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; 1,272 institutions reported holding it in 13F filings for Q2 2026, worth $78.5B in total; 3 superinvestors hold it, including ARK Invest and Oaktree Capital.
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
- 795
- +101 vs. Q3 2024
- Shares held
- 288.2M
- −12.0M (−4.0%) vs. Q3 2024
- Total value
- $29.7B
- +$7.75B (+35.3%) vs. Q3 2024
- New holders
- 166
- 253 more added
- Sold out
- 65
- 246 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 | 1,272 | $78.5B |
| Q1 2026 | 1,160 | $58.5B |
| Q4 2025 | 1,107 | $56.4B |
| Q3 2025 | 1,056 | $63.0B |
| Q2 2025 | 968 | $56.2B |
| Q1 2025 | 891 | $31.6B |
| Q4 2024 | 795 | $29.7B |
| Q3 2024 | 706 | $22.0B |
| Q2 2024 | 680 | $22.4B |
| Q1 2024 | 730 | $30.9B |
| Q4 2023 | 701 | $24.4B |
| Q3 2023 | 603 | $21.5B |
| Q2 2023 | 587 | $20.6B |
| Q1 2023 | 598 | $19.9B |
| Q4 2022 | 573 | $11.9B |
| Q3 2022 | 588 | $14.1B |
| 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, 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 | $2.51B | 0.18% | −1,307,204−5.3% | Reduced |
| BlackRock, Inc. | 20,013,653 | $2.21B | 0.04% | +1,920,520+10.6% | Added |
| FMR LLC | 12,348,651 | $1.35B | 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 | $729.0M | 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 |
| Voya Investment Management LLC | 3,065,588 | $477.5M | 0.50% | −66,416−2.1% | Reduced |
| Franklin Resources Inc | 3,278,701 | $422.1M | 0.12% | +1,260,669+62.5% | Added |
| Legal & General Group Plc | 3,498,099 | $376.7M | 0.10% | −102,770−2.9% | Reduced |
| 1832 Asset Management L.P. | 3,149,400 | $339.1M | 0.61% | +603,300+23.7% | Added |
| 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 | 1,686,372 | $138.9M | 0.03% | −476,359−22.0% | Reduced |
| Royal Bank of Canada | 1,215,056 | $134.5M | 0.03% | −26,687−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,221,760 | $131.6M | 0.02% | +63,945+5.5% | Added |
| 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 | $107.0M | 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 |
| Tenor Capital Management Co., L.P. | – | $96.1M | 1.35% | – | – |
| 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 |
| Lord, Abbett & Co. LLC | 734,457 | $83.9M | 0.27% | −12,199,543−94.3% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | – | $82.6M | 1.44% | – | – |
| 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 |
| Steelhead Partners LLC | – | $76.8M | 3.86% | – | – |
| Nuveen Asset Management, LLC | 709,592 | $76.4M | 0.02% | +21,414+3.1% | Added |
| Capstone Investment Advisors, LLC | 4,353 | $75.2M | 0.74% | – | – |
| Wolverine Asset Management LLC | 5,190 | $73.3M | 1.31% | – | – |
| 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 |
| Verition Fund Management LLC | 135,243 | $64.6M | 0.33% | +111,029+458.5% | Added |
| Bessemer Group Inc | 594,219 | $64.0M | 0.10% | −10,902−1.8% | Reduced |
| DeepCurrents Investment Group LLC | – | $62.6M | 2.07% | – | – |
| Calamos Advisors LLC | – | $57.7M | 0.27% | – | – |
| Lazard Asset Management LLC | 458 | $55.1M | 0.08% | −10,596−95.9% | Reduced |
| Ameriprise Financial Inc | 504,029 | $54.3M | 0.01% | +146,389+40.9% | Added |
| D. E. Shaw & Co., Inc. | – | $54.2M | 0.06% | – | – |
| Balyasny Asset Management LLC | 439,062 | $50.6M | 0.12% | +436,451+16,715.9% | 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 |
| 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 |
| Two Sigma Investments, LP | 325,314 | $44.6M | 0.10% | −650,998−66.7% | Reduced |
| 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 |
| Walleye Capital LLC | 40,490 | $40.8M | 0.39% | −87,058−68.3% | Reduced |
| 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 |
| Davidson Kempner Capital Management LP | – | $37.3M | 0.66% | – | – |
| Schroder Investment Management Group | 327,914 | $35.8M | 0.03% | −245−0.1% | 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 |
| CNH Partners LLC | – | $33.2M | 0.79% | – | – |
| 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 |
| BNP Paribas Arbitrage, SA | 228,170 | $29.8M | 0.02% | – | – |
| 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 | $26.8M | 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 |
| Nomura Holdings Inc | 233,542 | $25.1M | 0.13% | −38,188−14.1% | 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 |
| Korea Investment CORP | 220,962 | $23.8M | 0.06% | +108,663+96.8% | Added |