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, 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
- 872
- +114 vs. Q4 2024
- Shares held
- 264.1M
- +1.11M (+0.4%) vs. Q4 2024
- Total value
- $29.8B
- +$1.42B (+5.0%) vs. Q4 2024
- New holders
- 190
- 344 more added
- Sold out
- 76
- 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 | 1,228 | $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, 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 |
|---|---|---|---|---|---|
| Warm Springs Advisors Inc. | 12,198 | $1.37M | 1.38% | −3,000−19.7% | Reduced |
| Jackson Square Capital, LLC | 12,285 | $1.38M | 0.45% | +1,038+9.2% | Added |
| Acadian Asset Management LLC | 12,452 | $1.40M | 0.00% | +10,502+538.6% | Added |
| Farther Finance Advisors, LLC | 12,114 | $1.40M | 0.04% | +291+2.5% | Added |
| Investment Management Corp of Ontario | 12,508 | $1.41M | 0.03% | +100+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 12,641 | $1.42M | 0.00% | +757+6.4% | Added |
| Connective Capital Management, LLC | 12,682 | $1.43M | 1.32% | +12,682 | New |
| Pier 88 Investment Partners LLC | 12,720 | $1.43M | 0.28% | −3,200−20.1% | Reduced |
| M&T Bank Corp | 12,729 | $1.43M | 0.01% | −979−7.1% | Reduced |
| CIBC Asset Management Inc | 12,875 | $1.45M | 0.00% | +755+6.2% | Added |
| Comerica Bank | 12,947 | $1.46M | 0.01% | +4,091+46.2% | Added |
| Grandview Asset Management LLC | 13,206 | $1.49M | 0.57% | +1,234+10.3% | Added |
| Hancock Whitney Corp | 13,410 | $1.51M | 0.05% | +13,410 | New |
| Toroso Investments, LLC | 13,423 | $1.51M | 0.01% | −3,345−19.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 13,432 | $1.51M | 0.00% | +654+5.1% | Added |
| NTV Asset Management LLC | 13,700 | $1.54M | 0.21% | +11,700+585.0% | Added |
| Prudential Financial Inc | 13,713 | $1.55M | 0.00% | +5,150+60.1% | Added |
| CIBC World Markets Corp | 13,911 | $1.57M | 0.01% | +140+1.0% | Added |
| Maryland State Retirement & Pension System | 14,017 | $1.58M | 0.04% | −1,994−12.5% | Reduced |
| Blue Barn Wealth, LLC | 14,322 | $1.61M | 0.84% | +12+0.1% | Added |
| Black Swift Group, LLC | 14,350 | $1.62M | 0.37% | +14,350 | New |
| Manufacturers Life Insurance Company, The | 14,368 | $1.62M | 0.00% | +250+1.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 14,458 | $1.63M | 0.02% | −5,232−26.6% | Reduced |
| Numerai GP LLC | 14,505 | $1.63M | 0.31% | +14,505 | New |
| Ieq Capital, LLC | 14,860 | $1.67M | 0.01% | +11,214+307.6% | Added |
| Azzad Asset Management Inc | 14,923 | $1.68M | 0.20% | +4,130+38.3% | Added |
| Soviero Asset Management, LP | 15,000 | $1.69M | 1.97% | +15,000 | New |
| Geneos Wealth Management Inc. | 15,112 | $1.70M | 0.06% | +2,540+20.2% | Added |
| Ilex Capital Partners (UK) LLP | 15,140 | $1.71M | 0.07% | +15,140 | New |
| Colony Group, LLC | 15,321 | $1.73M | 0.00% | +1,669+12.2% | Added |
| Lido Advisors, LLC | 15,566 | $1.75M | 0.01% | +12,417+394.3% | Added |
| ARS Investment Partners, LLC | 16,376 | $1.76M | 0.16% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,695 | $1.77M | 0.01% | +6,030+62.4% | Added |
| Bayesian Capital Management, LP | 15,884 | $1.79M | 0.30% | +15,884 | New |
| MBM Wealth Consultants, LLC | 15,969 | $1.80M | 0.53% | −629−3.8% | Reduced |
| Rafferty Asset Management, LLC | 16,033 | $1.81M | 0.01% | −8,007−33.3% | Reduced |
| Motley Fool Asset Management LLC | 16,061 | $1.81M | 0.10% | +11,006+217.7% | Added |
| Aster Capital Management (DIFC) Ltd | 12,509 | $1.82M | 0.34% | +12,509 | New |
| Global Wealth Management Investment Advisory, Inc. | 16,309 | $1.84M | 0.37% | −947−5.5% | Reduced |
| Oppenheimer & Co Inc | 16,344 | $1.84M | 0.03% | +1,059+6.9% | Added |
| Highland Capital Management, LLC | 16,541 | $1.86M | 0.11% | +11,341+218.1% | Added |
| Nia Impact Advisors, LLC | 16,594 | $1.87M | 0.69% | −25,317−60.4% | Reduced |
| Knollwood Investment Advisory, LLC | 16,800 | $1.89M | 0.21% | 00.0% | Unchanged |
| RFG Advisory, LLC | 16,972 | $1.91M | 0.05% | +7,156+72.9% | Added |
| Alps Advisors Inc | 17,205 | $1.94M | 0.01% | −1,060−5.8% | Reduced |
| Sona Asset Management (US) LLC | 17,600 | $1.98M | 0.08% | +17,600 | New |
| Gulf International Bank (UK) Ltd | 17,659 | $1.99M | 0.07% | −4,946−21.9% | Reduced |
