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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 179,271 | $18.6M | 0.05% | +162,691+981.2% | Added |
| State of Wisconsin Investment Board | 167,964 | $18.1M | 0.05% | −2,032−1.2% | Reduced |
| RPG Investment Advisory, LLC | 167,855 | $18.1M | 2.42% | +838+0.5% | Added |
| JPMorgan Chase & Co | 166,611 | $17.9M | 0.00% | −118,597−41.6% | Reduced |
| 12 West Capital Management LP | 165,000 | $17.8M | 1.86% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 158,627 | $17.1M | 0.90% | +6,981+4.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 156,448 | $16.8M | 0.03% | +156,448 | New |
| Alberta Investment Management Corp | 153,405 | $16.5M | 0.11% | −51,500−25.1% | Reduced |
| Bank of Montreal | 145,645 | $15.7M | 0.01% | −127,383−46.7% | Reduced |
| Royal London Asset Management Ltd | 141,891 | $15.3M | 0.04% | +20,990+17.4% | Added |
| Danske Bank A/S | 141,626 | $15.3M | 0.05% | +27,596+24.2% | Added |
| Citigroup Inc | 141,287 | $15.2M | 0.01% | −71,922−33.7% | Reduced |
| Parnassus Investments | 137,143 | $14.8M | 0.03% | −1,267−0.9% | Reduced |
| Kodai Capital Management LP | 136,073 | $14.7M | 0.60% | −30,531−18.3% | Reduced |
| Verition Fund Management LLC | 135,243 | $14.6M | 0.07% | +111,029+458.5% | Added |
| Treasurer of the State of North Carolina | 131,876 | $14.2M | 0.06% | +830+0.6% | Added |
| Forte Capital LLC | 131,835 | $14.2M | 1.60% | −2,128−1.6% | Reduced |
| Capital International Ltd | 129,505 | $13.9M | 0.57% | +3,423+2.7% | Added |
| Los Angeles Capital Management LLC | 127,822 | $13.8M | 0.06% | −153,004−54.5% | Reduced |
| LPL Financial LLC | 122,171 | $13.2M | 0.01% | +3,989+3.4% | Added |
| Cinctive Capital Management LP | 121,891 | $13.1M | 0.71% | +121,891 | New |
| Generate Investment Management Ltd | 120,229 | $12.9M | 0.91% | +120,229 | New |
| Credit Agricole S A | 119,026 | $12.8M | 0.04% | −18,986−13.8% | Reduced |
| Millennium Management LLC | 117,412 | $12.6M | 0.01% | −179,058−60.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 115,400 | $12.4M | 0.08% | +1,900+1.7% | Added |
| Vontobel Holding Ltd. | 113,356 | $12.2M | 0.04% | −149,425−56.9% | Reduced |
| Storebrand Asset Management AS | 111,830 | $12.0M | 0.04% | +261+0.2% | Added |
| State of New Jersey Common Pension Fund D | 110,832 | $11.9M | 0.05% | 00.0% | Unchanged |
| LMR Partners LLP | 110,000 | $11.8M | 0.21% | +110,000 | New |
| KLP Kapitalforvaltning AS | 109,900 | $11.8M | 0.06% | +109,900 | New |
| Picton Mahoney Asset Management | 108,017 | $11.6M | 0.44% | +30,481+39.3% | Added |
| Davis-Rea Ltd. | 107,926 | $11.6M | 5.88% | −44,130−29.0% | Reduced |
| Capital International Inc | 107,398 | $11.6M | 0.14% | +7,083+7.1% | Added |
| Mariner, LLC | 105,522 | $11.4M | 0.02% | +1,509+1.5% | Added |
| Sandler Capital Management | 104,368 | $11.2M | 1.84% | +104,368 | New |
| Public Employees Retirement System of Ohio | 103,027 | $11.1M | 0.04% | −5,898−5.4% | Reduced |
| RMB Capital Management, LLC | 101,199 | $10.9M | 0.25% | +6,378+6.7% | Added |
| Caisse de Depot Et Placement du Quebec | 98,002 | $10.6M | 0.02% | +98,002 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 97,424 | $10.5M | 0.11% | −14,566−13.0% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 97,505 | $10.5M | 0.06% | +97,505 | New |
| Baker Chad R | 95,900 | $10.3M | 2.02% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 95,198 | $10.3M | 0.06% | −3,680−3.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 91,669 | $9.87M | 0.03% | −1,317−1.4% | Reduced |
| Tiaa Trust, National Association | 90,559 | $9.75M | 0.03% | +90,559 | New |
| Two Sigma Advisers, LP | 90,000 | $9.69M | 0.02% | −826,100−90.2% | Reduced |
| Berkshire Capital Holdings Inc | 88,570 | $9.54M | 3.45% | +88,560+885,600.0% | Added |
| Arizona State Retirement System | 88,347 | $9.51M | 0.06% | +2,085+2.4% | Added |
| ExodusPoint Capital Management, LP | 86,218 | $9.28M | 0.10% | +86,218 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 83,689 | $9.01M | 0.03% | +1,360+1.7% | Added |
