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 11 sales; 1,234 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, Q2 2025
Institutional positions in Cloudflare, Inc. as of Jun 30, 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
- 950
- +85 vs. Q1 2025
- Shares held
- 277.6M
- +13.8M (+5.2%) vs. Q1 2025
- Total value
- $54.3B
- +$24.6B (+82.8%) vs. Q1 2025
- New holders
- 192
- 399 more added
- Sold out
- 107
- 265 more reduced
8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 40,807,488 | $7.99B | 1.16% | +6,239,571+18.1% | Added |
| Vanguard Group Inc | 31,495,565 | $6.17B | 0.10% | +658,656+2.1% | Added |
| Baillie Gifford & Co | 25,525,131 | $5.00B | 3.73% | −1,900,690−6.9% | Reduced |
| BlackRock, Inc. | 21,442,043 | $4.20B | 0.08% | +515,265+2.5% | Added |
| Morgan Stanley | 20,033,471 | $3.92B | 0.26% | −1,519,188−7.0% | Reduced |
| FMR LLC | 14,311,741 | $2.80B | 0.16% | +299,929+2.1% | Added |
| JPMorgan Chase & Co | 7,125,632 | $1.40B | 0.10% | +4,680,734+191.4% | Added |
| State Street Corp | 6,607,660 | $1.29B | 0.05% | +46,848+0.7% | Added |
| Geode Capital Management, LLC | 5,536,679 | $1.08B | 0.08% | +270,227+5.1% | Added |
| Sands Capital Management, LLC | 4,928,874 | $965.2M | 2.77% | −1,498,572−23.3% | Reduced |
| First Trust Advisors LP | 4,449,123 | $871.3M | 0.70% | −162,912−3.5% | Reduced |
| Invesco Ltd. | 3,915,248 | $766.7M | 0.13% | +2,440,241+165.4% | Added |
| Franklin Resources Inc | 3,538,331 | $692.9M | 0.18% | +66,653+1.9% | Added |
| American Century Companies Inc | 2,977,223 | $583.0M | 0.32% | −60,197−2.0% | Reduced |
| Legal & General Group Plc | 2,925,464 | $572.9M | 0.14% | −100,484−3.3% | Reduced |
| UBS Asset Management Americas Inc | 2,842,796 | $556.7M | 0.11% | −286,234−9.1% | Reduced |
| Norges Bank | 2,764,959 | $541.5M | 0.07% | +509,147+22.6% | Added |
| Voya Investment Management LLC | 2,641,399 | $517.3M | 0.51% | +26,052+1.0% | Added |
| Gilder Gagnon Howe & Co LLC | 1,955,859 | $383.0M | 4.07% | −25,814−1.3% | Reduced |
| 1832 Asset Management L.P. | 1,949,900 | $381.8M | 0.67% | −131,500−6.3% | Reduced |
| Polar Capital Holdings Plc | 1,913,958 | $374.8M | 1.97% | −356,399−15.7% | Reduced |
| Northern Trust Corp | 1,887,405 | $369.6M | 0.05% | +6,517+0.3% | Added |
| Goldman Sachs Group Inc | 1,805,393 | $353.6M | 0.06% | +635,008+54.3% | Added |
| Deutsche Bank AG | 1,455,405 | $285.0M | 0.10% | +143,138+10.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,396,266 | $273.4M | 0.17% | −11,665−0.8% | Reduced |
| Pictet Asset Management Holding SA | 1,377,007 | $269.6M | 0.27% | +122,208+9.7% | Added |
| Charles Schwab Investment Management Inc | 1,368,906 | $268.1M | 0.05% | +56,890+4.3% | Added |
| Two Sigma Investments, LP | 1,363,214 | $267.0M | 0.48% | −20,803−1.5% | Reduced |
| UBS Group AG | 1,323,300 | $259.1M | 0.05% | +316,070+31.4% | Added |
| Bank of America Corp | 1,307,530 | $256.1M | 0.02% | +496,878+61.3% | Added |
