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 |
|---|---|---|---|---|---|
| Twinbeech Capital LP | 328,156 | $37.0M | 0.67% | +328,156 | New |
| AQR Capital Management LLC | 342,817 | $37.3M | 0.04% | +135,637+65.5% | Added |
| Millennium Management LLC | 335,942 | $37.9M | 0.04% | +218,530+186.1% | Added |
| Great West Life Assurance Co | 344,391 | $38.8M | 0.07% | −19,924−5.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 344,957 | $39.9M | 0.07% | +344,957 | New |
| Man Group plc | 358,501 | $40.4M | 0.12% | +288,533+412.4% | Added |
| Dimensional Fund Advisors LP | 383,317 | $43.2M | 0.01% | +21,710+6.0% | Added |
| Rhumbline Advisers | 401,846 | $45.3M | 0.04% | +4,195+1.1% | Added |
| National Pension Service | 425,173 | $47.9M | 0.05% | −6,007−1.4% | Reduced |
| Alfreton Capital LLP | 430,000 | $48.5M | 15.39% | +430,000 | New |
| Allen Investment Management LLC | 451,949 | $50.9M | 0.59% | +37,216+9.0% | Added |
| California State Teachers Retirement System | 464,813 | $52.4M | 0.06% | +1,082+0.2% | Added |
| Citadel Advisors LLC | 466,140 | $52.5M | 0.05% | −1,113,688−70.5% | Reduced |
| California Public Employees Retirement System | 467,167 | $52.6M | 0.04% | +5,152+1.1% | Added |
| Artisan Partners Limited Partnership | 480,003 | $54.1M | 0.09% | +480,003 | New |
| Marshall Wace, LLP | 583,559 | $65.8M | 0.09% | −1,051,703−64.3% | Reduced |
| Bessemer Group Inc | 598,080 | $67.4M | 0.12% | +3,861+0.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 604,245 | $68.1M | 0.17% | −51,480−7.9% | Reduced |
| Peregrine Capital Management LLC | 636,827 | $71.8M | 2.38% | −24,855−3.8% | Reduced |
| Select Equity Group, L.P. | 643,143 | $72.5M | 0.32% | +643,143 | New |
| Jane Street Group, LLC | 649,657 | $73.2M | 0.13% | +626,040+2,650.8% | Added |
| Ameriprise Financial Inc | 616,151 | $74.5M | 0.02% | +112,122+22.2% | Added |
| Penserra Capital Management LLC | 671,088 | $75.6M | 1.35% | −92,045−12.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 729,812 | $82.2M | 1.06% | −78,390−9.7% | Reduced |
| Fred Alger Management, LLC | 765,857 | $86.3M | 0.49% | −168,429−18.0% | Reduced |
| Two Sigma Advisers, LP | 773,000 | $87.1M | 0.20% | +683,000+758.9% | Added |
| Nuveen, LLC | 782,707 | $88.2M | 0.03% | +782,707 | New |
| Arrowstreet Capital, Limited Partnership | 794,456 | $89.5M | 0.07% | +562,320+242.2% | Added |
| Voloridge Investment Management, LLC | 804,645 | $90.7M | 0.34% | +804,645 | New |
| Bank of America Corp | 810,652 | $91.4M | 0.01% | +159,131+24.4% | Added |
| Squarepoint Ops LLC | 813,911 | $91.7M | 0.22% | −227,489−21.8% | Reduced |
| Bamco Inc | 834,882 | $94.1M | 0.28% | −62,673−7.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 837,960 | $94.4M | 0.25% | −133,511−13.7% | Reduced |
| Swiss National Bank | 862,200 | $97.2M | 0.07% | +2,500+0.3% | Added |
| Lord, Abbett & Co. LLC | 887,935 | $100.1M | 0.36% | +153,478+20.9% | Added |
| Price T Rowe Associates Inc | 935,920 | $105.5M | 0.01% | +148,578+18.9% | Added |
| Macquarie Group Ltd | 942,249 | $106.2M | 0.13% | +24,508+2.7% | Added |
| UBS Group AG | 1,007,230 | $113.5M | 0.03% | −1,010,363−50.1% | Reduced |
| Amundi | 1,090,510 | $117.1M | 0.04% | +169,646+18.4% | Added |
| Royal Bank of Canada | 1,043,382 | $117.6M | 0.03% | −171,674−14.1% | Reduced |
| Raymond James Financial Inc | 1,097,235 | $123.6M | 0.05% | +653,526+147.3% | Added |
| Strategy Capital LLC | 1,115,568 | $125.7M | 11.79% | −51,672−4.4% | Reduced |
| Goldman Sachs Group Inc | 1,170,385 | $131.9M | 0.03% | +412,502+54.4% | Added |
| Bank of New York Mellon Corp | 1,237,248 | $139.4M | 0.03% | −49,124−3.8% | Reduced |
| Pictet Asset Management Holding SA | 1,254,799 | $141.5M | 0.16% | +375,711+42.7% | Added |
