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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 37,848 | $3.06M | 0.02% | +1,318+3.6% | Added |
| KBC Group NV | 37,237 | $3.01M | 0.01% | +329+0.9% | Added |
| Toronto Dominion Bank | 37,158 | $3.01M | 0.01% | +8,596+30.1% | Added |
| Banque Cantonale Vaudoise | 36,753 | $2.97M | 0.12% | +6,326+20.8% | Added |
| CIBC World Markets Inc. | 36,433 | $2.95M | 0.01% | −1,334−3.5% | Reduced |
| Stifel Financial Corp | 36,039 | $2.92M | 0.00% | −11,274−23.8% | Reduced |
| Raymond James & Associates | 35,847 | $2.90M | 0.00% | +2,718+8.2% | Added |
| Nissay Asset Management Corp | 35,826 | $2.90M | 0.02% | +1,401+4.1% | Added |
| Bayesian Capital Management, LP | 35,184 | $2.85M | 0.33% | +35,184 | New |
| US Bancorp | 34,920 | $2.82M | 0.00% | −2,037−5.5% | Reduced |
| Y.D. More Investments Ltd | 32,458 | $2.75M | 0.29% | −2,769−7.9% | Reduced |
| Private Advisory Group LLC | 33,881 | $2.74M | 0.35% | +1,201+3.7% | Added |
| Executive Wealth Management, LLC | 33,692 | $2.73M | 0.21% | −515−1.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 33,594 | $2.72M | 0.29% | +33,594 | New |
| Fifth Third Wealth Advisors LLC | 33,091 | $2.68M | 0.16% | +33,091 | New |
| AIA Group Ltd | 32,879 | $2.66M | 0.07% | 00.0% | Unchanged |
| Blair William & Co | 32,461 | $2.63M | 0.01% | −404−1.2% | Reduced |
| Consolidated Press International Holdings Ltd | 32,391 | $2.62M | 0.41% | 00.0% | Unchanged |
| JustInvest LLC | 32,252 | $2.61M | 0.04% | +6,830+26.9% | Added |
| Natixis | 32,172 | $2.60M | 0.02% | +32,172 | New |
| EFG Asset Management (North America) Corp. | 31,654 | $2.56M | 0.43% | +1,474+4.9% | Added |
| Creative Planning | 31,519 | $2.55M | 0.00% | +4,756+17.8% | Added |
| Soltis Investment Advisors LLC | 31,431 | $2.54M | 0.25% | +95+0.3% | Added |
| Public Employees Retirement Association of Colorado | 30,755 | $2.49M | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 30,093 | $2.43M | 0.03% | +12,774+73.8% | Added |
| Lountzis Asset Management, LLC | 29,663 | $2.40M | 1.00% | +1,140+4.0% | Added |
| SWS Partners | 29,457 | $2.38M | 0.76% | −3,280−10.0% | Reduced |
| Mercer Global Advisors Inc | 30,392 | $2.37M | 0.01% | −6,429−17.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,138 | $2.36M | 0.01% | +2,745+10.4% | Added |
| Susquehanna International Group, LLP | 28,528 | $2.31M | 0.00% | +28,528 | New |
| Engineers Gate Manager LP | 28,518 | $2.31M | 0.05% | +19,888+230.5% | Added |
| MML Investors Services, LLC | 28,472 | $2.30M | 0.01% | −4,766−14.3% | Reduced |
| Independent Advisor Alliance | 28,162 | $2.28M | 0.08% | −8,430−23.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,942 | $2.26M | 0.02% | +4,230+17.8% | Added |
| Allianz Asset Management GmbH | 27,838 | $2.25M | 0.00% | −3,760−11.9% | Reduced |
| Jasper Ridge Partners, L.P. | 27,835 | $2.25M | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 181,922 | $2.25M | 0.01% | +181,922 | New |
| Ethic Inc. | 23,049 | $2.23M | 0.06% | −1,384−5.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 27,262 | $2.21M | 0.44% | +2,082+8.3% | Added |
| Sepio Capital, LP | 27,216 | $2.20M | 0.17% | +800+3.0% | Added |
| EFG Asset Management (Americas) Corp. | 27,204 | $2.20M | 0.43% | −214−0.8% | Reduced |
| Janney Montgomery Scott LLC | 27,023 | $2.19M | 0.01% | +6,156+29.5% | Added |
| Kadensa Capital Ltd | 26,832 | $2.17M | 0.57% | +5,926+28.3% | Added |
| Elo Mutual Pension Insurance Co | 26,744 | $2.16M | 0.05% | −452−1.7% | Reduced |
| SG Americas Securities, LLC | 25,940 | $2.10M | 0.01% | +8,099+45.4% | Added |
| TrueMark Investments, LLC | 25,585 | $2.07M | 0.66% | −582−2.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 25,100 | $2.05M | 0.01% | +11,764+88.2% | Added |
| Truist Financial Corp | 25,092 | $2.03M | 0.00% | +1,317+5.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,014 | $2.02M | 0.00% | +4,298+20.7% | Added |
