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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 103,964 | $20.4M | 0.08% | +862+0.8% | Added |
| Glynn Capital Management LLC | 106,866 | $20.9M | 4.71% | −50,043−31.9% | Reduced |
| KLP Kapitalforvaltning AS | 112,300 | $22.0M | 0.09% | +2,000+1.8% | Added |
| RPG Investment Advisory, LLC | 112,342 | $22.0M | 2.74% | −184,520−62.2% | Reduced |
| Erste Asset Management GmbH | 113,118 | $22.1M | 0.19% | +2,168+2.0% | Added |
| Nomura Asset Management Co Ltd | 113,961 | $22.3M | 0.06% | +10,947+10.6% | Added |
| Mn Services Vermogensbeheer B.V. | 115,400 | $22.6M | 0.16% | +8,300+7.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 117,415 | $23.0M | 0.06% | +36,036+44.3% | Added |
| Liontrust Investment Partners LLP | 117,475 | $23.0M | 0.33% | +50,763+76.1% | Added |
| Mariner, LLC | 118,034 | $23.1M | 0.03% | +6,163+5.5% | Added |
| Forte Capital LLC | 118,334 | $23.2M | 2.49% | −9,591−7.5% | Reduced |
| Public Employees Retirement System of Ohio | 119,814 | $23.5M | 0.08% | +26,039+27.8% | Added |
| BNP Paribas Arbitrage, SA | 126,387 | $24.8M | 0.02% | −7,774−5.8% | Reduced |
| Acadian Asset Management LLC | 127,677 | $25.0M | 0.05% | +115,225+925.4% | Added |
| Picton Mahoney Asset Management | 129,395 | $25.3M | 0.36% | −16,110−11.1% | Reduced |
| Parnassus Investments | 130,564 | $25.6M | 0.06% | −3,583−2.7% | Reduced |
| Capital International Inc | 134,755 | $26.4M | 0.26% | +28,872+27.3% | Added |
| Jane Street Group, LLC | 140,762 | $27.6M | 0.04% | −508,895−78.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 141,691 | $27.7M | 0.05% | −4,843−3.3% | Reduced |
| Danske Bank A/S | 142,934 | $28.0M | 0.07% | +15,504+12.2% | Added |
| APG Asset Management N.V. | 169,000 | $28.2M | 0.08% | −6,071−3.5% | Reduced |
| Treasurer of the State of North Carolina | 144,152 | $28.2M | 0.09% | +4,796+3.4% | Added |
| Hartline Investment Corp | 146,455 | $28.7M | 3.26% | −14,001−8.7% | Reduced |
| Mizuho Markets Americas LLC | 153,028 | $30.0M | 0.99% | −105,030−40.7% | Reduced |
| Capital International Ltd | 153,166 | $30.0M | 1.15% | +28,793+23.2% | Added |
| New York State Common Retirement Fund | 155,528 | $30.5M | 0.04% | +5,000+3.3% | Added |
| Barclays PLC | 156,210 | $30.6M | 0.01% | −64,405−29.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 156,878 | $30.7M | 1.53% | −1,004−0.6% | Reduced |
| Handelsbanken Fonder AB | 158,659 | $31.1M | 0.11% | +25,958+19.6% | Added |
| Storebrand Asset Management AS | 159,956 | $31.3M | 0.09% | +11,880+8.0% | Added |
| State of Wisconsin Investment Board | 164,813 | $32.3M | 0.08% | −7,322−4.3% | Reduced |
| 12 West Capital Management LP | 165,000 | $32.3M | 3.42% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 167,775 | $32.9M | 0.07% | +7,397+4.6% | Added |
| Standard Life Aberdeen plc | 169,703 | $33.2M | 0.06% | +9,977+6.2% | Added |
| HSBC Holdings PLC | 170,931 | $33.5M | 0.02% | −18,622−9.8% | Reduced |
| LPL Financial LLC | 178,009 | $34.9M | 0.01% | +36,269+25.6% | Added |
| Carnegie Capital Asset Management, LLC | 178,318 | $34.9M | 0.70% | −9,055−4.8% | Reduced |
| Russell Investments Group, Ltd. | 183,891 | $36.0M | 0.05% | −44,708−19.6% | Reduced |
| Bank of Montreal | 189,348 | $37.1M | 0.02% | +21,428+12.8% | Added |
| Korea Investment CORP | 195,639 | $38.3M | 0.09% | −37,517−16.1% | Reduced |
| Jennison Associates LLC | 196,750 | $38.5M | 0.02% | +196,750 | New |
| Pinebridge Investments, L.P. | 198,284 | $38.8M | 0.31% | −39,762−16.7% | Reduced |
| Blair William & Co | 201,229 | $39.4M | 0.11% | +180,604+875.7% | Added |
| Schroder Investment Management Group | 202,044 | $39.6M | 0.03% | −6,857−3.3% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 204,306 | $40.0M | 0.29% | −14,832−6.8% | Reduced |
| Canada Pension Plan Investment Board | 206,420 | $40.4M | 0.03% | +817+0.4% | Added |
| Kames Capital plc | 216,081 | $42.3M | 0.54% | −23,782−9.9% | Reduced |
| Asset Management One Co.,Ltd. | 224,317 | $43.9M | 0.14% | +4,210+1.9% | Added |
| Teachers Retirement System of the State of Kentucky | 227,816 | $44.6M | 0.36% | −17,465−7.1% | Reduced |
| Whittier Trust Co | 228,664 | $44.8M | 0.54% | +228,062+37,884.1% | Added |
