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 |
|---|---|---|---|---|---|
| Hartline Investment Corp | 260,379 | $21.1M | 2.63% | +18,426+7.6% | Added |
| NZS Capital, LLC | 260,637 | $21.1M | 0.82% | +4,527+1.8% | Added |
| Vontobel Holding Ltd. | 262,781 | $21.3M | 0.07% | −53,747−17.0% | Reduced |
| Wells Fargo & Company | 268,761 | $21.7M | 0.01% | +57,038+26.9% | Added |
| Ensign Peak Advisors, Inc | 269,158 | $21.8M | 0.04% | −33,047−10.9% | Reduced |
| Invesco Ltd. | 274,862 | $22.2M | 0.00% | +5,771+2.1% | Added |
| Bank of Montreal | 273,028 | $22.3M | 0.01% | −77,145−22.0% | Reduced |
| Los Angeles Capital Management LLC | 280,826 | $22.7M | 0.09% | +116,130+70.5% | Added |
| JPMorgan Chase & Co | 285,208 | $23.1M | 0.00% | −215,988−43.1% | Reduced |
| Millennium Management LLC | 296,470 | $24.0M | 0.02% | +116,762+65.0% | Added |
| State Board of Administration of Florida Retirement System | 297,338 | $24.1M | 0.05% | −4,020−1.3% | Reduced |
| La Banque Postale Asset Management SA | 312,671 | $25.3M | 0.38% | +312,671 | New |
| Wim Investment Management Ltd | 316,332 | $25.6M | 10.76% | +316,332 | New |
| Whetstone Capital Advisors, LLC | 323,272 | $26.1M | 12.60% | −1,976−0.6% | Reduced |
| Schroder Investment Management Group | 328,159 | $26.8M | 0.03% | +183,242+126.4% | Added |
| Kames Capital plc | 338,397 | $27.4M | 0.37% | −3,310−1.0% | Reduced |
| Dimensional Fund Advisors LP | 343,150 | $27.8M | 0.01% | +16,297+5.0% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 350,459 | $28.3M | 0.26% | −44,746−11.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 355,963 | $28.8M | 0.23% | +127,562+55.9% | Added |
| Ameriprise Financial Inc | 357,640 | $28.9M | 0.01% | −132,656−27.1% | Reduced |
| Man Group plc | 363,608 | $29.4M | 0.08% | −14,276−3.8% | Reduced |
| Allen Investment Management LLC | 364,917 | $29.5M | 0.35% | +109,970+43.1% | Added |
| Great West Life Assurance Co | 369,422 | $29.9M | 0.05% | +27,938+8.2% | Added |
| Long Walk Management LP | 372,250 | $30.1M | 12.46% | −1,250−0.3% | Reduced |
| SpiderRock Advisors, LLC | 398,954 | $32.3M | 0.69% | +1700.0% | Added |
| SW Investment Management LLC | 400,000 | $32.4M | 8.55% | 00.0% | Unchanged |
| Rhumbline Advisers | 400,059 | $32.4M | 0.03% | +1,363+0.3% | Added |
| Grandeur Peak Global Advisors, LLC | 403,410 | $32.6M | 2.71% | −9,589−2.3% | Reduced |
| Barclays PLC | 403,633 | $32.6M | 0.01% | +169,097+72.1% | Added |
| UBS Group AG | 408,807 | $33.1M | 0.01% | +11,705+2.9% | Added |
| National Pension Service | 471,923 | $38.2M | 0.04% | +4,062+0.9% | Added |
| California State Teachers Retirement System | 473,043 | $38.3M | 0.04% | +2,707+0.6% | Added |
| AQR Capital Management LLC | 481,569 | $38.8M | 0.05% | +473,088+5,578.2% | Added |
| California Public Employees Retirement System | 492,805 | $39.9M | 0.03% | −7,689−1.5% | Reduced |
| Bessemer Group Inc | 605,121 | $48.9M | 0.08% | +12,583+2.1% | Added |
| Holocene Advisors, LP | 627,689 | $50.8M | 0.21% | −140,128−18.3% | Reduced |
| Peregrine Capital Management LLC | 659,199 | $53.3M | 1.61% | −5,746−0.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 686,681 | $55.5M | 0.12% | +214,581+45.5% | Added |
| Nuveen Asset Management, LLC | 688,178 | $55.7M | 0.02% | −155,729−18.5% | Reduced |
| Citadel Advisors LLC | 706,117 | $57.1M | 0.06% | −933,141−56.9% | Reduced |
| Bank of America Corp | 840,465 | $68.0M | 0.01% | −108,214−11.4% | Reduced |
| Bamco Inc | 850,480 | $68.8M | 0.18% | −13,683−1.6% | Reduced |
| Penserra Capital Management LLC | 854,517 | $69.1M | 1.50% | −114,761−11.8% | Reduced |
| Goldman Sachs Group Inc | 859,221 | $69.5M | 0.01% | +36,749+4.5% | Added |
| Amundi | 870,639 | $71.2M | 0.03% | +302,241+53.2% | Added |
| Swiss National Bank | 893,600 | $72.3M | 0.05% | +10,100+1.1% | Added |
| Two Sigma Advisers, LP | 916,100 | $74.1M | 0.17% | −159,200−14.8% | Reduced |
| Price T Rowe Associates Inc | 924,752 | $74.8M | 0.01% | +164,415+21.6% | Added |