| Nisa Investment Advisors, LLC | 17,675 | $1.99M | 0.01% | +400+2.3% | Added |
| Foundations Investment Advisors, LLC | 17,859 | $2.01M | 0.04% | +574+3.3% | Added |
| CI Private Wealth, LLC | 17,943 | $2.02M | 0.00% | −3,592−16.7% | Reduced |
| Profund Advisors LLC | 17,948 | $2.02M | 0.09% | +5,180+40.6% | Added |
| Nwi Management LP | 18,000 | $2.03M | 0.27% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 12,264 | $2.03M | 0.11% | +12,264 | New |
| Mackenzie Financial Corp | 18,088 | $2.04M | 0.00% | +3,447+23.5% | Added |
| Leonteq Securities AG | 18,190 | $2.05M | 0.16% | +12,041+195.8% | Added |
| Taylor Frigon Capital Management LLC | 18,341 | $2.08M | 1.24% | −17,100−48.2% | Reduced |
| AustralianSuper Pty Ltd | 18,508 | $2.09M | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 18,669 | $2.10M | 0.03% | −8,922−32.3% | Reduced |
| MetLife Investment Management | 18,729 | $2.11M | 0.01% | +244+1.3% | Added |
| Donoghue Forlines LLC | 18,856 | $2.12M | 0.67% | +18,856 | New |
| Credit Agricole S A | 19,178 | $2.16M | 0.01% | −99,848−83.9% | Reduced |
| Beacon Pointe Advisors, LLC | 19,290 | $2.17M | 0.02% | −72−0.4% | Reduced |
| Silvant Capital Management LLC | 19,327 | $2.18M | 0.10% | +19,327 | New |
| ASR Vermogensbeheer N.V. | 19,542 | $2.20M | 0.03% | +19,542 | New |
| D.A. Davidson & Co. | 20,286 | $2.29M | 0.02% | −789−3.7% | Reduced |
| Blair William & Co | 20,625 | $2.32M | 0.01% | +15,726+321.0% | Added |
| Kentucky Retirement Systems | 20,788 | $2.34M | 0.07% | +20,788 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,047 | $2.34M | 0.02% | −76,377−78.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 20,936 | $2.36M | 0.15% | +20,936 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 20,970 | $2.36M | 0.81% | +16,900+415.2% | Added |
| Viking Fund Management LLC | 21,000 | $2.37M | 0.34% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 21,122 | $2.38M | 0.02% | +1,112+5.6% | Added |
| Cerity Partners LLC | 21,168 | $2.39M | 0.00% | +2,489+13.3% | Added |
| Amalgamated Bank | 21,402 | $2.41M | 0.02% | +1,400+7.0% | Added |
| Independent Financial Group, LLC | 21,470 | $2.42M | 0.08% | +12,950+152.0% | Added |
| Sandler Capital Management | 21,593 | $2.43M | 0.79% | −82,775−79.3% | Reduced |
| Vinva Investment Management Ltd | 21,440 | $2.46M | 0.10% | +6,153+40.2% | Added |
| TrueMark Investments, LLC | 21,993 | $2.48M | 0.65% | −1,644−7.0% | Reduced |
| Nicholas Investment Partners, LP | 22,109 | $2.49M | 0.26% | +11,519+108.8% | Added |
| Consolidated Press International Holdings Ltd | 22,157 | $2.50M | 0.46% | −9,573−30.2% | Reduced |
| Norden Group LLC | 22,717 | $2.56M | 0.29% | −11,706−34.0% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 22,800 | $2.57M | 1.63% | +800+3.6% | Added |
| SWS Partners | 22,948 | $2.59M | 0.85% | −4,567−16.6% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 22,951 | $2.59M | 0.05% | +22,951 | New |
| BCJ Capital Management, LLC | 22,986 | $2.59M | 0.19% | −137−0.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 23,100 | $2.60M | 0.04% | −860−3.6% | Reduced |
| Janney Montgomery Scott LLC | 23,680 | $2.67M | 0.01% | −8,473−26.4% | Reduced |
| Qsemble Capital Management, LP | 23,734 | $2.67M | 0.28% | +21,821+1,140.7% | Added |
| Tredje AP-fonden | 23,961 | $2.70M | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 23,971 | $2.70M | 0.02% | +17,034+245.6% | Added |
| Prescott Group Capital Management, L.L.C. | 24,000 | $2.70M | 0.39% | 00.0% | Unchanged |
| GWM Advisors LLC | 24,122 | $2.72M | 0.02% | +14,352+146.9% | Added |
| Main Management ETF Advisors, LLC | 24,514 | $2.76M | 0.18% | +24,514 | New |
| Daiwa Securities Group Inc. | 24,652 | $2.78M | 0.01% | +1,100+4.7% | Added |
| Fortis Group Advisors, LLC | 24,681 | $2.78M | 0.54% | +7,161+40.9% | Added |
| SPX Equities Gestao de Recursos Ltda | 25,000 | $2.82M | 0.36% | +25,000 | New |
| Clear Harbor Asset Management, LLC | 25,160 | $2.84M | 0.22% | +443+1.8% | Added |
| EFG Asset Management (Americas) Corp. | 25,248 | $2.85M | 0.58% | −3,509−12.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 25,326 | $2.86M | 0.01% | −3,878−13.3% | Reduced |
| Allianz Asset Management GmbH | 25,700 | $2.90M | 0.00% | +1,288+5.3% | Added |