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 |
|---|---|---|---|---|---|
| DnB Asset Management AS | 52,444 | $5.91M | 0.03% | +1,051+2.0% | Added |
| Davis-Rea Ltd. | 51,326 | $5.78M | 1.54% | −56,600−52.4% | Reduced |
| Walleye Trading LLC | 50,973 | $5.74M | 0.16% | +50,973 | New |
| Lyell Wealth Management, LP | 50,748 | $5.72M | 0.53% | +3,190+6.7% | Added |
| Utah Retirement Systems | 50,393 | $5.68M | 0.07% | +831+1.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 50,000 | $5.63M | 0.05% | +50,000 | New |
| KBC Group NV | 49,451 | $5.57M | 0.02% | +8,796+21.6% | Added |
| Quantinno Capital Management LP | 48,322 | $5.45M | 0.04% | +8,747+22.1% | Added |
| Square Peg Capital Pty Ltd | 46,617 | $5.25M | 4.68% | −20,391−30.4% | Reduced |
| Toronto Dominion Bank | 45,948 | $5.18M | 0.01% | +6,185+15.6% | Added |
| Andra AP-fonden | 45,697 | $5.15M | 0.08% | +45,697 | New |
| Creative Planning | 45,268 | $5.10M | 0.00% | +11,571+34.3% | Added |
| FORA Capital, LLC | 45,082 | $5.08M | 0.52% | +45,082 | New |
| Teacher Retirement System of Texas | 44,679 | $5.03M | 0.02% | +41,832+1,469.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 44,411 | $5.00M | 0.05% | +804+1.8% | Added |
| AMJ Financial Wealth Management | 44,161 | $4.98M | 1.49% | +44,161 | New |
| Ambassador Advisors, LLC | 43,868 | $4.94M | 0.86% | −1,894−4.1% | Reduced |
| AIA Group Ltd | 42,954 | $4.84M | 0.12% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,978 | $4.73M | 0.01% | +9,003+27.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 40,503 | $4.56M | 0.31% | +40,503 | New |
| JustInvest LLC | 40,159 | $4.53M | 0.07% | +5,907+17.2% | Added |
| Union Bancaire Privee, UBP SA | 40,846 | $4.51M | 0.09% | +40,846 | New |
| Nordea Investment Management AB | 40,368 | $4.38M | 0.00% | +592+1.5% | Added |
| Ci Investments Inc. | 38,517 | $4.34M | 0.02% | +7,180+22.9% | Added |
| Private Advisory Group LLC | 38,227 | $4.31M | 0.49% | +1,881+5.2% | Added |
| Robeco Schweiz AG | 38,000 | $4.28M | 0.11% | 00.0% | Unchanged |
| Interval Partners, LP | 37,914 | $4.27M | 0.15% | +7,333+24.0% | Added |
| Bearing Point Capital, LLC | 37,224 | $4.19M | 0.89% | +8,668+30.4% | Added |
| Nissay Asset Management Corp | 37,005 | $4.17M | 0.03% | +628+1.7% | Added |
| Atika Capital Management LLC | 36,000 | $4.06M | 0.62% | −35,800−49.9% | Reduced |
| Assetmark, Inc | 35,707 | $4.02M | 0.01% | +4,988+16.2% | Added |
| Robocap Asset Management Ltd | 35,636 | $4.02M | 3.00% | −28,446−44.4% | Reduced |
| CIBC World Markets Inc. | 35,510 | $4.00M | 0.01% | −12,820−26.5% | Reduced |
| KP Management LLC | 35,286 | $3.98M | 1.53% | +35,286 | New |
| Walleye Capital LLC | 35,051 | $3.95M | 0.04% | −5,439−13.4% | Reduced |
| Y.D. More Investments Ltd | 27,960 | $3.86M | 0.34% | −4,061−12.7% | Reduced |
| Strategic Planning Group, LLC | 33,962 | $3.83M | 0.75% | −15,679−31.6% | Reduced |
| Evercore Wealth Management, LLC | 33,500 | $3.78M | 0.06% | −8,000−19.3% | Reduced |
| MML Investors Services, LLC | 33,189 | $3.74M | 0.01% | +2,531+8.3% | Added |
| Fifth Third Wealth Advisors LLC | 33,091 | $3.73M | 0.19% | 00.0% | Unchanged |
| US Bancorp | 33,043 | $3.72M | 0.00% | −2,785−7.8% | Reduced |
| Banque Cantonale Vaudoise | 32,601 | $3.67M | 0.16% | +32,601 | New |
| OP Asset Management Ltd | 32,446 | $3.66M | 0.06% | +32,446 | New |
| O'Shaughnessy Asset Management, LLC | 32,414 | $3.65M | 0.03% | +8,422+35.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 32,268 | $3.64M | 0.01% | +1,616+5.3% | Added |
| Soltis Investment Advisors LLC | 31,671 | $3.57M | 0.32% | +95+0.3% | Added |
| Ethic Inc. | 30,449 | $3.52M | 0.07% | +2,332+8.3% | Added |
| EFG Asset Management (North America) Corp. | 31,153 | $3.51M | 0.58% | −1,553−4.7% | Reduced |
| Public Employees Retirement Association of Colorado | 30,755 | $3.47M | 0.01% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 28,558 | $3.46M | 1.31% | −434−1.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 29,688 | $3.41M | 0.04% | +9,104+44.2% | Added |
