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 11 sales; 1,234 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, Q4 2024
Institutional positions in Cloudflare, Inc. as of Dec 31, 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
- 774
- +105 vs. Q3 2024
- Shares held
- 263.8M
- +8.26M (+3.2%) vs. Q3 2024
- Total value
- $28.4B
- +$7.73B (+37.4%) vs. Q3 2024
- New holders
- 168
- 255 more added
- Sold out
- 63
- 241 more reduced
12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 35,409,307 | $3.81B | 0.58% | +260,415+0.7% | Added |
| Baillie Gifford & Co | 31,884,160 | $3.43B | 2.64% | −626,432−1.9% | Reduced |
| Vanguard Group Inc | 30,298,059 | $3.26B | 0.06% | −68,873−0.2% | Reduced |
| Morgan Stanley | 23,182,497 | $2.50B | 0.17% | −1,307,204−5.3% | Reduced |
| BlackRock, Inc. | 20,013,653 | $2.16B | 0.04% | +1,920,520+10.6% | Added |
| FMR LLC | 12,348,651 | $1.33B | 0.08% | +158,656+1.3% | Added |
| Sands Capital Management, LLC | 7,766,054 | $836.2M | 2.47% | +1,421,670+22.4% | Added |
| State Street Corp | 6,507,711 | $700.9M | 0.03% | +116,356+1.8% | Added |
| First Trust Advisors LP | 5,377,343 | $579.0M | 0.51% | −301,965−5.3% | Reduced |
| Geode Capital Management, LLC | 4,903,219 | $527.0M | 0.04% | +68,661+1.4% | Added |
| Legal & General Group Plc | 3,498,099 | $376.7M | 0.10% | −102,770−2.9% | Reduced |
| Franklin Resources Inc | 3,278,701 | $353.1M | 0.10% | +1,260,669+62.5% | Added |
| 1832 Asset Management L.P. | 3,149,400 | $339.1M | 0.61% | +603,300+23.7% | Added |
| Voya Investment Management LLC | 3,065,588 | $330.1M | 0.34% | −66,416−2.1% | Reduced |
| Polar Capital Holdings Plc | 2,932,791 | $315.8M | 1.77% | −662,714−18.4% | Reduced |
| UBS Asset Management Americas Inc | 2,342,967 | $252.3M | 0.06% | +174,682+8.1% | Added |
| Norges Bank | 2,317,462 | $249.5M | 0.03% | +98,819+4.5% | Added |
| American Century Companies Inc | 2,257,601 | $243.1M | 0.14% | +1,017,399+82.0% | Added |
| Gilder Gagnon Howe & Co LLC | 2,239,293 | $241.1M | 2.60% | −47,806−2.1% | Reduced |
| UBS Group AG | 2,017,593 | $217.3M | 0.05% | +1,608,786+393.5% | Added |
| Northern Trust Corp | 1,849,143 | $199.1M | 0.03% | +219,764+13.5% | Added |
| Marshall Wace, LLP | 1,635,262 | $176.1M | 0.22% | −1,265,873−43.6% | Reduced |
| Deutsche Bank AG | 1,582,790 | $170.4M | 0.07% | −26,301−1.6% | Reduced |
| Citadel Advisors LLC | 1,579,828 | $170.1M | 0.16% | +873,711+123.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,475,823 | $158.9M | 0.11% | −123,645−7.7% | Reduced |
| Point72 Asset Management, L.P. | 1,407,054 | $151.5M | 0.41% | +1,407,054 | New |
| Bank of New York Mellon Corp | 1,286,372 | $138.5M | 0.03% | +23,641+1.9% | Added |
| Charles Schwab Investment Management Inc | 1,221,760 | $131.6M | 0.02% | +63,945+5.5% | Added |
| Royal Bank of Canada | 1,215,056 | $130.8M | 0.03% | −26,687−2.1% | Reduced |
| Strategy Capital LLC | 1,167,240 | $125.7M | 10.23% | −40,728−3.4% | Reduced |
