435 | New |
| Two Sigma Securities, LLC | 48,179 | $4.67M | 0.23% | −7,177−13.0% | Reduced |
| Candriam Luxembourg S.C.A. | 47,820 | $4.63M | 0.03% | +6,475+15.7% | Added |
| Vestor Capital, LLC | 47,058 | $4.56M | 0.38% | +47,058 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 47,020 | $4.55M | 1.93% | +43,140+1,111.9% | Added |
| Commonwealth Equity Services, LLC | 46,427 | $4.50M | 0.01% | −12,942−21.8% | Reduced |
| US Bancorp | 44,930 | $4.35M | 0.01% | −2,254−4.8% | Reduced |
| LGT Group Foundation | 44,863 | $4.34M | 0.10% | −55,337−55.2% | Reduced |
| Ambassador Advisors, LLC | 44,839 | $4.34M | 0.79% | +123+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 45,185 | $4.34M | 0.01% | +5,392+13.6% | Added |
| DnB Asset Management AS | 44,490 | $4.31M | 0.02% | −17,068−27.7% | Reduced |
| MML Investors Services, LLC | 44,013 | $4.26M | 0.02% | −1,055−2.3% | Reduced |
| PDT Partners, LLC | 43,200 | $4.18M | 0.40% | +31,385+265.6% | Added |
| Optiver Holding B.V. | 42,335 | $4.10M | 0.17% | +42,335 | New |