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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 41,500 | $4.02M | 0.06% | −9,250−18.2% | Reduced |
| Employees Retirement System of Texas | 40,475 | $3.92M | 0.04% | +21,509+113.4% | Added |
| TownSquare Capital, LLC | 40,396 | $3.91M | 0.06% | +102+0.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 40,972 | $3.89M | 0.01% | −19,719−32.5% | Reduced |
| Andar Capital Management HK Ltd | 40,000 | $3.87M | 5.59% | +40,000 | New |
| Cota Capital Management, LLC | 39,710 | $3.85M | 10.17% | −252,139−86.4% | Reduced |
| Rockefeller Capital Management L.P. | 39,281 | $3.80M | 0.01% | +23,262+145.2% | Added |
| Taylor Frigon Capital Management LLC | 39,264 | $3.80M | 1.81% | −12,048−23.5% | Reduced |
| KBC Group NV | 39,198 | $3.80M | 0.01% | +4,032+11.5% | Added |
| Norden Group LLC | 38,990 | $3.78M | 0.77% | +38,990 | New |
| Nia Impact Advisors, LLC | 37,661 | $3.65M | 1.45% | +37,661 | New |
| British Columbia Investment Management Corp | 35,358 | $3.42M | 0.02% | +3,349+10.5% | Added |
| Lyell Wealth Management, LP | 35,171 | $3.41M | 0.35% | +4,498+14.7% | Added |
| Independent Advisor Alliance | 35,026 | $3.39M | 0.12% | −80−0.2% | Reduced |
| EFG Asset Management (North America) Corp. | 34,688 | $3.36M | 0.58% | −4,683−11.9% | Reduced |
| CFM Wealth Partners LLC | 34,211 | $3.31M | 0.66% | −1,089−3.1% | Reduced |
| Advisor Group Holdings, Inc. | 33,605 | $3.25M | 0.01% | −33,124−49.6% | Reduced |
| Nissay Asset Management Corp | 33,259 | $3.22M | 0.02% | +2,603+8.5% | Added |
| Y.D. More Investments Ltd | 33,174 | $3.21M | 0.57% | +4,193+14.5% | Added |
| Federation des caisses Desjardins du Quebec | 38,112 | $3.21M | 0.02% | +1,361+3.7% | Added |
| Circle Wealth Management, LLC | 32,732 | $3.17M | 0.08% | −25,753−44.0% | Reduced |
| SWS Partners | 32,309 | $3.13M | 0.94% | −16,829−34.2% | Reduced |
| Blair William & Co | 32,113 | $3.11M | 0.01% | −1,802−5.3% | Reduced |
| Banque Cantonale Vaudoise | 32,027 | $3.10M | 0.12% | +2,212+7.4% | Added |
| Achmea Investment Management B.V. | 31,902 | $3.09M | 0.06% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 31,403 | $3.04M | 0.34% | +168+0.5% | Added |
| Rafferty Asset Management, LLC | 31,145 | $3.02M | 0.01% | −10,994−26.1% | Reduced |
| Public Employees Retirement Association of Colorado | 31,113 | $3.01M | 0.01% | −344−1.1% | Reduced |
| Affinity Wealth Management LLC | 30,856 | $2.99M | 0.55% | +1,171+3.9% | Added |
| Strategic Planning Group, LLC | 30,649 | $2.97M | 0.74% | +3,691+13.7% | Added |
| Executive Wealth Management, LLC | 30,946 | $2.96M | 0.26% | +7,042+29.5% | Added |
| Group One Trading, L.P. | 29,681 | $2.87M | 0.10% | +19,491+191.3% | Added |
| Toronto Dominion Bank | 28,592 | $2.77M | 0.00% | −7,828−21.5% | Reduced |
| Deane Retirement Strategies, Inc. | 28,529 | $2.77M | 1.40% | +28,529 | New |
| Comerica Bank | 28,556 | $2.77M | 0.01% | +4,733+19.9% | Added |
| Lountzis Asset Management, LLC | 28,536 | $2.76M | 1.31% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 28,512 | $2.76M | 0.16% | +15,691+122.4% | Added |
| CenterBook Partners LP | 27,998 | $2.71M | 0.19% | +27,998 | New |
| Truist Financial Corp | 27,960 | $2.71M | 0.00% | −428−1.5% | Reduced |
| David J Yvars Group | 27,920 | $2.70M | 1.82% | +27,920 | New |
| Gulf International Bank (UK) Ltd | 27,857 | $2.70M | 0.07% | +5,180+22.8% | Added |
| Jasper Ridge Partners, L.P. | 27,835 | $2.70M | 0.08% | 00.0% | Unchanged |
| Private Advisory Group LLC | 27,543 | $2.67M | 0.38% | −2,086−7.0% | Reduced |
| Elo Mutual Pension Insurance Co | 27,060 | $2.62M | 0.06% | +2,888+11.9% | Added |
| Brighton Jones LLC | 26,830 | $2.60M | 0.09% | +174+0.7% | Added |
| Schonfeld Strategic Advisors LLC | 26,825 | $2.60M | 0.02% | +26,825 | New |
| Janus Henderson Group PLC | 26,754 | $2.59M | 0.00% | −697−2.5% | Reduced |
| Sepio Capital, LP | 26,091 | $2.53M | 0.22% | +481+1.9% | Added |
| Simplex Trading, LLC | 25,424 | $2.46M | 0.07% | +25,424 | New |
