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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 71,548 | $8.06M | 0.01% | −492−0.7% | Reduced |
| Jump Financial, LLC | 72,057 | $8.12M | 0.12% | +72,057 | New |
| Victory Capital Management Inc | 78,459 | $8.84M | 0.01% | −426−0.5% | Reduced |
| Cetera Investment Advisers | 79,097 | $8.91M | 0.02% | −106−0.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 79,627 | $8.97M | 0.15% | 00.0% | Unchanged |
| Avalon Global Asset Management LLC | 80,400 | $9.06M | 3.07% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 80,561 | $9.08M | 0.01% | −1,674−2.0% | Reduced |
| Sentinel Trust Co Lba | 80,718 | $9.10M | 1.07% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 80,844 | $9.11M | 0.12% | +80,844 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 81,379 | $9.17M | 0.03% | −2,310−2.8% | Reduced |
| TD Asset Management Inc | 81,488 | $9.18M | 0.01% | +2,912+3.7% | Added |
| Arizona State Retirement System | 88,408 | $9.96M | 0.06% | +61+0.1% | Added |
| Tudor Investment Corp Et Al | 91,525 | $10.3M | 0.09% | +91,525 | New |
| Cambridge Investment Research Advisors, Inc. | 92,280 | $10.4M | 0.04% | +611+0.7% | Added |
| Readystate Asset Management LP | 93,768 | $10.6M | 0.53% | +58,089+162.8% | Added |
| Public Employees Retirement System of Ohio | 93,775 | $10.6M | 0.04% | −9,252−9.0% | Reduced |
| Baker Chad R | 95,900 | $10.8M | 2.20% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 96,411 | $10.9M | 0.06% | +1,213+1.3% | Added |
| BOCHK Asset Management Ltd | 97,155 | $10.9M | 6.16% | +97,155 | New |
| La Banque Postale Asset Management SA | 98,546 | $11.1M | 0.17% | −214,125−68.5% | Reduced |
| Quadrature Capital Ltd | 99,579 | $11.2M | 0.25% | +99,579 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 100,150 | $11.3M | 0.07% | +2,645+2.7% | Added |
| RMB Capital Management, LLC | 102,051 | $11.5M | 0.28% | +852+0.8% | Added |
| Aviva PLC | 102,259 | $11.5M | 0.03% | +90,699+784.6% | Added |
| Verition Fund Management LLC | 102,308 | $11.5M | 0.07% | −32,935−24.4% | Reduced |
| Nomura Asset Management Co Ltd | 103,014 | $11.6M | 0.04% | +19,334+23.1% | Added |
| State of New Jersey Common Pension Fund D | 103,102 | $11.6M | 0.05% | −7,730−7.0% | Reduced |
| Capital International Inc | 105,883 | $11.9M | 0.14% | −1,515−1.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 107,100 | $12.1M | 0.09% | −8,300−7.2% | Reduced |
| Twin Tree Management, LP | 108,012 | $12.2M | 0.27% | +108,012 | New |
| Vontobel Holding Ltd. | 108,960 | $12.3M | 0.04% | −4,396−3.9% | Reduced |
| Engineers Gate Manager LP | 110,182 | $12.4M | 0.21% | +106,051+2,567.2% | Added |
| KLP Kapitalforvaltning AS | 110,300 | $12.4M | 0.06% | +400+0.4% | Added |
| Erste Asset Management GmbH | 110,950 | $12.6M | 0.16% | +30,000+37.1% | Added |
| Berkshire Capital Holdings Inc | 111,620 | $12.6M | 6.01% | +23,050+26.0% | Added |
| Mariner, LLC | 111,871 | $12.6M | 0.02% | +6,349+6.0% | Added |
| Grandeur Peak Global Advisors, LLC | 115,526 | $13.0M | 1.44% | −142,209−55.2% | Reduced |
| CIBC Private Wealth Group, LLC | 141,217 | $13.8M | 0.03% | +136,185+2,706.4% | Added |
| Capital International Ltd | 124,373 | $14.0M | 0.61% | −5,132−4.0% | Reduced |
| Danske Bank A/S | 127,430 | $14.4M | 0.04% | −14,196−10.0% | Reduced |
| Balyasny Asset Management LLC | 127,812 | $14.4M | 0.04% | −311,250−70.9% | Reduced |
| Forte Capital LLC | 127,925 | $14.4M | 1.71% | −3,910−3.0% | Reduced |
| Handelsbanken Fonder AB | 132,701 | $15.0M | 0.06% | −52,715−28.4% | Reduced |
| Parnassus Investments | 134,147 | $15.1M | 0.04% | −2,996−2.2% | Reduced |
| BNP Paribas Arbitrage, SA | 134,161 | $15.1M | 0.01% | −94,009−41.2% | Reduced |
| Long Walk Management LP | 137,850 | $15.5M | 5.03% | −221,150−61.6% | Reduced |
| Treasurer of the State of North Carolina | 139,356 | $15.7M | 0.06% | +7,480+5.7% | Added |
| LPL Financial LLC | 141,740 | $16.0M | 0.01% | +19,569+16.0% | Added |
| Picton Mahoney Asset Management | 145,505 | $16.4M | 0.56% | +37,488+34.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 146,534 | $16.5M | 0.03% | −9,914−6.3% | Reduced |
