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, 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
- 680
- +36 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
- 87
- 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 | 1,228 | $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, 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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 18,906 | $1.53M | 0.01% | −370−1.9% | Reduced |
| Swedbank AB | 18,941 | $1.53M | 0.00% | +10,656+128.6% | Added |
| Vident Advisory, LLC | 19,352 | $1.57M | 0.04% | +1,338+7.4% | Added |
| Beacon Pointe Advisors, LLC | 19,716 | $1.59M | 0.02% | −253−1.3% | Reduced |
| Amalgamated Bank | 19,895 | $1.61M | 0.01% | −421−2.1% | Reduced |
| Highland Capital Management, LLC | 20,135 | $1.63M | 0.09% | −574−2.8% | Reduced |
| Cresset Asset Management, LLC | 20,227 | $1.64M | 0.01% | +4,606+29.5% | Added |
| D.A. Davidson & Co. | 20,969 | $1.70M | 0.01% | −50−0.2% | Reduced |
| Viking Fund Management LLC | 21,000 | $1.70M | 0.28% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 21,556 | $1.74M | 0.00% | −100−0.5% | Reduced |
| Castle Rock Wealth Management, LLC | 21,465 | $1.76M | 0.42% | +2,684+14.3% | Added |
| Bailard, Inc. | 21,891 | $1.77M | 0.05% | +21,891 | New |
| Rafferty Asset Management, LLC | 21,987 | $1.78M | 0.01% | −8,789−28.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 22,267 | $1.80M | 0.12% | 00.0% | Unchanged |
| Alps Advisors Inc | 22,605 | $1.83M | 0.01% | −1,410−5.9% | Reduced |
| Daiwa Securities Group Inc. | 22,752 | $1.84M | 0.01% | +2,300+11.2% | Added |
| Gulf International Bank (UK) Ltd | 22,829 | $1.85M | 0.05% | −1,046−4.4% | Reduced |
| CI Private Wealth, LLC | 22,844 | $1.85M | 0.00% | +908+4.1% | Added |
| Kestra Advisory Services, LLC | 22,847 | $1.85M | 0.01% | −609−2.6% | Reduced |
| Toroso Investments, LLC | 23,238 | $1.88M | 0.02% | +3,550+18.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,634 | $1.91M | 0.00% | +5,535+30.6% | Added |
| Ci Investments Inc. | 23,724 | $1.92M | 0.01% | +1,948+8.9% | Added |
| O'Shaughnessy Asset Management, LLC | 20,581 | $1.93M | 0.02% | +9,905+92.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 23,960 | $1.94M | 0.03% | −540−2.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 24,000 | $1.94M | 0.28% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 24,000 | $1.94M | 1.23% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 24,101 | $1.95M | 0.01% | +1,200+5.2% | Added |
| Verition Fund Management LLC | 24,214 | $1.96M | 0.01% | +4,055+20.1% | Added |
| Wealthfront Advisers LLC | 24,390 | $1.97M | 0.01% | −4,214−14.7% | Reduced |
| Dantai Capital Ltd | 24,980 | $2.02M | 2.57% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 24,982 | $2.02M | 0.17% | +415+1.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,014 | $2.02M | 0.00% | +4,298+20.7% | Added |
| Truist Financial Corp | 25,092 | $2.03M | 0.00% | +1,317+5.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,100 | $2.05M | 0.01% | +11,764+88.2% | Added |
| TrueMark Investments, LLC | 25,585 | $2.07M | 0.66% | −582−2.2% | Reduced |
| SG Americas Securities, LLC | 25,940 | $2.10M | 0.01% | +8,099+45.4% | Added |
| Elo Mutual Pension Insurance Co | 26,744 | $2.16M | 0.05% | −452−1.7% | Reduced |
| Kadensa Capital Ltd | 26,832 | $2.17M | 0.57% | +5,926+28.3% | Added |
| Janney Montgomery Scott LLC | 27,023 | $2.19M | 0.01% | +6,156+29.5% | Added |
| EFG Asset Management (Americas) Corp. | 27,204 | $2.20M | 0.43% | −214−0.8% | Reduced |
| Sepio Capital, LP | 27,216 | $2.20M | 0.17% | +800+3.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 27,262 | $2.21M | 0.44% | +2,082+8.3% | Added |
| Ethic Inc. | 23,049 | $2.23M | 0.06% | −1,384−5.7% | Reduced |
| International Assets Investment Management, LLC | 181,922 | $2.25M | 0.01% | +181,922 | New |
| Jasper Ridge Partners, L.P. | 27,835 | $2.25M | 0.06% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 27,838 | $2.25M | 0.00% | −3,760−11.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,942 | $2.26M | 0.02% | +4,230+17.8% | Added |
