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 |
|---|---|---|---|---|---|
| Swedbank AB | 34,351 | $6.73M | 0.01% | +34,351 | New |
| Pathstone Holdings, LLC | 34,455 | $6.75M | 0.03% | +6,423+22.9% | Added |
| Brown Advisory Inc | 35,155 | $6.88M | 0.01% | +28,611+437.2% | Added |
| Natixis Advisors, L.P. | 35,173 | $6.89M | 0.01% | +35,173 | New |
| Wealth Enhancement Advisory Services, LLC | 36,045 | $6.89M | 0.01% | +3,777+11.7% | Added |
| Strategic Planning Group, LLC | 37,635 | $7.37M | 1.20% | +3,673+10.8% | Added |
| Nissay Asset Management Corp | 38,187 | $7.48M | 0.04% | +1,182+3.2% | Added |
| Simplex Trading, LLC | 38,235 | $7.49M | 0.20% | +38,235 | New |
| Banque Cantonale Vaudoise | 38,317 | $7.50M | 0.31% | +5,716+17.5% | Added |
| Robeco Schweiz AG | 38,400 | $7.52M | 0.17% | +400+1.1% | Added |
| Independent Financial Group, LLC | 38,744 | $7.59M | 0.21% | +17,274+80.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 49,062 | $7.62M | 0.02% | +7,084+16.9% | Added |
| Andra AP-fonden | 39,797 | $7.79M | 0.11% | −5,900−12.9% | Reduced |
| Bearing Point Capital, LLC | 40,077 | $7.85M | 1.44% | +2,853+7.7% | Added |
| Empowered Funds, LLC | 40,087 | $7.85M | 0.09% | +33,431+502.3% | Added |
| Jackson Square Capital, LLC | 41,311 | $8.09M | 1.80% | +29,026+236.3% | Added |
| Nordea Investment Management AB | 42,000 | $8.18M | 0.01% | +1,632+4.0% | Added |
| Square Peg Capital Pty Ltd | 42,259 | $8.28M | 6.68% | −4,358−9.3% | Reduced |
| Union Bancaire Privee, UBP SA | 50,564 | $8.30M | 0.12% | +9,718+23.8% | Added |
| Ambassador Advisors, LLC | 42,541 | $8.33M | 1.29% | −1,327−3.0% | Reduced |
| Premier Fund Managers Ltd | 43,600 | $8.46M | 0.31% | +43,600 | New |
| Exchange Traded Concepts, LLC | 43,241 | $8.47M | 0.11% | −16,903−28.1% | Reduced |
| La Banque Postale Asset Management SA | 44,246 | $8.66M | 0.12% | −54,300−55.1% | Reduced |
| Davy Global Fund Management Ltd | 44,972 | $8.81M | 0.78% | −12,459−21.7% | Reduced |
| Maytus Capital Management, LLC | 45,464 | $8.90M | 1.64% | −24,536−35.1% | Reduced |
| JustInvest LLC | 46,377 | $9.08M | 0.10% | +6,218+15.5% | Added |
| Teacher Retirement System of Texas | 46,887 | $9.18M | 0.04% | +2,208+4.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 46,897 | $9.18M | 0.09% | +2,486+5.6% | Added |
| Jefferies Financial Group Inc. | 47,856 | $9.37M | 0.15% | +42,893+864.3% | Added |
| Prescott Group Capital Management, L.L.C. | 48,000 | $9.40M | 1.11% | +24,000+100.0% | Added |
| Assetmark, Inc | 48,246 | $9.45M | 0.02% | +12,539+35.1% | Added |
| British Columbia Investment Management Corp | 48,579 | $9.51M | 0.06% | −9,883−16.9% | Reduced |
| Hantz Financial Services, Inc. | 49,554 | $9.70M | 0.16% | +49,546+619,325.0% | Added |
| Comerica Bank | 49,695 | $9.73M | 0.04% | +36,748+283.8% | Added |
| Utah Retirement Systems | 50,393 | $9.87M | 0.10% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 51,326 | $10.1M | 2.50% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 51,365 | $10.1M | 0.06% | +27,394+114.3% | Added |
| Caisse de Depot Et Placement du Quebec | 51,672 | $10.1M | 0.02% | +51,672 | New |
| AMJ Financial Wealth Management | 51,786 | $10.1M | 2.57% | +7,625+17.3% | Added |
| Lyell Wealth Management, LP | 51,823 | $10.1M | 0.80% | +1,075+2.1% | Added |
| USS Investment Management Ltd | 53,800 | $10.5M | 0.06% | −367−0.7% | Reduced |
| Slow Capital, Inc. | 53,966 | $10.6M | 1.29% | −50−0.1% | Reduced |
| Congress Wealth Management LLC | 54,131 | $10.6M | 0.10% | +54,131 | New |
| Renaissance Technologies LLC | 54,600 | $10.7M | 0.01% | +54,600 | New |
| Archon Partners LLC | 55,000 | $10.8M | 1.24% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 55,100 | $10.8M | 0.08% | +55,100 | New |
| DekaBank Deutsche Girozentrale | 55,984 | $10.8M | 0.02% | +1,408+2.6% | Added |
| AIA Group Ltd | 55,756 | $10.9M | 0.24% | +12,802+29.8% | Added |
| Toronto Dominion Bank | 56,095 | $11.0M | 0.02% | +10,147+22.1% | Added |
| Man Group plc | 56,669 | $11.1M | 0.02% | −301,832−84.2% | Reduced |
