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 $75.0B 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
- 255.9M
- −49.3M (−16.1%) vs. Q1 2024
- Total value
- $21.2B
- −$8.33B (−28.2%) vs. Q1 2024
- New holders
- 69
- 271 more added
- Sold out
- 119
- 216 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 | 1,228 | $75.0B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.9B |
| Q3 2025 | 1,039 | $61.4B |
| Q2 2025 | 947 | $54.6B |
| Q1 2025 | 872 | $30.1B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.8B |
| Q2 2024 | 652 | $21.2B |
| Q1 2024 | 709 | $29.6B |
| Q4 2023 | 678 | $23.3B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $16.2B |
| Q4 2022 | 550 | $11.0B |
| Q3 2022 | 563 | $12.9B |
| 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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 8,481 | $702.5K | 0.00% | −43,699−83.7% | Reduced |
| Atlas Brown,Inc. | 8,503 | $704.3K | 0.25% | +20+0.2% | Added |
| Plato Investment Management Ltd | 8,537 | $707.1K | 0.07% | +2,934+52.4% | Added |
| Seven Eight Capital, LP | 8,592 | $711.7K | 0.07% | −40,498−82.5% | Reduced |
| Engineers Gate Manager LP | 8,630 | $714.8K | 0.02% | −60,159−87.5% | Reduced |
| Peterson Wealth Services | 8,633 | $715.1K | 0.25% | +1,405+19.4% | Added |
| Acadian Asset Management LLC | 8,691 | $718.0K | 0.00% | −3,706−29.9% | Reduced |
| RFG Advisory, LLC | 8,672 | $718.3K | 0.02% | +1,366+18.7% | Added |
| Perigon Wealth Management, LLC | 8,701 | $720.7K | 0.02% | −6,194−41.6% | Reduced |
| GraniteShares Advisors LLC | 8,735 | $723.5K | 0.24% | +2,565+41.6% | Added |
| Guggenheim Capital LLC | 8,759 | $725.5K | 0.01% | −1,245−12.4% | Reduced |
| Leonteq Securities AG | 8,809 | $729.6K | 0.10% | −1,555−15.0% | Reduced |
| Aspiriant, LLC | 8,837 | $732.0K | 0.03% | −5,629−38.9% | Reduced |
| Financial Advisory Service, Inc. | 8,860 | $733.9K | 0.06% | −53−0.6% | Reduced |
| Nicholas Investment Partners, LP | 9,138 | $756.9K | 0.08% | −185−2.0% | Reduced |
| Colony Group, LLC | 9,610 | $796.0K | 0.00% | +24+0.3% | Added |
| Barings LLC | 9,657 | $799.9K | 0.02% | −3,321−25.6% | Reduced |
| Signaturefd, LLC | 9,813 | $812.8K | 0.02% | −39−0.4% | Reduced |
| Brandywine Managers, LLC | 9,906 | $820.5K | 0.87% | +9,906 | New |
| Prudential Financial Inc | 9,924 | $822.0K | 0.00% | −3,722−27.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,938 | $823.2K | 0.04% | +1,052+11.8% | Added |
| Steel Peak Wealth Management LLC | 10,039 | $831.5K | 0.04% | +39+0.4% | Added |
| Malaga Cove Capital, LLC | 10,058 | $833.1K | 0.34% | −24−0.2% | Reduced |
| CIBC Asset Management Inc | 10,084 | $835.3K | 0.00% | +847+9.2% | Added |
| Ieq Capital, LLC | 10,139 | $839.8K | 0.01% | −513−4.8% | Reduced |
| Mackenzie Financial Corp | 10,315 | $854.4K | 0.00% | −12,592−55.0% | Reduced |
| Grandview Asset Management LLC | 10,353 | $858.0K | 0.50% | −252−2.4% | Reduced |
| Commerce Bank | 10,470 | $867.2K | 0.01% | −71−0.7% | Reduced |
| Neuberger Berman Group LLC | 10,533 | $872.5K | 0.00% | +1,246+13.4% | Added |
| O'Shaughnessy Asset Management, LLC | 10,676 | $884.3K | 0.01% | +69+0.7% | Added |
| Sanctuary Advisors, LLC | 10,298 | $906.3K | 0.01% | +10,298 | New |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $940.7K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 11,374 | $942.1K | 0.02% | −30,961−73.1% | Reduced |
| Green Alpha Advisors, LLC | 11,383 | $942.9K | 0.76% | −616−5.1% | Reduced |
| Jackson Square Capital, LLC | 11,516 | $953.9K | 0.23% | −1,424−11.0% | Reduced |
| Comerica Bank | 11,600 | $960.9K | 0.00% | −16,956−59.4% | Reduced |
| Graham Capital Management, L.P. | 11,635 | $963.7K | 0.03% | −92,587−88.8% | Reduced |
| XTX Topco Ltd | 11,787 | $976.3K | 0.08% | +6,285+114.2% | Added |
| Western Financial Corp | 12,140 | $1.01M | 0.61% | +1,416+13.2% | Added |
| Afg Fiduciary Services Limited Partnership | 12,873 | $1.01M | 0.71% | +1,925+17.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 12,314 | $1.02M | 0.29% | −204−1.6% | Reduced |
| Advisory Resource Group | 12,416 | $1.03M | 0.23% | +4,536+57.6% | Added |
| Park Avenue Securities LLC | 12,798 | $1.06M | 0.01% | −5,546−30.2% | Reduced |
| AustralianSuper Pty Ltd | 12,846 | $1.06M | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 12,993 | $1.08M | 0.01% | +1,154+9.7% | Added |
