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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 197,463 | $22.3M | 0.10% | +69,641+54.5% | Added |
| Federated Hermes, Inc. | 190,455 | $21.5M | 0.05% | +190,455 | New |
| Capital International Sarl | 188,861 | $21.3M | 0.48% | +1,277+0.7% | Added |
| HSBC Holdings PLC | 189,553 | $21.2M | 0.01% | +4,322+2.3% | Added |
| Citigroup Inc | 176,822 | $19.9M | 0.02% | +35,535+25.2% | Added |
| Susquehanna International Group, LLP | 174,502 | $19.7M | 0.03% | +170,956+4,821.1% | Added |
| Trexquant Investment LP | 174,042 | $19.6M | 0.23% | −86,168−33.1% | Reduced |
| State of Wisconsin Investment Board | 172,135 | $19.4M | 0.05% | +4,171+2.5% | Added |
| Aquatic Capital Management LLC | 170,568 | $19.2M | 0.49% | +170,568 | New |
| Bank of Montreal | 167,920 | $18.9M | 0.01% | +22,275+15.3% | Added |
| 12 West Capital Management LP | 165,000 | $18.6M | 2.74% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 187,373 | $18.4M | 0.44% | +6,280+3.5% | Added |
| APG Asset Management N.V. | 175,071 | $18.3M | 0.06% | −4,200−2.3% | Reduced |
| Hartline Investment Corp | 160,456 | $18.1M | 2.41% | −103,880−39.3% | Reduced |
| Royal London Asset Management Ltd | 160,378 | $18.1M | 0.04% | +18,487+13.0% | Added |
| Standard Life Aberdeen plc | 159,726 | $18.0M | 0.04% | +95,574+149.0% | Added |
| Reynders McVeigh Capital Management, LLC | 157,882 | $17.8M | 0.99% | −745−0.5% | Reduced |
| Glynn Capital Management LLC | 156,909 | $17.7M | 4.65% | −58,178−27.0% | Reduced |
| Alberta Investment Management Corp | 153,405 | $17.3M | 0.12% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 151,532 | $17.1M | 0.01% | +142,147+1,514.6% | Added |
| New York State Common Retirement Fund | 150,528 | $17.0M | 0.02% | −25,135−14.3% | Reduced |
| Storebrand Asset Management AS | 148,076 | $16.7M | 0.05% | +36,246+32.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 146,534 | $16.5M | 0.03% | −9,914−6.3% | Reduced |
| Picton Mahoney Asset Management | 145,505 | $16.4M | 0.56% | +37,488+34.7% | Added |
| LPL Financial LLC | 141,740 | $16.0M | 0.01% | +19,569+16.0% | Added |
| Treasurer of the State of North Carolina | 139,356 | $15.7M | 0.06% | +7,480+5.7% | Added |
| Long Walk Management LP | 137,850 | $15.5M | 5.03% | −221,150−61.6% | Reduced |
| BNP Paribas Arbitrage, SA | 134,161 | $15.1M | 0.01% | −94,009−41.2% | Reduced |
| Parnassus Investments | 134,147 | $15.1M | 0.04% | −2,996−2.2% | Reduced |
| Handelsbanken Fonder AB | 132,701 | $15.0M | 0.06% | −52,715−28.4% | Reduced |
| Forte Capital LLC | 127,925 | $14.4M | 1.71% | −3,910−3.0% | Reduced |
| Balyasny Asset Management LLC | 127,812 | $14.4M | 0.04% | −311,250−70.9% | Reduced |
| Danske Bank A/S | 127,430 | $14.4M | 0.04% | −14,196−10.0% | Reduced |
| Capital International Ltd | 124,373 | $14.0M | 0.61% | −5,132−4.0% | Reduced |
| CIBC Private Wealth Group, LLC | 141,217 | $13.8M | 0.03% | +136,185+2,706.4% | Added |
| Grandeur Peak Global Advisors, LLC | 115,526 | $13.0M | 1.44% | −142,209−55.2% | Reduced |
| Mariner, LLC | 111,871 | $12.6M | 0.02% | +6,349+6.0% | Added |
| Berkshire Capital Holdings Inc | 111,620 | $12.6M | 6.01% | +23,050+26.0% | Added |
| Erste Asset Management GmbH | 110,950 | $12.6M | 0.16% | +30,000+37.1% | Added |
| KLP Kapitalforvaltning AS | 110,300 | $12.4M | 0.06% | +400+0.4% | Added |
| Engineers Gate Manager LP | 110,182 | $12.4M | 0.21% | +106,051+2,567.2% | Added |
| Vontobel Holding Ltd. | 108,960 | $12.3M | 0.04% | −4,396−3.9% | Reduced |
| Twin Tree Management, LP | 108,012 | $12.2M | 0.27% | +108,012 | New |
| Mn Services Vermogensbeheer B.V. | 107,100 | $12.1M | 0.09% | −8,300−7.2% | Reduced |
| Capital International Inc | 105,883 | $11.9M | 0.14% | −1,515−1.4% | Reduced |
| State of New Jersey Common Pension Fund D | 103,102 | $11.6M | 0.05% | −7,730−7.0% | Reduced |
| Nomura Asset Management Co Ltd | 103,014 | $11.6M | 0.04% | +19,334+23.1% | Added |
| Verition Fund Management LLC | 102,308 | $11.5M | 0.07% | −32,935−24.4% | Reduced |
| Aviva PLC | 102,259 | $11.5M | 0.03% | +90,699+784.6% | Added |
