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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 16,011 | $1.72M | 0.04% | −1,082−6.3% | Reduced |
| Pier 88 Investment Partners LLC | 15,920 | $1.71M | 0.34% | +300+1.9% | Added |
| Vinva Investment Management Ltd | 15,287 | $1.67M | 0.07% | +2,355+18.2% | Added |
| Sanctuary Advisors, LLC | 12,110 | $1.66M | 0.01% | −2,023−14.3% | Reduced |
| Oppenheimer & Co Inc | 15,285 | $1.65M | 0.02% | −140−0.9% | Reduced |
| Warm Springs Advisors Inc. | 15,198 | $1.64M | 1.52% | +15,198 | New |
| Mackenzie Financial Corp | 14,641 | $1.58M | 0.00% | +357+2.5% | Added |
| Old Well Partners, LLC | 14,400 | $1.55M | 2.96% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 14,310 | $1.54M | 0.81% | −120−0.8% | Reduced |
| Intech Investment Management LLC | 14,242 | $1.53M | 0.01% | +661+4.9% | Added |
| Manufacturers Life Insurance Company, The | 14,118 | $1.52M | 0.00% | −190−1.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 12,778 | $1.52M | 0.00% | +753+6.3% | Added |
| Virtu Financial LLC | 13,912 | $1.50M | 0.08% | −1,764−11.3% | Reduced |
| Advisor Group Holdings, Inc. | 14,796 | $1.49M | 0.00% | −3,991−21.2% | Reduced |
| CIBC World Markets Corp | 13,771 | $1.48M | 0.01% | −3,774−21.5% | Reduced |
| M&T Bank Corp | 13,708 | $1.48M | 0.00% | +1,363+11.0% | Added |
| Colony Group, LLC | 13,652 | $1.47M | 0.00% | +10,217+297.4% | Added |
| Avitas Wealth Management LLC | 13,593 | $1.46M | 0.20% | −75−0.5% | Reduced |
| Ring Mountain Capital, LLC | 13,328 | $1.44M | 0.96% | +13,328 | New |
| United Advisor Group, LLC | 12,975 | $1.40M | 0.28% | −500−3.7% | Reduced |
| Perigon Wealth Management, LLC | 12,113 | $1.39M | 0.03% | −2,456−16.9% | Reduced |
| Profund Advisors LLC | 12,768 | $1.37M | 0.05% | −212−1.6% | Reduced |
| Private Advisor Group, LLC | 12,686 | $1.37M | 0.01% | −1,272−9.1% | Reduced |
| Geneos Wealth Management Inc. | 12,572 | $1.35M | 0.05% | −43−0.3% | Reduced |
| Polymer Capital Management (HK) LTD | 12,541 | $1.35M | 0.24% | +6,291+100.7% | Added |
| Omers Administration Corp | 12,478 | $1.34M | 0.01% | +2,157+20.9% | Added |
| Investment Management Corp of Ontario | 12,408 | $1.34M | 0.04% | +2,414+24.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,136 | $1.31M | 0.01% | −133−1.1% | Reduced |
| CIBC Asset Management Inc | 12,120 | $1.31M | 0.00% | +1,491+14.0% | Added |
| Western Financial Corp | 12,046 | $1.30M | 0.71% | −94−0.8% | Reduced |
| Bradley Foster & Sargent Inc | 12,000 | $1.29M | 0.02% | +12,000 | New |
| Grandview Asset Management LLC | 11,972 | $1.29M | 0.47% | +1,698+16.5% | Added |
| Northwestern Mutual Wealth Management Co | 11,884 | $1.28M | 0.00% | −1,104−8.5% | Reduced |
| Summit Trail Advisors, LLC | 11,838 | $1.27M | 0.05% | +1,076+10.0% | Added |
| Farther Finance Advisors, LLC | 11,823 | $1.27M | 0.05% | −270−2.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,821 | $1.27M | 0.01% | −344,142−96.7% | Reduced |
| Bryce Point Capital, LLC | 11,820 | $1.27M | 0.37% | +11,820 | New |
| Aviva PLC | 11,560 | $1.24M | 0.00% | +133+1.2% | Added |
| CWM, LLC | 11,409 | $1.23M | 0.01% | +1,719+17.7% | Added |
| Westwood Holdings Group Inc. | 11,396 | $1.23M | 0.01% | −4,428−28.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $1.22M | 0.03% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 11,247 | $1.21M | 0.29% | +63+0.6% | Added |
| WCG Wealth Advisors LLC | 11,126 | $1.20M | 0.08% | +246+2.3% | Added |
| Proactive Wealth Strategies LLC | 10,920 | $1.18M | 0.61% | −700−6.0% | Reduced |
| Azzad Asset Management Inc | 10,793 | $1.16M | 0.22% | +10,793 | New |
| SBI Securities Co., Ltd. | 10,716 | $1.15M | 0.04% | +10,716 | New |
| Tokio Marine Asset Management Co Ltd | 10,688 | $1.15M | 0.04% | +750+7.5% | Added |
| Afg Fiduciary Services Limited Partnership | 10,010 | $1.15M | 0.82% | −2,481−19.9% | Reduced |
| Nicholas Investment Partners, LP | 10,590 | $1.14M | 0.10% | +5,515+108.7% | Added |