| Invesco Ltd. | 1,078,921 | $116.2M | 0.02% | +804,059+292.5% | Added |
| Squarepoint Ops LLC | 1,041,400 | $112.1M | 0.29% | −404,757−28.0% | Reduced |
| Amundi | 920,864 | $106.5M | 0.04% | +50,225+5.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 971,471 | $104.6M | 0.25% | −60,623−5.9% | Reduced |
| Fred Alger Management, LLC | 934,286 | $100.6M | 0.48% | +836,591+856.3% | Added |
| Macquarie Group Ltd | 917,741 | $98.8M | 0.12% | +862,685+1,566.9% | Added |
| Bamco Inc | 897,555 | $96.6M | 0.25% | +47,075+5.5% | Added |
| Pictet Asset Management Holding SA | 879,088 | $94.7M | 0.10% | +720,568+454.6% | Added |
| Swiss National Bank | 859,700 | $92.6M | 0.06% | −33,900−3.8% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 845,000 | $91.0M | 9.74% | −410,000−32.7% | Reduced |
| Nikko Asset Management Americas, Inc. | 808,202 | $87.0M | 0.94% | −122,503−13.2% | Reduced |
| Price T Rowe Associates Inc | 787,342 | $84.8M | 0.01% | −137,410−14.9% | Reduced |
| Penserra Capital Management LLC | 763,133 | $82.2M | 1.50% | −91,384−10.7% | Reduced |
| Goldman Sachs Group Inc | 757,883 | $81.6M | 0.02% | −101,338−11.8% | Reduced |
| Lord, Abbett & Co. LLC | 734,457 | $79.1M | 0.25% | +734,457 | New |
| Nuveen Asset Management, LLC | 709,592 | $76.4M | 0.02% | +21,414+3.1% | Added |
| Peregrine Capital Management LLC | 661,682 | $71.2M | 2.11% | +2,483+0.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 655,725 | $70.6M | 0.16% | −30,956−4.5% | Reduced |
| Bank of America Corp | 651,521 | $70.2M | 0.01% | −188,944−22.5% | Reduced |
| Bessemer Group Inc | 594,219 | $64.0M | 0.10% | −10,902−1.8% | Reduced |
| Ameriprise Financial Inc | 504,029 | $54.3M | 0.01% | +146,389+40.9% | Added |
| California State Teachers Retirement System | 463,731 | $49.9M | 0.06% | −9,312−2.0% | Reduced |
| California Public Employees Retirement System | 462,015 | $49.7M | 0.03% | −30,790−6.2% | Reduced |
| Raymond James Financial Inc | 443,709 | $47.8M | 0.02% | +443,709 | New |
| Balyasny Asset Management LLC | 439,062 | $47.3M | 0.11% | +436,451+16,715.9% | Added |
| National Pension Service | 431,180 | $46.4M | 0.04% | −40,743−8.6% | Reduced |
| Allen Investment Management LLC | 414,733 | $44.7M | 0.52% | +49,816+13.7% | Added |
| SW Investment Management LLC | 400,000 | $43.1M | 10.10% | 00.0% | Unchanged |
| Rhumbline Advisers | 397,651 | $42.8M | 0.04% | −2,408−0.6% | Reduced |
| Kames Capital plc | 395,303 | $42.6M | 0.56% | +56,906+16.8% | Added |
| Great West Life Assurance Co | 364,315 | $39.3M | 0.07% | −5,107−1.4% | Reduced |
| Dimensional Fund Advisors LP | 361,607 | $38.9M | 0.01% | +18,457+5.4% | Added |
| Long Walk Management LP | 359,000 | $38.7M | 13.84% | −13,250−3.6% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 349,850 | $37.7M | 0.31% | −609−0.2% | Reduced |
| Schroder Investment Management Group | 327,914 | $35.8M | 0.03% | −245−0.1% | Reduced |