| Wellington Management Group LLP | 1,262,833 | $247.3M | 0.04% | +1,254,451+14,966.0% | Added |
| Royal Bank of Canada | 1,212,056 | $237.4M | 0.05% | +168,674+16.2% | Added |
| Raymond James Financial Inc | 1,182,972 | $231.7M | 0.08% | +85,737+7.8% | Added |
| Bank of New York Mellon Corp | 1,182,297 | $231.5M | 0.04% | −54,951−4.4% | Reduced |
| Price T Rowe Associates Inc | 1,175,419 | $230.2M | 0.03% | +239,499+25.6% | Added |
| Strategy Capital LLC | 1,165,942 | $228.3M | 15.37% | +50,374+4.5% | Added |
| Lord, Abbett & Co. LLC | 977,440 | $191.4M | 0.62% | +89,505+10.1% | Added |
| Swiss National Bank | 934,600 | $183.0M | 0.11% | +72,400+8.4% | Added |
| Macquarie Group Ltd | 922,011 | $180.6M | 0.22% | −20,238−2.1% | Reduced |
| Fred Alger Management, LLC | 865,797 | $169.5M | 0.76% | +99,940+13.0% | Added |
| Amundi | 904,031 | $167.8M | 0.06% | −186,479−17.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 846,441 | $165.8M | 0.12% | +51,985+6.5% | Added |
| Artisan Partners Limited Partnership | 773,192 | $151.4M | 0.23% | +293,189+61.1% | Added |
| Penserra Capital Management LLC | 748,107 | $146.5M | 2.04% | +77,019+11.5% | Added |
| KBC Group NV | 736,153 | $144.2M | 0.39% | +686,702+1,388.7% | Added |
| Two Sigma Advisers, LP | 699,900 | $137.1M | 0.28% | −73,100−9.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 679,400 | $133.0M | 0.31% | −158,560−18.9% | Reduced |
| Massachusetts Financial Services Co | 663,648 | $130.0M | 0.04% | +344,943+108.2% | Added |
| Nuveen, LLC | 652,130 | $127.7M | 0.04% | −130,577−16.7% | Reduced |
| Nikko Asset Management Americas, Inc. | 624,479 | $122.2M | 1.22% | −105,333−14.4% | Reduced |
| National Pension Service | 612,723 | $120.0M | 0.10% | +187,550+44.1% | Added |
| Peregrine Capital Management LLC | 601,753 | $117.8M | 3.55% | −35,074−5.5% | Reduced |
| Ameriprise Financial Inc | 576,561 | $112.9M | 0.03% | −39,590−6.4% | Reduced |
| Citadel Advisors LLC | 560,007 | $109.7M | 0.10% | +93,867+20.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 546,584 | $107.0M | 0.26% | −57,661−9.5% | Reduced |
| Neuberger Berman Group LLC | 538,186 | $105.4M | 0.08% | +386,654+255.2% | Added |
| CIBC Private Wealth Group, LLC | 538,042 | $105.4M | 0.19% | +396,825+281.0% | Added |
| Federated Hermes, Inc. | 527,134 | $103.2M | 0.19% | +336,679+176.8% | Added |
| Bamco Inc | 506,473 | $99.2M | 0.27% | −328,409−39.3% | Reduced |
| California Public Employees Retirement System | 506,043 | $99.1M | 0.06% | +38,876+8.3% | Added |
| AustralianSuper Pty Ltd | 490,057 | $96.0M | 0.49% | +471,549+2,547.8% | Added |
| California State Teachers Retirement System | 475,075 | $93.0M | 0.10% | +10,262+2.2% | Added |
| Allen Investment Management LLC | 468,127 | $91.7M | 1.00% | +16,178+3.6% | Added |
| Bessemer Group Inc | 460,702 | $90.2M | 0.15% | −137,378−23.0% | Reduced |
| AQR Capital Management LLC | 461,051 | $90.0M | 0.07% | +118,234+34.5% | Added |
