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, 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 | $69.8B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.8B |
| Q3 2025 | 1,039 | $59.1B |
| Q2 2025 | 947 | $54.3B |
| Q1 2025 | 872 | $29.8B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $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 |
|---|---|---|---|---|---|
| 12 West Capital Management LP | 165,000 | $13.3M | 1.37% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 158,520 | $12.8M | 0.01% | −995−0.6% | Reduced |
| Davis-Rea Ltd. | 152,056 | $12.3M | 5.35% | +25,100+19.8% | Added |
| Reynders McVeigh Capital Management, LLC | 151,646 | $12.3M | 0.65% | +4,968+3.4% | Added |
| Parnassus Investments | 138,410 | $11.2M | 0.02% | +131,319+1,851.9% | Added |
| Credit Agricole S A | 138,012 | $11.2M | 0.06% | +13,083+10.5% | Added |
| Canada Pension Plan Investment Board | 134,713 | $10.9M | 0.01% | +101,730+308.4% | Added |
| Forte Capital LLC | 133,963 | $10.8M | 1.23% | −364−0.3% | Reduced |
| Treasurer of the State of North Carolina | 131,046 | $10.6M | 0.04% | +530+0.4% | Added |
| Walleye Capital LLC | 127,548 | $10.3M | 0.11% | −34,197−21.1% | Reduced |
| Capital International Ltd | 126,082 | $10.2M | 0.44% | +9,560+8.2% | Added |
| Royal London Asset Management Ltd | 120,901 | $9.78M | 0.02% | +9,003+8.0% | Added |
| LPL Financial LLC | 118,182 | $9.56M | 0.00% | −937−0.8% | Reduced |
| Mizuho Markets Americas LLC | 116,667 | $9.44M | 0.23% | +11,600+11.0% | Added |
| Readystate Asset Management LP | 115,000 | $9.30M | 0.48% | −240,560−67.7% | Reduced |
| Trexquant Investment LP | 114,268 | $9.24M | 0.12% | +114,268 | New |
| Danske Bank A/S | 114,030 | $9.22M | 0.03% | +3,000+2.7% | Added |
| Mn Services Vermogensbeheer B.V. | 113,500 | $9.18M | 0.06% | −2,800−2.4% | Reduced |
| Alliancebernstein L.P. | 112,672 | $9.11M | 0.00% | −22,782−16.8% | Reduced |
| Korea Investment CORP | 112,299 | $9.08M | 0.02% | +5,317+5.0% | Added |
| Storebrand Asset Management AS | 111,569 | $9.02M | 0.03% | +9,586+9.4% | Added |
| State of New Jersey Common Pension Fund D | 110,832 | $8.97M | 0.04% | +786+0.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 111,990 | $8.96M | 0.09% | +5,146+4.8% | Added |
| Public Employees Retirement System of Ohio | 108,925 | $8.81M | 0.04% | −5,426−4.7% | Reduced |
| Worldquant Millennium Advisors LLC | 105,515 | $8.54M | 0.06% | +105,515 | New |
| Mariner, LLC | 104,013 | $8.43M | 0.01% | +22,577+27.7% | Added |
| Avalon Global Asset Management LLC | 100,400 | $8.12M | 2.50% | 00.0% | Unchanged |
| Capital International Inc | 100,315 | $8.11M | 0.10% | +5,565+5.9% | Added |
| Resona Asset Management Co.,Ltd. | 98,878 | $8.01M | 0.05% | +1,549+1.6% | Added |
| Fred Alger Management, LLC | 97,695 | $7.90M | 0.04% | −205,023−67.7% | Reduced |
| Baker Chad R | 95,900 | $7.76M | 1.52% | 00.0% | Unchanged |
| Jane Street Group, LLC | 94,940 | $7.68M | 0.01% | −66,148−41.1% | Reduced |
| RMB Capital Management, LLC | 94,821 | $7.67M | 0.17% | +11,708+14.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 92,986 | $7.52M | 0.03% | +22,316+31.6% | Added |
| Exchange Traded Concepts, LLC | 90,772 | $7.34M | 0.17% | −16,695−15.5% | Reduced |
| Nomura Holdings Inc | 89,677 | $7.25M | 0.05% | +21,555+31.6% | Added |
| Atika Capital Management LLC | 87,000 | $7.04M | 0.75% | −2,500−2.8% | Reduced |
| Arizona State Retirement System | 86,262 | $6.98M | 0.04% | +4,299+5.2% | Added |
| Nomura Asset Management Co Ltd | 83,680 | $6.77M | 0.02% | +4,000+5.0% | Added |
| HighTower Advisors, LLC | 84,062 | $6.75M | 0.01% | +4,189+5.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 82,329 | $6.66M | 0.02% | +171+0.2% | Added |
| Principal Financial Group Inc | 82,257 | $6.65M | 0.00% | −85,658−51.0% | Reduced |
| Erste Asset Management GmbH | 80,950 | $6.55M | 0.08% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 80,718 | $6.53M | 0.74% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 80,508 | $6.51M | 0.49% | +77,988+3,094.8% | Added |
| Victory Capital Management Inc | 80,136 | $6.48M | 0.01% | −207−0.3% | Reduced |