| Nomura Asset Management Co Ltd | 83,680 | $9.01M | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 82,235 | $8.86M | 0.01% | −1,827−2.2% | Reduced |
| Erste Asset Management GmbH | 80,950 | $8.83M | 0.11% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 80,718 | $8.69M | 1.00% | 00.0% | Unchanged |
| Avalon Global Asset Management LLC | 80,400 | $8.66M | 2.43% | −20,000−19.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 79,627 | $8.57M | 0.14% | +79,627 | New |
| Cetera Investment Advisers | 79,203 | $8.53M | 0.02% | +4,518+6.0% | Added |
| Victory Capital Management Inc | 78,885 | $8.49M | 0.01% | −1,251−1.6% | Reduced |
| TD Asset Management Inc | 78,576 | $8.46M | 0.01% | +5,223+7.1% | Added |
| Principal Financial Group Inc | 76,485 | $8.24M | 0.00% | −5,772−7.0% | Reduced |
| Truist Financial Corp | 72,040 | $7.76M | 0.01% | +46,948+187.1% | Added |
| Atika Capital Management LLC | 71,800 | $7.73M | 1.00% | −15,200−17.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 71,128 | $7.66M | 0.08% | 00.0% | Unchanged |
| Maytus Capital Management, LLC | 70,000 | $7.54M | 2.63% | +10,000+16.7% | Added |
| Man Group plc | 69,968 | $7.53M | 0.02% | −293,640−80.8% | Reduced |
| Exchange Traded Concepts, LLC | 69,742 | $7.51M | 0.15% | −21,030−23.2% | Reduced |
| Square Peg Capital Pty Ltd | 67,008 | $7.22M | 6.62% | +67,008 | New |
| Candriam Luxembourg S.C.A. | 65,633 | $7.07M | 0.04% | −7,997−10.9% | Reduced |
| Standard Life Aberdeen plc | 64,152 | $6.99M | 0.01% | −12,618−16.4% | Reduced |
| Robocap Asset Management Ltd | 64,082 | $6.90M | 4.62% | +64,082 | New |
| Forsta Ap-Fonden | 63,300 | $6.82M | 0.05% | −1,100−1.7% | Reduced |
| LGT Group Foundation | 61,745 | $6.65M | 0.10% | +19,952+47.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 60,968 | $6.65M | 0.03% | +516+0.9% | Added |
| Woodline Partners LP | 61,646 | $6.64M | 0.04% | +61,646 | New |
| Privium Fund Management B.V. | 60,000 | $6.46M | 1.46% | 00.0% | Unchanged |
| Group One Trading, L.P. | 59,596 | $6.42M | 0.22% | +7,723+14.9% | Added |
| British Columbia Investment Management Corp | 58,274 | $6.27M | 0.04% | +8,029+16.0% | Added |
| Commonwealth Equity Services, LLC | 57,937 | $6.24M | 0.01% | +10,729+22.7% | Added |
| DekaBank Deutsche Girozentrale | 55,984 | $6.10M | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 55,406 | $5.97M | 0.05% | +3,210+6.1% | Added |
| IFM Investors Pty Ltd | 55,247 | $5.95M | 0.06% | −4,934−8.2% | Reduced |
| Davy Global Fund Management Ltd | 54,769 | $5.90M | 0.70% | −23,976−30.4% | Reduced |
| USS Investment Management Ltd | 54,221 | $5.84M | 0.04% | −6,209−10.3% | Reduced |
| Slow Capital, Inc. | 53,389 | $5.75M | 0.81% | +787+1.5% | Added |
| Archon Partners LLC | 53,000 | $5.71M | 0.66% | +53,000 | New |
| Rockefeller Capital Management L.P. | 52,371 | $5.64M | 0.01% | −2,798−5.1% | Reduced |
| Employees Retirement System of Texas | 52,087 | $5.61M | 0.05% | +6,381+14.0% | Added |
| Vestor Capital, LLC | 52,033 | $5.60M | 0.43% | +52,033 | New |
| DnB Asset Management AS | 51,393 | $5.53M | 0.02% | +3,824+8.0% | Added |
| Proem Advisors LLC | 50,000 | $5.38M | 2.46% | +50,000 | New |
| Strategic Planning Group, LLC | 49,641 | $5.35M | 0.98% | +907+1.9% | Added |
| Utah Retirement Systems | 49,562 | $5.34M | 0.06% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 48,381 | $5.21M | 0.05% | −576−1.2% | Reduced |
| CIBC World Markets Inc. | 48,330 | $5.20M | 0.01% | +11,897+32.7% | Added |
| Captrust Financial Advisors | 48,228 | $5.19M | 0.01% | +8,401+21.1% | Added |
| Lyell Wealth Management, LP | 47,558 | $5.12M | 0.46% | +7,291+18.1% | Added |
| Stifel Financial Corp | 47,050 | $5.07M | 0.01% | +11,011+30.6% | Added |
| Ambassador Advisors, LLC | 45,762 | $4.93M | 0.84% | +950+2.1% | Added |
| Oak Ridge Investments LLC | 45,627 | $4.91M | 0.39% | +45,627 | New |
| Police & Firemen's Retirement System of New Jersey | 43,607 | $4.70M | 0.05% | +43,607 | New |
| AIA Group Ltd | 42,954 | $4.63M | 0.11% | +10,075+30.6% | Added |