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 11 sales; 1,234 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, Q2 2024
Institutional positions in Cloudflare, Inc. as of Jun 30, 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
- 652
- −50 vs. Q1 2024
- Shares held
- 255.0M
- +6.30M (+2.5%) vs. Q1 2024
- Total value
- $21.1B
- −$2.93B (−12.2%) vs. Q1 2024
- New holders
- 69
- 269 more added
- Sold out
- 119
- 214 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 33,339,862 | $2.76B | 0.45% | +5,211,340+18.5% | Added |
| Baillie Gifford & Co | 32,722,670 | $2.71B | 2.11% | +2,575,396+8.5% | Added |
| Vanguard Group Inc | 29,831,345 | $2.47B | 0.05% | +1,259,292+4.4% | Added |
| Morgan Stanley | 26,791,179 | $2.22B | 0.17% | −1,058,096−3.8% | Reduced |
| BlackRock Inc. | 17,770,401 | $1.47B | 0.03% | +747,825+4.4% | Added |
| FMR LLC | 13,136,026 | $1.09B | 0.07% | −1,984,454−13.1% | Reduced |
| First Trust Advisors LP | 6,856,815 | $568.0M | 0.58% | +1,721,645+33.5% | Added |
| Sands Capital Management, LLC | 6,469,002 | $535.8M | 1.57% | +2,8800.0% | Added |
| State Street Corp | 6,302,137 | $522.0M | 0.02% | +68,598+1.1% | Added |
| Geode Capital Management, LLC | 4,712,748 | $389.8M | 0.03% | +202,793+4.5% | Added |
| Legal & General Group Plc | 3,059,963 | $253.5M | 0.07% | −32,242−1.0% | Reduced |
| Polar Capital Holdings Plc | 2,925,922 | $242.4M | 1.43% | +380,678+15.0% | Added |
| Voya Investment Management LLC | 2,802,187 | $232.1M | 0.23% | +20,974+0.8% | Added |
| Gilder Gagnon Howe & Co LLC | 2,331,304 | $193.1M | 2.42% | −30,787−1.3% | Reduced |
| UBS Asset Management Americas Inc | 2,188,403 | $181.3M | 0.05% | +971,981+79.9% | Added |
| Franklin Resources Inc | 2,161,291 | $179.0M | 0.06% | +56,382+2.7% | Added |
| 1832 Asset Management L.P. | 2,160,835 | $179.0M | 0.32% | −461,565−17.6% | Reduced |
| Norges Bank | 2,054,340 | $170.2M | 0.03% | +734,085+55.6% | Added |
| Northern Trust Corp | 1,772,801 | $146.8M | 0.02% | +79,923+4.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,661,425 | $137.6M | 0.10% | +19,446+1.2% | Added |
| Citadel Advisors LLC | 1,639,258 | $135.8M | 0.13% | +1,565,225+2,114.2% | Added |
| Deutsche Bank AG | 1,598,911 | $132.4M | 0.06% | +17,671+1.1% | Added |
| Marshall Wace, LLP | 1,548,535 | $128.3M | 0.18% | +855,334+123.4% | Added |
| American Century Companies Inc | 1,394,732 | $115.5M | 0.07% | +277,228+24.8% | Added |
| Royal Bank of Canada | 1,289,797 | $106.8M | 0.03% | −22,718−1.7% | Reduced |
| Bank of New York Mellon Corp | 1,251,670 | $103.7M | 0.02% | +35,884+3.0% | Added |
| Optimus Prime Fund Management Co., Ltd. | 1,205,000 | $99.8M | 11.75% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,127,855 | $93.4M | 0.02% | +55,422+5.2% | Added |
| Strategy Capital LLC | 1,105,610 | $91.6M | 8.99% | −265,266−19.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,081,979 | $89.6M | 0.21% | −87,902−7.5% | Reduced |
| Two Sigma Advisers, LP | 1,075,300 | $89.1M | 0.20% | −1,171,200−52.1% | Reduced |
| Squarepoint Ops LLC | 1,039,999 | $86.1M | 0.32% | −383,280−26.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 992,905 | $82.2M | 0.95% | +60,071+6.4% | Added |
| Penserra Capital Management LLC | 969,278 | $80.3M | 1.02% | +133,682+16.0% | Added |
| Bank of America Corp | 948,679 | $78.6M | 0.01% | +44,980+5.0% | Added |
| Two Sigma Investments, LP | 909,681 | $75.3M | 0.18% | −907,966−50.0% | Reduced |
| Swiss National Bank | 883,500 | $73.2M | 0.05% | −3,400−0.4% | Reduced |
| Bamco Inc | 864,163 | $71.6M | 0.20% | +19,117+2.3% | Added |
| Nuveen Asset Management, LLC | 843,907 | $69.9M | 0.02% | +107,384+14.6% | Added |
| Goldman Sachs Group Inc | 822,472 | $68.1M | 0.01% | +36,661+4.7% | Added |
| Holocene Advisors, LP | 767,817 | $63.6M | 0.27% | +677,335+748.6% | Added |
| Price T Rowe Associates Inc | 760,337 | $63.0M | 0.01% | −114,846−13.1% | Reduced |
| Peregrine Capital Management LLC | 664,945 | $55.1M | 1.61% | +116,138+21.2% | Added |
| Bessemer Group Inc | 592,538 | $49.1M | 0.09% | −2,971−0.5% | Reduced |
| Amundi | 568,398 | $48.0M | 0.02% | −136,358−19.3% | Reduced |
| JPMorgan Chase & Co | 501,196 | $41.5M | 0.00% | −272,934−35.3% | Reduced |
| California Public Employees Retirement System | 500,494 | $41.5M | 0.03% | −16,651−3.2% | Reduced |
