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 |
|---|---|---|---|---|---|
| Nia Impact Advisors, LLC | 41,911 | $4.51M | 1.47% | +2,916+7.5% | Added |
| Evercore Wealth Management, LLC | 41,500 | $4.47M | 0.07% | 00.0% | Unchanged |
| KBC Group NV | 40,655 | $4.38M | 0.01% | +3,418+9.2% | Added |
| Walleye Capital LLC | 40,490 | $4.36M | 0.04% | −87,058−68.3% | Reduced |
| Alight Capital Management LP | 40,000 | $4.31M | 1.45% | +40,000 | New |
| Nordea Investment Management AB | 39,776 | $4.31M | 0.00% | +261+0.7% | Added |
| Toronto Dominion Bank | 39,763 | $4.28M | 0.01% | +2,605+7.0% | Added |
| Quantinno Capital Management LP | 39,575 | $4.26M | 0.04% | +9,482+31.5% | Added |
| Nomura Holdings Inc | 39,493 | $4.25M | 0.02% | −50,184−56.0% | Reduced |
| Fieldview Capital Management, LLC | 38,492 | $4.14M | 0.64% | +38,492 | New |
| Robeco Schweiz AG | 38,000 | $4.09M | 0.09% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 36,377 | $4.02M | 0.02% | +551+1.5% | Added |
| TownSquare Capital, LLC | 36,802 | $3.96M | 0.04% | −5,118−12.2% | Reduced |
| Private Advisory Group LLC | 36,346 | $3.91M | 0.44% | +2,465+7.3% | Added |
| US Bancorp | 35,828 | $3.86M | 0.01% | +908+2.6% | Added |
| Readystate Asset Management LP | 35,679 | $3.84M | 0.16% | −79,321−69.0% | Reduced |
| Taylor Frigon Capital Management LLC | 35,441 | $3.82M | 1.93% | −7,280−17.0% | Reduced |
| Norden Group LLC | 34,423 | $3.71M | 0.42% | −4,949−12.6% | Reduced |
| JustInvest LLC | 34,252 | $3.69M | 0.06% | +2,000+6.2% | Added |
| Van Eck Associates Corp | 33,972 | $3.66M | 0.00% | −29,210−46.2% | Reduced |
| Creative Planning | 33,697 | $3.63M | 0.00% | +2,178+6.9% | Added |
| Fifth Third Wealth Advisors LLC | 33,091 | $3.56M | 0.19% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,975 | $3.55M | 0.01% | +3,837+13.2% | Added |
| EFG Asset Management (North America) Corp. | 32,706 | $3.52M | 0.48% | +1,052+3.3% | Added |
| Janney Montgomery Scott LLC | 32,153 | $3.46M | 0.01% | +5,130+19.0% | Added |
| Y.D. More Investments Ltd | 32,021 | $3.45M | 0.31% | −437−1.3% | Reduced |
| Consolidated Press International Holdings Ltd | 31,730 | $3.42M | 0.51% | −661−2.0% | Reduced |
| Soltis Investment Advisors LLC | 31,576 | $3.40M | 0.31% | +145+0.5% | Added |
| Executive Wealth Management, LLC | 31,335 | $3.37M | 0.26% | −2,357−7.0% | Reduced |
| Ci Investments Inc. | 31,337 | $3.37M | 0.01% | +7,613+32.1% | Added |
| Titleist Asset Management, LLC | 30,997 | $3.34M | 0.38% | −20,602−39.9% | Reduced |
| Public Employees Retirement Association of Colorado | 30,755 | $3.31M | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 30,719 | $3.31M | 0.01% | +30,511+14,668.8% | Added |
| MML Investors Services, LLC | 30,658 | $3.30M | 0.01% | +2,186+7.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 30,652 | $3.30M | 0.01% | +5,638+22.5% | Added |
| Interval Partners, LP | 30,581 | $3.29M | 0.08% | +30,581 | New |
| Federation des caisses Desjardins du Quebec | 29,204 | $3.14M | 0.02% | −8,644−22.8% | Reduced |
| Lountzis Asset Management, LLC | 28,992 | $3.12M | 1.32% | −671−2.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 28,757 | $3.10M | 0.60% | +1,553+5.7% | Added |
| Bearing Point Capital, LLC | 28,556 | $3.07M | 0.64% | +28,556 | New |
| Sepio Capital, LP | 28,356 | $3.05M | 0.24% | +1,140+4.2% | Added |
| Independent Advisor Alliance | 28,292 | $3.05M | 0.04% | +130+0.5% | Added |
| Ethic Inc. | 28,117 | $3.03M | 0.06% | +5,068+22.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 28,015 | $3.02M | 0.03% | +73+0.3% | Added |
| Jasper Ridge Partners, L.P. | 27,835 | $3.00M | 0.09% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 27,758 | $2.99M | 0.57% | +496+1.8% | Added |
| Vident Advisory, LLC | 27,591 | $2.97M | 0.05% | +8,239+42.6% | Added |
| Mercer Global Advisors Inc | 27,565 | $2.97M | 0.01% | −2,827−9.3% | Reduced |
| SWS Partners | 27,515 | $2.96M | 0.90% | −1,942−6.6% | Reduced |
