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; 1,272 institutions reported holding it in 13F filings for Q2 2026, worth $78.5B in total; 3 superinvestors hold it, including ARK Invest and Oaktree Capital.
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
- 680
- −43 vs. Q1 2024
- Shares held
- 306.3M
- −46.7M (−13.2%) vs. Q1 2024
- Total value
- $22.4B
- −$8.36B (−27.2%) vs. Q1 2024
- New holders
- 76
- 269 more added
- Sold out
- 119
- 221 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 | 1,272 | $78.5B |
| Q1 2026 | 1,160 | $58.5B |
| Q4 2025 | 1,107 | $56.4B |
| Q3 2025 | 1,056 | $63.0B |
| Q2 2025 | 968 | $56.2B |
| Q1 2025 | 891 | $31.6B |
| Q4 2024 | 795 | $29.7B |
| Q3 2024 | 706 | $22.0B |
| Q2 2024 | 680 | $22.4B |
| Q1 2024 | 730 | $30.9B |
| Q4 2023 | 701 | $24.4B |
| Q3 2023 | 603 | $21.5B |
| Q2 2023 | 587 | $20.6B |
| Q1 2023 | 598 | $19.9B |
| Q4 2022 | 573 | $11.9B |
| Q3 2022 | 588 | $14.1B |
| Q2 2022 | 550 | $10.4B |
| 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% | −56,756,646−67.9% | Reduced |
| BlackRock Inc. | 17,770,401 | $1.51B | 0.03% | +747,825+4.4% | Added |
| FMR LLC | 13,136,026 | $1.10B | 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 |
| State Street Corp | 6,302,137 | $546.4M | 0.02% | +68,598+1.1% | Added |
| Sands Capital Management, LLC | 6,469,002 | $535.8M | 1.57% | +2,8800.0% | Added |
| Geode Capital Management, LLC | 4,712,748 | $389.8M | 0.03% | +202,793+4.5% | Added |
| Voya Investment Management LLC | 2,802,187 | $379.9M | 0.37% | +20,974+0.8% | Added |
| Franklin Resources Inc | 2,161,291 | $254.9M | 0.08% | +56,382+2.7% | 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 |
| Linden Advisors LP | – | $211.0M | 1.76% | – | – |
| 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 | $181.7M | 0.05% | +971,981+79.9% | 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 |
| Citadel Advisors LLC | 1,639,258 | $148.1M | 0.15% | +1,565,225+2,114.2% | 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 |
| 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 | $111.7M | 0.03% | −22,718−1.7% | Reduced |
| Bank of New York Mellon Corp | 2,151,670 | $104.5M | 0.02% | +35,884+1.7% | 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 |
| JPMorgan Chase & Co | 1,002,392 | $87.1M | 0.00% | −545,868−35.3% | Reduced |
| Steelhead Partners LLC | – | $87.0M | 4.51% | – | – |
| 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 |
| Wolverine Asset Management LLC | – | $68.9M | 1.30% | – | – |
| Goldman Sachs Group Inc | 822,472 | $68.1M | 0.01% | +36,661+4.7% | Added |
| SW Investment Management LLC | 800,000 | $66.3M | 11.02% | +400,000+100.0% | 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 |
| Calamos Advisors LLC | – | $54.8M | 0.27% | – | – |
| Bessemer Group Inc | 592,538 | $49.1M | 0.09% | −2,971−0.5% | Reduced |
| Amundi | 568,398 | $48.5M | 0.02% | −136,358−19.3% | Reduced |
| Tenor Capital Management Co., L.P. | – | $45.6M | 0.72% | – | New |
| Walleye Capital LLC | 161,745 | $45.3M | 0.48% | +88,621+121.2% | Added |
| Lazard Asset Management LLC | 15,323 | $44.4M | 0.06% | −2,250−12.8% | 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 |
| Sculptor Capital LP | – | $36.4M | 0.75% | – | – |
| Grandeur Peak Global Advisors, LLC | 412,999 | $34.2M | 2.73% | +77,593+23.1% | Added |
| 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 |
| Advent Capital Management | – | $32.3M | 0.78% | – | New |
| 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 |
| D. E. Shaw & Co., Inc. | 132,544 | $24.8M | 0.03% | +46,772+54.5% | Added |
| Verition Fund Management LLC | 20,159 | $24.5M | 0.19% | +4,153+25.9% | Added |
| New York State Common Retirement Fund | 6,830,063 | $24.3M | 0.03% | +6,615,249+3,079.5% | Added |
| Aviva PLC | 29,689 | $24.3M | 0.07% | +11,374+62.1% | Added |
| Lord, Abbett & Co. LLC | 26,718,000 | $24.2M | 0.04% | −1,248,000−4.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 283,763 | $23.5M | 0.03% | +26,779+10.4% | Added |
| Capstone Investment Advisors, LLC | – | $22.9M | 0.50% | – | – |
| Invesco Ltd. | 269,091 | $22.3M | 0.00% | −1,308,333−82.9% | Reduced |
| BNP Paribas Arbitrage, SA | – | $22.2M | 0.02% | – | – |
| Millennium Management LLC | 179,708 | $21.7M | 0.02% | +105,346+141.7% | Added |
| 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 |
| Wells Fargo & Company | 211,723 | $21.0M | 0.01% | −13,684−6.1% | Reduced |
| CNH Partners LLC | – | $20.8M | 0.54% | – | New |
| 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 |