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 |
|---|---|---|---|---|---|
| Sciencast Management LP | 25,800 | $2.91M | 0.67% | +25,800 | New |
| Entropy Technologies, LP | 26,044 | $2.93M | 0.29% | +26,044 | New |
| Janus Henderson Group PLC | 25,599 | $2.94M | 0.00% | +3,568+16.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,679 | $2.95M | 0.01% | +2,500+10.8% | Added |
| TownSquare Capital, LLC | 26,337 | $2.97M | 0.03% | −10,465−28.4% | Reduced |
| Sepio Capital, LP | 26,676 | $3.01M | 0.24% | −1,680−5.9% | Reduced |
| Kestra Advisory Services, LLC | 26,792 | $3.02M | 0.01% | +2,359+9.7% | Added |
| Advisor Group Holdings, Inc. | 27,044 | $3.05M | 0.01% | +12,248+82.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 27,048 | $3.05M | 0.62% | −710−2.6% | Reduced |
| Independent Advisor Alliance | 27,131 | $3.06M | 0.10% | −1,161−4.1% | Reduced |
| Wealthfront Advisers LLC | 27,447 | $3.09M | 0.01% | +1,008+3.8% | Added |
| Perigon Wealth Management, LLC | 27,600 | $3.11M | 0.08% | +15,487+127.9% | Added |
| IMC-Chicago, LLC | 27,699 | $3.12M | 0.12% | +27,699 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,757 | $3.13M | 0.03% | −258−0.9% | Reduced |
| Jasper Ridge Partners, L.P. | 27,835 | $3.14M | 0.10% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 28,002 | $3.16M | 0.06% | +22,812+439.5% | Added |
| Estate Counselors, LLC | 28,025 | $3.16M | 0.33% | +28,025 | New |
| Pathstone Holdings, LLC | 28,032 | $3.16M | 0.01% | +1,269+4.7% | Added |
| Mercer Global Advisors Inc | 29,054 | $3.27M | 0.01% | +1,489+5.4% | Added |
| Oribel Capital Management, LP | 29,100 | $3.28M | 0.41% | +29,100 | New |
| Point72 (DIFC) Ltd | 30,008 | $3.38M | 0.33% | +30,008 | New |
| Wiley Bros.-Aintree Capital, LLC | 29,688 | $3.41M | 0.04% | +9,104+44.2% | Added |
| Lountzis Asset Management, LLC | 28,558 | $3.46M | 1.31% | −434−1.5% | Reduced |
| Public Employees Retirement Association of Colorado | 30,755 | $3.47M | 0.01% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 31,153 | $3.51M | 0.58% | −1,553−4.7% | Reduced |
| Ethic Inc. | 30,449 | $3.52M | 0.07% | +2,332+8.3% | Added |
| Soltis Investment Advisors LLC | 31,671 | $3.57M | 0.32% | +95+0.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 32,268 | $3.64M | 0.01% | +1,616+5.3% | Added |
| O'Shaughnessy Asset Management, LLC | 32,414 | $3.65M | 0.03% | +8,422+35.1% | Added |
| OP Asset Management Ltd | 32,446 | $3.66M | 0.06% | +32,446 | New |
| Banque Cantonale Vaudoise | 32,601 | $3.67M | 0.16% | +32,601 | New |
| US Bancorp | 33,043 | $3.72M | 0.00% | −2,785−7.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 33,091 | $3.73M | 0.19% | 00.0% | Unchanged |
| MML Investors Services, LLC | 33,189 | $3.74M | 0.01% | +2,531+8.3% | Added |
| Evercore Wealth Management, LLC | 33,500 | $3.78M | 0.06% | −8,000−19.3% | Reduced |
| Strategic Planning Group, LLC | 33,962 | $3.83M | 0.75% | −15,679−31.6% | Reduced |
| Y.D. More Investments Ltd | 27,960 | $3.86M | 0.34% | −4,061−12.7% | Reduced |
| Walleye Capital LLC | 35,051 | $3.95M | 0.04% | −5,439−13.4% | Reduced |
| KP Management LLC | 35,286 | $3.98M | 1.53% | +35,286 | New |
| CIBC World Markets Inc. | 35,510 | $4.00M | 0.01% | −12,820−26.5% | Reduced |
| Robocap Asset Management Ltd | 35,636 | $4.02M | 3.00% | −28,446−44.4% | Reduced |
| Assetmark, Inc | 35,707 | $4.02M | 0.01% | +4,988+16.2% | Added |
| Atika Capital Management LLC | 36,000 | $4.06M | 0.62% | −35,800−49.9% | Reduced |
| Nissay Asset Management Corp | 37,005 | $4.17M | 0.03% | +628+1.7% | Added |
| Bearing Point Capital, LLC | 37,224 | $4.19M | 0.89% | +8,668+30.4% | Added |
| Interval Partners, LP | 37,914 | $4.27M | 0.15% | +7,333+24.0% | Added |
| Robeco Schweiz AG | 38,000 | $4.28M | 0.11% | 00.0% | Unchanged |
| Private Advisory Group LLC | 38,227 | $4.31M | 0.49% | +1,881+5.2% | Added |
| Ci Investments Inc. | 38,517 | $4.34M | 0.02% | +7,180+22.9% | Added |