| RMB Capital Management, LLC | 102,051 | $11.5M | 0.28% | +852+0.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 100,150 | $11.3M | 0.07% | +2,645+2.7% | Added |
| Quadrature Capital Ltd | 99,579 | $11.2M | 0.25% | +99,579 | New |
| La Banque Postale Asset Management SA | 98,546 | $11.1M | 0.17% | −214,125−68.5% | Reduced |
| BOCHK Asset Management Ltd | 97,155 | $10.9M | 6.16% | +97,155 | New |
| Resona Asset Management Co.,Ltd. | 96,411 | $10.9M | 0.06% | +1,213+1.3% | Added |
| Baker Chad R | 95,900 | $10.8M | 2.20% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 93,775 | $10.6M | 0.04% | −9,252−9.0% | Reduced |
| Readystate Asset Management LP | 93,768 | $10.6M | 0.53% | +58,089+162.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 92,280 | $10.4M | 0.04% | +611+0.7% | Added |
| Tudor Investment Corp Et Al | 91,525 | $10.3M | 0.09% | +91,525 | New |
| Arizona State Retirement System | 88,408 | $9.96M | 0.06% | +61+0.1% | Added |
| TD Asset Management Inc | 81,488 | $9.18M | 0.01% | +2,912+3.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 81,379 | $9.17M | 0.03% | −2,310−2.8% | Reduced |
| Cubist Systematic Strategies, LLC | 80,844 | $9.11M | 0.12% | +80,844 | New |
| Sentinel Trust Co Lba | 80,718 | $9.10M | 1.07% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 80,561 | $9.08M | 0.01% | −1,674−2.0% | Reduced |
| Avalon Global Asset Management LLC | 80,400 | $9.06M | 3.07% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 79,627 | $8.97M | 0.15% | 00.0% | Unchanged |
| Cetera Investment Advisers | 79,097 | $8.91M | 0.02% | −106−0.1% | Reduced |
| Victory Capital Management Inc | 78,459 | $8.84M | 0.01% | −426−0.5% | Reduced |
| Jump Financial, LLC | 72,057 | $8.12M | 0.12% | +72,057 | New |
| Truist Financial Corp | 71,548 | $8.06M | 0.01% | −492−0.7% | Reduced |
| Maytus Capital Management, LLC | 70,000 | $7.89M | 2.43% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 67,975 | $7.66M | 0.05% | +2,342+3.6% | Added |
| Liontrust Investment Partners LLP | 66,712 | $7.52M | 0.12% | −137,233−67.3% | Reduced |
| Point72 Hong Kong Ltd | 66,065 | $7.44M | 0.53% | +66,065 | New |
| AXA S.A. | 65,783 | $7.41M | 0.02% | +63,080+2,333.7% | Added |
| Principal Financial Group Inc | 65,613 | $7.39M | 0.00% | −10,872−14.2% | Reduced |
| QRG Capital Management, Inc. | 65,151 | $7.34M | 0.08% | +16,770+34.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 62,428 | $7.04M | 0.08% | −8,700−12.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 62,344 | $7.03M | 0.03% | +1,376+2.3% | Added |
| LGT Group Foundation | 61,776 | $6.96M | 0.10% | +31+0.1% | Added |
| Forsta Ap-Fonden | 61,300 | $6.91M | 0.05% | −2,000−3.2% | Reduced |
| Exchange Traded Concepts, LLC | 60,144 | $6.78M | 0.12% | −9,598−13.8% | Reduced |
| Privium Fund Management B.V. | 60,000 | $6.76M | 1.76% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 59,817 | $6.74M | 0.01% | +1,880+3.2% | Added |
| British Columbia Investment Management Corp | 58,462 | $6.59M | 0.04% | +188+0.3% | Added |
| Xponance, Inc. | 57,909 | $6.53M | 0.06% | +2,503+4.5% | Added |
| Employees Retirement System of Texas | 57,482 | $6.48M | 0.06% | +5,395+10.4% | Added |
| Davy Global Fund Management Ltd | 57,431 | $6.47M | 0.76% | +2,662+4.9% | Added |
| Oak Ridge Investments LLC | 57,037 | $6.43M | 0.53% | +11,410+25.0% | Added |
| Rockefeller Capital Management L.P. | 56,425 | $6.36M | 0.02% | +4,054+7.7% | Added |
| IFM Investors Pty Ltd | 56,178 | $6.33M | 0.07% | +931+1.7% | Added |
| Captrust Financial Advisors | 55,703 | $6.28M | 0.02% | +7,475+15.5% | Added |
| Archon Partners LLC | 55,000 | $6.20M | 0.75% | +2,000+3.8% | Added |
| USS Investment Management Ltd | 54,167 | $6.10M | 0.05% | −54−0.1% | Reduced |
| Slow Capital, Inc. | 54,016 | $6.09M | 0.81% | +627+1.2% | Added |
| Stifel Financial Corp | 53,957 | $6.08M | 0.01% | +6,907+14.7% | Added |
| DekaBank Deutsche Girozentrale | 54,576 | $6.06M | 0.01% | −1,408−2.5% | Reduced |
| Vestor Capital, LLC | 53,082 | $5.98M | 0.49% | +1,049+2.0% | Added |