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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 $69.8B 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.

Institutional holdersQ2 2024: 652 institutions
Q1 2021: 507 institutionsQ2 2021: 537 institutionsQ3 2021: 620 institutionsQ4 2021: 681 institutionsQ1 2022: 641 institutionsQ2 2022: 550 institutionsQ3 2022: 563 institutionsQ4 2022: 550 institutionsQ1 2023: 572 institutionsQ2 2023: 560 institutionsQ3 2023: 573 institutionsQ4 2023: 678 institutionsQ1 2024: 709 institutionsQ2 2024: 652 institutionsQ3 2024: 680 institutionsQ4 2024: 772 institutionsQ1 2025: 872 institutionsQ2 2025: 947 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,091 institutionsQ1 2026: 1,139 institutionsQ2 2026: 1,228 institutions
Value heldQ2 2024: $21.1B
Q1 2021: $13.7BQ2 2021: $22.6BQ3 2021: $24.6BQ4 2021: $29.8BQ1 2022: $28.0BQ2 2022: $10.3BQ3 2022: $12.9BQ4 2022: $10.9BQ1 2023: $15.1BQ2 2023: $16.0BQ3 2023: $15.8BQ4 2023: $20.7BQ1 2024: $24.2BQ2 2024: $21.1BQ3 2024: $20.7BQ4 2024: $28.4BQ1 2025: $29.8BQ2 2025: $54.3BQ3 2025: $59.1BQ4 2025: $54.8BQ1 2026: $57.1BQ2 2026: $69.8B
Institutions holding NET and their total value by quarter
QuarterHoldersValue
Q2 20261,228$69.8B
Q1 20261,139$57.1B
Q4 20251,091$54.8B
Q3 20251,039$59.1B
Q2 2025947$54.3B
Q1 2025872$29.8B
Q4 2024772$28.4B
Q3 2024680$20.7B
Q2 2024652$21.1B
Q1 2024709$24.2B
Q4 2023678$20.7B
Q3 2023573$15.8B
Q2 2023560$16.0B
Q1 2023572$15.1B
Q4 2022550$10.9B
Q3 2022563$12.9B
Q2 2022550$10.3B
Q1 2022641$28.0B
Q4 2021681$29.8B
Q3 2021620$24.6B
Q2 2021537$22.6B
Q1 2021507$13.7B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2024.

Institutions holding NET in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Walleye Capital LLC161,745$13.4M0.14%+88,621+121.2%Added
Jane Street Group, LLC161,088$13.3M0.01%+34,878+27.6%Added
Pictet Asset Management Holding SA159,515$13.2M0.02%+9,756+6.5%Added
State of Wisconsin Investment Board158,133$13.1M0.03%+279+0.2%Added
Reynders McVeigh Capital Management, LLC146,678$12.1M0.69%+17,924+13.9%Added
Schroder Investment Management Group144,917$12.0M0.01%+20,078+16.1%Added
Parallax Volatility Advisers, L.P.144,049$11.9M0.30%+14,194+10.9%Added
Capital International Sarl138,001$11.4M0.35%+17,416+14.4%Added
Alliancebernstein L.P.135,454$11.2M0.00%−194,818−59.0%Reduced
Forte Capital LLC134,327$11.1M1.34%−691−0.5%Reduced
D. E. Shaw & Co., Inc.132,544$11.0M0.02%+46,772+54.5%Added
Treasurer of the State of North Carolina130,516$10.8M0.05%−800−0.6%Reduced
SEI Investments Co127,541$10.6M0.01%+29,963+30.7%Added
Davis-Rea Ltd.126,956$10.5M5.26%+39,869+45.8%Added
Credit Agricole S A124,929$10.3M0.06%+123,971+12,940.6%Added
Citigroup Inc122,253$10.1M0.01%−10,212−7.7%Reduced
LPL Financial LLC119,119$9.87M0.00%−2,738−2.2%Reduced
Maytus Capital Management, LLC117,500$9.73M3.48%+63,500+117.6%Added
Capital International Ltd116,522$9.65M0.45%+10,947+10.4%Added
Mn Services Vermogensbeheer B.V.116,300$9.63M0.07%−3,400−2.8%Reduced
Public Employees Retirement System of Ohio114,351$9.47M0.04%+1,817+1.6%Added
Royal London Asset Management Ltd111,898$9.27M0.02%+2,330+2.1%Added
Danske Bank A/S111,030$9.20M0.03%−181,962−62.1%Reduced
State of New Jersey Common Pension Fund D110,046$9.12M0.04%−58,292−34.6%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.106,844$8.98M0.09%+19,241+22.0%Added
Exchange Traded Concepts, LLC107,467$8.90M0.23%+10,314+10.6%Added
Korea Investment CORP106,982$8.86M0.02%+12,210+12.9%Added
Mizuho Markets Americas LLC105,067$8.70M0.24%−45,001−30.0%Reduced
Storebrand Asset Management AS101,983$8.45M0.03%−11,676−10.3%Reduced
Avalon Global Asset Management LLC100,400$8.32M2.47%+30,000+42.6%Added
Resona Asset Management Co.,Ltd.97,329$8.05M0.05%−5,426−5.3%Reduced
Baker Chad R95,900$7.94M1.66%00.0%Unchanged
Capital International Inc94,750$7.85M0.10%+15,122+19.0%Added
Renaissance Technologies LLC90,100$7.46M0.01%+90,100New
Atika Capital Management LLC89,500$7.41M0.86%−55,600−38.3%Reduced
