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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 70,670 | $5.85M | 0.02% | +105+0.1% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 71,128 | $5.89M | 0.07% | +71,128 | New |
| Privium Fund Management B.V. | 70,000 | $5.95M | 1.52% | −5,000−6.7% | Reduced |
| Russell Investments Group, Ltd. | 73,246 | $6.03M | 0.01% | −9,146−11.1% | Reduced |
| Voloridge Investment Management, LLC | 79,225 | $6.56M | 0.02% | −1,584,274−95.2% | Reduced |
| HighTower Advisors, LLC | 79,873 | $6.57M | 0.01% | +7,018+9.6% | Added |
| Nomura Asset Management Co Ltd | 79,680 | $6.60M | 0.02% | +4,620+6.2% | Added |
| Victory Capital Management Inc | 80,343 | $6.65M | 0.01% | +176+0.2% | Added |
| Sentinel Trust Co Lba | 80,718 | $6.69M | 0.82% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 80,950 | $6.71M | 0.09% | 00.0% | Unchanged |
| Mariner, LLC | 81,436 | $6.74M | 0.01% | −3,419−4.0% | Reduced |
| Arizona State Retirement System | 81,963 | $6.79M | 0.05% | +506+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 82,158 | $6.81M | 0.02% | +9,153+12.5% | Added |
| RMB Capital Management, LLC | 83,113 | $6.88M | 0.17% | +7,526+10.0% | Added |
| Davy Global Fund Management Ltd | 83,891 | $6.95M | 0.80% | +6,849+8.9% | Added |
| Cetera Investment Advisers | 86,063 | $7.13M | 0.02% | −424−0.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 88,364 | $7.32M | 0.17% | +88,364 | New |
| Atika Capital Management LLC | 89,500 | $7.41M | 0.86% | −55,600−38.3% | Reduced |
| Renaissance Technologies LLC | 90,100 | $7.46M | 0.01% | +90,100 | New |
| Capital International Inc | 94,750 | $7.85M | 0.10% | +15,122+19.0% | Added |
| Baker Chad R | 95,900 | $7.94M | 1.66% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 97,329 | $8.05M | 0.05% | −5,426−5.3% | Reduced |
| Avalon Global Asset Management LLC | 100,400 | $8.32M | 2.47% | +30,000+42.6% | Added |
| Storebrand Asset Management AS | 101,983 | $8.45M | 0.03% | −11,676−10.3% | Reduced |
| Mizuho Markets Americas LLC | 105,067 | $8.70M | 0.24% | −45,001−30.0% | Reduced |
| Korea Investment CORP | 106,982 | $8.86M | 0.02% | +12,210+12.9% | Added |
| Exchange Traded Concepts, LLC | 107,467 | $8.90M | 0.23% | +10,314+10.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 106,844 | $8.98M | 0.09% | +19,241+22.0% | Added |
| State of New Jersey Common Pension Fund D | 110,046 | $9.12M | 0.04% | −58,292−34.6% | Reduced |
| Danske Bank A/S | 111,030 | $9.20M | 0.03% | −181,962−62.1% | Reduced |
| Royal London Asset Management Ltd | 111,898 | $9.27M | 0.02% | +2,330+2.1% | Added |
| Public Employees Retirement System of Ohio | 114,351 | $9.47M | 0.04% | +1,817+1.6% | Added |
| Mn Services Vermogensbeheer B.V. | 116,300 | $9.63M | 0.07% | −3,400−2.8% | Reduced |
| Capital International Ltd | 116,522 | $9.65M | 0.45% | +10,947+10.4% | Added |
| Maytus Capital Management, LLC | 117,500 | $9.73M | 3.48% | +63,500+117.6% | Added |
| LPL Financial LLC | 119,119 | $9.87M | 0.00% | −2,738−2.2% | Reduced |
| Citigroup Inc | 122,253 | $10.1M | 0.01% | −10,212−7.7% | Reduced |
| Credit Agricole S A | 124,929 | $10.3M | 0.06% | +123,971+12,940.6% | Added |
| Davis-Rea Ltd. | 126,956 | $10.5M | 5.26% | +39,869+45.8% | Added |
| SEI Investments Co | 127,541 | $10.6M | 0.01% | +29,963+30.7% | Added |
| Treasurer of the State of North Carolina | 130,516 | $10.8M | 0.05% | −800−0.6% | Reduced |
| D. E. Shaw & Co., Inc. | 132,544 | $11.0M | 0.02% | +46,772+54.5% | Added |
| Forte Capital LLC | 134,327 | $11.1M | 1.34% | −691−0.5% | Reduced |
| Alliancebernstein L.P. | 135,454 | $11.2M | 0.00% | −194,818−59.0% | Reduced |
| Capital International Sarl | 138,001 | $11.4M | 0.35% | +17,416+14.4% | Added |
| Parallax Volatility Advisers, L.P. | 144,049 | $11.9M | 0.30% | +14,194+10.9% | Added |
| Schroder Investment Management Group | 144,917 | $12.0M | 0.01% | +20,078+16.1% | Added |
| Reynders McVeigh Capital Management, LLC | 146,678 | $12.1M | 0.69% | +17,924+13.9% | Added |
| State of Wisconsin Investment Board | 158,133 | $13.1M | 0.03% | +279+0.2% | Added |
| Pictet Asset Management Holding SA | 159,515 | $13.2M | 0.02% | +9,756+6.5% | Added |