| Ameriprise Financial Inc | 490,296 | $40.6M | 0.01% | +83,246+20.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 472,100 | $39.1M | 0.10% | −70.0% | Reduced |
| California State Teachers Retirement System | 470,336 | $39.0M | 0.05% | +22,523+5.0% | Added |
| National Pension Service | 467,861 | $38.8M | 0.04% | +42,771+10.1% | Added |
| Grandeur Peak Global Advisors, LLC | 412,999 | $34.2M | 2.73% | +77,593+23.1% | Added |
| SW Investment Management LLC | 400,000 | $33.1M | 10.54% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 398,784 | $33.0M | 0.87% | +80.0% | Added |
| Rhumbline Advisers | 398,696 | $33.0M | 0.03% | +3,395+0.9% | Added |
| UBS Group AG | 397,102 | $32.9M | 0.01% | +19,931+5.3% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 395,205 | $32.7M | 0.29% | +1,825+0.5% | Added |
| Man Group plc | 377,884 | $31.3M | 0.08% | −68,649−15.4% | Reduced |
| Long Walk Management LP | 373,500 | $30.9M | 14.61% | +168,500+82.2% | Added |
| La Financiere de L'Echiquier | 372,600 | $30.9M | 1.35% | −10,000−2.6% | Reduced |
| Capital Fund Management S.A. | 358,030 | $29.7M | 0.34% | −37,107−9.4% | Reduced |
| Readystate Asset Management LP | 355,560 | $29.5M | 1.40% | +166,120+87.7% | Added |
| Bank of Montreal | 350,173 | $29.1M | 0.01% | +132,514+60.9% | Added |
| Kames Capital plc | 341,707 | $28.3M | 0.40% | +129,124+60.7% | Added |
| Great West Life Assurance Co | 341,484 | $28.3M | 0.05% | +10,703+3.2% | Added |
| Dimensional Fund Advisors LP | 326,853 | $27.1M | 0.01% | +1,460+0.4% | Added |
| Whetstone Capital Advisors, LLC | 325,248 | $26.9M | 12.50% | +2,189+0.7% | Added |
| Vontobel Holding Ltd. | 316,528 | $26.2M | 0.09% | +10,439+3.4% | Added |
| Value Star Asset Management (Hong Kong) Ltd | 316,332 | $26.2M | 9.71% | −36,468−10.3% | Reduced |
| Pinebridge Investments, L.P. | 304,065 | $25.2M | 0.20% | −45,218−12.9% | Reduced |
| Fred Alger Management, LLC | 302,718 | $25.1M | 0.12% | +65,529+27.6% | Added |
| Ensign Peak Advisors, Inc | 302,205 | $25.0M | 0.05% | −336,501−52.7% | Reduced |
| State Board of Administration of Florida Retirement System | 301,358 | $25.0M | 0.05% | +644+0.2% | Added |
| Balyasny Asset Management LLC | 301,228 | $25.0M | 0.06% | +146,793+95.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 283,763 | $23.5M | 0.03% | +26,779+10.4% | Added |
| Invesco Ltd. | 269,091 | $22.3M | 0.00% | −1,308,333−82.9% | Reduced |
| APG Asset Management N.V. | 274,626 | $21.2M | 0.04% | +19,921+7.8% | Added |
| NZS Capital, LLC | 256,110 | $21.2M | 0.87% | +11,754+4.8% | Added |
| Allen Investment Management LLC | 254,947 | $21.1M | 0.26% | +59,457+30.4% | Added |
| Hartline Investment Corp | 241,953 | $20.0M | 2.69% | +241,953 | New |
| Asset Management One Co.,Ltd. | 236,122 | $19.6M | 0.07% | +13,513+6.1% | Added |
| Barclays PLC | 234,536 | $19.4M | 0.01% | −170,060−42.0% | Reduced |
| HSBC Holdings PLC | 228,934 | $19.0M | 0.01% | −69,036−23.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 228,401 | $18.9M | 0.15% | +201,576+751.4% | Added |
| New York State Common Retirement Fund | 221,063 | $18.3M | 0.02% | +6,249+2.9% | Added |
| Wells Fargo & Company | 211,723 | $17.5M | 0.00% | −13,684−6.1% | Reduced |
| Glynn Capital Management LLC | 202,407 | $16.8M | 3.38% | +202,407 | New |
| Handelsbanken Fonder AB | 196,638 | $16.3M | 0.07% | +33,067+20.2% | Added |
| Envestnet Asset Management Inc | 195,791 | $16.2M | 0.01% | +4,682+2.4% | Added |
| Teachers Retirement System of the State of Kentucky | 192,381 | $15.9M | 0.14% | +22,900+13.5% | Added |
| Liontrust Investment Partners LLP | 184,368 | $15.3M | 0.22% | +184,368 | New |
| Alberta Investment Management Corp | 181,705 | $15.1M | 0.16% | +22,400+14.1% | Added |
| Millennium Management LLC | 179,708 | $14.9M | 0.01% | +105,346+141.7% | Added |
| Berkshire Capital Holdings Inc | 179,550 | $14.9M | 6.01% | +179,540+1,795,400.0% | Added |
| Principal Financial Group Inc | 167,915 | $13.9M | 0.01% | −6,544−3.8% | Reduced |
| Twin Tree Management, LP | 167,047 | $13.8M | 0.41% | +167,047 | New |
| Carnegie Capital Asset Management, LLC | 165,268 | $13.7M | 0.43% | +10,148+6.5% | Added |
| RPG Investment Advisory, LLC | 165,016 | $13.7M | 2.02% | +491+0.3% | Added |
| 12 West Capital Management LP | 165,000 | $13.7M | 1.40% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 164,696 | $13.6M | 0.05% | −288,955−63.7% | Reduced |