Susquehanna Fundamental Investments, LLC88,364$7.32M0.17%+88,364New
Cetera Investment Advisers86,063$7.13M0.02%−424−0.5%Reduced
Davy Global Fund Management Ltd83,891$6.95M0.80%+6,849+8.9%Added
RMB Capital Management, LLC83,113$6.88M0.17%+7,526+10.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)82,158$6.81M0.02%+9,153+12.5%Added
Arizona State Retirement System81,963$6.79M0.05%+506+0.6%Added
Mariner, LLC81,436$6.74M0.01%−3,419−4.0%Reduced
Erste Asset Management GmbH80,950$6.71M0.09%00.0%Unchanged
Sentinel Trust Co Lba80,718$6.69M0.82%00.0%Unchanged
Victory Capital Management Inc80,343$6.65M0.01%+176+0.2%Added
Nomura Asset Management Co Ltd79,680$6.60M0.02%+4,620+6.2%Added
HighTower Advisors, LLC79,873$6.57M0.01%+7,018+9.6%Added
Voloridge Investment Management, LLC79,225$6.56M0.02%−1,584,274−95.2%Reduced
Russell Investments Group, Ltd.73,246$6.03M0.01%−9,146−11.1%Reduced
Privium Fund Management B.V.70,000$5.95M1.52%−5,000−6.7%Reduced
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)71,128$5.89M0.07%+71,128New
Cambridge Investment Research Advisors, Inc.70,670$5.85M0.02%+105+0.1%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA70,330$5.83M2.17%+23,310+49.6%Added
TD Asset Management Inc69,996$5.80M0.01%+939+1.4%Added
Candriam Luxembourg S.C.A.68,553$5.68M0.03%+20,733+43.4%Added
Nomura Holdings Inc68,122$5.64M0.04%+9,924+17.1%Added
Mirae Asset Global ETFs Holdings Ltd.61,240$5.01M0.01%+61,240New
USS Investment Management Ltd60,290$5.00M0.04%+169+0.3%Added
Skandinaviska Enskilda Banken AB (publ)59,939$4.96M0.02%−200.0%Reduced
IFM Investors Pty Ltd59,884$4.96M0.05%−674−1.1%Reduced
Quadrature Capital Ltd58,771$4.87M0.08%−216,286−78.6%Reduced
Standard Life Aberdeen plc58,638$4.86M0.01%−44,314−43.0%Reduced
DekaBank Deutsche Girozentrale58,330$4.79M0.01%+3,754+6.9%Added
Forsta Ap-Fonden57,800$4.79M0.04%−5,200−8.3%Reduced
Rockefeller Capital Management L.P.57,677$4.78M0.01%+18,396+46.8%Added
Andar Capital Management HK Ltd57,600$4.77M6.63%+17,600+44.0%Added
British Columbia Investment Management Corp57,141$4.73M0.03%+21,783+61.6%Added
QRG Capital Management, Inc.56,539$4.68M0.06%−71,223−55.7%Reduced
Commonwealth Equity Services, LLC55,105$4.56M0.01%+8,678+18.7%Added
Titleist Asset Management, LLC54,262$4.49M0.68%−2,582−4.5%Reduced
Xponance, Inc.52,989$4.39M0.04%+1,517+2.9%Added
Utah Retirement Systems49,362$4.09M0.05%−1,600−3.1%Reduced
Royal Fund Management, LLC49,000$4.06M0.55%+39,800+432.6%Added
Tredje AP-fonden47,921$3.97M0.04%−751−1.5%Reduced
DnB Asset Management AS47,569$3.94M0.02%+3,079+6.9%Added
Stifel Financial Corp47,313$3.92M0.00%−4,042−7.9%Reduced
Taylor Frigon Capital Management LLC47,138$3.90M1.86%+7,874+20.1%Added
Strategic Planning Group, LLC46,539$3.85M0.84%+15,890+51.8%Added
Employees Retirement System of Texas45,706$3.79M0.04%+5,231+12.9%Added
Ambassador Advisors, LLC45,592$3.78M0.68%+753+1.7%Added
Picton Mahoney Asset Management42,275$3.50M0.15%+42,275New
Walleye Trading LLC41,612$3.45M0.07%+41,612New
Evercore Wealth Management, LLC41,500$3.44M0.05%00.0%Unchanged
Lyell Wealth Management, LP41,320$3.42M0.33%+6,149+17.5%Added
LGT Group Foundation41,258$3.42M0.05%−3,605−8.0%Reduced
Andra AP-fonden40,700$3.37M0.06%+40,700New
TownSquare Capital, LLC40,653$3.37M0.05%+257+0.6%Added
Group One Trading, L.P.40,399$3.35M0.11%+10,718+36.1%Added
Norden Group LLC39,051$3.23M0.65%+61+0.2%Added
Nordea Investment Management AB37,398$3.13M0.00%+17,477+87.7%Added
CIBC World Markets Inc.37,767$3.13M0.01%−14,882−28.3%Reduced
US Bancorp36,957$3.06M0.00%−7,973−17.7%Reduced
KBC Group NV36,908$3.06M0.01%−2,290−5.8%Reduced
Mercer Global Advisors Inc36,821$3.05M0.01%−15,730−29.9%Reduced
Independent Advisor Alliance36,592$3.03M0.10%+1,566+4.5%Added
Federation des caisses Desjardins du Quebec36,530$3.03M0.02%−1,582−4.2%Reduced
Nia Impact Advisors, LLC36,252$3.00M1.08%−1,409−3.7%Reduced
PEAK6 Investments LLC35,526$2.94M0.14%+35,526New
Y.D. More Investments Ltd35,227$2.92M0.30%+2,053+6.2%Added
Frontier Capital Management Co LLC34,840$2.89M0.03%−31,755−47.7%Reduced