| Generali Asset Management SPA SGR | 10,524 | $1.13M | 0.03% | +10,524 | New |
| Commerce Bank | 10,273 | $1.11M | 0.01% | −128−1.2% | Reduced |
| Signaturefd, LLC | 10,211 | $1.10M | 0.02% | +124+1.2% | Added |
| Robeco Institutional Asset Management B.V. | 10,114 | $1.09M | 0.00% | −4,912−32.7% | Reduced |
| Park Avenue Securities LLC | 10,074 | $1.08M | 0.01% | −588−5.5% | Reduced |
| Harvest Fund Management Co., Ltd | 10,062 | $1.08M | 0.05% | +9,472+1,605.4% | Added |
| Cresset Asset Management, LLC | 10,037 | $1.08M | 0.01% | −10,190−50.4% | Reduced |
| Steel Peak Wealth Management LLC | 10,036 | $1.08M | 0.04% | 00.0% | Unchanged |
| Tairen Capital Ltd | 10,000 | $1.08M | 0.16% | −56,000−84.8% | Reduced |
| Malaga Cove Capital, LLC | 9,921 | $1.07M | 0.42% | −137−1.4% | Reduced |
| Brandywine Managers, LLC | 9,906 | $1.07M | 1.12% | 00.0% | Unchanged |
| Atom Investors LP | 9,885 | $1.06M | 0.13% | +395+4.2% | Added |
| Meitav Dash Investments Ltd | 9,740 | $1.06M | 0.02% | −2,160−18.2% | Reduced |
| RFG Advisory, LLC | 9,816 | $1.06M | 0.03% | +982+11.1% | Added |
| GWM Advisors LLC | 9,770 | $1.05M | 0.01% | +5,352+121.1% | Added |
| Advisory Resource Group | 9,703 | $1.04M | 0.22% | −2,908−23.1% | Reduced |
| SG Americas Securities, LLC | 9,665 | $1.04M | 0.00% | −16,275−62.7% | Reduced |
| Barings LLC | 9,657 | $1.04M | 0.02% | 00.0% | Unchanged |
| APG Asset Management US Inc. | 9,580 | $1.03M | 0.01% | +9,580 | New |
| Dynamic Technology Lab Private Ltd | 9,570 | $1.03M | 0.17% | −24,024−71.5% | Reduced |
| Green Alpha Advisors, LLC | 9,537 | $1.03M | 0.82% | −1,425−13.0% | Reduced |
| Frontier Capital Management Co LLC | 9,411 | $1.01M | 0.01% | +6,782+258.0% | Added |
| Neuberger Berman Group LLC | 9,385 | $1.01M | 0.00% | −1,365−12.7% | Reduced |
| Keystone Wealth Services, LLC | 9,348 | $1.01M | 0.27% | +1,075+13.0% | Added |
| Mediolanum International Funds Ltd | 9,247 | $1.01M | 0.01% | +1,713+22.7% | Added |
| Integrated Wealth Concepts LLC | 9,068 | $976.4K | 0.01% | +3,388+59.6% | Added |
| Triglav Skladi, D.O.O. | 9,000 | $969.1K | 0.08% | +9,000 | New |
| Allstate Corp | 8,934 | $962.0K | 0.03% | +8,934 | New |
| Sphera Management Technology Funds Ltd | 8,909 | $959.3K | 0.76% | +8,909 | New |
| Envestnet Portfolio Solutions, Inc. | 8,870 | $955.1K | 0.00% | +1,343+17.8% | Added |
| Comerica Bank | 8,856 | $953.6K | 0.00% | +764+9.4% | Added |
| National Bank of Canada | 8,650 | $931.6K | 0.00% | +358+4.3% | Added |
| Prudential Financial Inc | 8,563 | $922.1K | 0.00% | −1,352−13.6% | Reduced |
| Independent Financial Group, LLC | 8,520 | $917.4K | 0.03% | +725+9.3% | Added |
| Atlas Brown,Inc. | 8,503 | $915.6K | 0.31% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 8,328 | $896.0K | 0.07% | +8,328 | New |
| Institute for Wealth Management, LLC. | 8,308 | $894.6K | 0.11% | +40.0% | Added |
| Achmea Investment Management B.V. | 8,279 | $892.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 8,153 | $877.9K | 0.01% | +895+12.3% | Added |
| OV Management LLC | 8,144 | $876.9K | 0.41% | +458+6.0% | Added |
| DC Investments Management, LLC | 8,118 | $874.1K | 0.57% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 8,054 | $867.0K | 0.04% | −5,016−38.4% | Reduced |
| Texas Treasury Safekeeping Trust Co | 7,926 | $853.0K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 7,910 | $851.7K | 0.07% | −950−10.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 7,657 | $824.5K | 0.05% | +7,657 | New |
| Atria Wealth Solutions, Inc. | 7,502 | $807.8K | 0.01% | +1,559+26.2% | Added |
| Everence Capital Management Inc | 7,460 | $803.0K | 0.05% | +7,460 | New |
| Wealthedge Investment Advisors, LLC | 7,377 | $794.4K | 0.36% | +7,377 | New |
| Blueshift Asset Management, LLC | 7,285 | $784.4K | 0.29% | −32,388−81.6% | Reduced |
| Pitcairn Co | 7,267 | $782.5K | 0.05% | +3,069+73.1% | Added |
| Avantax Advisory Services, Inc. | 7,185 | $773.7K | 0.00% | −1,379−16.1% | Reduced |