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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 286,399 | $30.8M | 0.05% | +17,241+6.4% | Added |
| State Board of Administration of Florida Retirement System | 299,188 | $32.2M | 0.06% | +1,850+0.6% | Added |
| Parallax Volatility Advisers, L.P. | 305,581 | $32.9M | 0.72% | +242,866+387.3% | Added |
| La Banque Postale Asset Management SA | 312,671 | $33.7M | 0.45% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 314,787 | $33.9M | 0.34% | +78,685+33.3% | Added |
| Whetstone Capital Advisors, LLC | 318,067 | $34.2M | 13.04% | −5,205−1.6% | Reduced |
| Two Sigma Investments, LP | 325,314 | $35.0M | 0.08% | −650,998−66.7% | Reduced |
| Schroder Investment Management Group | 327,914 | $35.8M | 0.03% | −245−0.1% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 349,850 | $37.7M | 0.31% | −609−0.2% | Reduced |
| Long Walk Management LP | 359,000 | $38.7M | 13.84% | −13,250−3.6% | Reduced |
| Dimensional Fund Advisors LP | 361,607 | $38.9M | 0.01% | +18,457+5.4% | Added |
| Great West Life Assurance Co | 364,315 | $39.3M | 0.07% | −5,107−1.4% | Reduced |
| Kames Capital plc | 395,303 | $42.6M | 0.56% | +56,906+16.8% | Added |
| Rhumbline Advisers | 397,651 | $42.8M | 0.04% | −2,408−0.6% | Reduced |
| SW Investment Management LLC | 400,000 | $43.1M | 10.10% | 00.0% | Unchanged |
| Allen Investment Management LLC | 414,733 | $44.7M | 0.52% | +49,816+13.7% | Added |
| National Pension Service | 431,180 | $46.4M | 0.04% | −40,743−8.6% | Reduced |
| Balyasny Asset Management LLC | 439,062 | $47.3M | 0.11% | +436,451+16,715.9% | Added |
| Raymond James Financial Inc | 443,709 | $47.8M | 0.02% | +443,709 | New |
| California Public Employees Retirement System | 462,015 | $49.7M | 0.03% | −30,790−6.2% | Reduced |
| California State Teachers Retirement System | 463,731 | $49.9M | 0.06% | −9,312−2.0% | Reduced |
| Ameriprise Financial Inc | 504,029 | $54.3M | 0.01% | +146,389+40.9% | Added |
| Bessemer Group Inc | 594,219 | $64.0M | 0.10% | −10,902−1.8% | Reduced |
| Bank of America Corp | 651,521 | $70.2M | 0.01% | −188,944−22.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 655,725 | $70.6M | 0.16% | −30,956−4.5% | Reduced |
| Peregrine Capital Management LLC | 661,682 | $71.2M | 2.11% | +2,483+0.4% | Added |
| Nuveen Asset Management, LLC | 709,592 | $76.4M | 0.02% | +21,414+3.1% | Added |
| Lord, Abbett & Co. LLC | 734,457 | $79.1M | 0.25% | +734,457 | New |
| Goldman Sachs Group Inc | 757,883 | $81.6M | 0.02% | −101,338−11.8% | Reduced |
| Penserra Capital Management LLC | 763,133 | $82.2M | 1.50% | −91,384−10.7% | Reduced |
| Price T Rowe Associates Inc | 787,342 | $84.8M | 0.01% | −137,410−14.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 808,202 | $87.0M | 0.94% | −122,503−13.2% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 845,000 | $91.0M | 9.74% | −410,000−32.7% | Reduced |
| Swiss National Bank | 859,700 | $92.6M | 0.06% | −33,900−3.8% | Reduced |
| Pictet Asset Management Holding SA | 879,088 | $94.7M | 0.10% | +720,568+454.6% | Added |
| Bamco Inc | 897,555 | $96.6M | 0.25% | +47,075+5.5% | Added |
| Macquarie Group Ltd | 917,741 | $98.8M | 0.12% | +862,685+1,566.9% | Added |
| Fred Alger Management, LLC | 934,286 | $100.6M | 0.48% | +836,591+856.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 971,471 | $104.6M | 0.25% | −60,623−5.9% | Reduced |
| Amundi | 920,864 | $106.5M | 0.04% | +50,225+5.8% | Added |
| Squarepoint Ops LLC | 1,041,400 | $112.1M | 0.29% | −404,757−28.0% | Reduced |
| Invesco Ltd. | 1,078,921 | $116.2M | 0.02% | +804,059+292.5% | Added |
| Strategy Capital LLC | 1,167,240 | $125.7M | 10.23% | −40,728−3.4% | Reduced |
| Royal Bank of Canada | 1,215,056 | $130.8M | 0.03% | −26,687−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,221,760 | $131.6M | 0.02% | +63,945+5.5% | Added |
