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 |
|---|---|---|---|---|---|
| Point72 (DIFC) Ltd | 16,886 | $1.64M | 0.13% | +16,886 | New |
| Bank of Nova Scotia | 16,791 | $1.63M | 0.00% | +7,847+87.7% | Added |
| M&T Bank Corp | 16,401 | $1.59M | 0.01% | +1,848+12.7% | Added |
| Ardsley Advisory Partners LP | 16,250 | $1.57M | 0.23% | +16,250 | New |
| Castle Rock Wealth Management, LLC | 17,790 | $1.57M | 0.43% | −525−2.9% | Reduced |
| Verition Fund Management LLC | 16,006 | $1.55M | 0.01% | +524+3.4% | Added |
| Perigon Wealth Management, LLC | 14,895 | $1.44M | 0.04% | −1,404−8.6% | Reduced |
| Manufacturers Life Insurance Company, The | 14,554 | $1.41M | 0.00% | +1,449+11.1% | Added |
| Aspiriant, LLC | 14,466 | $1.40M | 0.06% | −1,306−8.3% | Reduced |
| Blue Barn Wealth, LLC | 14,433 | $1.40M | 0.78% | +30.0% | Added |
| Old Well Partners, LLC | 14,400 | $1.39M | 1.24% | −1,200−7.7% | Reduced |
| L & S Advisors Inc | 14,347 | $1.39M | 0.16% | +508+3.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 14,315 | $1.39M | 0.34% | −1,832−11.3% | Reduced |
| Blueshift Asset Management, LLC | 13,876 | $1.34M | 0.70% | −1,696−10.9% | Reduced |
| Janney Montgomery Scott LLC | 13,800 | $1.34M | 0.00% | +6,405+86.6% | Added |
| Avitas Wealth Management LLC | 13,794 | $1.34M | 0.20% | +61+0.4% | Added |
| Prudential Financial Inc | 13,646 | $1.32M | 0.00% | −263−1.9% | Reduced |
| Van Hulzen Asset Management, LLC | 13,578 | $1.31M | 0.09% | +760+5.9% | Added |
| BNP Paribas | 13,542 | $1.31M | 0.06% | +13,542 | New |
| Northwestern Mutual Wealth Management Co | 13,541 | $1.31M | 0.00% | +4,016+42.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,474 | $1.30M | 0.00% | −5,128−27.6% | Reduced |
| Geneos Wealth Management Inc. | 13,457 | $1.30M | 0.06% | +1,583+13.3% | Added |
| Toroso Investments, LLC | 13,352 | $1.29M | 0.02% | −101−0.8% | Reduced |
| Barings LLC | 12,978 | $1.26M | 0.03% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 12,940 | $1.25M | 0.32% | +520+4.2% | Added |
| Churchill Management Corp | 12,755 | $1.24M | 0.02% | −935−6.8% | Reduced |
| Semanteon Capital Management, LP | 12,700 | $1.23M | 0.79% | +12,700 | New |
| AustralianSuper Pty Ltd | 12,846 | $1.23M | 0.01% | 00.0% | Unchanged |
| Codex Capital, L.L.C. | 12,600 | $1.22M | 0.59% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 12,518 | $1.21M | 0.36% | +838+7.2% | Added |
| Alight Capital Management LP | 12,500 | $1.21M | 0.38% | −27,500−68.8% | Reduced |
| Thrivent Financial for Lutherans | 12,402 | $1.20M | 0.00% | +556+4.7% | Added |
| Acadian Asset Management LLC | 12,397 | $1.20M | 0.00% | +3,980+47.3% | Added |
| Burr Financial Services, LLC | 16,014 | $1.19M | 0.93% | +605+3.9% | Added |
| Centiva Capital, LP | 12,229 | $1.18M | 0.07% | +12,229 | New |
| CIBC World Markets Corp | 12,125 | $1.17M | 0.01% | +4,382+56.6% | Added |
| Green Alpha Advisors, LLC | 11,999 | $1.16M | 0.84% | −19−0.2% | Reduced |
| Lido Advisors, LLC | 11,839 | $1.15M | 0.01% | +46+0.4% | Added |
| MBM Wealth Consultants, LLC | 11,519 | $1.12M | 0.39% | −997−8.0% | Reduced |
| Occudo Quantitative Strategies LP | 11,515 | $1.11M | 0.20% | +11,515 | New |
| Oppenheimer & Co Inc | 11,442 | $1.11M | 0.02% | +4,307+60.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $1.10M | 0.02% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 10,948 | $1.06M | 0.79% | −1,649−13.1% | Reduced |
| Panagora Asset Management Inc | 10,833 | $1.05M | 0.01% | 00.0% | Unchanged |
| Western Financial Corp | 10,724 | $1.04M | 0.64% | +385+3.7% | Added |
| Teza Capital Management LLC | 10,674 | $1.03M | 0.14% | +1,863+21.1% | Added |
| Ieq Capital, LLC | 10,652 | $1.03M | 0.01% | −499−4.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,607 | $1.03M | 0.01% | +1,933+22.3% | Added |
| Grandview Asset Management LLC | 10,605 | $1.03M | 0.47% | −676−6.0% | Reduced |
