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 $75.0B 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 | $75.0B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.9B |
| Q3 2025 | 1,039 | $61.4B |
| Q2 2025 | 947 | $54.6B |
| Q1 2025 | 872 | $30.1B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.8B |
| Q2 2024 | 652 | $21.2B |
| Q1 2024 | 709 | $29.6B |
| Q4 2023 | 678 | $23.3B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $16.2B |
| Q4 2022 | 550 | $11.0B |
| Q3 2022 | 563 | $12.9B |
| Q2 2022 | 550 | $10.4B |
| 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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 15,267 | $2.99M | 0.06% | +1,857+13.8% | Added |
| Allianz Asset Management GmbH | 15,433 | $3.02M | 0.00% | −10,267−39.9% | Reduced |
| Gulf International Bank (UK) Ltd | 15,544 | $3.04M | 0.11% | −2,115−12.0% | Reduced |
| Balyasny Asset Management LLC | 15,814 | $3.10M | 0.01% | −111,998−87.6% | Reduced |
| CWM, LLC | 15,855 | $3.10M | 0.01% | +4,163+35.6% | Added |
| PDT Partners, LLC | 15,892 | $3.11M | 0.18% | +13,300+513.1% | Added |
| Nia Impact Advisors, LLC | 15,904 | $3.11M | 1.08% | −690−4.2% | Reduced |
| Rafferty Asset Management, LLC | 16,166 | $3.17M | 0.01% | +133+0.8% | Added |
| Manufacturers Life Insurance Company, The | 16,461 | $3.22M | 0.00% | +2,093+14.6% | Added |
| Cannon Advisors, Inc. | 16,471 | $3.23M | 2.60% | +16,471 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 16,500 | $3.23M | 1.69% | −6,300−27.6% | Reduced |
| Woodline Partners LP | 16,654 | $3.26M | 0.02% | +16,654 | New |
| Knollwood Investment Advisory, LLC | 16,800 | $3.29M | 0.32% | 00.0% | Unchanged |
| Lido Advisors, LLC | 16,849 | $3.30M | 0.02% | +1,283+8.2% | Added |
| Newbridge Financial Services Group, Inc. | 16,916 | $3.31M | 0.54% | +7,568+81.0% | Added |
| Intech Investment Management LLC | 16,925 | $3.31M | 0.03% | +6,605+64.0% | Added |
| Highland Capital Management, LLC | 17,050 | $3.34M | 0.18% | +509+3.1% | Added |
| TCG Advisory Services, LLC | 17,177 | $3.36M | 0.12% | +14,373+512.6% | Added |
| Taylor Frigon Capital Management LLC | 17,229 | $3.37M | 1.79% | −1,112−6.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 17,572 | $3.44M | 0.03% | +3,114+21.5% | Added |
| Sanctuary Advisors, LLC | 17,686 | $3.46M | 0.02% | +5,861+49.6% | Added |
| Fortis Group Advisors, LLC | 16,721 | $3.47M | 0.63% | −7,960−32.3% | Reduced |
| Motley Fool Asset Management LLC | 17,752 | $3.48M | 0.16% | +1,691+10.5% | Added |
| Vident Advisory, LLC | 17,783 | $3.48M | 0.04% | −886−4.7% | Reduced |
| Nwi Management LP | 18,000 | $3.52M | 0.32% | 00.0% | Unchanged |
| Numerai GP LLC | 18,020 | $3.53M | 0.51% | +3,515+24.2% | Added |
| Azzad Asset Management Inc | 18,298 | $3.58M | 0.38% | +3,375+22.6% | Added |
| Consolidated Press International Holdings Ltd | 18,360 | $3.60M | 0.60% | −3,797−17.1% | Reduced |
| MetLife Investment Management | 19,188 | $3.76M | 0.02% | +459+2.5% | Added |
| SWS Partners | 19,277 | $3.78M | 1.02% | −3,671−16.0% | Reduced |
| Mackenzie Financial Corp | 19,345 | $3.79M | 0.00% | +1,257+6.9% | Added |
| Entropy Technologies, LP | 19,427 | $3.80M | 0.30% | −6,617−25.4% | Reduced |
| Kentucky Retirement Systems | 19,510 | $3.82M | 0.11% | −1,278−6.1% | Reduced |
| RFG Advisory, LLC | 19,609 | $3.84M | 0.09% | +2,637+15.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 19,650 | $3.85M | 1.08% | −1,320−6.3% | Reduced |
| Beacon Pointe Advisors, LLC | 19,852 | $3.89M | 0.04% | +562+2.9% | Added |
| D.A. Davidson & Co. | 20,023 | $3.92M | 0.03% | −263−1.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 20,300 | $3.98M | 0.05% | −2,800−12.1% | Reduced |
| Nicholas Investment Partners, LP | 20,472 | $4.01M | 0.36% | −1,637−7.4% | Reduced |
| Prudential Financial Inc | 20,685 | $4.05M | 0.01% | +6,972+50.8% | Added |
| Foundations Investment Advisors, LLC | 20,971 | $4.11M | 0.06% | +3,112+17.4% | Added |
| CIBC World Markets Inc. | 20,981 | $4.11M | 0.01% | −14,529−40.9% | Reduced |
| Viking Fund Management LLC | 21,000 | $4.11M | 0.56% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 21,053 | $4.13M | 0.02% | −4,273−16.9% | Reduced |
| TrueMark Investments, LLC | 21,180 | $4.15M | 0.90% | −813−3.7% | Reduced |
| Vinva Investment Management Ltd | 21,405 | $4.15M | 0.11% | −35−0.2% | Reduced |
