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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 21,122 | $2.38M | 0.02% | +1,112+5.6% | Added |
| Viking Fund Management LLC | 21,000 | $2.37M | 0.34% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 20,970 | $2.36M | 0.81% | +16,900+415.2% | Added |
| Moody Lynn & Lieberson, LLC | 20,936 | $2.36M | 0.15% | +20,936 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,047 | $2.34M | 0.02% | −76,377−78.4% | Reduced |
| Kentucky Retirement Systems | 20,788 | $2.34M | 0.07% | +20,788 | New |
| Blair William & Co | 20,625 | $2.32M | 0.01% | +15,726+321.0% | Added |
| D.A. Davidson & Co. | 20,286 | $2.29M | 0.02% | −789−3.7% | Reduced |
| ASR Vermogensbeheer N.V. | 19,542 | $2.20M | 0.03% | +19,542 | New |
| Silvant Capital Management LLC | 19,327 | $2.18M | 0.10% | +19,327 | New |
| Beacon Pointe Advisors, LLC | 19,290 | $2.17M | 0.02% | −72−0.4% | Reduced |
| Credit Agricole S A | 19,178 | $2.16M | 0.01% | −99,848−83.9% | Reduced |
| Donoghue Forlines LLC | 18,856 | $2.12M | 0.67% | +18,856 | New |
| MetLife Investment Management | 18,729 | $2.11M | 0.01% | +244+1.3% | Added |
| Vident Advisory, LLC | 18,669 | $2.10M | 0.03% | −8,922−32.3% | Reduced |
| AustralianSuper Pty Ltd | 18,508 | $2.09M | 0.01% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 18,341 | $2.08M | 1.24% | −17,100−48.2% | Reduced |
| Leonteq Securities AG | 18,190 | $2.05M | 0.16% | +12,041+195.8% | Added |
| Mackenzie Financial Corp | 18,088 | $2.04M | 0.00% | +3,447+23.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 12,264 | $2.03M | 0.11% | +12,264 | New |
| Nwi Management LP | 18,000 | $2.03M | 0.27% | 00.0% | Unchanged |
| Profund Advisors LLC | 17,948 | $2.02M | 0.09% | +5,180+40.6% | Added |
| CI Private Wealth, LLC | 17,943 | $2.02M | 0.00% | −3,592−16.7% | Reduced |
| Foundations Investment Advisors, LLC | 17,859 | $2.01M | 0.04% | +574+3.3% | Added |
| Nisa Investment Advisors, LLC | 17,675 | $1.99M | 0.01% | +400+2.3% | Added |
| Gulf International Bank (UK) Ltd | 17,659 | $1.99M | 0.07% | −4,946−21.9% | Reduced |
| Sona Asset Management (US) LLC | 17,600 | $1.98M | 0.08% | +17,600 | New |
| Alps Advisors Inc | 17,205 | $1.94M | 0.01% | −1,060−5.8% | Reduced |
| RFG Advisory, LLC | 16,972 | $1.91M | 0.05% | +7,156+72.9% | Added |
| Knollwood Investment Advisory, LLC | 16,800 | $1.89M | 0.21% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 16,594 | $1.87M | 0.69% | −25,317−60.4% | Reduced |
| Highland Capital Management, LLC | 16,541 | $1.86M | 0.11% | +11,341+218.1% | Added |
| Oppenheimer & Co Inc | 16,344 | $1.84M | 0.03% | +1,059+6.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 16,309 | $1.84M | 0.37% | −947−5.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 12,509 | $1.82M | 0.34% | +12,509 | New |
| Motley Fool Asset Management LLC | 16,061 | $1.81M | 0.10% | +11,006+217.7% | Added |
| Rafferty Asset Management, LLC | 16,033 | $1.81M | 0.01% | −8,007−33.3% | Reduced |
| MBM Wealth Consultants, LLC | 15,969 | $1.80M | 0.53% | −629−3.8% | Reduced |
| Bayesian Capital Management, LP | 15,884 | $1.79M | 0.30% | +15,884 | New |
| SG Americas Securities, LLC | 15,695 | $1.77M | 0.01% | +6,030+62.4% | Added |
| ARS Investment Partners, LLC | 16,376 | $1.76M | 0.16% | 00.0% | Unchanged |
| Lido Advisors, LLC | 15,566 | $1.75M | 0.01% | +12,417+394.3% | Added |
| Colony Group, LLC | 15,321 | $1.73M | 0.00% | +1,669+12.2% | Added |
| Ilex Capital Partners (UK) LLP | 15,140 | $1.71M | 0.07% | +15,140 | New |
| Geneos Wealth Management Inc. | 15,112 | $1.70M | 0.06% | +2,540+20.2% | Added |
| Soviero Asset Management, LP | 15,000 | $1.69M | 1.97% | +15,000 | New |
| Azzad Asset Management Inc | 14,923 | $1.68M | 0.20% | +4,130+38.3% | Added |
| Ieq Capital, LLC | 14,860 | $1.67M | 0.01% | +11,214+307.6% | Added |
| Numerai GP LLC | 14,505 | $1.63M | 0.31% | +14,505 | New |
| B. Metzler seel. Sohn & Co. AG | 14,458 | $1.63M | 0.02% | −5,232−26.6% | Reduced |