| Alliancebernstein L.P. | 230,709 | $45.2M | 0.01% | −38,565−14.3% | Reduced |
| Aviva PLC | 230,812 | $45.2M | 0.09% | +128,553+125.7% | Added |
| Wim Investment Management Ltd | 237,249 | $46.5M | 15.44% | 00.0% | Unchanged |
| Capital International Sarl | 242,036 | $47.4M | 0.91% | +53,175+28.2% | Added |
| D. E. Shaw & Co., Inc. | 247,726 | $48.5M | 0.05% | +242,281+4,449.6% | Added |
| Linden Advisors LP | 248,523 | $48.7M | 0.30% | +248,523 | New |
| Qube Research & Technologies Ltd | 254,751 | $49.9M | 0.07% | −1,015,797−79.9% | Reduced |
| Ensign Peak Advisors, Inc | 255,252 | $50.0M | 0.09% | −65,465−20.4% | Reduced |
| AXA S.A. | 259,364 | $50.8M | 0.15% | +193,581+294.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 269,988 | $52.9M | 0.04% | +23,127+9.4% | Added |
| Frontier Capital Management Co LLC | 272,738 | $53.4M | 0.49% | +268,867+6,945.7% | Added |
| Los Angeles Capital Management LLC | 272,939 | $53.4M | 0.20% | +75,476+38.2% | Added |
| Squarepoint Ops LLC | 279,446 | $54.7M | 0.12% | −534,465−65.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 312,292 | $57.8M | 0.10% | −32,665−9.5% | Reduced |
| State Board of Administration of Florida Retirement System | 298,751 | $58.5M | 0.10% | +5,303+1.8% | Added |
| Principal Financial Group Inc | 300,021 | $58.8M | 0.03% | +234,408+357.3% | Added |
| NZS Capital, LLC | 300,505 | $58.8M | 2.00% | +1,109+0.4% | Added |
| Select Equity Group, L.P. | 303,250 | $59.4M | 0.25% | −339,893−52.8% | Reduced |
| Whetstone Capital Advisors, LLC | 315,685 | $61.8M | 17.47% | −1,275−0.4% | Reduced |
| Citigroup Inc | 316,760 | $62.0M | 0.04% | +139,938+79.1% | Added |
| Envestnet Asset Management Inc | 322,600 | $63.2M | 0.02% | +119,150+58.6% | Added |
| SEI Investments Co | 329,036 | $64.4M | 0.07% | +38,776+13.4% | Added |
| Great West Life Assurance Co | 350,869 | $68.7M | 0.11% | +6,478+1.9% | Added |
| Parallax Volatility Advisers, L.P. | 360,365 | $68.9M | 2.76% | +102,036+39.5% | Added |
| Wells Fargo & Company | 363,220 | $71.1M | 0.02% | +102,423+39.3% | Added |
| Dimensional Fund Advisors LP | 374,397 | $73.3M | 0.02% | −8,920−2.3% | Reduced |
| Alfreton Capital LLP | 400,000 | $78.3M | 22.73% | −30,000−7.0% | Reduced |
| Rhumbline Advisers | 406,408 | $79.6M | 0.07% | +4,562+1.1% | Added |
| Victory Capital Management Inc | 430,334 | $84.1M | 0.05% | +351,875+448.5% | Added |
| Congress Asset Management Co | 430,400 | $84.3M | 0.58% | +430,400 | New |
| Marshall Wace, LLP | 433,052 | $84.8M | 0.10% | −150,507−25.8% | Reduced |
| Westfield Capital Management Co LP | 448,696 | $87.9M | 0.37% | +448,696 | New |
| AQR Capital Management LLC | 461,051 | $90.0M | 0.07% | +118,234+34.5% | Added |
| Bessemer Group Inc | 460,702 | $90.2M | 0.15% | −137,378−23.0% | Reduced |
| Allen Investment Management LLC | 468,127 | $91.7M | 1.00% | +16,178+3.6% | Added |
| California State Teachers Retirement System | 475,075 | $93.0M | 0.10% | +10,262+2.2% | Added |
| AustralianSuper Pty Ltd | 490,057 | $96.0M | 0.49% | +471,549+2,547.8% | Added |
| California Public Employees Retirement System | 506,043 | $99.1M | 0.06% | +38,876+8.3% | Added |
| Bamco Inc | 506,473 | $99.2M | 0.27% | −328,409−39.3% | Reduced |
| Federated Hermes, Inc. | 527,134 | $103.2M | 0.19% | +336,679+176.8% | Added |
| CIBC Private Wealth Group, LLC | 538,042 | $105.4M | 0.19% | +396,825+281.0% | Added |
| Neuberger Berman Group LLC | 538,186 | $105.4M | 0.08% | +386,654+255.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 546,584 | $107.0M | 0.26% | −57,661−9.5% | Reduced |
| Citadel Advisors LLC | 560,007 | $109.7M | 0.10% | +93,867+20.1% | Added |
| Ameriprise Financial Inc | 576,561 | $112.9M | 0.03% | −39,590−6.4% | Reduced |
| Peregrine Capital Management LLC | 601,753 | $117.8M | 3.55% | −35,074−5.5% | Reduced |
| National Pension Service | 612,723 | $120.0M | 0.10% | +187,550+44.1% | Added |
| Nikko Asset Management Americas, Inc. | 624,479 | $122.2M | 1.22% | −105,333−14.4% | Reduced |
| Nuveen, LLC | 652,130 | $127.7M | 0.04% | −130,577−16.7% | Reduced |
| Massachusetts Financial Services Co | 663,648 | $130.0M | 0.04% | +344,943+108.2% | Added |