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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 60,968 | $6.65M | 0.03% | +516+0.9% | Added |
| LGT Group Foundation | 61,745 | $6.65M | 0.10% | +19,952+47.7% | Added |
| Forsta Ap-Fonden | 63,300 | $6.82M | 0.05% | −1,100−1.7% | Reduced |
| Robocap Asset Management Ltd | 64,082 | $6.90M | 4.62% | +64,082 | New |
| Standard Life Aberdeen plc | 64,152 | $6.99M | 0.01% | −12,618−16.4% | Reduced |
| Candriam Luxembourg S.C.A. | 65,633 | $7.07M | 0.04% | −7,997−10.9% | Reduced |
| Square Peg Capital Pty Ltd | 67,008 | $7.22M | 6.62% | +67,008 | New |
| Exchange Traded Concepts, LLC | 69,742 | $7.51M | 0.15% | −21,030−23.2% | Reduced |
| Man Group plc | 69,968 | $7.53M | 0.02% | −293,640−80.8% | Reduced |
| Maytus Capital Management, LLC | 70,000 | $7.54M | 2.63% | +10,000+16.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 71,128 | $7.66M | 0.08% | 00.0% | Unchanged |
| Atika Capital Management LLC | 71,800 | $7.73M | 1.00% | −15,200−17.5% | Reduced |
| Truist Financial Corp | 72,040 | $7.76M | 0.01% | +46,948+187.1% | Added |
| Principal Financial Group Inc | 76,485 | $8.24M | 0.00% | −5,772−7.0% | Reduced |
| TD Asset Management Inc | 78,576 | $8.46M | 0.01% | +5,223+7.1% | Added |
| Victory Capital Management Inc | 78,885 | $8.49M | 0.01% | −1,251−1.6% | Reduced |
| Cetera Investment Advisers | 79,203 | $8.53M | 0.02% | +4,518+6.0% | Added |
| Susquehanna Fundamental Investments, LLC | 79,627 | $8.57M | 0.14% | +79,627 | New |
| Avalon Global Asset Management LLC | 80,400 | $8.66M | 2.43% | −20,000−19.9% | Reduced |
| Sentinel Trust Co Lba | 80,718 | $8.69M | 1.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 80,950 | $8.83M | 0.11% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 82,235 | $8.86M | 0.01% | −1,827−2.2% | Reduced |
| Nomura Asset Management Co Ltd | 83,680 | $9.01M | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 83,689 | $9.01M | 0.03% | +1,360+1.7% | Added |
| ExodusPoint Capital Management, LP | 86,218 | $9.28M | 0.10% | +86,218 | New |
| Arizona State Retirement System | 88,347 | $9.51M | 0.06% | +2,085+2.4% | Added |
| Berkshire Capital Holdings Inc | 88,570 | $9.54M | 3.45% | +88,560+885,600.0% | Added |
| Two Sigma Advisers, LP | 90,000 | $9.69M | 0.02% | −826,100−90.2% | Reduced |
| Tiaa Trust, National Association | 90,559 | $9.75M | 0.03% | +90,559 | New |
| Cambridge Investment Research Advisors, Inc. | 91,669 | $9.87M | 0.03% | −1,317−1.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 95,198 | $10.3M | 0.06% | −3,680−3.7% | Reduced |
| Baker Chad R | 95,900 | $10.3M | 2.02% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 97,505 | $10.5M | 0.06% | +97,505 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 97,424 | $10.5M | 0.11% | −14,566−13.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 98,002 | $10.6M | 0.02% | +98,002 | New |
| RMB Capital Management, LLC | 101,199 | $10.9M | 0.25% | +6,378+6.7% | Added |
| Public Employees Retirement System of Ohio | 103,027 | $11.1M | 0.04% | −5,898−5.4% | Reduced |
| Sandler Capital Management | 104,368 | $11.2M | 1.84% | +104,368 | New |
| Mariner, LLC | 105,522 | $11.4M | 0.02% | +1,509+1.5% | Added |
| Capital International Inc | 107,398 | $11.6M | 0.14% | +7,083+7.1% | Added |
| Davis-Rea Ltd. | 107,926 | $11.6M | 5.88% | −44,130−29.0% | Reduced |
| Picton Mahoney Asset Management | 108,017 | $11.6M | 0.44% | +30,481+39.3% | Added |
| KLP Kapitalforvaltning AS | 109,900 | $11.8M | 0.06% | +109,900 | New |
| LMR Partners LLP | 110,000 | $11.8M | 0.21% | +110,000 | New |
| State of New Jersey Common Pension Fund D | 110,832 | $11.9M | 0.05% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 111,830 | $12.0M | 0.04% | +261+0.2% | Added |
| Vontobel Holding Ltd. | 113,356 | $12.2M | 0.04% | −149,425−56.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 115,400 | $12.4M | 0.08% | +1,900+1.7% | Added |
| Millennium Management LLC | 117,412 | $12.6M | 0.01% | −179,058−60.4% | Reduced |
| Credit Agricole S A | 119,026 | $12.8M | 0.04% | −18,986−13.8% | Reduced |