| Nikko Asset Management Americas, Inc. | 930,705 | $75.3M | 0.85% | −62,200−6.3% | Reduced |
| Two Sigma Investments, LP | 976,312 | $79.0M | 0.18% | +66,631+7.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,032,094 | $83.5M | 0.19% | −49,885−4.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,157,815 | $93.7M | 0.02% | +29,960+2.7% | Added |
| Strategy Capital LLC | 1,207,968 | $97.7M | 9.40% | +102,358+9.3% | Added |
| American Century Companies Inc | 1,240,202 | $100.3M | 0.06% | −154,530−11.1% | Reduced |
| Royal Bank of Canada | 1,241,743 | $100.4M | 0.02% | −48,054−3.7% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 1,255,000 | $101.5M | 13.25% | +50,000+4.1% | Added |
| Bank of New York Mellon Corp | 1,262,731 | $102.1M | 0.02% | +11,061+0.9% | Added |
| Squarepoint Ops LLC | 1,446,157 | $117.0M | 0.38% | +406,158+39.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,599,468 | $129.4M | 0.09% | −61,957−3.7% | Reduced |
| Deutsche Bank AG | 1,609,091 | $130.2M | 0.05% | +10,180+0.6% | Added |
| Northern Trust Corp | 1,629,379 | $131.8M | 0.02% | −143,422−8.1% | Reduced |
| UBS Asset Management Americas Inc | 2,168,285 | $175.4M | 0.05% | −20,118−0.9% | Reduced |
| Norges Bank | 2,218,643 | $179.5M | 0.03% | +164,303+8.0% | Added |
| Gilder Gagnon Howe & Co LLC | 2,287,099 | $185.0M | 2.21% | −44,205−1.9% | Reduced |
| Franklin Resources Inc | 2,018,032 | $189.2M | 0.05% | −143,259−6.6% | Reduced |
| 1832 Asset Management L.P. | 2,546,100 | $206.0M | 0.35% | +385,265+17.8% | Added |
| Marshall Wace, LLP | 2,901,135 | $234.7M | 0.30% | +1,352,600+87.3% | Added |
| Voya Investment Management LLC | 3,132,004 | $253.3M | 0.26% | +329,817+11.8% | Added |
| Polar Capital Holdings Plc | 3,595,505 | $290.8M | 1.71% | +669,583+22.9% | Added |
| Legal & General Group Plc | 3,600,869 | $291.3M | 0.08% | +540,906+17.7% | Added |
| Geode Capital Management, LLC | 4,834,558 | $390.1M | 0.03% | +121,810+2.6% | Added |
| First Trust Advisors LP | 5,679,308 | $459.4M | 0.44% | −1,177,507−17.2% | Reduced |
| Sands Capital Management, LLC | 6,344,384 | $513.2M | 1.56% | −124,618−1.9% | Reduced |
| State Street Corp | 6,391,355 | $517.0M | 0.02% | +89,218+1.4% | Added |
| FMR LLC | 12,189,995 | $986.0M | 0.06% | −946,031−7.2% | Reduced |
| BlackRock, Inc. | 18,093,133 | $1.46B | 0.03% | +18,093,133 | New |
| Morgan Stanley | 24,489,701 | $1.98B | 0.14% | −2,301,478−8.6% | Reduced |
| Vanguard Group Inc | 30,366,932 | $2.46B | 0.04% | +535,587+1.8% | Added |
| Baillie Gifford & Co | 32,510,592 | $2.63B | 1.97% | −212,078−0.6% | Reduced |
| Capital World Investors | 35,148,892 | $2.84B | 0.44% | +1,809,030+5.4% | Added |
| Value Star Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −316,332−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −167,047−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −79,225−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −58,771−100.0% | Sold out |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −57,600−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −22,356−100.0% | Sold out |
| Tiemann Investment Advisors, LLC | 0 | $0 | 0.00% | −22,141−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −20,945−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −19,380−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,830−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −13,637−100.0% | Sold out |
| Peterson Wealth Services | 0 | $0 | 0.00% | −8,633−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −8,457−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −8,227−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −6,490−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −6,231−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −5,866−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −5,802−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −4,337−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −4,323−100.0% | Sold out |