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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 48,366 | $3.91M | 0.13% | +36,731+315.7% | Added |
| Strategic Planning Group, LLC | 48,734 | $3.94M | 0.78% | +2,195+4.7% | Added |
| QRG Capital Management, Inc. | 48,957 | $3.96M | 0.04% | −7,582−13.4% | Reduced |
| Utah Retirement Systems | 49,562 | $4.01M | 0.05% | +200+0.4% | Added |
| PDT Partners, LLC | 49,869 | $4.03M | 0.36% | +17,367+53.4% | Added |
| British Columbia Investment Management Corp | 50,245 | $4.06M | 0.02% | −6,896−12.1% | Reduced |
| Titleist Asset Management, LLC | 51,599 | $4.17M | 0.60% | −2,663−4.9% | Reduced |
| Group One Trading, L.P. | 51,873 | $4.20M | 0.17% | +11,474+28.4% | Added |
| Xponance, Inc. | 52,196 | $4.22M | 0.04% | −793−1.5% | Reduced |
| Slow Capital, Inc. | 52,602 | $4.25M | 0.65% | +52,602 | New |
| Arrowstreet Capital, Limited Partnership | 52,833 | $4.27M | 0.00% | +52,833 | New |
| Macquarie Group Ltd | 55,056 | $4.45M | 0.00% | +30,956+128.4% | Added |
| Rockefeller Capital Management L.P. | 55,169 | $4.46M | 0.01% | −2,508−4.3% | Reduced |
| DekaBank Deutsche Girozentrale | 55,984 | $4.53M | 0.01% | −2,346−4.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 56,655 | $4.62M | 0.01% | −4,585−7.5% | Reduced |
| Maytus Capital Management, LLC | 60,000 | $4.85M | 1.71% | −57,500−48.9% | Reduced |
| Privium Fund Management B.V. | 60,000 | $4.85M | 1.21% | −10,000−14.3% | Reduced |
| IFM Investors Pty Ltd | 60,181 | $4.87M | 0.05% | +297+0.5% | Added |
| USS Investment Management Ltd | 60,430 | $4.89M | 0.04% | +140+0.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 60,452 | $4.89M | 0.02% | +513+0.9% | Added |
| Twinbeech Capital LP | 61,062 | $4.94M | 0.09% | +61,062 | New |
| Parallax Volatility Advisers, L.P. | 62,715 | $5.07M | 0.13% | −81,334−56.5% | Reduced |
| Forsta Ap-Fonden | 64,400 | $5.21M | 0.04% | +6,600+11.4% | Added |
| Russell Investments Group, Ltd. | 67,307 | $5.47M | 0.01% | −5,939−8.1% | Reduced |
| Van Eck Associates Corp | 63,182 | $5.54M | 0.01% | +32,485+105.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 71,128 | $5.75M | 0.06% | +71,128 | New |
| Tairen Capital Ltd | 66,000 | $5.79M | 0.21% | +66,000 | New |
| Candriam Luxembourg S.C.A. | 73,630 | $5.96M | 0.03% | +5,077+7.4% | Added |
| TD Asset Management Inc | 73,353 | $5.98M | 0.01% | +3,357+4.8% | Added |
| Cetera Investment Advisers | 74,685 | $6.04M | 0.01% | −11,378−13.2% | Reduced |
| Walleye Trading LLC | 76,758 | $6.21M | 0.15% | +35,146+84.5% | Added |
| Standard Life Aberdeen plc | 76,770 | $6.21M | 0.01% | +18,132+30.9% | Added |
| Picton Mahoney Asset Management | 77,536 | $6.27M | 0.24% | +35,261+83.4% | Added |
| Davy Global Fund Management Ltd | 78,745 | $6.37M | 0.66% | −5,146−6.1% | Reduced |
| Victory Capital Management Inc | 80,136 | $6.48M | 0.01% | −207−0.3% | Reduced |
| BCJ Capital Management, LLC | 80,508 | $6.51M | 0.49% | +77,988+3,094.8% | Added |
| Sentinel Trust Co Lba | 80,718 | $6.53M | 0.74% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 80,950 | $6.55M | 0.08% | 00.0% | Unchanged |
| Principal Financial Group Inc | 82,257 | $6.65M | 0.00% | −85,658−51.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 82,329 | $6.66M | 0.02% | +171+0.2% | Added |
| HighTower Advisors, LLC | 84,062 | $6.75M | 0.01% | +4,189+5.2% | Added |
| Nomura Asset Management Co Ltd | 83,680 | $6.77M | 0.02% | +4,000+5.0% | Added |
| Arizona State Retirement System | 86,262 | $6.98M | 0.04% | +4,299+5.2% | Added |
| Atika Capital Management LLC | 87,000 | $7.04M | 0.75% | −2,500−2.8% | Reduced |
| Nomura Holdings Inc | 89,677 | $7.25M | 0.05% | +21,555+31.6% | Added |
| Exchange Traded Concepts, LLC | 90,772 | $7.34M | 0.17% | −16,695−15.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 92,986 | $7.52M | 0.03% | +22,316+31.6% | Added |
| RMB Capital Management, LLC | 94,821 | $7.67M | 0.17% | +11,708+14.1% | Added |
| Jane Street Group, LLC | 94,940 | $7.68M | 0.01% | −66,148−41.1% | Reduced |