| Qube Research & Technologies Ltd | 1,270,548 | $143.2M | 0.22% | +1,270,548 | New |
| Charles Schwab Investment Management Inc | 1,312,016 | $147.9M | 0.03% | +90,256+7.4% | Added |
| Deutsche Bank AG | 1,312,267 | $147.9M | 0.06% | −270,523−17.1% | Reduced |
| Two Sigma Investments, LP | 1,384,017 | $156.0M | 0.34% | +1,058,703+325.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,407,931 | $158.7M | 0.11% | −67,892−4.6% | Reduced |
| Invesco Ltd. | 1,475,007 | $166.2M | 0.03% | +396,086+36.7% | Added |
| Northern Trust Corp | 1,880,888 | $212.0M | 0.03% | +31,745+1.7% | Added |
| Gilder Gagnon Howe & Co LLC | 1,981,673 | $223.3M | 2.92% | −257,620−11.5% | Reduced |
| 1832 Asset Management L.P. | 2,081,400 | $234.6M | 0.45% | −1,068,000−33.9% | Reduced |
| Norges Bank | 2,255,812 | $254.2M | 0.04% | −61,650−2.7% | Reduced |
| Polar Capital Holdings Plc | 2,270,357 | $255.8M | 1.58% | −662,434−22.6% | Reduced |
| JPMorgan Chase & Co | 2,444,898 | $275.5M | 0.02% | +2,278,287+1,367.4% | Added |
| Voya Investment Management LLC | 2,615,347 | $294.7M | 0.33% | −450,241−14.7% | Reduced |
| Legal & General Group Plc | 3,025,948 | $341.0M | 0.09% | −472,151−13.5% | Reduced |
| American Century Companies Inc | 3,037,420 | $342.3M | 0.21% | +779,819+34.5% | Added |
| UBS Asset Management Americas Inc | 3,129,030 | $352.6M | 0.09% | +786,063+33.5% | Added |
| Franklin Resources Inc | 3,471,678 | $391.2M | 0.11% | +192,977+5.9% | Added |
| First Trust Advisors LP | 4,612,035 | $519.7M | 0.46% | −765,308−14.2% | Reduced |
| Geode Capital Management, LLC | 5,266,452 | $592.1M | 0.05% | +363,233+7.4% | Added |
| Sands Capital Management, LLC | 6,427,446 | $724.3M | 2.46% | −1,338,608−17.2% | Reduced |
| State Street Corp | 6,560,812 | $739.3M | 0.03% | +53,101+0.8% | Added |
| FMR LLC | 14,011,812 | $1.58B | 0.10% | +1,663,161+13.5% | Added |
| BlackRock, Inc. | 20,926,778 | $2.36B | 0.05% | +913,125+4.6% | Added |
| Morgan Stanley | 21,552,659 | $2.43B | 0.17% | −1,629,838−7.0% | Reduced |
| Baillie Gifford & Co | 27,425,821 | $3.09B | 2.70% | −4,458,339−14.0% | Reduced |
| Vanguard Group Inc | 30,836,909 | $3.48B | 0.06% | +538,850+1.8% | Added |
| Capital World Investors | 34,567,917 | $3.90B | 0.63% | −841,390−2.4% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −4,694−100.0% | Sold out |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −845,000−100.0% | Sold out |
| SW Investment Management LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −121,891−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −120,229−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −98,002−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −86,218−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −61,646−100.0% | Sold out |
| Proem Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −38,492−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −26,023−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | – | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −20,015−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −17,219−100.0% | Sold out |
| Old Well Partners, LLC | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,912−100.0% | Sold out |
| United Advisor Group, LLC | 0 | $0 | 0.00% | −12,975−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −12,541−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −11,820−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −11,126−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −9,885−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −9,740−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −8,328−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −8,279−100.0% | Sold out |