| Bank of New York Mellon Corp | 1,286,372 | $138.5M | 0.03% | +23,641+1.9% | Added |
| Point72 Asset Management, L.P. | 1,407,054 | $151.5M | 0.41% | +1,407,054 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,475,823 | $158.9M | 0.11% | −123,645−7.7% | Reduced |
| Citadel Advisors LLC | 1,579,828 | $170.1M | 0.16% | +873,711+123.7% | Added |
| Deutsche Bank AG | 1,582,790 | $170.4M | 0.07% | −26,301−1.6% | Reduced |
| Marshall Wace, LLP | 1,635,262 | $176.1M | 0.22% | −1,265,873−43.6% | Reduced |
| Northern Trust Corp | 1,849,143 | $199.1M | 0.03% | +219,764+13.5% | Added |
| UBS Group AG | 2,017,593 | $217.3M | 0.05% | +1,608,786+393.5% | Added |
| Gilder Gagnon Howe & Co LLC | 2,239,293 | $241.1M | 2.60% | −47,806−2.1% | Reduced |
| American Century Companies Inc | 2,257,601 | $243.1M | 0.14% | +1,017,399+82.0% | Added |
| Norges Bank | 2,317,462 | $249.5M | 0.03% | +98,819+4.5% | Added |
| UBS Asset Management Americas Inc | 2,342,967 | $252.3M | 0.06% | +174,682+8.1% | Added |
| Polar Capital Holdings Plc | 2,932,791 | $315.8M | 1.77% | −662,714−18.4% | Reduced |
| Voya Investment Management LLC | 3,065,588 | $330.1M | 0.34% | −66,416−2.1% | Reduced |
| 1832 Asset Management L.P. | 3,149,400 | $339.1M | 0.61% | +603,300+23.7% | Added |
| Franklin Resources Inc | 3,278,701 | $353.1M | 0.10% | +1,260,669+62.5% | Added |
| Legal & General Group Plc | 3,498,099 | $376.7M | 0.10% | −102,770−2.9% | Reduced |
| Geode Capital Management, LLC | 4,903,219 | $527.0M | 0.04% | +68,661+1.4% | Added |
| First Trust Advisors LP | 5,377,343 | $579.0M | 0.51% | −301,965−5.3% | Reduced |
| State Street Corp | 6,507,711 | $700.9M | 0.03% | +116,356+1.8% | Added |
| Sands Capital Management, LLC | 7,766,054 | $836.2M | 2.47% | +1,421,670+22.4% | Added |
| FMR LLC | 12,348,651 | $1.33B | 0.08% | +158,656+1.3% | Added |
| BlackRock, Inc. | 20,013,653 | $2.16B | 0.04% | +1,920,520+10.6% | Added |
| Morgan Stanley | 23,182,497 | $2.50B | 0.17% | −1,307,204−5.3% | Reduced |
| Vanguard Group Inc | 30,298,059 | $3.26B | 0.06% | −68,873−0.2% | Reduced |
| Baillie Gifford & Co | 31,884,160 | $3.43B | 2.64% | −626,432−1.9% | Reduced |
| Capital World Investors | 35,409,307 | $3.81B | 0.58% | +260,415+0.7% | Added |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −627,689−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −171,900−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −105,515−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −76,758−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −61,062−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −46,861−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −44,100−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −38,990−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −35,184−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −26,832−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −22,267−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −21,891−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −11,605−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −11,455−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,357−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −11,315−100.0% | Sold out |
| Firsthand Capital Management, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,029−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,330−100.0% | Sold out |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −8,312−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −7,464−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,274−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −5,824−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,449−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −4,681−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −3,636−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −3,550−100.0% | Sold out |