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, 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
- 772
- +104 vs. Q3 2024
- Shares held
- 263.8M
- +8.25M (+3.2%) vs. Q3 2024
- Total value
- $28.4B
- +$7.73B (+37.4%) vs. Q3 2024
- New holders
- 167
- 254 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 | 1,228 | $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, 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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 9,385 | $1.01M | 0.00% | −1,365−12.7% | Reduced |
| Frontier Capital Management Co LLC | 9,411 | $1.01M | 0.01% | +6,782+258.0% | Added |
| Green Alpha Advisors, LLC | 9,537 | $1.03M | 0.82% | −1,425−13.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,570 | $1.03M | 0.17% | −24,024−71.5% | Reduced |
| APG Asset Management US Inc. | 9,580 | $1.03M | 0.01% | +9,580 | New |
| Barings LLC | 9,657 | $1.04M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,665 | $1.04M | 0.00% | −16,275−62.7% | Reduced |
| Advisory Resource Group | 9,703 | $1.04M | 0.22% | −2,908−23.1% | Reduced |
| GWM Advisors LLC | 9,770 | $1.05M | 0.01% | +5,352+121.1% | Added |
| RFG Advisory, LLC | 9,816 | $1.06M | 0.03% | +982+11.1% | Added |
| Meitav Dash Investments Ltd | 9,740 | $1.06M | 0.02% | −2,160−18.2% | Reduced |
| Atom Investors LP | 9,885 | $1.06M | 0.13% | +395+4.2% | Added |
| Brandywine Managers, LLC | 9,906 | $1.07M | 1.12% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 9,921 | $1.07M | 0.42% | −137−1.4% | Reduced |
| Tairen Capital Ltd | 10,000 | $1.08M | 0.16% | −56,000−84.8% | Reduced |
| Steel Peak Wealth Management LLC | 10,036 | $1.08M | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,037 | $1.08M | 0.01% | −10,190−50.4% | Reduced |
| Harvest Fund Management Co., Ltd | 10,062 | $1.08M | 0.05% | +9,472+1,605.4% | Added |
| Park Avenue Securities LLC | 10,074 | $1.08M | 0.01% | −588−5.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 10,114 | $1.09M | 0.00% | −4,912−32.7% | Reduced |
| Signaturefd, LLC | 10,211 | $1.10M | 0.02% | +124+1.2% | Added |
| Commerce Bank | 10,273 | $1.11M | 0.01% | −128−1.2% | Reduced |
| Generali Asset Management SPA SGR | 10,524 | $1.13M | 0.03% | +10,524 | New |
| Nicholas Investment Partners, LP | 10,590 | $1.14M | 0.10% | +5,515+108.7% | Added |
| Afg Fiduciary Services Limited Partnership | 10,010 | $1.15M | 0.82% | −2,481−19.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,688 | $1.15M | 0.04% | +750+7.5% | Added |
| SBI Securities Co., Ltd. | 10,716 | $1.15M | 0.04% | +10,716 | New |
| Azzad Asset Management Inc | 10,793 | $1.16M | 0.22% | +10,793 | New |
| Proactive Wealth Strategies LLC | 10,920 | $1.18M | 0.61% | −700−6.0% | Reduced |
| WCG Wealth Advisors LLC | 11,126 | $1.20M | 0.08% | +246+2.3% | Added |
| Jackson Square Capital, LLC | 11,247 | $1.21M | 0.29% | +63+0.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $1.22M | 0.03% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 11,396 | $1.23M | 0.01% | −4,428−28.0% | Reduced |
| CWM, LLC | 11,409 | $1.23M | 0.01% | +1,719+17.7% | Added |
| Aviva PLC | 11,560 | $1.24M | 0.00% | +133+1.2% | Added |
| Bryce Point Capital, LLC | 11,820 | $1.27M | 0.37% | +11,820 | New |
| Schonfeld Strategic Advisors LLC | 11,821 | $1.27M | 0.01% | −344,142−96.7% | Reduced |
| Farther Finance Advisors, LLC | 11,823 | $1.27M | 0.05% | −270−2.2% | Reduced |
| Summit Trail Advisors, LLC | 11,838 | $1.27M | 0.05% | +1,076+10.0% | Added |
| Northwestern Mutual Wealth Management Co | 11,884 | $1.28M | 0.00% | −1,104−8.5% | Reduced |
| Grandview Asset Management LLC | 11,972 | $1.29M | 0.47% | +1,698+16.5% | Added |
| Bradley Foster & Sargent Inc | 12,000 | $1.29M | 0.02% | +12,000 | New |
| Western Financial Corp | 12,046 | $1.30M | 0.71% | −94−0.8% | Reduced |
| CIBC Asset Management Inc | 12,120 | $1.31M | 0.00% | +1,491+14.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,136 | $1.31M | 0.01% | −133−1.1% | Reduced |
| Investment Management Corp of Ontario | 12,408 | $1.34M | 0.04% | +2,414+24.2% | Added |
| Omers Administration Corp | 12,478 | $1.34M | 0.01% | +2,157+20.9% | Added |
