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 |
|---|---|---|---|---|---|
| Grandeur Peak Global Advisors, LLC | 412,999 | $34.2M | 2.73% | +77,593+23.1% | Added |
| National Pension Service | 467,861 | $38.8M | 0.04% | +42,771+10.1% | Added |
| California State Teachers Retirement System | 470,336 | $39.0M | 0.05% | +22,523+5.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 472,100 | $39.1M | 0.10% | −70.0% | Reduced |
| Ameriprise Financial Inc | 490,296 | $40.6M | 0.01% | +83,246+20.5% | Added |
| California Public Employees Retirement System | 500,494 | $41.5M | 0.03% | −16,651−3.2% | Reduced |
| JPMorgan Chase & Co | 501,196 | $41.5M | 0.00% | −272,934−35.3% | Reduced |
| Amundi | 568,398 | $48.0M | 0.02% | −136,358−19.3% | Reduced |
| Bessemer Group Inc | 592,538 | $49.1M | 0.09% | −2,971−0.5% | Reduced |
| Peregrine Capital Management LLC | 664,945 | $55.1M | 1.61% | +116,138+21.2% | Added |
| Price T Rowe Associates Inc | 760,337 | $63.0M | 0.01% | −114,846−13.1% | Reduced |
| Holocene Advisors, LP | 767,817 | $63.6M | 0.27% | +677,335+748.6% | Added |
| Goldman Sachs Group Inc | 822,472 | $68.1M | 0.01% | +36,661+4.7% | Added |
| Nuveen Asset Management, LLC | 843,907 | $69.9M | 0.02% | +107,384+14.6% | Added |
| Bamco Inc | 864,163 | $71.6M | 0.20% | +19,117+2.3% | Added |
| Swiss National Bank | 883,500 | $73.2M | 0.05% | −3,400−0.4% | Reduced |
| Two Sigma Investments, LP | 909,681 | $75.3M | 0.18% | −907,966−50.0% | Reduced |
| Bank of America Corp | 948,679 | $78.6M | 0.01% | +44,980+5.0% | Added |
| Penserra Capital Management LLC | 969,278 | $80.3M | 1.02% | +133,682+16.0% | Added |
| Nikko Asset Management Americas, Inc. | 992,905 | $82.2M | 0.95% | +60,071+6.4% | Added |
| Squarepoint Ops LLC | 1,039,999 | $86.1M | 0.32% | −383,280−26.9% | Reduced |
| Two Sigma Advisers, LP | 1,075,300 | $89.1M | 0.20% | −1,171,200−52.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,081,979 | $89.6M | 0.21% | −87,902−7.5% | Reduced |
| Strategy Capital LLC | 1,105,610 | $91.6M | 8.99% | −265,266−19.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,127,855 | $93.4M | 0.02% | +55,422+5.2% | Added |
| Optimus Prime Fund Management Co., Ltd. | 1,205,000 | $99.8M | 11.75% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 1,251,670 | $103.7M | 0.02% | +35,884+3.0% | Added |
| Royal Bank of Canada | 1,289,797 | $106.8M | 0.03% | −22,718−1.7% | Reduced |
| American Century Companies Inc | 1,394,732 | $115.5M | 0.07% | +277,228+24.8% | Added |
| Marshall Wace, LLP | 1,548,535 | $128.3M | 0.18% | +855,334+123.4% | Added |
| Deutsche Bank AG | 1,598,911 | $132.4M | 0.06% | +17,671+1.1% | Added |
| Citadel Advisors LLC | 1,639,258 | $135.8M | 0.13% | +1,565,225+2,114.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,661,425 | $137.6M | 0.10% | +19,446+1.2% | Added |
| Northern Trust Corp | 1,772,801 | $146.8M | 0.02% | +79,923+4.7% | Added |
| Norges Bank | 2,054,340 | $170.2M | 0.03% | +734,085+55.6% | Added |
| 1832 Asset Management L.P. | 2,160,835 | $179.0M | 0.32% | −461,565−17.6% | Reduced |
| Franklin Resources Inc | 2,161,291 | $179.0M | 0.06% | +56,382+2.7% | Added |
| UBS Asset Management Americas Inc | 2,188,403 | $181.3M | 0.05% | +971,981+79.9% | Added |
| Gilder Gagnon Howe & Co LLC | 2,331,304 | $193.1M | 2.42% | −30,787−1.3% | Reduced |
| Voya Investment Management LLC | 2,802,187 | $232.1M | 0.23% | +20,974+0.8% | Added |
| Polar Capital Holdings Plc | 2,925,922 | $242.4M | 1.43% | +380,678+15.0% | Added |
| Legal & General Group Plc | 3,059,963 | $253.5M | 0.07% | −32,242−1.0% | Reduced |
| Geode Capital Management, LLC | 4,712,748 | $389.8M | 0.03% | +202,793+4.5% | Added |
| State Street Corp | 6,302,137 | $522.0M | 0.02% | +68,598+1.1% | Added |
| Sands Capital Management, LLC | 6,469,002 | $535.8M | 1.57% | +2,8800.0% | Added |
| First Trust Advisors LP | 6,856,815 | $568.0M | 0.58% | +1,721,645+33.5% | Added |
| FMR LLC | 13,136,026 | $1.09B | 0.07% | −1,984,454−13.1% | Reduced |
| BlackRock Inc. | 17,770,401 | $1.47B | 0.03% | +747,825+4.4% | Added |
| Morgan Stanley | 26,791,179 | $2.22B | 0.17% | −1,058,096−3.8% | Reduced |
| Vanguard Group Inc | 29,831,345 | $2.47B | 0.05% | +1,259,292+4.4% | Added |
| Baillie Gifford & Co | 32,722,670 | $2.71B | 2.11% | +2,575,396+8.5% | Added |
| Capital World Investors | 33,339,862 | $2.76B | 0.45% | +5,211,340+18.5% | Added |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −759,109−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −292,619−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −283,376−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −186,470−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −185,356−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −170,471−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −87,689−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −87,357−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −81,141−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −66,268−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −57,883−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −51,137−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −48,435−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −47,058−100.0% | Sold out |
| Cota Capital Management, LLC | 0 | $0 | 0.00% | −39,710−100.0% | Sold out |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −34,211−100.0% | Sold out |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −32,732−100.0% | Sold out |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −30,856−100.0% | Sold out |
| Deane Retirement Strategies, Inc. | 0 | $0 | 0.00% | −28,529−100.0% | Sold out |
| David J Yvars Group | 0 | $0 | 0.00% | −27,920−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −25,424−100.0% | Sold out |
| Aragon Global Management, LP | 0 | $0 | 0.00% | −24,148−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −23,729−100.0% | Sold out |
| Strategic Vision Investment Ltd | 0 | $0 | 0.00% | −21,920−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −18,646−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −16,886−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −16,250−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −14,347−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −13,876−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −13,542−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −12,755−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −12,402−100.0% | Sold out |
| Burr Financial Services, LLC | 0 | $0 | 0.00% | −16,014−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,229−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,515−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −10,674−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −10,224−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −8,953−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −7,737−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −7,628−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −7,602−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,525−100.0% | Sold out |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −7,509−100.0% | Sold out |
| Worm Capital, LLC | 0 | $0 | 0.00% | −7,312−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −7,120−100.0% | Sold out |