| Commerce Bank | 10,541 | $1.02M | 0.01% | +57+0.5% | Added |
| Leonteq Securities AG | 10,364 | $1.00M | 0.14% | −3,046−22.7% | Reduced |
| Kadensa Capital Ltd | 10,343 | $1.00M | 0.27% | +10,343 | New |
| Farther Finance Advisors, LLC | 10,411 | $996.0K | 0.06% | +271+2.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,241 | $992.0K | 0.02% | +4,235+70.5% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 10,224 | $990.0K | 1.11% | +10,224 | New |
| Malaga Cove Capital, LLC | 10,082 | $976.2K | 0.40% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,004 | $968.7K | 0.01% | −128−1.3% | Reduced |
| Steel Peak Wealth Management LLC | 10,000 | $968.3K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,852 | $954.0K | 0.02% | +591+6.4% | Added |
| LJI Wealth Management, LLC | 9,850 | $953.8K | 0.25% | −100−1.0% | Reduced |
| Colony Group, LLC | 9,586 | $928.0K | 0.01% | +9,586 | New |
| Nicholas Investment Partners, LP | 9,323 | $902.7K | 0.09% | +4,260+84.1% | Added |
| Neuberger Berman Group LLC | 9,287 | $899.3K | 0.00% | +561+6.4% | Added |
| CIBC Asset Management Inc | 9,237 | $894.4K | 0.00% | +48+0.5% | Added |
| Royal Fund Management, LLC | 9,200 | $890.8K | 0.10% | +5,100+124.4% | Added |
| Agf Management Ltd | 8,953 | $866.9K | 0.00% | −7,111−44.3% | Reduced |
| Financial Advisory Service, Inc. | 8,913 | $863.0K | 0.08% | −842−8.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,886 | $860.4K | 0.04% | +90+1.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,812 | $853.3K | 0.00% | +40.0% | Added |
| Atlas Brown,Inc. | 8,483 | $821.4K | 0.30% | +783+10.2% | Added |
| Pier 88 Investment Partners LLC | 8,430 | $816.3K | 0.20% | −34,900−80.5% | Reduced |
| Captrust Financial Advisors | 8,419 | $815.2K | 0.00% | −2,981−26.1% | Reduced |
| Stratos Wealth Partners, LTD. | 8,415 | $814.8K | 0.01% | −6,682−44.3% | Reduced |
| Rakuten Securities, Inc. | 8,350 | $808.5K | 0.35% | +1,358+19.4% | Added |
| Harvest Investment Services, LLC | 8,322 | $805.9K | 0.32% | −13,168−61.3% | Reduced |
| Swedbank AB | 8,285 | $802.2K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 8,187 | $792.7K | 0.04% | −23−0.3% | Reduced |
| Cerity Partners LLC | 8,176 | $791.6K | 0.00% | +375+4.8% | Added |
| DC Investments Management, LLC | 8,118 | $786.1K | 0.66% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 8,017 | $776.3K | 0.01% | +2,893+56.5% | Added |
| Integrated Wealth Concepts LLC | 7,943 | $769.1K | 0.01% | +1,575+24.7% | Added |
| Texas Treasury Safekeeping Trust Co | 7,926 | $767.0K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 7,905 | $765.5K | 0.02% | −3,007−27.6% | Reduced |
| Sigma Planning Corp | 7,898 | $764.8K | 0.02% | −802−9.2% | Reduced |
| Freestone Capital Holdings, LLC | 7,886 | $763.6K | 0.03% | −4−0.1% | Reduced |
| Advisory Resource Group | 7,880 | $763.0K | 0.18% | −1,663−17.4% | Reduced |
| PGGM Investments | 7,737 | $749.0K | 0.01% | +7,737 | New |
| The PNC Financial Services Group, Inc. | 7,727 | $748.2K | 0.00% | +595+8.3% | Added |
| STRS Ohio | 7,628 | $738.0K | 0.00% | −611−7.4% | Reduced |
| Parkwood LLC | 7,602 | $736.0K | 0.08% | +4,179+122.1% | Added |
| Teacher Retirement System of Texas | 7,529 | $729.0K | 0.00% | −5,116−40.5% | Reduced |
| Quantbot Technologies LP | 7,525 | $728.6K | 0.04% | +7,525 | New |
| Gateway Advisory, LLC | 7,509 | $727.1K | 0.13% | +2,887+62.5% | Added |
| MAI Capital Management | 7,477 | $724.0K | 0.01% | −16−0.2% | Reduced |
| a16z Perennial Management, L.P. | 7,440 | $720.4K | 0.07% | +7,440 | New |
| Worm Capital, LLC | 7,312 | $708.0K | 0.97% | +7,312 | New |
| RFG Advisory, LLC | 7,306 | $707.4K | 0.02% | +637+9.6% | Added |
| Investment Management Corp of Ontario | 7,248 | $701.8K | 0.02% | +754+11.6% | Added |
| Peterson Wealth Services | 7,228 | $699.9K | 0.25% | +4,315+148.1% | Added |
| Van Eck Associates Corp | 7,176 | $695.0K | 0.00% | +7,176 | New |