| Clear Harbor Asset Management, LLC | 24,982 | $2.02M | 0.17% | +415+1.7% | Added |
| Dantai Capital Ltd | 24,980 | $2.02M | 2.57% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 24,390 | $1.97M | 0.01% | −4,214−14.7% | Reduced |
| Verition Fund Management LLC | 24,214 | $1.96M | 0.01% | +4,055+20.1% | Added |
| Pathstone Holdings, LLC | 24,101 | $1.95M | 0.01% | +1,200+5.2% | Added |
| 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 |
| Migdal Insurance & Financial Holdings Ltd. | 23,960 | $1.94M | 0.03% | −540−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 20,581 | $1.93M | 0.02% | +9,905+92.8% | Added |
| Ci Investments Inc. | 23,724 | $1.92M | 0.01% | +1,948+8.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,634 | $1.91M | 0.00% | +5,535+30.6% | Added |
| Toroso Investments, LLC | 23,238 | $1.88M | 0.02% | +3,550+18.0% | Added |
| Kestra Advisory Services, LLC | 22,847 | $1.85M | 0.01% | −609−2.6% | Reduced |
| CI Private Wealth, LLC | 22,844 | $1.85M | 0.00% | +908+4.1% | Added |
| Gulf International Bank (UK) Ltd | 22,829 | $1.85M | 0.05% | −1,046−4.4% | Reduced |
| Daiwa Securities Group Inc. | 22,752 | $1.84M | 0.01% | +2,300+11.2% | Added |
| Alps Advisors Inc | 22,605 | $1.83M | 0.01% | −1,410−5.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 22,267 | $1.80M | 0.12% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 21,987 | $1.78M | 0.01% | −8,789−28.6% | Reduced |
| Bailard, Inc. | 21,891 | $1.77M | 0.05% | +21,891 | New |
| Castle Rock Wealth Management, LLC | 21,465 | $1.76M | 0.42% | +2,684+14.3% | Added |
| Janus Henderson Group PLC | 21,556 | $1.74M | 0.00% | −100−0.5% | Reduced |
| Viking Fund Management LLC | 21,000 | $1.70M | 0.28% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 20,969 | $1.70M | 0.01% | −50−0.2% | Reduced |
| Cresset Asset Management, LLC | 20,227 | $1.64M | 0.01% | +4,606+29.5% | Added |
| Highland Capital Management, LLC | 20,135 | $1.63M | 0.09% | −574−2.8% | Reduced |
| Amalgamated Bank | 19,895 | $1.61M | 0.01% | −421−2.1% | Reduced |
| Beacon Pointe Advisors, LLC | 19,716 | $1.59M | 0.02% | −253−1.3% | Reduced |
| Vident Advisory, LLC | 19,352 | $1.57M | 0.04% | +1,338+7.4% | Added |
| Swedbank AB | 18,941 | $1.53M | 0.00% | +10,656+128.6% | Added |
| MetLife Investment Management | 18,906 | $1.53M | 0.01% | −370−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 18,787 | $1.52M | 0.00% | −6,668−26.2% | Reduced |
| Fox Run Management, L.L.C. | 18,731 | $1.52M | 0.34% | +5,601+42.7% | Added |
| AustralianSuper Pty Ltd | 18,508 | $1.50M | 0.01% | +5,662+44.1% | Added |
| Cerity Partners LLC | 18,416 | $1.49M | 0.00% | +13,885+306.4% | Added |
| Sanctuary Advisors, LLC | 14,133 | $1.47M | 0.01% | +3,835+37.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 18,094 | $1.46M | 0.32% | +2,384+15.2% | Added |
| Nwi Management LP | 18,000 | $1.46M | 0.17% | 00.0% | Unchanged |
| CIBC World Markets Corp | 17,545 | $1.42M | 0.01% | +1,456+9.0% | Added |
| Nisa Investment Advisors, LLC | 17,275 | $1.40M | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 17,093 | $1.38M | 0.03% | −5,970−25.9% | Reduced |
| Knollwood Investment Advisory, LLC | 16,800 | $1.36M | 0.15% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 16,533 | $1.34M | 0.42% | +1,202+7.8% | Added |
| ARS Investment Partners, LLC | 16,376 | $1.32M | 0.12% | −20−0.1% | Reduced |
| Westwood Holdings Group Inc. | 15,824 | $1.28M | 0.01% | +15,824 | New |
| Virtu Financial LLC | 15,676 | $1.27M | 0.07% | +15,676 | New |
| Pier 88 Investment Partners LLC | 15,620 | $1.26M | 0.28% | −2,940−15.8% | Reduced |
| Oppenheimer & Co Inc | 15,425 | $1.25M | 0.02% | −138−0.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 15,026 | $1.22M | 0.00% | −42−0.3% | Reduced |
| APG Asset Management N.V. | 16,580 | $1.20M | 0.01% | −258,046−94.0% | Reduced |
| Perigon Wealth Management, LLC | 14,569 | $1.18M | 0.03% | +5,868+67.4% | Added |