| Two Sigma Investments, LP | 325,314 | $35.0M | 0.08% | −650,998−66.7% | Reduced |
| Whetstone Capital Advisors, LLC | 318,067 | $34.2M | 13.04% | −5,205−1.6% | Reduced |
| Capital Fund Management S.A. | 314,787 | $33.9M | 0.34% | +78,685+33.3% | Added |
| La Banque Postale Asset Management SA | 312,671 | $33.7M | 0.45% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 305,581 | $32.9M | 0.72% | +242,866+387.3% | Added |
| State Board of Administration of Florida Retirement System | 299,188 | $32.2M | 0.06% | +1,850+0.6% | Added |
| Ensign Peak Advisors, Inc | 286,399 | $30.8M | 0.05% | +17,241+6.4% | Added |
| Barclays PLC | 283,129 | $30.5M | 0.02% | −120,504−29.9% | Reduced |
| NZS Capital, LLC | 277,652 | $29.9M | 1.27% | +17,015+6.5% | Added |
| Hartline Investment Corp | 264,336 | $28.5M | 3.27% | +3,957+1.5% | Added |
| Trexquant Investment LP | 260,210 | $28.0M | 0.33% | +145,942+127.7% | Added |
| Grandeur Peak Global Advisors, LLC | 257,735 | $27.8M | 2.46% | −145,675−36.1% | Reduced |
| Wells Fargo & Company | 248,003 | $26.7M | 0.01% | −20,758−7.7% | Reduced |
| Alliancebernstein L.P. | 244,225 | $26.3M | 0.01% | +131,553+116.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 223,316 | $25.6M | 0.02% | +24,928+12.6% | Added |
| Wim Investment Management Ltd | 237,249 | $25.5M | 8.77% | −79,083−25.0% | Reduced |
| Asset Management One Co.,Ltd. | 230,307 | $25.5M | 0.09% | −8,103−3.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 232,136 | $25.0M | 0.02% | +179,303+339.4% | Added |
| Pinebridge Investments, L.P. | 231,233 | $24.9M | 0.19% | −28,022−10.8% | Reduced |
| BNP Paribas Arbitrage, SA | 228,170 | $24.6M | 0.02% | +228,170 | New |
| Korea Investment CORP | 220,962 | $23.8M | 0.06% | +108,663+96.8% | Added |
| SEI Investments Co | 219,090 | $23.6M | 0.03% | +35,198+19.1% | Added |
| Teachers Retirement System of the State of Kentucky | 216,081 | $23.3M | 0.20% | +23,700+12.3% | Added |
| Glynn Capital Management LLC | 215,087 | $23.2M | 5.46% | −36,021−14.3% | Reduced |
| AQR Capital Management LLC | 207,180 | $22.3M | 0.03% | −274,389−57.0% | Reduced |
| Canada Pension Plan Investment Board | 206,005 | $22.2M | 0.02% | +71,292+52.9% | Added |
| Liontrust Investment Partners LLP | 203,945 | $22.0M | 0.32% | +19,577+10.6% | Added |
| Envestnet Asset Management Inc | 200,514 | $21.6M | 0.01% | +34,765+21.0% | Added |
| Capital International Sarl | 187,584 | $20.2M | 0.47% | +14,206+8.2% | Added |
| Mizuho Markets Americas LLC | 186,553 | $20.1M | 0.39% | +69,886+59.9% | Added |
| HSBC Holdings PLC | 185,231 | $20.0M | 0.01% | −72,139−28.0% | Reduced |
| Handelsbanken Fonder AB | 185,416 | $20.0M | 0.08% | +2,204+1.2% | Added |
| Russell Investments Group, Ltd. | 181,293 | $19.6M | 0.03% | +113,986+169.4% | Added |
| Carnegie Capital Asset Management, LLC | 181,093 | $19.5M | 0.56% | +12,290+7.3% | Added |
| New York State Common Retirement Fund | 175,663 | $18.9M | 0.03% | −10,000−5.4% | Reduced |