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 11 sales; 1,234 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, Q3 2024
Institutional positions in Cloudflare, Inc. as of Sep 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
- 681
- +37 vs. Q2 2024
- Shares held
- 256.1M
- +19.4M (+8.2%) vs. Q2 2024
- Total value
- $20.7B
- +$1.13B (+5.8%) vs. Q2 2024
- New holders
- 88
- 247 more added
- Sold out
- 51
- 227 more reduced
8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $20.7B |
| Q2 2024 | 652 | $21.1B |
| Q1 2024 | 709 | $24.2B |
| Q4 2023 | 678 | $20.7B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $15.1B |
| Q4 2022 | 550 | $10.9B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.3B |
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 35,148,892 | $2.84B | 0.44% | +1,809,030+5.4% | Added |
| Baillie Gifford & Co | 32,510,592 | $2.63B | 1.97% | −212,078−0.6% | Reduced |
| Vanguard Group Inc | 30,366,932 | $2.46B | 0.04% | +535,587+1.8% | Added |
| Morgan Stanley | 24,489,701 | $1.98B | 0.14% | −2,301,478−8.6% | Reduced |
| BlackRock, Inc. | 18,093,133 | $1.46B | 0.03% | +18,093,133 | New |
| FMR LLC | 12,189,995 | $986.0M | 0.06% | −946,031−7.2% | Reduced |
| State Street Corp | 6,391,355 | $517.0M | 0.02% | +89,218+1.4% | Added |
| Sands Capital Management, LLC | 6,344,384 | $513.2M | 1.56% | −124,618−1.9% | Reduced |
| First Trust Advisors LP | 5,679,308 | $459.4M | 0.44% | −1,177,507−17.2% | Reduced |
| Geode Capital Management, LLC | 4,834,558 | $390.1M | 0.03% | +121,810+2.6% | Added |
| Legal & General Group Plc | 3,600,869 | $291.3M | 0.08% | +540,906+17.7% | Added |
| Polar Capital Holdings Plc | 3,595,505 | $290.8M | 1.71% | +669,583+22.9% | Added |
| Voya Investment Management LLC | 3,132,004 | $253.3M | 0.26% | +329,817+11.8% | Added |
| Marshall Wace, LLP | 2,901,135 | $234.7M | 0.30% | +1,352,600+87.3% | Added |
| 1832 Asset Management L.P. | 2,546,100 | $206.0M | 0.35% | +385,265+17.8% | Added |
| Franklin Resources Inc | 2,018,032 | $189.2M | 0.05% | −143,259−6.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,287,099 | $185.0M | 2.21% | −44,205−1.9% | Reduced |
| Norges Bank | 2,218,643 | $179.5M | 0.03% | +164,303+8.0% | Added |
| UBS Asset Management Americas Inc | 2,168,285 | $175.4M | 0.05% | −20,118−0.9% | Reduced |
| Northern Trust Corp | 1,629,379 | $131.8M | 0.02% | −143,422−8.1% | Reduced |
| Deutsche Bank AG | 1,609,091 | $130.2M | 0.05% | +10,180+0.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,599,468 | $129.4M | 0.09% | −61,957−3.7% | Reduced |
| Squarepoint Ops LLC | 1,446,157 | $117.0M | 0.38% | +406,158+39.1% | Added |
| Bank of New York Mellon Corp | 1,262,731 | $102.1M | 0.02% | +11,061+0.9% | Added |
| Optimus Prime Fund Management Co., Ltd. | 1,255,000 | $101.5M | 13.25% | +50,000+4.1% | Added |
| Royal Bank of Canada | 1,241,743 | $100.4M | 0.02% | −48,054−3.7% | Reduced |
| American Century Companies Inc | 1,240,202 | $100.3M | 0.06% | −154,530−11.1% | Reduced |