| Candriam Luxembourg S.C.A. | 56,702 | $11.1M | 0.06% | −11,273−16.6% | Reduced |
| Quantinno Capital Management LP | 57,252 | $11.2M | 0.05% | +8,930+18.5% | Added |
| Advisor Group Holdings, Inc. | 58,914 | $11.4M | 0.02% | +31,870+117.8% | Added |
| LGT Group Foundation | 58,654 | $11.5M | 0.14% | −3,122−5.1% | Reduced |
| IFM Investors Pty Ltd | 58,716 | $11.5M | 0.11% | +2,538+4.5% | Added |
| Oak Ridge Investments LLC | 58,718 | $11.5M | 0.82% | +1,681+2.9% | Added |
| Alyeska Investment Group, L.P. | 58,891 | $11.5M | 0.04% | +58,891 | New |
| MML Investors Services, LLC | 58,991 | $11.6M | 0.03% | +25,802+77.7% | Added |
| Creative Planning | 59,061 | $11.6M | 0.01% | +13,793+30.5% | Added |
| Employees Retirement System of Texas | 60,003 | $11.8M | 0.10% | +2,521+4.4% | Added |
| Commonwealth Equity Services, LLC | 60,893 | $11.9M | 0.02% | +1,076+1.8% | Added |
| Xponance, Inc. | 60,996 | $11.9M | 0.10% | +3,087+5.3% | Added |
| QRG Capital Management, Inc. | 61,189 | $12.0M | 0.10% | −3,962−6.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 63,000 | $12.3M | 0.10% | +13,000+26.0% | Added |
| Forsta Ap-Fonden | 63,200 | $12.4M | 0.08% | +1,900+3.1% | Added |
| DnB Asset Management AS | 63,343 | $12.4M | 0.05% | +10,899+20.8% | Added |
| Captrust Financial Advisors | 63,625 | $12.5M | 0.03% | +7,922+14.2% | Added |
| Manchester Global Management (UK) Ltd | 64,000 | $12.5M | 1.81% | +64,000 | New |
| Group One Trading, L.P. | 64,583 | $12.6M | 0.41% | +58,776+1,012.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 64,943 | $12.7M | 0.06% | +2,599+4.2% | Added |
| Silvant Capital Management LLC | 66,666 | $13.1M | 0.49% | +47,339+244.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 67,128 | $13.1M | 0.12% | +4,700+7.5% | Added |
| Atika Capital Management LLC | 68,801 | $13.5M | 1.41% | +32,801+91.1% | Added |
| Private Advisory Group LLC | 70,685 | $13.8M | 1.30% | +32,458+84.9% | Added |
| Avalon Global Asset Management LLC | 75,400 | $14.8M | 4.16% | −5,000−6.2% | Reduced |
| Fiera Capital Corp | 76,184 | $14.9M | 0.05% | +76,184 | New |
| Vontobel Holding Ltd. | 76,500 | $15.0M | 0.05% | −32,460−29.8% | Reduced |
| TD Asset Management Inc | 76,840 | $15.0M | 0.01% | −4,648−5.7% | Reduced |
| Ci Investments Inc. | 77,643 | $15.2M | 0.06% | +39,126+101.6% | Added |
| Susquehanna International Group, LLP | 78,510 | $15.4M | 0.02% | −95,992−55.0% | Reduced |
| Sentinel Trust Co Lba | 80,718 | $15.8M | 1.72% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 81,074 | $15.9M | 0.03% | +24,649+43.7% | Added |
| Stifel Financial Corp | 81,230 | $15.9M | 0.02% | +27,273+50.5% | Added |
| Long Walk Management LP | 81,765 | $16.0M | 4.05% | −56,085−40.7% | Reduced |
| Susquehanna Advisors Group, Inc. | 81,790 | $16.0M | 0.64% | +81,790 | New |
| Walleye Trading LLC | 84,221 | $16.5M | 0.40% | +33,248+65.2% | Added |
| Truist Financial Corp | 84,990 | $16.6M | 0.02% | +13,442+18.8% | Added |
| HighTower Advisors, LLC | 85,296 | $16.7M | 0.02% | +4,735+5.9% | Added |
| Tiaa Trust, National Association | 85,537 | $16.8M | 0.04% | +83,252+3,643.4% | Added |
| Arizona State Retirement System | 90,241 | $17.7M | 0.10% | +1,833+2.1% | Added |
| Cetera Investment Advisers | 92,239 | $18.1M | 0.03% | +13,142+16.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 95,308 | $18.7M | 0.06% | +3,028+3.3% | Added |
| Baker Chad R | 95,900 | $18.8M | 3.49% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 96,063 | $18.8M | 0.11% | −4,087−4.1% | Reduced |
| RMB Capital Management, LLC | 98,561 | $19.3M | 0.37% | −3,490−3.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 99,861 | $19.6M | 0.44% | +97,537+4,196.9% | Added |
| Agf Management Ltd | 99,919 | $19.6M | 0.09% | +99,919 | New |
| Grandeur Peak Global Advisors, LLC | 101,514 | $19.9M | 2.40% | −14,012−12.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 101,918 | $19.9M | 0.10% | +5,507+5.7% | Added |
| Berkshire Capital Holdings Inc | 102,230 | $20.0M | 7.00% | −9,390−8.4% | Reduced |