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 11 sales; 1,234 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, Q1 2025
Institutional positions in Cloudflare, Inc. as of Mar 31, 2025. 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
- 873
- +113 vs. Q4 2024
- Shares held
- 264.1M
- +1.10M (+0.4%) vs. Q4 2024
- Total value
- $29.8B
- +$1.42B (+5.0%) vs. Q4 2024
- New holders
- 190
- 345 more added
- Sold out
- 77
- 238 more reduced
14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $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, Q1 2025
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 34,567,917 | $3.90B | 0.63% | −841,390−2.4% | Reduced |
| Vanguard Group Inc | 30,836,909 | $3.48B | 0.06% | +538,850+1.8% | Added |
| Baillie Gifford & Co | 27,425,821 | $3.09B | 2.70% | −4,458,339−14.0% | Reduced |
| Morgan Stanley | 21,552,659 | $2.43B | 0.17% | −1,629,838−7.0% | Reduced |
| BlackRock, Inc. | 20,926,778 | $2.36B | 0.05% | +913,125+4.6% | Added |
| FMR LLC | 14,011,812 | $1.58B | 0.10% | +1,663,161+13.5% | Added |
| State Street Corp | 6,560,812 | $739.3M | 0.03% | +53,101+0.8% | Added |
| Sands Capital Management, LLC | 6,427,446 | $724.3M | 2.46% | −1,338,608−17.2% | Reduced |
| Geode Capital Management, LLC | 5,266,452 | $592.1M | 0.05% | +363,233+7.4% | Added |
| First Trust Advisors LP | 4,612,035 | $519.7M | 0.46% | −765,308−14.2% | Reduced |
| Franklin Resources Inc | 3,471,678 | $391.2M | 0.11% | +192,977+5.9% | Added |
| UBS Asset Management Americas Inc | 3,129,030 | $352.6M | 0.09% | +786,063+33.5% | Added |
| American Century Companies Inc | 3,037,420 | $342.3M | 0.21% | +779,819+34.5% | Added |
| Legal & General Group Plc | 3,025,948 | $341.0M | 0.09% | −472,151−13.5% | Reduced |
| Voya Investment Management LLC | 2,615,347 | $294.7M | 0.33% | −450,241−14.7% | Reduced |
| JPMorgan Chase & Co | 2,444,898 | $275.5M | 0.02% | +2,278,287+1,367.4% | Added |
| Polar Capital Holdings Plc | 2,270,357 | $255.8M | 1.58% | −662,434−22.6% | Reduced |
| Norges Bank | 2,255,812 | $254.2M | 0.04% | −61,650−2.7% | Reduced |
| 1832 Asset Management L.P. | 2,081,400 | $234.6M | 0.45% | −1,068,000−33.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,981,673 | $223.3M | 2.92% | −257,620−11.5% | Reduced |
| Northern Trust Corp | 1,880,888 | $212.0M | 0.03% | +31,745+1.7% | Added |
| Invesco Ltd. | 1,475,007 | $166.2M | 0.03% | +396,086+36.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,407,931 | $158.7M | 0.11% | −67,892−4.6% | Reduced |
| Two Sigma Investments, LP | 1,384,017 | $156.0M | 0.34% | +1,058,703+325.4% | Added |
| Deutsche Bank AG | 1,312,267 | $147.9M | 0.06% | −270,523−17.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,312,016 | $147.9M | 0.03% | +90,256+7.4% | Added |
| Qube Research & Technologies Ltd | 1,270,548 | $143.2M | 0.22% | +1,270,548 | New |
| Pictet Asset Management Holding SA | 1,254,799 | $141.5M | 0.16% | +375,711+42.7% | Added |