| SG Americas Securities, LLC | 25,174 | $2.44M | 0.01% | +18,919+302.5% | Added |
| Canada Pension Plan Investment Board | 25,064 | $2.43M | 0.00% | +25,064 | New |
| Dantai Capital Ltd | 24,980 | $2.42M | 2.80% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 24,595 | $2.38M | 0.04% | −1,505−5.8% | Reduced |
| Creative Planning | 24,508 | $2.37M | 0.00% | +4,958+25.4% | Added |
| Aragon Global Management, LP | 24,148 | $2.34M | 1.05% | +24,148 | New |
| JustInvest LLC | 24,092 | $2.33M | 0.05% | +1,247+5.5% | Added |
| Clear Harbor Asset Management, LLC | 24,030 | $2.33M | 0.20% | +833+3.6% | Added |
| Summit Partners Public Asset Management, LLC | 24,000 | $2.32M | 0.11% | +24,000 | New |
| Pathstone Holdings, LLC | 23,917 | $2.32M | 0.01% | −5,604−19.0% | Reduced |
| Highland Capital Management, LLC | 23,786 | $2.30M | 0.13% | +49+0.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,745 | $2.30M | 0.03% | +3,771+18.9% | Added |
| Wealthfront Advisers LLC | 23,734 | $2.30M | 0.01% | +9,205+63.4% | Added |
| Kingswood Wealth Advisors, LLC | 23,729 | $2.30M | 0.26% | −3,629−13.3% | Reduced |
| Robeco Schweiz AG | 23,700 | $2.29M | 0.04% | +23,700 | New |
| CI Private Wealth, LLC | 23,459 | $2.27M | 0.00% | −1,675−6.7% | Reduced |
| AIA Group Ltd | 23,352 | $2.26M | 0.07% | +5,848+33.4% | Added |
| Kestra Advisory Services, LLC | 23,240 | $2.25M | 0.02% | +2,346+11.2% | Added |
| Ethic Inc. | 23,049 | $2.23M | 0.06% | +4,308+23.0% | Added |
| Mackenzie Financial Corp | 22,907 | $2.22M | 0.00% | +9,242+67.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 22,789 | $2.21M | 0.40% | +5,760+33.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 22,267 | $2.16M | 0.05% | −18,624−45.5% | Reduced |
| Tiemann Investment Advisors, LLC | 22,141 | $2.14M | 0.96% | −2,000−8.3% | Reduced |
| Strategic Vision Investment Ltd | 21,920 | $2.12M | 1.53% | +21,920 | New |
| Alps Advisors Inc | 21,255 | $2.06M | 0.01% | −2,550−10.7% | Reduced |
| D.A. Davidson & Co. | 21,227 | $2.06M | 0.02% | +150+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,126 | $2.05M | 0.01% | +1,163+5.8% | Added |
| Maryland State Retirement & Pension System | 23,063 | $2.02M | 0.04% | +696+3.1% | Added |
| Firsthand Capital Management, Inc. | 20,000 | $1.94M | 3.16% | −60,000−75.0% | Reduced |
| Nordea Investment Management AB | 19,921 | $1.93M | 0.00% | +1,264+6.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 19,616 | $1.90M | 0.01% | −6,309−24.3% | Reduced |
| Amalgamated Bank | 19,602 | $1.90M | 0.02% | −16,224−45.3% | Reduced |
| Daiwa Securities Group Inc. | 19,452 | $1.88M | 0.01% | +1,800+10.2% | Added |
| Profund Advisors LLC | 19,374 | $1.88M | 0.07% | −618−3.1% | Reduced |
| Harbor Capital Advisors, Inc. | 19,306 | $1.87M | 0.24% | −581−2.9% | Reduced |
| Cresset Asset Management, LLC | 19,296 | $1.87M | 0.01% | +3,075+19.0% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 19,000 | $1.84M | 1.27% | +3,500+22.6% | Added |
| EFG Asset Management (Americas) Corp. | 18,923 | $1.83M | 0.56% | −8,351−30.6% | Reduced |
| Private Advisor Group, LLC | 18,662 | $1.81M | 0.01% | +3,362+22.0% | Added |
| Jump Financial, LLC | 18,646 | $1.81M | 0.05% | +5,074+37.4% | Added |
| Beacon Pointe Advisors, LLC | 18,638 | $1.80M | 0.02% | +1,678+9.9% | Added |
| Allianz Asset Management GmbH | 18,550 | $1.80M | 0.00% | +2,132+13.0% | Added |
| Fox Run Management, L.L.C. | 18,462 | $1.79M | 0.39% | +18,462 | New |
| Park Avenue Securities LLC | 18,344 | $1.78M | 0.02% | −113−0.6% | Reduced |
| Aviva PLC | 18,315 | $1.77M | 0.01% | −49,566−73.0% | Reduced |
| Nwi Management LP | 18,000 | $1.74M | 0.24% | −82,000−82.0% | Reduced |
| MetLife Investment Management | 17,882 | $1.73M | 0.01% | +255+1.4% | Added |
| ARS Investment Partners, LLC | 17,636 | $1.71M | 0.17% | +3,049+20.9% | Added |
| Lazard Asset Management LLC | 17,573 | $1.70M | 0.00% | +594+3.5% | Added |
| Axq Capital, LP | 17,500 | $1.69M | 0.41% | +17,500 | New |
| Nisa Investment Advisors, LLC | 17,275 | $1.67M | 0.01% | −675−3.8% | Reduced |