| Fox Run Management, L.L.C. | 13,130 | $1.09M | 0.20% | −5,332−28.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,336 | $1.09M | 0.01% | −31,849−70.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,170 | $1.09M | 0.00% | −371−2.7% | Reduced |
| Vinva Investment Management Ltd | 13,374 | $1.09M | 0.05% | −15,138−53.1% | Reduced |
| Manufacturers Life Insurance Company, The | 13,574 | $1.12M | 0.00% | −980−6.7% | Reduced |
| Farther Finance Advisors, LLC | 13,446 | $1.13M | 0.05% | +3,035+29.2% | Added |
| Harvest Investment Services, LLC | 13,637 | $1.13M | 0.45% | +5,315+63.9% | Added |
| Avitas Wealth Management LLC | 13,730 | $1.14M | 0.17% | −64−0.5% | Reduced |
| Old Well Partners, LLC | 14,400 | $1.19M | 1.41% | −14,400−50.0% | Reduced |
| Geneos Wealth Management Inc. | 14,409 | $1.19M | 0.05% | +952+7.1% | Added |
| Blue Barn Wealth, LLC | 14,437 | $1.20M | 0.67% | +40.0% | Added |
| M&T Bank Corp | 14,721 | $1.22M | 0.00% | −1,680−10.2% | Reduced |
| Omers Administration Corp | 14,721 | $1.22M | 0.01% | +14,721 | New |
| Two Sigma Securities, LLC | 14,830 | $1.23M | 0.06% | −33,349−69.2% | Reduced |
| a16z Perennial Management, L.P. | 14,880 | $1.23M | 0.07% | +7,440+100.0% | Added |
| Robeco Institutional Asset Management B.V. | 15,068 | $1.25M | 0.00% | −55,702−78.7% | Reduced |
| AXA S.A. | 15,098 | $1.25M | 0.00% | +15,098 | New |
| MBM Wealth Consultants, LLC | 15,331 | $1.27M | 0.43% | +3,812+33.1% | Added |
| Lazard Asset Management LLC | 15,323 | $1.27M | 0.00% | −2,250−12.8% | Reduced |
| Oppenheimer & Co Inc | 15,563 | $1.29M | 0.02% | +4,121+36.0% | Added |
| Cresset Asset Management, LLC | 15,621 | $1.29M | 0.01% | −3,675−19.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 15,710 | $1.30M | 0.30% | +1,395+9.7% | Added |
| CIBC World Markets Corp | 16,089 | $1.33M | 0.01% | +3,964+32.7% | Added |
| ARS Investment Partners, LLC | 16,396 | $1.36M | 0.13% | −1,240−7.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 14,757 | $1.36M | 0.01% | −26,215−64.0% | Reduced |
| CenterBook Partners LP | 16,640 | $1.38M | 0.09% | −11,358−40.6% | Reduced |
| Knollwood Investment Advisory, LLC | 16,800 | $1.39M | 0.15% | +16,800 | New |
| Nisa Investment Advisors, LLC | 17,275 | $1.43M | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 17,319 | $1.43M | 0.03% | +11,028+175.3% | Added |
| Profund Advisors LLC | 17,440 | $1.44M | 0.05% | −1,934−10.0% | Reduced |
| SG Americas Securities, LLC | 17,841 | $1.48M | 0.01% | −7,333−29.1% | Reduced |
| Nwi Management LP | 18,000 | $1.49M | 0.19% | 00.0% | Unchanged |
| Vident Advisory, LLC | 18,014 | $1.49M | 0.04% | −83,832−82.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,099 | $1.50M | 0.00% | +4,625+34.3% | Added |
| Pier 88 Investment Partners LLC | 18,560 | $1.54M | 0.34% | +10,130+120.2% | Added |
| Private Advisor Group, LLC | 18,627 | $1.54M | 0.01% | −35−0.2% | Reduced |
| Castle Rock Wealth Management, LLC | 18,781 | $1.58M | 0.39% | +991+5.6% | Added |
| MetLife Investment Management | 19,276 | $1.60M | 0.01% | +1,394+7.8% | Added |
| Numerai GP LLC | 19,380 | $1.61M | 0.58% | +19,380 | New |
| Toroso Investments, LLC | 19,688 | $1.63M | 0.02% | +6,336+47.5% | Added |
| Beacon Pointe Advisors, LLC | 19,969 | $1.65M | 0.02% | +1,331+7.1% | Added |
| Verition Fund Management LLC | 20,159 | $1.67M | 0.01% | +4,153+25.9% | Added |
| Amalgamated Bank | 20,316 | $1.68M | 0.01% | +714+3.6% | Added |
| Daiwa Securities Group Inc. | 20,452 | $1.69M | 0.01% | +1,000+5.1% | Added |
| Highland Capital Management, LLC | 20,709 | $1.72M | 0.10% | −3,077−12.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,716 | $1.72M | 0.00% | −410−1.9% | Reduced |
| Janney Montgomery Scott LLC | 20,867 | $1.73M | 0.01% | +7,067+51.2% | Added |
| Kadensa Capital Ltd | 20,906 | $1.73M | 0.41% | +10,563+102.1% | Added |
| Concentric Capital Strategies, LP | 20,945 | $1.73M | 0.11% | +20,945 | New |
| Viking Fund Management LLC | 21,000 | $1.74M | 0.31% | +21,000 | New |
| Harbor Capital Advisors, Inc. | 21,005 | $1.74M | 0.13% | +1,699+8.8% | Added |
| D.A. Davidson & Co. | 21,019 | $1.74M | 0.02% | −208−1.0% | Reduced |
| Janus Henderson Group PLC | 21,656 | $1.79M | 0.00% | −5,098−19.1% | Reduced |
| Ci Investments Inc. | 21,776 | $1.80M | 0.01% | +17,777+444.5% | Added |
| CI Private Wealth, LLC | 21,936 | $1.82M | 0.00% | −1,523−6.5% | Reduced |