| Polymer Capital Management (HK) LTD | 12,541 | $1.35M | 0.24% | +6,291+100.7% | Added |
| Geneos Wealth Management Inc. | 12,572 | $1.35M | 0.05% | −43−0.3% | Reduced |
| Private Advisor Group, LLC | 12,686 | $1.37M | 0.01% | −1,272−9.1% | Reduced |
| Profund Advisors LLC | 12,768 | $1.37M | 0.05% | −212−1.6% | Reduced |
| Perigon Wealth Management, LLC | 12,113 | $1.39M | 0.03% | −2,456−16.9% | Reduced |
| United Advisor Group, LLC | 12,975 | $1.40M | 0.28% | −500−3.7% | Reduced |
| Ring Mountain Capital, LLC | 13,328 | $1.44M | 0.96% | +13,328 | New |
| Avitas Wealth Management LLC | 13,593 | $1.46M | 0.20% | −75−0.5% | Reduced |
| Colony Group, LLC | 13,652 | $1.47M | 0.00% | +10,217+297.4% | Added |
| M&T Bank Corp | 13,708 | $1.48M | 0.00% | +1,363+11.0% | Added |
| CIBC World Markets Corp | 13,771 | $1.48M | 0.01% | −3,774−21.5% | Reduced |
| Advisor Group Holdings, Inc. | 14,796 | $1.49M | 0.00% | −3,991−21.2% | Reduced |
| Virtu Financial LLC | 13,912 | $1.50M | 0.08% | −1,764−11.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 12,778 | $1.52M | 0.00% | +753+6.3% | Added |
| Manufacturers Life Insurance Company, The | 14,118 | $1.52M | 0.00% | −190−1.3% | Reduced |
| Intech Investment Management LLC | 14,242 | $1.53M | 0.01% | +661+4.9% | Added |
| Blue Barn Wealth, LLC | 14,310 | $1.54M | 0.81% | −120−0.8% | Reduced |
| Old Well Partners, LLC | 14,400 | $1.55M | 2.96% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,641 | $1.58M | 0.00% | +357+2.5% | Added |
| Warm Springs Advisors Inc. | 15,198 | $1.64M | 1.52% | +15,198 | New |
| Oppenheimer & Co Inc | 15,285 | $1.65M | 0.02% | −140−0.9% | Reduced |
| Sanctuary Advisors, LLC | 12,110 | $1.66M | 0.01% | −2,023−14.3% | Reduced |
| Vinva Investment Management Ltd | 15,287 | $1.67M | 0.07% | +2,355+18.2% | Added |
| Pier 88 Investment Partners LLC | 15,920 | $1.71M | 0.34% | +300+1.9% | Added |
| Maryland State Retirement & Pension System | 16,011 | $1.72M | 0.04% | −1,082−6.3% | Reduced |
| ARS Investment Partners, LLC | 16,376 | $1.76M | 0.16% | 00.0% | Unchanged |
| Toroso Investments, LLC | 16,768 | $1.81M | 0.01% | −6,470−27.8% | Reduced |
| Knollwood Investment Advisory, LLC | 16,800 | $1.81M | 0.19% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 17,256 | $1.86M | 0.38% | −838−4.6% | Reduced |
| Nisa Investment Advisors, LLC | 17,275 | $1.86M | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 17,285 | $1.86M | 0.04% | +17,285 | New |
| MBM Wealth Consultants, LLC | 16,598 | $1.87M | 0.56% | +65+0.4% | Added |
| Wolverine Trading, LLC | 17,219 | $1.88M | 0.04% | +8,691+101.9% | Added |
| Fortis Group Advisors, LLC | 17,520 | $1.89M | 0.35% | +17,365+11,203.2% | Added |
| Cerity Partners LLC | 18,679 | $1.90M | 0.00% | +263+1.4% | Added |
| Nwi Management LP | 18,000 | $1.94M | 0.15% | 00.0% | Unchanged |
| MYDA Advisors LLC | 18,000 | $1.94M | 0.55% | −25,700−58.8% | Reduced |
| Alps Advisors Inc | 18,265 | $1.97M | 0.01% | −4,340−19.2% | Reduced |
| MetLife Investment Management | 18,485 | $1.99M | 0.01% | −421−2.2% | Reduced |
| AustralianSuper Pty Ltd | 18,508 | $1.99M | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 19,362 | $2.08M | 0.02% | −354−1.8% | Reduced |
| PDT Partners, LLC | 19,526 | $2.10M | 0.19% | −30,343−60.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 19,690 | $2.12M | 0.02% | +12,379+169.3% | Added |
| Ardsley Advisory Partners LP | 20,000 | $2.14M | 0.41% | +20,000 | New |
| Swiss Life Asset Management Ltd | 20,010 | $2.15M | 0.02% | +14,932+294.1% | Added |
| Amalgamated Bank | 20,002 | $2.15M | 0.02% | +107+0.5% | Added |
| Jupiter Asset Management Ltd | 20,015 | $2.16M | 0.02% | +20,015 | New |
| Natixis | 20,384 | $2.19M | 0.01% | −11,788−36.6% | Reduced |
| Fox Run Management, L.L.C. | 20,529 | $2.21M | 0.40% | +1,798+9.6% | Added |
| Viking Fund Management LLC | 21,000 | $2.26M | 0.35% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 21,075 | $2.27M | 0.02% | +106+0.5% | Added |
| CI Private Wealth, LLC | 21,535 | $2.32M | 0.00% | −1,309−5.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 20,584 | $2.36M | 0.03% | +17,942+679.1% | Added |