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
- 255.0M
- +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 | 1,228 | $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 |
|---|---|---|---|---|---|
| Tiemann Investment Advisors, LLC | 22,141 | $1.83M | 0.82% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 22,267 | $1.84M | 0.08% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 22,356 | $1.85M | 0.04% | +19,600+711.2% | Added |
| Pathstone Holdings, LLC | 22,901 | $1.90M | 0.01% | −1,016−4.2% | Reduced |
| Maryland State Retirement & Pension System | 23,063 | $1.91M | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 23,456 | $1.94M | 0.01% | +216+0.9% | Added |
| Robeco Schweiz AG | 23,700 | $1.96M | 0.04% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,712 | $1.96M | 0.02% | −33−0.1% | Reduced |
| Truist Financial Corp | 23,775 | $1.97M | 0.00% | −4,185−15.0% | Reduced |
| Gulf International Bank (UK) Ltd | 23,875 | $1.98M | 0.05% | −3,982−14.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 24,000 | $1.99M | 1.29% | +5,000+26.3% | Added |
| Prescott Group Capital Management, L.L.C. | 24,000 | $1.99M | 0.31% | +24,000 | New |
| Alps Advisors Inc | 24,015 | $1.99M | 0.01% | +2,760+13.0% | Added |
| Macquarie Group Ltd | 24,100 | $2.00M | 0.00% | −33,349−58.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 24,500 | $2.00M | 0.03% | −95−0.4% | Reduced |
| Ethic Inc. | 24,433 | $2.02M | 0.05% | +1,384+6.0% | Added |
| Clear Harbor Asset Management, LLC | 24,567 | $2.03M | 0.18% | +537+2.2% | Added |
| Dantai Capital Ltd | 24,980 | $2.07M | 2.33% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 25,180 | $2.09M | 0.45% | +2,391+10.5% | Added |
| Intech Investment Management LLC | 25,369 | $2.10M | 0.03% | −52,245−67.3% | Reduced |
| JustInvest LLC | 25,422 | $2.11M | 0.04% | +1,330+5.5% | Added |
| Advisor Group Holdings, Inc. | 25,455 | $2.11M | 0.00% | −8,150−24.3% | Reduced |
| TrueMark Investments, LLC | 26,167 | $2.17M | 0.74% | +26,167 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 26,393 | $2.19M | 0.01% | +6,777+34.5% | Added |
| Sepio Capital, LP | 26,416 | $2.19M | 0.20% | +325+1.2% | Added |
| Creative Planning | 26,763 | $2.22M | 0.00% | +2,255+9.2% | Added |
| Brighton Jones LLC | 26,799 | $2.22M | 0.07% | −31−0.1% | Reduced |
| Elo Mutual Pension Insurance Co | 27,196 | $2.25M | 0.05% | +136+0.5% | Added |
| EFG Asset Management (Americas) Corp. | 27,418 | $2.27M | 0.44% | +8,495+44.9% | Added |
| Jasper Ridge Partners, L.P. | 27,835 | $2.31M | 0.07% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 28,523 | $2.36M | 1.10% | −130.0% | Reduced |
| Toronto Dominion Bank | 28,562 | $2.37M | 0.00% | −30−0.1% | Reduced |
| Wealthfront Advisers LLC | 28,604 | $2.37M | 0.01% | +4,870+20.5% | Added |
| Aviva PLC | 29,689 | $2.46M | 0.01% | +11,374+62.1% | Added |
| EFG Asset Management (North America) Corp. | 30,180 | $2.50M | 0.43% | −4,508−13.0% | Reduced |
| Banque Cantonale Vaudoise | 30,427 | $2.52M | 0.10% | −1,600−5.0% | Reduced |
| Van Eck Associates Corp | 30,697 | $2.54M | 0.00% | +23,521+327.8% | Added |
| Public Employees Retirement Association of Colorado | 30,755 | $2.55M | 0.01% | −358−1.2% | Reduced |
| Rafferty Asset Management, LLC | 30,776 | $2.55M | 0.01% | −369−1.2% | Reduced |
| Soltis Investment Advisors LLC | 31,336 | $2.60M | 0.27% | −67−0.2% | Reduced |
| Allianz Asset Management GmbH | 31,598 | $2.62M | 0.00% | +13,048+70.3% | Added |
| Consolidated Press International Holdings Ltd | 32,391 | $2.68M | 0.34% | +32,391 | New |
| PDT Partners, LLC | 32,502 | $2.69M | 0.25% | −10,698−24.8% | Reduced |
| Private Advisory Group LLC | 32,680 | $2.71M | 0.36% | +5,137+18.7% | Added |
| SWS Partners | 32,737 | $2.71M | 0.81% | +428+1.3% | Added |
| Blair William & Co | 32,865 | $2.72M | 0.01% | +752+2.3% | Added |
| AIA Group Ltd | 32,879 | $2.72M | 0.08% | +9,527+40.8% | Added |
| Canada Pension Plan Investment Board | 32,983 | $2.73M | 0.00% | +7,919+31.6% | Added |
| Raymond James & Associates | 33,129 | $2.74M | 0.00% | −36,645−52.5% | Reduced |