| Bank of New York Mellon Corp | 1,237,248 | $139.4M | 0.03% | −49,124−3.8% | Reduced |
| Goldman Sachs Group Inc | 1,170,385 | $131.9M | 0.03% | +412,502+54.4% | Added |
| Strategy Capital LLC | 1,115,568 | $125.7M | 11.79% | −51,672−4.4% | Reduced |
| Raymond James Financial Inc | 1,097,235 | $123.6M | 0.05% | +653,526+147.3% | Added |
| Royal Bank of Canada | 1,043,382 | $117.6M | 0.03% | −171,674−14.1% | Reduced |
| Amundi | 1,090,510 | $117.1M | 0.04% | +169,646+18.4% | Added |
| UBS Group AG | 1,007,230 | $113.5M | 0.03% | −1,010,363−50.1% | Reduced |
| Macquarie Group Ltd | 942,249 | $106.2M | 0.13% | +24,508+2.7% | Added |
| Price T Rowe Associates Inc | 935,920 | $105.5M | 0.01% | +148,578+18.9% | Added |
| Lord, Abbett & Co. LLC | 887,935 | $100.1M | 0.36% | +153,478+20.9% | Added |
| Swiss National Bank | 862,200 | $97.2M | 0.07% | +2,500+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 837,960 | $94.4M | 0.25% | −133,511−13.7% | Reduced |
| Bamco Inc | 834,882 | $94.1M | 0.28% | −62,673−7.0% | Reduced |
| Squarepoint Ops LLC | 813,911 | $91.7M | 0.22% | −227,489−21.8% | Reduced |
| Bank of America Corp | 810,652 | $91.4M | 0.01% | +159,131+24.4% | Added |
| Voloridge Investment Management, LLC | 804,645 | $90.7M | 0.34% | +804,645 | New |
| Arrowstreet Capital, Limited Partnership | 794,456 | $89.5M | 0.07% | +562,320+242.2% | Added |
| Nuveen, LLC | 782,707 | $88.2M | 0.03% | +782,707 | New |
| Two Sigma Advisers, LP | 773,000 | $87.1M | 0.20% | +683,000+758.9% | Added |
| Fred Alger Management, LLC | 765,857 | $86.3M | 0.49% | −168,429−18.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 729,812 | $82.2M | 1.06% | −78,390−9.7% | Reduced |
| Penserra Capital Management LLC | 671,088 | $75.6M | 1.35% | −92,045−12.1% | Reduced |
| Ameriprise Financial Inc | 616,151 | $74.5M | 0.02% | +112,122+22.2% | Added |
| Jane Street Group, LLC | 649,657 | $73.2M | 0.13% | +626,040+2,650.8% | Added |
| Select Equity Group, L.P. | 643,143 | $72.5M | 0.32% | +643,143 | New |
| Peregrine Capital Management LLC | 636,827 | $71.8M | 2.38% | −24,855−3.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 604,245 | $68.1M | 0.17% | −51,480−7.9% | Reduced |
| Bessemer Group Inc | 598,080 | $67.4M | 0.12% | +3,861+0.6% | Added |
| Marshall Wace, LLP | 583,559 | $65.8M | 0.09% | −1,051,703−64.3% | Reduced |
| Artisan Partners Limited Partnership | 480,003 | $54.1M | 0.09% | +480,003 | New |
| California Public Employees Retirement System | 467,167 | $52.6M | 0.04% | +5,152+1.1% | Added |
| Citadel Advisors LLC | 466,140 | $52.5M | 0.05% | −1,113,688−70.5% | Reduced |
| California State Teachers Retirement System | 464,813 | $52.4M | 0.06% | +1,082+0.2% | Added |
| Allen Investment Management LLC | 451,949 | $50.9M | 0.59% | +37,216+9.0% | Added |
| Alfreton Capital LLP | 430,000 | $48.5M | 15.39% | +430,000 | New |
| National Pension Service | 425,173 | $47.9M | 0.05% | −6,007−1.4% | Reduced |
| Rhumbline Advisers | 401,846 | $45.3M | 0.04% | +4,195+1.1% | Added |
