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, 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
- 947
- +83 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
- 190
- 400 more added
- Sold out
- 107
- 263 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 | 1,228 | $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, 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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 679,400 | $133.0M | 0.31% | −158,560−18.9% | Reduced |
| Two Sigma Advisers, LP | 699,900 | $137.1M | 0.28% | −73,100−9.5% | Reduced |
| KBC Group NV | 736,153 | $144.2M | 0.39% | +686,702+1,388.7% | Added |
| Penserra Capital Management LLC | 748,107 | $146.5M | 2.04% | +77,019+11.5% | Added |
| Artisan Partners Limited Partnership | 773,192 | $151.4M | 0.23% | +293,189+61.1% | Added |
| Arrowstreet Capital, Limited Partnership | 846,441 | $165.8M | 0.12% | +51,985+6.5% | Added |
| Amundi | 904,031 | $167.8M | 0.06% | −186,479−17.1% | Reduced |
| Fred Alger Management, LLC | 865,797 | $169.5M | 0.76% | +99,940+13.0% | Added |
| Macquarie Group Ltd | 922,011 | $180.6M | 0.22% | −20,238−2.1% | Reduced |
| Swiss National Bank | 934,600 | $183.0M | 0.11% | +72,400+8.4% | Added |
| Lord, Abbett & Co. LLC | 977,440 | $191.4M | 0.62% | +89,505+10.1% | Added |
| Strategy Capital LLC | 1,165,942 | $228.3M | 15.37% | +50,374+4.5% | Added |
| Price T Rowe Associates Inc | 1,175,419 | $230.2M | 0.03% | +239,499+25.6% | Added |
| Bank of New York Mellon Corp | 1,182,297 | $231.5M | 0.04% | −54,951−4.4% | Reduced |
| Raymond James Financial Inc | 1,182,972 | $231.7M | 0.08% | +85,737+7.8% | Added |
| Royal Bank of Canada | 1,212,056 | $237.4M | 0.05% | +168,674+16.2% | Added |
| Wellington Management Group LLP | 1,262,833 | $247.3M | 0.04% | +1,254,451+14,966.0% | Added |
| Bank of America Corp | 1,307,530 | $256.1M | 0.02% | +496,878+61.3% | Added |
| UBS Group AG | 1,323,300 | $259.1M | 0.05% | +316,070+31.4% | Added |
| Two Sigma Investments, LP | 1,363,214 | $267.0M | 0.48% | −20,803−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,368,906 | $268.1M | 0.05% | +56,890+4.3% | Added |
| Pictet Asset Management Holding SA | 1,377,007 | $269.6M | 0.27% | +122,208+9.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,396,266 | $273.4M | 0.17% | −11,665−0.8% | Reduced |
| Deutsche Bank AG | 1,455,405 | $285.0M | 0.10% | +143,138+10.9% | Added |
| Goldman Sachs Group Inc | 1,805,393 | $353.6M | 0.06% | +635,008+54.3% | Added |
| Northern Trust Corp | 1,887,405 | $369.6M | 0.05% | +6,517+0.3% | Added |
| Polar Capital Holdings Plc | 1,913,958 | $374.8M | 1.97% | −356,399−15.7% | Reduced |
| 1832 Asset Management L.P. | 1,949,900 | $381.8M | 0.67% | −131,500−6.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,955,859 | $383.0M | 4.07% | −25,814−1.3% | Reduced |
| Voya Investment Management LLC | 2,641,399 | $517.3M | 0.51% | +26,052+1.0% | Added |
| Norges Bank | 2,764,959 | $541.5M | 0.07% | +509,147+22.6% | Added |
| UBS Asset Management Americas Inc | 2,842,796 | $556.7M | 0.11% | −286,234−9.1% | Reduced |
| Legal & General Group Plc | 2,925,464 | $572.9M | 0.14% | −100,484−3.3% | Reduced |
| American Century Companies Inc | 2,977,223 | $583.0M | 0.32% | −60,197−2.0% | Reduced |
| Franklin Resources Inc | 3,538,331 | $692.9M | 0.18% | +66,653+1.9% | Added |
| Invesco Ltd. | 3,915,248 | $766.7M | 0.13% | +2,440,241+165.4% | Added |
| First Trust Advisors LP | 4,449,123 | $871.3M | 0.70% | −162,912−3.5% | Reduced |
| Sands Capital Management, LLC | 4,928,874 | $965.2M | 2.77% | −1,498,572−23.3% | Reduced |
| Geode Capital Management, LLC | 5,536,679 | $1.08B | 0.08% | +270,227+5.1% | Added |
| State Street Corp | 6,607,660 | $1.29B | 0.05% | +46,848+0.7% | Added |
| JPMorgan Chase & Co | 7,125,632 | $1.40B | 0.10% | +4,680,734+191.4% | Added |
| FMR LLC | 14,311,741 | $2.80B | 0.16% | +299,929+2.1% | Added |
| Morgan Stanley | 20,033,471 | $3.92B | 0.26% | −1,519,188−7.0% | Reduced |
| BlackRock, Inc. | 21,442,043 | $4.20B | 0.08% | +515,265+2.5% | Added |
| Baillie Gifford & Co | 25,525,131 | $5.00B | 3.73% | −1,900,690−6.9% | Reduced |
| Vanguard Group Inc | 31,495,565 | $6.17B | 0.10% | +658,656+2.1% | Added |
| Capital World Investors | 40,807,488 | $7.99B | 1.16% | +6,239,571+18.1% | Added |
| Activest Wealth Management | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −804,645−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −328,156−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −281,483−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −274,107−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −174,042−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −170,568−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −153,405−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −108,012−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −99,579−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −93,768−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −91,525−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −80,844−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −72,057−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −66,065−100.0% | Sold out |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −40,503−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −37,914−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −30,008−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −28,025−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −28,002−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −27,699−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −25,800−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −23,734−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −22,986−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −22,951−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −20,936−100.0% | Sold out |
| Sona Asset Management (US) LLC | 0 | $0 | 0.00% | −17,600−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −12,509−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −15,884−100.0% | Sold out |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −16,376−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −15,140−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −12,682−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,119−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −11,471−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −11,457−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −11,268−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,560−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −10,306−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −9,095−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −9,080−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −8,481−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −8,136−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,682−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| V2 Financial group LLC | 0 | $0 | 0.00% | −5,516−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −5,407−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,335−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −5,026−100.0% | Sold out |