| Strategy Capital LLC | 1,207,968 | $97.7M | 9.40% | +102,358+9.3% | Added |
| Charles Schwab Investment Management Inc | 1,157,815 | $93.7M | 0.02% | +29,960+2.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,032,094 | $83.5M | 0.19% | −49,885−4.6% | Reduced |
| Two Sigma Investments, LP | 976,312 | $79.0M | 0.18% | +66,631+7.3% | Added |
| Nikko Asset Management Americas, Inc. | 930,705 | $75.3M | 0.85% | −62,200−6.3% | Reduced |
| Price T Rowe Associates Inc | 924,752 | $74.8M | 0.01% | +164,415+21.6% | Added |
| Two Sigma Advisers, LP | 916,100 | $74.1M | 0.17% | −159,200−14.8% | Reduced |
| Swiss National Bank | 893,600 | $72.3M | 0.05% | +10,100+1.1% | Added |
| Amundi | 870,639 | $71.2M | 0.03% | +302,241+53.2% | Added |
| Goldman Sachs Group Inc | 859,221 | $69.5M | 0.01% | +36,749+4.5% | Added |
| Penserra Capital Management LLC | 854,517 | $69.1M | 1.50% | −114,761−11.8% | Reduced |
| Bamco Inc | 850,480 | $68.8M | 0.18% | −13,683−1.6% | Reduced |
| Bank of America Corp | 840,465 | $68.0M | 0.01% | −108,214−11.4% | Reduced |
| Citadel Advisors LLC | 706,117 | $57.1M | 0.06% | −933,141−56.9% | Reduced |
| Nuveen Asset Management, LLC | 688,178 | $55.7M | 0.02% | −155,729−18.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 686,681 | $55.5M | 0.12% | +214,581+45.5% | Added |
| Peregrine Capital Management LLC | 659,199 | $53.3M | 1.61% | −5,746−0.9% | Reduced |
| Holocene Advisors, LP | 627,689 | $50.8M | 0.21% | −140,128−18.3% | Reduced |
| Bessemer Group Inc | 605,121 | $48.9M | 0.08% | +12,583+2.1% | Added |
| California Public Employees Retirement System | 492,805 | $39.9M | 0.03% | −7,689−1.5% | Reduced |
| AQR Capital Management LLC | 481,569 | $38.8M | 0.05% | +473,088+5,578.2% | Added |
| California State Teachers Retirement System | 473,043 | $38.3M | 0.04% | +2,707+0.6% | Added |
| National Pension Service | 471,923 | $38.2M | 0.04% | +4,062+0.9% | Added |
| UBS Group AG | 408,807 | $33.1M | 0.01% | +11,705+2.9% | Added |
| Barclays PLC | 403,633 | $32.6M | 0.01% | +169,097+72.1% | Added |
| Grandeur Peak Global Advisors, LLC | 403,410 | $32.6M | 2.71% | −9,589−2.3% | Reduced |
| Rhumbline Advisers | 400,059 | $32.4M | 0.03% | +1,363+0.3% | Added |
| SW Investment Management LLC | 400,000 | $32.4M | 8.55% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 398,954 | $32.3M | 0.69% | +1700.0% | Added |
| Long Walk Management LP | 372,250 | $30.1M | 12.46% | −1,250−0.3% | Reduced |
| Great West Life Assurance Co | 369,422 | $29.9M | 0.05% | +27,938+8.2% | Added |
| Allen Investment Management LLC | 364,917 | $29.5M | 0.35% | +109,970+43.1% | Added |
| Man Group plc | 363,608 | $29.4M | 0.08% | −14,276−3.8% | Reduced |
| Ameriprise Financial Inc | 357,640 | $28.9M | 0.01% | −132,656−27.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 355,963 | $28.8M | 0.23% | +127,562+55.9% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 350,459 | $28.3M | 0.26% | −44,746−11.3% | Reduced |
| Dimensional Fund Advisors LP | 343,150 | $27.8M | 0.01% | +16,297+5.0% | Added |