| Dimensional Fund Advisors LP | 383,317 | $43.2M | 0.01% | +21,710+6.0% | Added |
| Man Group plc | 358,501 | $40.4M | 0.12% | +288,533+412.4% | Added |
| Allspring Global Investments Holdings, LLC | 344,957 | $39.9M | 0.07% | +344,957 | New |
| Great West Life Assurance Co | 344,391 | $38.8M | 0.07% | −19,924−5.5% | Reduced |
| Millennium Management LLC | 335,942 | $37.9M | 0.04% | +218,530+186.1% | Added |
| AQR Capital Management LLC | 342,817 | $37.3M | 0.04% | +135,637+65.5% | Added |
| Twinbeech Capital LP | 328,156 | $37.0M | 0.67% | +328,156 | New |
| Ensign Peak Advisors, Inc | 320,717 | $36.1M | 0.07% | +34,318+12.0% | Added |
| Massachusetts Financial Services Co | 318,705 | $35.9M | 0.01% | +318,705 | New |
| Whetstone Capital Advisors, LLC | 316,960 | $35.7M | 15.78% | −1,107−0.3% | Reduced |
| NZS Capital, LLC | 299,396 | $33.7M | 1.52% | +21,744+7.8% | Added |
| RPG Investment Advisory, LLC | 296,862 | $33.5M | 2.40% | +129,007+76.9% | Added |
| State Board of Administration of Florida Retirement System | 293,448 | $33.1M | 0.07% | −5,740−1.9% | Reduced |
| SEI Investments Co | 290,260 | $32.7M | 0.04% | +71,170+32.5% | Added |
| Point72 Asset Management, L.P. | 281,483 | $31.7M | 0.09% | −1,125,571−80.0% | Reduced |
| Capital Fund Management S.A. | 274,107 | $30.9M | 0.39% | −40,680−12.9% | Reduced |
| Alliancebernstein L.P. | 269,274 | $30.3M | 0.01% | +25,049+10.3% | Added |
| Wells Fargo & Company | 260,797 | $29.4M | 0.01% | +12,794+5.2% | Added |
| Parallax Volatility Advisers, L.P. | 258,329 | $29.1M | 0.94% | −47,252−15.5% | Reduced |
| Mizuho Markets Americas LLC | 258,058 | $29.1M | 0.63% | +71,505+38.3% | Added |
| Kodai Capital Management LP | 254,642 | $28.7M | 1.14% | +118,569+87.1% | Added |
| Schonfeld Strategic Advisors LLC | 254,199 | $28.6M | 0.19% | +242,378+2,050.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 246,861 | $27.8M | 0.03% | +23,545+10.5% | Added |
| Teachers Retirement System of the State of Kentucky | 245,281 | $27.6M | 0.25% | +29,200+13.5% | Added |
| Kames Capital plc | 239,863 | $27.0M | 0.39% | −155,440−39.3% | Reduced |
| Pinebridge Investments, L.P. | 238,046 | $26.8M | 0.22% | +6,813+2.9% | Added |
| Wim Investment Management Ltd | 237,249 | $26.7M | 11.16% | 00.0% | Unchanged |
| Korea Investment CORP | 233,156 | $26.3M | 0.06% | +12,194+5.5% | Added |
| Russell Investments Group, Ltd. | 228,599 | $25.8M | 0.04% | +47,306+26.1% | Added |
| Barclays PLC | 220,615 | $24.9M | 0.01% | −62,514−22.1% | Reduced |
| Asset Management One Co.,Ltd. | 220,107 | $24.8M | 0.09% | −10,200−4.4% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 219,138 | $24.7M | 0.25% | −130,712−37.4% | Reduced |
| Schroder Investment Management Group | 208,901 | $24.0M | 0.02% | −119,013−36.3% | Reduced |
| Canada Pension Plan Investment Board | 205,603 | $23.2M | 0.02% | −402−0.2% | Reduced |
| Envestnet Asset Management Inc | 203,450 | $22.9M | 0.01% | +2,936+1.5% | Added |