| Davy Global Fund Management Ltd | 78,745 | $6.37M | 0.66% | −5,146−6.1% | Reduced |
| Picton Mahoney Asset Management | 77,536 | $6.27M | 0.24% | +35,261+83.4% | Added |
| Standard Life Aberdeen plc | 76,770 | $6.21M | 0.01% | +18,132+30.9% | Added |
| Walleye Trading LLC | 76,758 | $6.21M | 0.15% | +35,146+84.5% | Added |
| Cetera Investment Advisers | 74,685 | $6.04M | 0.01% | −11,378−13.2% | Reduced |
| TD Asset Management Inc | 73,353 | $5.98M | 0.01% | +3,357+4.8% | Added |
| Candriam Luxembourg S.C.A. | 73,630 | $5.96M | 0.03% | +5,077+7.4% | Added |
| Tairen Capital Ltd | 66,000 | $5.79M | 0.21% | +66,000 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 71,128 | $5.75M | 0.06% | +71,128 | New |
| Van Eck Associates Corp | 63,182 | $5.54M | 0.01% | +32,485+105.8% | Added |
| Russell Investments Group, Ltd. | 67,307 | $5.47M | 0.01% | −5,939−8.1% | Reduced |
| Forsta Ap-Fonden | 64,400 | $5.21M | 0.04% | +6,600+11.4% | Added |
| Parallax Volatility Advisers, L.P. | 62,715 | $5.07M | 0.13% | −81,334−56.5% | Reduced |
| Twinbeech Capital LP | 61,062 | $4.94M | 0.09% | +61,062 | New |
| Skandinaviska Enskilda Banken AB (publ) | 60,452 | $4.89M | 0.02% | +513+0.9% | Added |
| USS Investment Management Ltd | 60,430 | $4.89M | 0.04% | +140+0.2% | Added |
| IFM Investors Pty Ltd | 60,181 | $4.87M | 0.05% | +297+0.5% | Added |
| 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 |
| Mirae Asset Global ETFs Holdings Ltd. | 56,655 | $4.62M | 0.01% | −4,585−7.5% | Reduced |
| DekaBank Deutsche Girozentrale | 55,984 | $4.53M | 0.01% | −2,346−4.0% | Reduced |
| Rockefeller Capital Management L.P. | 55,169 | $4.46M | 0.01% | −2,508−4.3% | Reduced |
| Macquarie Group Ltd | 55,056 | $4.45M | 0.00% | +30,956+128.4% | Added |
| Arrowstreet Capital, Limited Partnership | 52,833 | $4.27M | 0.00% | +52,833 | New |
| Slow Capital, Inc. | 52,602 | $4.25M | 0.65% | +52,602 | New |
| Xponance, Inc. | 52,196 | $4.22M | 0.04% | −793−1.5% | Reduced |
| Group One Trading, L.P. | 51,873 | $4.20M | 0.17% | +11,474+28.4% | Added |
| Titleist Asset Management, LLC | 51,599 | $4.17M | 0.60% | −2,663−4.9% | Reduced |
| British Columbia Investment Management Corp | 50,245 | $4.06M | 0.02% | −6,896−12.1% | Reduced |
| PDT Partners, LLC | 49,869 | $4.03M | 0.36% | +17,367+53.4% | Added |
| Utah Retirement Systems | 49,562 | $4.01M | 0.05% | +200+0.4% | Added |
| QRG Capital Management, Inc. | 48,957 | $3.96M | 0.04% | −7,582−13.4% | Reduced |
| Strategic Planning Group, LLC | 48,734 | $3.94M | 0.78% | +2,195+4.7% | Added |
| Graham Capital Management, L.P. | 48,366 | $3.91M | 0.13% | +36,731+315.7% | Added |
| Tredje AP-fonden | 47,921 | $3.88M | 0.04% | 00.0% | Unchanged |
| DnB Asset Management AS | 47,569 | $3.85M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 47,208 | $3.82M | 0.01% | −7,897−14.3% | Reduced |
| IMC-Chicago, LLC | 46,861 | $3.79M | 0.11% | +46,861 | New |
| Employees Retirement System of Texas | 45,706 | $3.70M | 0.03% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 44,812 | $3.62M | 0.63% | −780−1.7% | Reduced |
| Royal Fund Management, LLC | 44,100 | $3.57M | 0.25% | −4,900−10.0% | Reduced |
| MYDA Advisors LLC | 43,700 | $3.53M | 1.01% | +38,700+774.0% | Added |
| Taylor Frigon Capital Management LLC | 42,721 | $3.46M | 1.73% | −4,417−9.4% | Reduced |
| TownSquare Capital, LLC | 41,920 | $3.39M | 0.04% | +1,267+3.1% | Added |
| Evercore Wealth Management, LLC | 41,500 | $3.36M | 0.05% | 00.0% | Unchanged |
| LGT Group Foundation | 41,793 | $3.32M | 0.05% | +535+1.3% | Added |
| Lyell Wealth Management, LP | 40,267 | $3.26M | 0.30% | −1,053−2.5% | Reduced |
| Captrust Financial Advisors | 39,827 | $3.22M | 0.01% | +34,106+596.2% | Added |
| Blueshift Asset Management, LLC | 39,673 | $3.21M | 0.80% | +39,673 | New |
| Norden Group LLC | 39,372 | $3.18M | 0.38% | +321+0.8% | Added |
| Nordea Investment Management AB | 39,515 | $3.17M | 0.00% | +2,117+5.7% | Added |
| Nia Impact Advisors, LLC | 38,995 | $3.15M | 1.05% | +2,743+7.6% | Added |
| D. E. Shaw & Co., Inc. | 38,990 | $3.15M | 0.00% | −93,554−70.6% | Reduced |
| Robeco Schweiz AG | 38,000 | $3.07M | 0.06% | +14,300+60.3% | Added |