| Jane Street Group, LLC | 161,088 | $13.3M | 0.01% | +34,878+27.6% | Added |
| Walleye Capital LLC | 161,745 | $13.4M | 0.14% | +88,621+121.2% | Added |
| Los Angeles Capital Management LLC | 164,696 | $13.6M | 0.05% | −288,955−63.7% | Reduced |
| 12 West Capital Management LP | 165,000 | $13.7M | 1.40% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 165,016 | $13.7M | 2.02% | +491+0.3% | Added |
| Carnegie Capital Asset Management, LLC | 165,268 | $13.7M | 0.43% | +10,148+6.5% | Added |
| Twin Tree Management, LP | 167,047 | $13.8M | 0.41% | +167,047 | New |
| Principal Financial Group Inc | 167,915 | $13.9M | 0.01% | −6,544−3.8% | Reduced |
| Berkshire Capital Holdings Inc | 179,550 | $14.9M | 6.01% | +179,540+1,795,400.0% | Added |
| Millennium Management LLC | 179,708 | $14.9M | 0.01% | +105,346+141.7% | Added |
| Alberta Investment Management Corp | 181,705 | $15.1M | 0.16% | +22,400+14.1% | Added |
| Liontrust Investment Partners LLP | 184,368 | $15.3M | 0.22% | +184,368 | New |
| Teachers Retirement System of the State of Kentucky | 192,381 | $15.9M | 0.14% | +22,900+13.5% | Added |
| Envestnet Asset Management Inc | 195,791 | $16.2M | 0.01% | +4,682+2.4% | Added |
| Handelsbanken Fonder AB | 196,638 | $16.3M | 0.07% | +33,067+20.2% | Added |
| Glynn Capital Management LLC | 202,407 | $16.8M | 3.38% | +202,407 | New |
| Wells Fargo & Company | 211,723 | $17.5M | 0.00% | −13,684−6.1% | Reduced |
| New York State Common Retirement Fund | 221,063 | $18.3M | 0.02% | +6,249+2.9% | Added |
| Schonfeld Strategic Advisors LLC | 228,401 | $18.9M | 0.15% | +201,576+751.4% | Added |
| HSBC Holdings PLC | 228,934 | $19.0M | 0.01% | −69,036−23.2% | Reduced |
| Barclays PLC | 234,536 | $19.4M | 0.01% | −170,060−42.0% | Reduced |
| Asset Management One Co.,Ltd. | 236,122 | $19.6M | 0.07% | +13,513+6.1% | Added |
| Hartline Investment Corp | 241,953 | $20.0M | 2.69% | +241,953 | New |
| Allen Investment Management LLC | 254,947 | $21.1M | 0.26% | +59,457+30.4% | Added |
| NZS Capital, LLC | 256,110 | $21.2M | 0.87% | +11,754+4.8% | Added |
| APG Asset Management N.V. | 274,626 | $21.2M | 0.04% | +19,921+7.8% | Added |
| Invesco Ltd. | 269,091 | $22.3M | 0.00% | −1,308,333−82.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 283,763 | $23.5M | 0.03% | +26,779+10.4% | Added |
| Balyasny Asset Management LLC | 301,228 | $25.0M | 0.06% | +146,793+95.1% | Added |
| State Board of Administration of Florida Retirement System | 301,358 | $25.0M | 0.05% | +644+0.2% | Added |
| Ensign Peak Advisors, Inc | 302,205 | $25.0M | 0.05% | −336,501−52.7% | Reduced |
| Fred Alger Management, LLC | 302,718 | $25.1M | 0.12% | +65,529+27.6% | Added |
| Pinebridge Investments, L.P. | 304,065 | $25.2M | 0.20% | −45,218−12.9% | Reduced |
| Value Star Asset Management (Hong Kong) Ltd | 316,332 | $26.2M | 9.71% | −36,468−10.3% | Reduced |
| Vontobel Holding Ltd. | 316,528 | $26.2M | 0.09% | +10,439+3.4% | Added |
| Whetstone Capital Advisors, LLC | 325,248 | $26.9M | 12.50% | +2,189+0.7% | Added |
| Dimensional Fund Advisors LP | 326,853 | $27.1M | 0.01% | +1,460+0.4% | Added |
| Great West Life Assurance Co | 341,484 | $28.3M | 0.05% | +10,703+3.2% | Added |
| Kames Capital plc | 341,707 | $28.3M | 0.40% | +129,124+60.7% | Added |
| Bank of Montreal | 350,173 | $29.1M | 0.01% | +132,514+60.9% | Added |
| Readystate Asset Management LP | 355,560 | $29.5M | 1.40% | +166,120+87.7% | Added |
| Capital Fund Management S.A. | 358,030 | $29.7M | 0.34% | −37,107−9.4% | Reduced |
| La Financiere de L'Echiquier | 372,600 | $30.9M | 1.35% | −10,000−2.6% | Reduced |
| Long Walk Management LP | 373,500 | $30.9M | 14.61% | +168,500+82.2% | Added |
| Man Group plc | 377,884 | $31.3M | 0.08% | −68,649−15.4% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 395,205 | $32.7M | 0.29% | +1,825+0.5% | Added |
| UBS Group AG | 397,102 | $32.9M | 0.01% | +19,931+5.3% | Added |
| Rhumbline Advisers | 398,696 | $33.0M | 0.03% | +3,395+0.9% | Added |
| SpiderRock Advisors, LLC | 398,784 | $33.0M | 0.87% | +80.0% | Added |
| SW Investment Management LLC | 400,000 | $33.1M | 10.54% | 00.0% | Unchanged |