| Manufacturers Life Insurance Company, The | 14,368 | $1.62M | 0.00% | +250+1.8% | Added |
| Black Swift Group, LLC | 14,350 | $1.62M | 0.37% | +14,350 | New |
| Blue Barn Wealth, LLC | 14,322 | $1.61M | 0.84% | +12+0.1% | Added |
| Maryland State Retirement & Pension System | 14,017 | $1.58M | 0.04% | −1,994−12.5% | Reduced |
| CIBC World Markets Corp | 13,911 | $1.57M | 0.01% | +140+1.0% | Added |
| Prudential Financial Inc | 13,713 | $1.55M | 0.00% | +5,150+60.1% | Added |
| NTV Asset Management LLC | 13,700 | $1.54M | 0.21% | +11,700+585.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 13,432 | $1.51M | 0.00% | +654+5.1% | Added |
| Toroso Investments, LLC | 13,423 | $1.51M | 0.01% | −3,345−19.9% | Reduced |
| Hancock Whitney Corp | 13,410 | $1.51M | 0.05% | +13,410 | New |
| Grandview Asset Management LLC | 13,206 | $1.49M | 0.57% | +1,234+10.3% | Added |
| Comerica Bank | 12,947 | $1.46M | 0.01% | +4,091+46.2% | Added |
| CIBC Asset Management Inc | 12,875 | $1.45M | 0.00% | +755+6.2% | Added |
| M&T Bank Corp | 12,729 | $1.43M | 0.01% | −979−7.1% | Reduced |
| Pier 88 Investment Partners LLC | 12,720 | $1.43M | 0.28% | −3,200−20.1% | Reduced |
| Connective Capital Management, LLC | 12,682 | $1.43M | 1.32% | +12,682 | New |
| Northwestern Mutual Wealth Management Co | 12,641 | $1.42M | 0.00% | +757+6.4% | Added |
| Investment Management Corp of Ontario | 12,508 | $1.41M | 0.03% | +100+0.8% | Added |
| Farther Finance Advisors, LLC | 12,114 | $1.40M | 0.04% | +291+2.5% | Added |
| Acadian Asset Management LLC | 12,452 | $1.40M | 0.00% | +10,502+538.6% | Added |
| Jackson Square Capital, LLC | 12,285 | $1.38M | 0.45% | +1,038+9.2% | Added |
| Warm Springs Advisors Inc. | 12,198 | $1.37M | 1.38% | −3,000−19.7% | Reduced |
| Wealthedge Investment Advisors, LLC | 12,132 | $1.37M | 0.62% | +4,755+64.5% | Added |
| Aigen Investment Management, LP | 12,119 | $1.37M | 0.22% | +5,859+93.6% | Added |
| Summit Trail Advisors, LLC | 12,104 | $1.36M | 0.04% | +266+2.2% | Added |
| Mission Wealth Management, LP | 12,093 | $1.36M | 0.03% | +7,435+159.6% | Added |
| Malaga Cove Capital, LLC | 12,037 | $1.36M | 0.59% | +2,116+21.3% | Added |
| Sanctuary Advisors, LLC | 11,825 | $1.33M | 0.01% | −285−2.4% | Reduced |
| Castle Rock Wealth Management, LLC | 11,714 | $1.33M | 0.36% | −3,760−24.3% | Reduced |
| CWM, LLC | 11,692 | $1.32M | 0.01% | +283+2.5% | Added |
| Allstate Corp | 11,471 | $1.29M | 0.04% | +2,537+28.4% | Added |
| Maxi Investments CY Ltd | 11,457 | $1.29M | 0.26% | +11,457 | New |
| Dai-Ichi Life Insurance Company, Ltd | 11,357 | $1.28M | 0.04% | 00.0% | Unchanged |
| Dakota Wealth Management | 11,268 | $1.27M | 0.03% | +11,268 | New |
| National Bank of Canada | 11,200 | $1.26M | 0.00% | +2,550+29.5% | Added |
| Retireful, LLC | 10,929 | $1.26M | 1.21% | +10,929 | New |
| Generali Asset Management SPA SGR | 10,989 | $1.24M | 0.03% | +465+4.4% | Added |
| Joel Isaacson & Co., LLC | 10,875 | $1.23M | 0.06% | +3,926+56.5% | Added |
| Omers Administration Corp | 10,715 | $1.21M | 0.01% | −1,763−14.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,688 | $1.20M | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,652 | $1.20M | 0.01% | +578+5.7% | Added |
| Proactive Wealth Strategies LLC | 10,615 | $1.20M | 0.64% | −305−2.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,560 | $1.19M | 0.17% | +990+10.3% | Added |
| SBI Securities Co., Ltd. | 10,342 | $1.17M | 0.04% | −374−3.5% | Reduced |
| Titleist Asset Management, LLC | 10,330 | $1.16M | 0.14% | −20,667−66.7% | Reduced |
| Intech Investment Management LLC | 10,320 | $1.16M | 0.01% | −3,922−27.5% | Reduced |
| Capstone Investment Advisors, LLC | 10,306 | $1.16M | 0.01% | +5,953+136.8% | Added |
| Commerce Bank | 10,293 | $1.16M | 0.01% | +20+0.2% | Added |
| Semanteon Capital Management, LP | 10,250 | $1.16M | 0.63% | +10,250 | New |
| Cresset Asset Management, LLC | 10,227 | $1.15M | 0.01% | +190+1.9% | Added |