| Nordea Investment Management AB | 40,368 | $4.38M | 0.00% | +592+1.5% | Added |
| Union Bancaire Privee, UBP SA | 40,846 | $4.51M | 0.09% | +40,846 | New |
| JustInvest LLC | 40,159 | $4.53M | 0.07% | +5,907+17.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 40,503 | $4.56M | 0.31% | +40,503 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,978 | $4.73M | 0.01% | +9,003+27.3% | Added |
| AIA Group Ltd | 42,954 | $4.84M | 0.12% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 43,868 | $4.94M | 0.86% | −1,894−4.1% | Reduced |
| AMJ Financial Wealth Management | 44,161 | $4.98M | 1.49% | +44,161 | New |
| Police & Firemen's Retirement System of New Jersey | 44,411 | $5.00M | 0.05% | +804+1.8% | Added |
| Teacher Retirement System of Texas | 44,679 | $5.03M | 0.02% | +41,832+1,469.3% | Added |
| FORA Capital, LLC | 45,082 | $5.08M | 0.52% | +45,082 | New |
| Creative Planning | 45,268 | $5.10M | 0.00% | +11,571+34.3% | Added |
| Andra AP-fonden | 45,697 | $5.15M | 0.08% | +45,697 | New |
| Toronto Dominion Bank | 45,948 | $5.18M | 0.01% | +6,185+15.6% | Added |
| Square Peg Capital Pty Ltd | 46,617 | $5.25M | 4.68% | −20,391−30.4% | Reduced |
| Quantinno Capital Management LP | 48,322 | $5.45M | 0.04% | +8,747+22.1% | Added |
| KBC Group NV | 49,451 | $5.57M | 0.02% | +8,796+21.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 50,000 | $5.63M | 0.05% | +50,000 | New |
| Utah Retirement Systems | 50,393 | $5.68M | 0.07% | +831+1.7% | Added |
| Lyell Wealth Management, LP | 50,748 | $5.72M | 0.53% | +3,190+6.7% | Added |
| Walleye Trading LLC | 50,973 | $5.74M | 0.16% | +50,973 | New |
| Davis-Rea Ltd. | 51,326 | $5.78M | 1.54% | −56,600−52.4% | Reduced |
| DnB Asset Management AS | 52,444 | $5.91M | 0.03% | +1,051+2.0% | Added |
| Vestor Capital, LLC | 53,082 | $5.98M | 0.49% | +1,049+2.0% | Added |
| DekaBank Deutsche Girozentrale | 54,576 | $6.06M | 0.01% | −1,408−2.5% | Reduced |
| Stifel Financial Corp | 53,957 | $6.08M | 0.01% | +6,907+14.7% | Added |
| Slow Capital, Inc. | 54,016 | $6.09M | 0.81% | +627+1.2% | Added |
| USS Investment Management Ltd | 54,167 | $6.10M | 0.05% | −54−0.1% | Reduced |
| Archon Partners LLC | 55,000 | $6.20M | 0.75% | +2,000+3.8% | Added |
| Captrust Financial Advisors | 55,703 | $6.28M | 0.02% | +7,475+15.5% | Added |
| IFM Investors Pty Ltd | 56,178 | $6.33M | 0.07% | +931+1.7% | Added |
| Rockefeller Capital Management L.P. | 56,425 | $6.36M | 0.02% | +4,054+7.7% | Added |
| Oak Ridge Investments LLC | 57,037 | $6.43M | 0.53% | +11,410+25.0% | Added |
| Davy Global Fund Management Ltd | 57,431 | $6.47M | 0.76% | +2,662+4.9% | Added |
| Employees Retirement System of Texas | 57,482 | $6.48M | 0.06% | +5,395+10.4% | Added |
| Xponance, Inc. | 57,909 | $6.53M | 0.06% | +2,503+4.5% | Added |
| British Columbia Investment Management Corp | 58,462 | $6.59M | 0.04% | +188+0.3% | Added |
| Commonwealth Equity Services, LLC | 59,817 | $6.74M | 0.01% | +1,880+3.2% | Added |
| Privium Fund Management B.V. | 60,000 | $6.76M | 1.76% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 60,144 | $6.78M | 0.12% | −9,598−13.8% | Reduced |
| Forsta Ap-Fonden | 61,300 | $6.91M | 0.05% | −2,000−3.2% | Reduced |
| LGT Group Foundation | 61,776 | $6.96M | 0.10% | +31+0.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 62,344 | $7.03M | 0.03% | +1,376+2.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 62,428 | $7.04M | 0.08% | −8,700−12.2% | Reduced |
| QRG Capital Management, Inc. | 65,151 | $7.34M | 0.08% | +16,770+34.7% | Added |
| Principal Financial Group Inc | 65,613 | $7.39M | 0.00% | −10,872−14.2% | Reduced |
| AXA S.A. | 65,783 | $7.41M | 0.02% | +63,080+2,333.7% | Added |
| Point72 Hong Kong Ltd | 66,065 | $7.44M | 0.53% | +66,065 | New |
| Liontrust Investment Partners LLP | 66,712 | $7.52M | 0.12% | −137,233−67.3% | Reduced |
| Candriam Luxembourg S.C.A. | 67,975 | $7.66M | 0.05% | +2,342+3.6% | Added |
| Maytus Capital Management, LLC | 70,000 | $7.89M | 2.43% | 00.0% | Unchanged |