| Generate Investment Management Ltd | 120,229 | $12.9M | 0.91% | +120,229 | New |
| Cinctive Capital Management LP | 121,891 | $13.1M | 0.71% | +121,891 | New |
| LPL Financial LLC | 122,171 | $13.2M | 0.01% | +3,989+3.4% | Added |
| Los Angeles Capital Management LLC | 127,822 | $13.8M | 0.06% | −153,004−54.5% | Reduced |
| Capital International Ltd | 129,505 | $13.9M | 0.57% | +3,423+2.7% | Added |
| Forte Capital LLC | 131,835 | $14.2M | 1.60% | −2,128−1.6% | Reduced |
| Treasurer of the State of North Carolina | 131,876 | $14.2M | 0.06% | +830+0.6% | Added |
| Verition Fund Management LLC | 135,243 | $14.6M | 0.07% | +111,029+458.5% | Added |
| Kodai Capital Management LP | 136,073 | $14.7M | 0.60% | −30,531−18.3% | Reduced |
| Parnassus Investments | 137,143 | $14.8M | 0.03% | −1,267−0.9% | Reduced |
| Citigroup Inc | 141,287 | $15.2M | 0.01% | −71,922−33.7% | Reduced |
| Danske Bank A/S | 141,626 | $15.3M | 0.05% | +27,596+24.2% | Added |
| Royal London Asset Management Ltd | 141,891 | $15.3M | 0.04% | +20,990+17.4% | Added |
| Bank of Montreal | 145,645 | $15.7M | 0.01% | −127,383−46.7% | Reduced |
| Alberta Investment Management Corp | 153,405 | $16.5M | 0.11% | −51,500−25.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 156,448 | $16.8M | 0.03% | +156,448 | New |
| Reynders McVeigh Capital Management, LLC | 158,627 | $17.1M | 0.90% | +6,981+4.6% | Added |
| 12 West Capital Management LP | 165,000 | $17.8M | 1.86% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 166,611 | $17.9M | 0.00% | −118,597−41.6% | Reduced |
| RPG Investment Advisory, LLC | 167,855 | $18.1M | 2.42% | +838+0.5% | Added |
| State of Wisconsin Investment Board | 167,964 | $18.1M | 0.05% | −2,032−1.2% | Reduced |
| APG Asset Management N.V. | 179,271 | $18.6M | 0.05% | +162,691+981.2% | Added |
| New York State Common Retirement Fund | 175,663 | $18.9M | 0.03% | −10,000−5.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 181,093 | $19.5M | 0.56% | +12,290+7.3% | Added |
| Russell Investments Group, Ltd. | 181,293 | $19.6M | 0.03% | +113,986+169.4% | Added |
| Handelsbanken Fonder AB | 185,416 | $20.0M | 0.08% | +2,204+1.2% | Added |
| HSBC Holdings PLC | 185,231 | $20.0M | 0.01% | −72,139−28.0% | Reduced |
| Mizuho Markets Americas LLC | 186,553 | $20.1M | 0.39% | +69,886+59.9% | Added |
| Capital International Sarl | 187,584 | $20.2M | 0.47% | +14,206+8.2% | Added |
| Envestnet Asset Management Inc | 200,514 | $21.6M | 0.01% | +34,765+21.0% | Added |
| Liontrust Investment Partners LLP | 203,945 | $22.0M | 0.32% | +19,577+10.6% | Added |
| Canada Pension Plan Investment Board | 206,005 | $22.2M | 0.02% | +71,292+52.9% | Added |
| AQR Capital Management LLC | 207,180 | $22.3M | 0.03% | −274,389−57.0% | Reduced |
| Glynn Capital Management LLC | 215,087 | $23.2M | 5.46% | −36,021−14.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 216,081 | $23.3M | 0.20% | +23,700+12.3% | Added |
| SEI Investments Co | 219,090 | $23.6M | 0.03% | +35,198+19.1% | Added |
| Korea Investment CORP | 220,962 | $23.8M | 0.06% | +108,663+96.8% | Added |
| BNP Paribas Arbitrage, SA | 228,170 | $24.6M | 0.02% | +228,170 | New |
| Pinebridge Investments, L.P. | 231,233 | $24.9M | 0.19% | −28,022−10.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 232,136 | $25.0M | 0.02% | +179,303+339.4% | Added |
| Asset Management One Co.,Ltd. | 230,307 | $25.5M | 0.09% | −8,103−3.4% | Reduced |
| Wim Investment Management Ltd | 237,249 | $25.5M | 8.77% | −79,083−25.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 223,316 | $25.6M | 0.02% | +24,928+12.6% | Added |
| Alliancebernstein L.P. | 244,225 | $26.3M | 0.01% | +131,553+116.8% | Added |
| Wells Fargo & Company | 248,003 | $26.7M | 0.01% | −20,758−7.7% | Reduced |
| Grandeur Peak Global Advisors, LLC | 257,735 | $27.8M | 2.46% | −145,675−36.1% | Reduced |
| Trexquant Investment LP | 260,210 | $28.0M | 0.33% | +145,942+127.7% | Added |
| Hartline Investment Corp | 264,336 | $28.5M | 3.27% | +3,957+1.5% | Added |
| NZS Capital, LLC | 277,652 | $29.9M | 1.27% | +17,015+6.5% | Added |
| Barclays PLC | 283,129 | $30.5M | 0.02% | −120,504−29.9% | Reduced |