| Point72 (DIFC) Ltd | 30,008 | $3.38M | 0.33% | +30,008 | New |
| Oribel Capital Management, LP | 29,100 | $3.28M | 0.41% | +29,100 | New |
| Mercer Global Advisors Inc | 29,054 | $3.27M | 0.01% | +1,489+5.4% | Added |
| Pathstone Holdings, LLC | 28,032 | $3.16M | 0.01% | +1,269+4.7% | Added |
| Estate Counselors, LLC | 28,025 | $3.16M | 0.33% | +28,025 | New |
| Wolverine Asset Management LLC | 28,002 | $3.16M | 0.06% | +22,812+439.5% | Added |
| Jasper Ridge Partners, L.P. | 27,835 | $3.14M | 0.10% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 27,757 | $3.13M | 0.03% | −258−0.9% | Reduced |
| IMC-Chicago, LLC | 27,699 | $3.12M | 0.12% | +27,699 | New |
| Perigon Wealth Management, LLC | 27,600 | $3.11M | 0.08% | +15,487+127.9% | Added |
| Wealthfront Advisers LLC | 27,447 | $3.09M | 0.01% | +1,008+3.8% | Added |
| Independent Advisor Alliance | 27,131 | $3.06M | 0.10% | −1,161−4.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 27,048 | $3.05M | 0.62% | −710−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 27,044 | $3.05M | 0.01% | +12,248+82.8% | Added |
| Kestra Advisory Services, LLC | 26,792 | $3.02M | 0.01% | +2,359+9.7% | Added |
| Sepio Capital, LP | 26,676 | $3.01M | 0.24% | −1,680−5.9% | Reduced |
| TownSquare Capital, LLC | 26,337 | $2.97M | 0.03% | −10,465−28.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 25,679 | $2.95M | 0.01% | +2,500+10.8% | Added |
| Janus Henderson Group PLC | 25,599 | $2.94M | 0.00% | +3,568+16.2% | Added |
| Entropy Technologies, LP | 26,044 | $2.93M | 0.29% | +26,044 | New |
| Sciencast Management LP | 25,800 | $2.91M | 0.67% | +25,800 | New |
| Allianz Asset Management GmbH | 25,700 | $2.90M | 0.00% | +1,288+5.3% | Added |
| Federation des caisses Desjardins du Quebec | 25,326 | $2.86M | 0.01% | −3,878−13.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 25,248 | $2.85M | 0.58% | −3,509−12.2% | Reduced |
| Clear Harbor Asset Management, LLC | 25,160 | $2.84M | 0.22% | +443+1.8% | Added |
| SPX Equities Gestao de Recursos Ltda | 25,000 | $2.82M | 0.36% | +25,000 | New |
| Fortis Group Advisors, LLC | 24,681 | $2.78M | 0.54% | +7,161+40.9% | Added |
| Daiwa Securities Group Inc. | 24,652 | $2.78M | 0.01% | +1,100+4.7% | Added |
| Main Management ETF Advisors, LLC | 24,514 | $2.76M | 0.18% | +24,514 | New |
| GWM Advisors LLC | 24,122 | $2.72M | 0.02% | +14,352+146.9% | Added |
| Prescott Group Capital Management, L.L.C. | 24,000 | $2.70M | 0.39% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 23,971 | $2.70M | 0.02% | +17,034+245.6% | Added |
| Tredje AP-fonden | 23,961 | $2.70M | 0.03% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 23,734 | $2.67M | 0.28% | +21,821+1,140.7% | Added |
| Janney Montgomery Scott LLC | 23,680 | $2.67M | 0.01% | −8,473−26.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 23,100 | $2.60M | 0.04% | −860−3.6% | Reduced |
| BCJ Capital Management, LLC | 22,986 | $2.59M | 0.19% | −137−0.6% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 22,951 | $2.59M | 0.05% | +22,951 | New |
| SWS Partners | 22,948 | $2.59M | 0.85% | −4,567−16.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 22,800 | $2.57M | 1.63% | +800+3.6% | Added |
| Norden Group LLC | 22,717 | $2.56M | 0.29% | −11,706−34.0% | Reduced |
| Consolidated Press International Holdings Ltd | 22,157 | $2.50M | 0.46% | −9,573−30.2% | Reduced |
| Nicholas Investment Partners, LP | 22,109 | $2.49M | 0.26% | +11,519+108.8% | Added |
| TrueMark Investments, LLC | 21,993 | $2.48M | 0.65% | −1,644−7.0% | Reduced |
| Vinva Investment Management Ltd | 21,440 | $2.46M | 0.10% | +6,153+40.2% | Added |
| Sandler Capital Management | 21,593 | $2.43M | 0.79% | −82,775−79.3% | Reduced |
| Independent Financial Group, LLC | 21,470 | $2.42M | 0.08% | +12,950+152.0% | Added |
| Amalgamated Bank | 21,402 | $2.41M | 0.02% | +1,400+7.0% | Added |
| Cerity Partners LLC | 21,168 | $2.39M | 0.00% | +2,489+13.3% | Added |