| EFG Asset Management (Americas) Corp. | 21,793 | $4.27M | 0.79% | −3,455−13.7% | Reduced |
| SG Americas Securities, LLC | 22,105 | $4.33M | 0.02% | +6,410+40.8% | Added |
| Nisa Investment Advisors, LLC | 22,175 | $4.34M | 0.02% | +4,500+25.5% | Added |
| Warm Springs Advisors Inc. | 22,198 | $4.35M | 3.73% | +10,000+82.0% | Added |
| Amalgamated Bank | 23,148 | $4.53M | 0.03% | +1,746+8.2% | Added |
| Aequim Alternative Investments LP | 23,519 | $4.61M | 0.15% | +20,219+612.7% | Added |
| Janus Henderson Group PLC | 23,696 | $4.64M | 0.00% | −1,903−7.4% | Reduced |
| Verition Fund Management LLC | 23,769 | $4.65M | 0.03% | −78,539−76.8% | Reduced |
| GWM Advisors LLC | 23,861 | $4.67M | 0.02% | −261−1.1% | Reduced |
| Toroso Investments, LLC | 24,684 | $4.83M | 0.03% | +11,261+83.9% | Added |
| CI Private Wealth, LLC | 24,700 | $4.84M | 0.01% | +6,757+37.7% | Added |
| Tredje AP-fonden | 24,733 | $4.84M | 0.04% | +772+3.2% | Added |
| Norden Group LLC | 24,734 | $4.84M | 0.53% | +2,017+8.9% | Added |
| Clear Harbor Asset Management, LLC | 24,790 | $4.85M | 0.37% | −370−1.5% | Reduced |
| Main Management ETF Advisors, LLC | 24,922 | $4.88M | 0.20% | +408+1.7% | Added |
| Daiwa Securities Group Inc. | 25,052 | $4.91M | 0.02% | +400+1.6% | Added |
| Generate Investment Management Ltd | 25,293 | $4.95M | 0.27% | +25,293 | New |
| ASR Vermogensbeheer N.V. | 25,530 | $5.00M | 0.06% | +5,988+30.6% | Added |
| Vestor Capital, LLC | 107,344 | $5.08M | 0.38% | +54,262+102.2% | Added |
| Goldstream Capital Management Ltd | 26,270 | $5.14M | 2.21% | +26,270 | New |
| Independent Advisor Alliance | 26,544 | $5.20M | 0.15% | −587−2.2% | Reduced |
| EFG Asset Management (North America) Corp. | 27,031 | $5.29M | 0.75% | −4,122−13.2% | Reduced |
| Kestra Advisory Services, LLC | 27,258 | $5.34M | 0.03% | +466+1.7% | Added |
| Cerity Partners LLC | 27,531 | $5.39M | 0.01% | +6,363+30.1% | Added |
| Perigon Wealth Management, LLC | 27,607 | $5.41M | 0.13% | +70.0% | Added |
| Sepio Capital, LP | 27,781 | $5.44M | 0.39% | +1,105+4.1% | Added |
| KP Management LLC | 27,786 | $5.44M | 2.20% | −7,500−21.3% | Reduced |
| Jasper Ridge Partners, L.P. | 27,835 | $5.45M | 0.14% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 27,989 | $5.48M | 0.02% | +2,310+9.0% | Added |
| Millennium Management LLC | 28,038 | $5.49M | 0.00% | −307,904−91.7% | Reduced |
| Evercore Wealth Management, LLC | 28,330 | $5.55M | 0.09% | −5,170−15.4% | Reduced |
| Janney Montgomery Scott LLC | 28,431 | $5.57M | 0.01% | +4,751+20.1% | Added |
| Lountzis Asset Management, LLC | 28,558 | $5.59M | 1.97% | 00.0% | Unchanged |
| Commerce Bank | 28,847 | $5.65M | 0.03% | +18,554+180.3% | Added |
| Y.D. More Investments Ltd | 29,476 | $5.73M | 0.39% | +1,516+5.4% | Added |
| Swiss Life Asset Management Ltd | 29,368 | $5.75M | 0.03% | +8,246+39.0% | Added |
| LMR Partners LLP | 30,000 | $5.87M | 0.09% | +29,304+4,210.3% | Added |
| Sterling Capital Management LLC | 30,034 | $5.88M | 0.08% | +29,013+2,841.6% | Added |
| Public Employees Retirement Association of Colorado | 30,591 | $5.99M | 0.02% | −164−0.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,797 | $6.03M | 0.05% | +3,040+11.0% | Added |
| Wealthfront Advisers LLC | 31,003 | $6.07M | 0.02% | +3,556+13.0% | Added |
| FORA Capital, LLC | 31,025 | $6.08M | 0.67% | −14,057−31.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 31,134 | $6.10M | 0.04% | −1,280−3.9% | Reduced |
| NWK Group, Inc. | 31,663 | $6.20M | 2.18% | +31,663 | New |
| Soltis Investment Advisors LLC | 31,936 | $6.25M | 0.49% | +265+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 32,301 | $6.34M | 0.05% | +2,613+8.8% | Added |
| Fifth Third Wealth Advisors LLC | 33,095 | $6.48M | 0.27% | +40.0% | Added |
| Mercer Global Advisors Inc | 33,111 | $6.48M | 0.01% | +4,057+14.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 33,295 | $6.52M | 1.16% | +6,247+23.1% | Added |
| Robocap Asset Management Ltd | 33,625 | $6.58M | 4.15% | −2,011−5.6% | Reduced |
| US Bancorp | 33,761 | $6.61M | 0.01% | +718+2.2% | Added |
| Ieq Capital, LLC | 33,772 | $6.61M | 0.04% | +18,912+127.3% | Added |
| OP Asset Management Ltd | 33,808 | $6.62M | 0.10% | +1,362+4.2% | Added |
| Ethic Inc. | 34,531 | $6.70M | 0.12% | +4,082+13.4% | Added |