| Storebrand Asset Management AS | 148,076 | $16.7M | 0.05% | +36,246+32.4% | Added |
| New York State Common Retirement Fund | 150,528 | $17.0M | 0.02% | −25,135−14.3% | Reduced |
| Neuberger Berman Group LLC | 151,532 | $17.1M | 0.01% | +142,147+1,514.6% | Added |
| Alberta Investment Management Corp | 153,405 | $17.3M | 0.12% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 156,909 | $17.7M | 4.65% | −58,178−27.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 157,882 | $17.8M | 0.99% | −745−0.5% | Reduced |
| Standard Life Aberdeen plc | 159,726 | $18.0M | 0.04% | +95,574+149.0% | Added |
| Royal London Asset Management Ltd | 160,378 | $18.1M | 0.04% | +18,487+13.0% | Added |
| Hartline Investment Corp | 160,456 | $18.1M | 2.41% | −103,880−39.3% | Reduced |
| APG Asset Management N.V. | 175,071 | $18.3M | 0.06% | −4,200−2.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 187,373 | $18.4M | 0.44% | +6,280+3.5% | Added |
| 12 West Capital Management LP | 165,000 | $18.6M | 2.74% | 00.0% | Unchanged |
| Bank of Montreal | 167,920 | $18.9M | 0.01% | +22,275+15.3% | Added |
| Aquatic Capital Management LLC | 170,568 | $19.2M | 0.49% | +170,568 | New |
| State of Wisconsin Investment Board | 172,135 | $19.4M | 0.05% | +4,171+2.5% | Added |
| Trexquant Investment LP | 174,042 | $19.6M | 0.23% | −86,168−33.1% | Reduced |
| Susquehanna International Group, LLP | 174,502 | $19.7M | 0.03% | +170,956+4,821.1% | Added |
| Citigroup Inc | 176,822 | $19.9M | 0.02% | +35,535+25.2% | Added |
| HSBC Holdings PLC | 189,553 | $21.2M | 0.01% | +4,322+2.3% | Added |
| Capital International Sarl | 188,861 | $21.3M | 0.48% | +1,277+0.7% | Added |
| Federated Hermes, Inc. | 190,455 | $21.5M | 0.05% | +190,455 | New |
| Los Angeles Capital Management LLC | 197,463 | $22.3M | 0.10% | +69,641+54.5% | Added |
| Envestnet Asset Management Inc | 203,450 | $22.9M | 0.01% | +2,936+1.5% | Added |
| Canada Pension Plan Investment Board | 205,603 | $23.2M | 0.02% | −402−0.2% | Reduced |
| Schroder Investment Management Group | 208,901 | $24.0M | 0.02% | −119,013−36.3% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 219,138 | $24.7M | 0.25% | −130,712−37.4% | Reduced |
| Asset Management One Co.,Ltd. | 220,107 | $24.8M | 0.09% | −10,200−4.4% | Reduced |
| Barclays PLC | 220,615 | $24.9M | 0.01% | −62,514−22.1% | Reduced |
| Russell Investments Group, Ltd. | 228,599 | $25.8M | 0.04% | +47,306+26.1% | Added |
| Korea Investment CORP | 233,156 | $26.3M | 0.06% | +12,194+5.5% | Added |
| Wim Investment Management Ltd | 237,249 | $26.7M | 11.16% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 238,046 | $26.8M | 0.22% | +6,813+2.9% | Added |
| Kames Capital plc | 239,863 | $27.0M | 0.39% | −155,440−39.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 245,281 | $27.6M | 0.25% | +29,200+13.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 246,861 | $27.8M | 0.03% | +23,545+10.5% | Added |
| Schonfeld Strategic Advisors LLC | 254,199 | $28.6M | 0.19% | +242,378+2,050.4% | Added |
| Kodai Capital Management LP | 254,642 | $28.7M | 1.14% | +118,569+87.1% | Added |
| Mizuho Markets Americas LLC | 258,058 | $29.1M | 0.63% | +71,505+38.3% | Added |
| Parallax Volatility Advisers, L.P. | 258,329 | $29.1M | 0.94% | −47,252−15.5% | Reduced |
| Wells Fargo & Company | 260,797 | $29.4M | 0.01% | +12,794+5.2% | Added |
| Alliancebernstein L.P. | 269,274 | $30.3M | 0.01% | +25,049+10.3% | Added |
| Capital Fund Management S.A. | 274,107 | $30.9M | 0.39% | −40,680−12.9% | Reduced |
| Point72 Asset Management, L.P. | 281,483 | $31.7M | 0.09% | −1,125,571−80.0% | Reduced |
| SEI Investments Co | 290,260 | $32.7M | 0.04% | +71,170+32.5% | Added |
| State Board of Administration of Florida Retirement System | 293,448 | $33.1M | 0.07% | −5,740−1.9% | Reduced |
| RPG Investment Advisory, LLC | 296,862 | $33.5M | 2.40% | +129,007+76.9% | Added |
| NZS Capital, LLC | 299,396 | $33.7M | 1.52% | +21,744+7.8% | Added |
| Whetstone Capital Advisors, LLC | 316,960 | $35.7M | 15.78% | −1,107−0.3% | Reduced |
| Massachusetts Financial Services Co | 318,705 | $35.9M | 0.01% | +318,705 | New |
| Ensign Peak Advisors, Inc | 320,717 | $36.1M | 0.07% | +34,318+12.0% | Added |