| Swedbank AB | 27,043 | $2.91M | 0.00% | +8,102+42.8% | Added |
| Pathstone Holdings, LLC | 26,763 | $2.88M | 0.01% | +2,662+11.0% | Added |
| Wealthfront Advisers LLC | 26,439 | $2.85M | 0.01% | +2,049+8.4% | Added |
| Elo Mutual Pension Insurance Co | 26,023 | $2.80M | 0.06% | −721−2.7% | Reduced |
| Clear Harbor Asset Management, LLC | 24,717 | $2.66M | 0.21% | −265−1.1% | Reduced |
| Castle Rock Wealth Management, LLC | 15,474 | $2.65M | 0.63% | −5,991−27.9% | Reduced |
| Kestra Advisory Services, LLC | 24,433 | $2.63M | 0.01% | +1,586+6.9% | Added |
| Allianz Asset Management GmbH | 24,412 | $2.63M | 0.00% | −3,426−12.3% | Reduced |
| Rafferty Asset Management, LLC | 24,040 | $2.59M | 0.01% | +2,053+9.3% | Added |
| Prescott Group Capital Management, L.L.C. | 24,000 | $2.58M | 0.35% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 23,992 | $2.58M | 0.02% | +3,411+16.6% | Added |
| Tredje AP-fonden | 23,961 | $2.58M | 0.02% | −23,960−50.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 23,960 | $2.58M | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 23,179 | $2.56M | 0.01% | −1,921−7.7% | Reduced |
| TrueMark Investments, LLC | 23,637 | $2.55M | 0.81% | −1,948−7.6% | Reduced |
| Deane Retirement Strategies, Inc. | 23,623 | $2.54M | 1.28% | +23,623 | New |
| Jane Street Group, LLC | 23,617 | $2.54M | 0.00% | −71,323−75.1% | Reduced |
| Daiwa Securities Group Inc. | 23,552 | $2.54M | 0.01% | +800+3.5% | Added |
| BCJ Capital Management, LLC | 23,123 | $2.49M | 0.19% | −57,385−71.3% | Reduced |
| Gulf International Bank (UK) Ltd | 22,605 | $2.43M | 0.06% | −224−1.0% | Reduced |
| Groupama Asset Managment | – | $2.40M | 0.05% | – | New |
| Janus Henderson Group PLC | 22,031 | $2.37M | 0.00% | +475+2.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 22,000 | $2.37M | 1.37% | −2,000−8.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 20,584 | $2.36M | 0.03% | +17,942+679.1% | Added |
| CI Private Wealth, LLC | 21,535 | $2.32M | 0.00% | −1,309−5.7% | Reduced |
| D.A. Davidson & Co. | 21,075 | $2.27M | 0.02% | +106+0.5% | Added |
| Viking Fund Management LLC | 21,000 | $2.26M | 0.35% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 20,529 | $2.21M | 0.40% | +1,798+9.6% | Added |
| Natixis | 20,384 | $2.19M | 0.01% | −11,788−36.6% | Reduced |
| Jupiter Asset Management Ltd | 20,015 | $2.16M | 0.02% | +20,015 | New |
| Amalgamated Bank | 20,002 | $2.15M | 0.02% | +107+0.5% | Added |
| Swiss Life Asset Management Ltd | 20,010 | $2.15M | 0.02% | +14,932+294.1% | Added |
| Ardsley Advisory Partners LP | 20,000 | $2.14M | 0.41% | +20,000 | New |
| B. Metzler seel. Sohn & Co. AG | 19,690 | $2.12M | 0.02% | +12,379+169.3% | Added |
| PDT Partners, LLC | 19,526 | $2.10M | 0.19% | −30,343−60.8% | Reduced |
| Beacon Pointe Advisors, LLC | 19,362 | $2.08M | 0.02% | −354−1.8% | Reduced |
| AustralianSuper Pty Ltd | 18,508 | $1.99M | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 18,485 | $1.99M | 0.01% | −421−2.2% | Reduced |
| Alps Advisors Inc | 18,265 | $1.97M | 0.01% | −4,340−19.2% | Reduced |
| MYDA Advisors LLC | 18,000 | $1.94M | 0.55% | −25,700−58.8% | Reduced |
| Nwi Management LP | 18,000 | $1.94M | 0.15% | 00.0% | Unchanged |
| Cerity Partners LLC | 18,679 | $1.90M | 0.00% | +263+1.4% | Added |
| Fortis Group Advisors, LLC | 17,520 | $1.89M | 0.35% | +17,365+11,203.2% | Added |
| Wolverine Trading, LLC | 17,219 | $1.88M | 0.04% | +8,691+101.9% | Added |
| MBM Wealth Consultants, LLC | 16,598 | $1.87M | 0.56% | +65+0.4% | Added |
| Foundations Investment Advisors, LLC | 17,285 | $1.86M | 0.04% | +17,285 | New |
| Nisa Investment Advisors, LLC | 17,275 | $1.86M | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 17,256 | $1.86M | 0.38% | −838−4.6% | Reduced |
| Knollwood Investment Advisory, LLC | 16,800 | $1.81M | 0.19% | 00.0% | Unchanged |
| Toroso Investments, LLC | 16,768 | $1.81M | 0.01% | −6,470−27.8% | Reduced |
| ARS Investment Partners, LLC | 16,376 | $1.76M | 0.16% | 00.0% | Unchanged |