| Kames Capital plc | 338,397 | $27.4M | 0.37% | −3,310−1.0% | Reduced |
| Schroder Investment Management Group | 328,159 | $26.8M | 0.03% | +183,242+126.4% | Added |
| Whetstone Capital Advisors, LLC | 323,272 | $26.1M | 12.60% | −1,976−0.6% | Reduced |
| Wim Investment Management Ltd | 316,332 | $25.6M | 10.76% | +316,332 | New |
| La Banque Postale Asset Management SA | 312,671 | $25.3M | 0.38% | +312,671 | New |
| State Board of Administration of Florida Retirement System | 297,338 | $24.1M | 0.05% | −4,020−1.3% | Reduced |
| Millennium Management LLC | 296,470 | $24.0M | 0.02% | +116,762+65.0% | Added |
| JPMorgan Chase & Co | 285,208 | $23.1M | 0.00% | −215,988−43.1% | Reduced |
| Los Angeles Capital Management LLC | 280,826 | $22.7M | 0.09% | +116,130+70.5% | Added |
| Bank of Montreal | 273,028 | $22.3M | 0.01% | −77,145−22.0% | Reduced |
| Invesco Ltd. | 274,862 | $22.2M | 0.00% | +5,771+2.1% | Added |
| Ensign Peak Advisors, Inc | 269,158 | $21.8M | 0.04% | −33,047−10.9% | Reduced |
| Wells Fargo & Company | 268,761 | $21.7M | 0.01% | +57,038+26.9% | Added |
| Vontobel Holding Ltd. | 262,781 | $21.3M | 0.07% | −53,747−17.0% | Reduced |
| NZS Capital, LLC | 260,637 | $21.1M | 0.82% | +4,527+1.8% | Added |
| Hartline Investment Corp | 260,379 | $21.1M | 2.63% | +18,426+7.6% | Added |
| Pinebridge Investments, L.P. | 259,255 | $21.0M | 0.16% | −44,810−14.7% | Reduced |
| HSBC Holdings PLC | 257,370 | $20.7M | 0.01% | +28,436+12.4% | Added |
| Glynn Capital Management LLC | 251,108 | $20.3M | 4.65% | +48,701+24.1% | Added |
| Asset Management One Co.,Ltd. | 238,410 | $19.3M | 0.07% | +2,288+1.0% | Added |
| Capital Fund Management S.A. | 236,102 | $19.1M | 0.21% | −121,928−34.1% | Reduced |
| Citigroup Inc | 213,209 | $17.2M | 0.02% | +90,956+74.4% | Added |
| Alberta Investment Management Corp | 204,905 | $16.6M | 0.14% | +23,200+12.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198,388 | $16.0M | 0.02% | −85,375−30.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 192,381 | $15.6M | 0.14% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 184,368 | $15.3M | 0.22% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 185,663 | $15.0M | 0.02% | −35,400−16.0% | Reduced |
| SEI Investments Co | 183,892 | $14.9M | 0.02% | +56,351+44.2% | Added |
| Handelsbanken Fonder AB | 183,212 | $14.8M | 0.06% | −13,426−6.8% | Reduced |
| Capital International Sarl | 173,378 | $14.0M | 0.36% | +35,377+25.6% | Added |
| Renaissance Technologies LLC | 171,900 | $13.9M | 0.02% | +81,800+90.8% | Added |
| State of Wisconsin Investment Board | 169,996 | $13.8M | 0.03% | +11,863+7.5% | Added |
| Carnegie Capital Asset Management, LLC | 168,803 | $13.7M | 0.40% | +3,535+2.1% | Added |
| RPG Investment Advisory, LLC | 167,017 | $13.5M | 1.93% | +2,001+1.2% | Added |
| Kodai Capital Management LP | 166,604 | $13.5M | 0.28% | +166,604 | New |
| Envestnet Asset Management Inc | 165,749 | $13.4M | 0.00% | −30,042−15.3% | Reduced |