| MML Investors Services, LLC | 33,238 | $2.75M | 0.01% | −10,775−24.5% | Reduced |
| Executive Wealth Management, LLC | 34,207 | $2.83M | 0.52% | +3,261+10.5% | Added |
| Nissay Asset Management Corp | 34,425 | $2.85M | 0.02% | +1,166+3.5% | Added |
| Frontier Capital Management Co LLC | 34,840 | $2.89M | 0.03% | −31,755−47.7% | Reduced |
| Y.D. More Investments Ltd | 35,227 | $2.92M | 0.30% | +2,053+6.2% | Added |
| PEAK6 Investments LLC | 35,526 | $2.94M | 0.14% | +35,526 | New |
| Nia Impact Advisors, LLC | 36,252 | $3.00M | 1.08% | −1,409−3.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 36,530 | $3.03M | 0.02% | −1,582−4.2% | Reduced |
| Independent Advisor Alliance | 36,592 | $3.03M | 0.10% | +1,566+4.5% | Added |
| Mercer Global Advisors Inc | 36,821 | $3.05M | 0.01% | −15,730−29.9% | Reduced |
| KBC Group NV | 36,908 | $3.06M | 0.01% | −2,290−5.8% | Reduced |
| US Bancorp | 36,957 | $3.06M | 0.00% | −7,973−17.7% | Reduced |
| CIBC World Markets Inc. | 37,767 | $3.13M | 0.01% | −14,882−28.3% | Reduced |
| Nordea Investment Management AB | 37,398 | $3.13M | 0.00% | +17,477+87.7% | Added |
| Norden Group LLC | 39,051 | $3.23M | 0.65% | +61+0.2% | Added |
| Group One Trading, L.P. | 40,399 | $3.35M | 0.11% | +10,718+36.1% | Added |
| TownSquare Capital, LLC | 40,653 | $3.37M | 0.05% | +257+0.6% | Added |
| Andra AP-fonden | 40,700 | $3.37M | 0.06% | +40,700 | New |
| LGT Group Foundation | 41,258 | $3.42M | 0.05% | −3,605−8.0% | Reduced |
| Lyell Wealth Management, LP | 41,320 | $3.42M | 0.33% | +6,149+17.5% | Added |
| Evercore Wealth Management, LLC | 41,500 | $3.44M | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 41,612 | $3.45M | 0.07% | +41,612 | New |
| Picton Mahoney Asset Management | 42,275 | $3.50M | 0.15% | +42,275 | New |
| Ambassador Advisors, LLC | 45,592 | $3.78M | 0.68% | +753+1.7% | Added |
| Employees Retirement System of Texas | 45,706 | $3.79M | 0.04% | +5,231+12.9% | Added |
| Strategic Planning Group, LLC | 46,539 | $3.85M | 0.84% | +15,890+51.8% | Added |
| Taylor Frigon Capital Management LLC | 47,138 | $3.90M | 1.86% | +7,874+20.1% | Added |
| Stifel Financial Corp | 47,313 | $3.92M | 0.00% | −4,042−7.9% | Reduced |
| DnB Asset Management AS | 47,569 | $3.94M | 0.02% | +3,079+6.9% | Added |
| Tredje AP-fonden | 47,921 | $3.97M | 0.04% | −751−1.5% | Reduced |
| Royal Fund Management, LLC | 49,000 | $4.06M | 0.55% | +39,800+432.6% | Added |
| Utah Retirement Systems | 49,362 | $4.09M | 0.05% | −1,600−3.1% | Reduced |
| Xponance, Inc. | 52,989 | $4.39M | 0.04% | +1,517+2.9% | Added |
| Titleist Asset Management, LLC | 54,262 | $4.49M | 0.68% | −2,582−4.5% | Reduced |
| Commonwealth Equity Services, LLC | 55,105 | $4.56M | 0.01% | +8,678+18.7% | Added |
| QRG Capital Management, Inc. | 56,539 | $4.68M | 0.06% | −71,223−55.7% | Reduced |
| British Columbia Investment Management Corp | 57,141 | $4.73M | 0.03% | +21,783+61.6% | Added |
| Andar Capital Management HK Ltd | 57,600 | $4.77M | 6.63% | +17,600+44.0% | Added |
| Rockefeller Capital Management L.P. | 57,677 | $4.78M | 0.01% | +18,396+46.8% | Added |
| Forsta Ap-Fonden | 57,800 | $4.79M | 0.04% | −5,200−8.3% | Reduced |
| DekaBank Deutsche Girozentrale | 58,330 | $4.79M | 0.01% | +3,754+6.9% | Added |
| Standard Life Aberdeen plc | 58,638 | $4.86M | 0.01% | −44,314−43.0% | Reduced |
| Quadrature Capital Ltd | 58,771 | $4.87M | 0.08% | −216,286−78.6% | Reduced |
| IFM Investors Pty Ltd | 59,884 | $4.96M | 0.05% | −674−1.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 59,939 | $4.96M | 0.02% | −200.0% | Reduced |
| USS Investment Management Ltd | 60,290 | $5.00M | 0.04% | +169+0.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 61,240 | $5.01M | 0.01% | +61,240 | New |
| Nomura Holdings Inc | 68,122 | $5.64M | 0.04% | +9,924+17.1% | Added |
| Candriam Luxembourg S.C.A. | 68,553 | $5.68M | 0.03% | +20,733+43.4% | Added |
| TD Asset Management Inc | 69,996 | $5.80M | 0.01% | +939+1.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 70,330 | $5.83M | 2.17% | +23,310+49.6% | Added |