| Westfield Capital Management Co LP | 448,696 | $87.9M | 0.37% | +448,696 | New |
| Marshall Wace, LLP | 433,052 | $84.8M | 0.10% | −150,507−25.8% | Reduced |
| Congress Asset Management Co | 430,400 | $84.3M | 0.58% | +430,400 | New |
| Victory Capital Management Inc | 430,334 | $84.1M | 0.05% | +351,875+448.5% | Added |
| Rhumbline Advisers | 406,408 | $79.6M | 0.07% | +4,562+1.1% | Added |
| Alfreton Capital LLP | 400,000 | $78.3M | 22.73% | −30,000−7.0% | Reduced |
| Dimensional Fund Advisors LP | 374,397 | $73.3M | 0.02% | −8,920−2.3% | Reduced |
| Wells Fargo & Company | 363,220 | $71.1M | 0.02% | +102,423+39.3% | Added |
| Parallax Volatility Advisers, L.P. | 360,365 | $68.9M | 2.76% | +102,036+39.5% | Added |
| Great West Life Assurance Co | 350,869 | $68.7M | 0.11% | +6,478+1.9% | Added |
| SEI Investments Co | 329,036 | $64.4M | 0.07% | +38,776+13.4% | Added |
| Envestnet Asset Management Inc | 322,600 | $63.2M | 0.02% | +119,150+58.6% | Added |
| Citigroup Inc | 316,760 | $62.0M | 0.04% | +139,938+79.1% | Added |
| Whetstone Capital Advisors, LLC | 315,685 | $61.8M | 17.47% | −1,275−0.4% | Reduced |
| Select Equity Group, L.P. | 303,250 | $59.4M | 0.25% | −339,893−52.8% | Reduced |
| NZS Capital, LLC | 300,505 | $58.8M | 2.00% | +1,109+0.4% | Added |
| Principal Financial Group Inc | 300,021 | $58.8M | 0.03% | +234,408+357.3% | Added |
| State Board of Administration of Florida Retirement System | 298,751 | $58.5M | 0.10% | +5,303+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 312,292 | $57.8M | 0.10% | −32,665−9.5% | Reduced |
| Squarepoint Ops LLC | 279,446 | $54.7M | 0.12% | −534,465−65.7% | Reduced |
| Los Angeles Capital Management LLC | 272,939 | $53.4M | 0.20% | +75,476+38.2% | Added |
| Frontier Capital Management Co LLC | 272,738 | $53.4M | 0.49% | +268,867+6,945.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 269,988 | $52.9M | 0.04% | +23,127+9.4% | Added |
| AXA S.A. | 259,364 | $50.8M | 0.15% | +193,581+294.3% | Added |
| Ensign Peak Advisors, Inc | 255,252 | $50.0M | 0.09% | −65,465−20.4% | Reduced |
| Qube Research & Technologies Ltd | 254,751 | $49.9M | 0.07% | −1,015,797−79.9% | Reduced |
| Linden Advisors LP | 248,523 | $48.7M | 0.30% | +248,523 | New |
| D. E. Shaw & Co., Inc. | 247,726 | $48.5M | 0.05% | +242,281+4,449.6% | Added |
| Capital International Sarl | 242,036 | $47.4M | 0.91% | +53,175+28.2% | Added |
| Wim Investment Management Ltd | 237,249 | $46.5M | 15.44% | 00.0% | Unchanged |
| Aviva PLC | 230,812 | $45.2M | 0.09% | +128,553+125.7% | Added |
| Alliancebernstein L.P. | 230,709 | $45.2M | 0.01% | −38,565−14.3% | Reduced |
| Whittier Trust Co | 228,664 | $44.8M | 0.54% | +228,062+37,884.1% | Added |
| Teachers Retirement System of the State of Kentucky | 227,816 | $44.6M | 0.36% | −17,465−7.1% | Reduced |
| Asset Management One Co.,Ltd. | 224,317 | $43.9M | 0.14% | +4,210+1.9% | Added |