| Baker Chad R | 95,900 | $7.76M | 1.52% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 97,695 | $7.90M | 0.04% | −205,023−67.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 98,878 | $8.01M | 0.05% | +1,549+1.6% | Added |
| Capital International Inc | 100,315 | $8.11M | 0.10% | +5,565+5.9% | Added |
| Avalon Global Asset Management LLC | 100,400 | $8.12M | 2.50% | 00.0% | Unchanged |
| Mariner, LLC | 104,013 | $8.43M | 0.01% | +22,577+27.7% | Added |
| Worldquant Millennium Advisors LLC | 105,515 | $8.54M | 0.06% | +105,515 | New |
| Public Employees Retirement System of Ohio | 108,925 | $8.81M | 0.04% | −5,426−4.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 111,990 | $8.96M | 0.09% | +5,146+4.8% | Added |
| State of New Jersey Common Pension Fund D | 110,832 | $8.97M | 0.04% | +786+0.7% | Added |
| Storebrand Asset Management AS | 111,569 | $9.02M | 0.03% | +9,586+9.4% | Added |
| Korea Investment CORP | 112,299 | $9.08M | 0.02% | +5,317+5.0% | Added |
| Alliancebernstein L.P. | 112,672 | $9.11M | 0.00% | −22,782−16.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 113,500 | $9.18M | 0.06% | −2,800−2.4% | Reduced |
| Danske Bank A/S | 114,030 | $9.22M | 0.03% | +3,000+2.7% | Added |
| Trexquant Investment LP | 114,268 | $9.24M | 0.12% | +114,268 | New |
| Readystate Asset Management LP | 115,000 | $9.30M | 0.48% | −240,560−67.7% | Reduced |
| Mizuho Markets Americas LLC | 116,667 | $9.44M | 0.23% | +11,600+11.0% | Added |
| LPL Financial LLC | 118,182 | $9.56M | 0.00% | −937−0.8% | Reduced |
| Royal London Asset Management Ltd | 120,901 | $9.78M | 0.02% | +9,003+8.0% | Added |
| Capital International Ltd | 126,082 | $10.2M | 0.44% | +9,560+8.2% | Added |
| Walleye Capital LLC | 127,548 | $10.3M | 0.11% | −34,197−21.1% | Reduced |
| Treasurer of the State of North Carolina | 131,046 | $10.6M | 0.04% | +530+0.4% | Added |
| Forte Capital LLC | 133,963 | $10.8M | 1.23% | −364−0.3% | Reduced |
| Canada Pension Plan Investment Board | 134,713 | $10.9M | 0.01% | +101,730+308.4% | Added |
| Credit Agricole S A | 138,012 | $11.2M | 0.06% | +13,083+10.5% | Added |
| Parnassus Investments | 138,410 | $11.2M | 0.02% | +131,319+1,851.9% | Added |
| Reynders McVeigh Capital Management, LLC | 151,646 | $12.3M | 0.65% | +4,968+3.4% | Added |
| Davis-Rea Ltd. | 152,056 | $12.3M | 5.35% | +25,100+19.8% | Added |
| Pictet Asset Management Holding SA | 158,520 | $12.8M | 0.01% | −995−0.6% | Reduced |
| 12 West Capital Management LP | 165,000 | $13.3M | 1.37% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 165,749 | $13.4M | 0.00% | −30,042−15.3% | Reduced |
| Kodai Capital Management LP | 166,604 | $13.5M | 0.28% | +166,604 | New |
| RPG Investment Advisory, LLC | 167,017 | $13.5M | 1.93% | +2,001+1.2% | Added |
| Carnegie Capital Asset Management, LLC | 168,803 | $13.7M | 0.40% | +3,535+2.1% | Added |
| State of Wisconsin Investment Board | 169,996 | $13.8M | 0.03% | +11,863+7.5% | Added |
| Renaissance Technologies LLC | 171,900 | $13.9M | 0.02% | +81,800+90.8% | Added |
| Capital International Sarl | 173,378 | $14.0M | 0.36% | +35,377+25.6% | Added |
| Handelsbanken Fonder AB | 183,212 | $14.8M | 0.06% | −13,426−6.8% | Reduced |
| SEI Investments Co | 183,892 | $14.9M | 0.02% | +56,351+44.2% | Added |
| New York State Common Retirement Fund | 185,663 | $15.0M | 0.02% | −35,400−16.0% | Reduced |
| Liontrust Investment Partners LLP | 184,368 | $15.3M | 0.22% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 192,381 | $15.6M | 0.14% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198,388 | $16.0M | 0.02% | −85,375−30.1% | Reduced |
| Alberta Investment Management Corp | 204,905 | $16.6M | 0.14% | +23,200+12.8% | Added |
| Citigroup Inc | 213,209 | $17.2M | 0.02% | +90,956+74.4% | Added |
| Capital Fund Management S.A. | 236,102 | $19.1M | 0.21% | −121,928−34.1% | Reduced |
| Asset Management One Co.,Ltd. | 238,410 | $19.3M | 0.07% | +2,288+1.0% | Added |
| Glynn Capital Management LLC | 251,108 | $20.3M | 4.65% | +48,701+24.1% | Added |
| HSBC Holdings PLC | 257,370 | $20.7M | 0.01% | +28,436+12.4% | Added |
| Pinebridge Investments, L.P. | 259,255 | $21.0M | 0.16% | −44,810−14.7% | Reduced |