| Independent Advisor Alliance | 28,162 | $2.28M | 0.08% | −8,430−23.0% | Reduced |
| MML Investors Services, LLC | 28,472 | $2.30M | 0.01% | −4,766−14.3% | Reduced |
| Engineers Gate Manager LP | 28,518 | $2.31M | 0.05% | +19,888+230.5% | Added |
| Susquehanna International Group, LLP | 28,528 | $2.31M | 0.00% | +28,528 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,138 | $2.36M | 0.01% | +2,745+10.4% | Added |
| Mercer Global Advisors Inc | 30,392 | $2.37M | 0.01% | −6,429−17.5% | Reduced |
| SWS Partners | 29,457 | $2.38M | 0.76% | −3,280−10.0% | Reduced |
| Lountzis Asset Management, LLC | 29,663 | $2.40M | 1.00% | +1,140+4.0% | Added |
| Quantinno Capital Management LP | 30,093 | $2.43M | 0.03% | +12,774+73.8% | Added |
| Public Employees Retirement Association of Colorado | 30,755 | $2.49M | 0.01% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 31,431 | $2.54M | 0.25% | +95+0.3% | Added |
| Creative Planning | 31,519 | $2.55M | 0.00% | +4,756+17.8% | Added |
| EFG Asset Management (North America) Corp. | 31,654 | $2.56M | 0.43% | +1,474+4.9% | Added |
| Natixis | 32,172 | $2.60M | 0.02% | +32,172 | New |
| JustInvest LLC | 32,252 | $2.61M | 0.04% | +6,830+26.9% | Added |
| Consolidated Press International Holdings Ltd | 32,391 | $2.62M | 0.41% | 00.0% | Unchanged |
| Blair William & Co | 32,461 | $2.63M | 0.01% | −404−1.2% | Reduced |
| AIA Group Ltd | 32,879 | $2.66M | 0.07% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 33,091 | $2.68M | 0.16% | +33,091 | New |
| Dynamic Technology Lab Private Ltd | 33,594 | $2.72M | 0.29% | +33,594 | New |
| Executive Wealth Management, LLC | 33,692 | $2.73M | 0.21% | −515−1.5% | Reduced |
| Private Advisory Group LLC | 33,881 | $2.74M | 0.35% | +1,201+3.7% | Added |
| Y.D. More Investments Ltd | 32,458 | $2.75M | 0.29% | −2,769−7.9% | Reduced |
| US Bancorp | 34,920 | $2.82M | 0.00% | −2,037−5.5% | Reduced |
| Bayesian Capital Management, LP | 35,184 | $2.85M | 0.33% | +35,184 | New |
| Nissay Asset Management Corp | 35,826 | $2.90M | 0.02% | +1,401+4.1% | Added |
| Raymond James & Associates | 35,847 | $2.90M | 0.00% | +2,718+8.2% | Added |
| Stifel Financial Corp | 36,039 | $2.92M | 0.00% | −11,274−23.8% | Reduced |
| CIBC World Markets Inc. | 36,433 | $2.95M | 0.01% | −1,334−3.5% | Reduced |
| Banque Cantonale Vaudoise | 36,753 | $2.97M | 0.12% | +6,326+20.8% | Added |
| Toronto Dominion Bank | 37,158 | $3.01M | 0.01% | +8,596+30.1% | Added |
| KBC Group NV | 37,237 | $3.01M | 0.01% | +329+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 37,848 | $3.06M | 0.02% | +1,318+3.6% | Added |
| Robeco Schweiz AG | 38,000 | $3.07M | 0.06% | +14,300+60.3% | Added |
| D. E. Shaw & Co., Inc. | 38,990 | $3.15M | 0.00% | −93,554−70.6% | Reduced |
| Nia Impact Advisors, LLC | 38,995 | $3.15M | 1.05% | +2,743+7.6% | Added |
| Nordea Investment Management AB | 39,515 | $3.17M | 0.00% | +2,117+5.7% | Added |
| Norden Group LLC | 39,372 | $3.18M | 0.38% | +321+0.8% | Added |
| Blueshift Asset Management, LLC | 39,673 | $3.21M | 0.80% | +39,673 | New |
| Captrust Financial Advisors | 39,827 | $3.22M | 0.01% | +34,106+596.2% | Added |
| Lyell Wealth Management, LP | 40,267 | $3.26M | 0.30% | −1,053−2.5% | Reduced |
| LGT Group Foundation | 41,793 | $3.32M | 0.05% | +535+1.3% | Added |
| Evercore Wealth Management, LLC | 41,500 | $3.36M | 0.05% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 41,920 | $3.39M | 0.04% | +1,267+3.1% | Added |
| Taylor Frigon Capital Management LLC | 42,721 | $3.46M | 1.73% | −4,417−9.4% | Reduced |
| MYDA Advisors LLC | 43,700 | $3.53M | 1.01% | +38,700+774.0% | Added |
| Royal Fund Management, LLC | 44,100 | $3.57M | 0.25% | −4,900−10.0% | Reduced |
| Ambassador Advisors, LLC | 44,812 | $3.62M | 0.63% | −780−1.7% | Reduced |
| Employees Retirement System of Texas | 45,706 | $3.70M | 0.03% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 46,861 | $3.79M | 0.11% | +46,861 | New |
| Commonwealth Equity Services, LLC | 47,208 | $3.82M | 0.01% | −7,897−14.3% | Reduced |
| DnB Asset Management AS | 47,569 | $3.85M | 0.02% | 00.0% | Unchanged |
| Tredje AP-fonden | 47,921 | $3.88M | 0.04% | 00.0% | Unchanged |