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 |
|---|---|---|---|---|---|
| Kames Capital plc | 216,081 | $42.3M | 0.54% | −23,782−9.9% | Reduced |
| Canada Pension Plan Investment Board | 206,420 | $40.4M | 0.03% | +817+0.4% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 204,306 | $40.0M | 0.29% | −14,832−6.8% | Reduced |
| Schroder Investment Management Group | 202,044 | $39.6M | 0.03% | −6,857−3.3% | Reduced |
| Blair William & Co | 201,229 | $39.4M | 0.11% | +180,604+875.7% | Added |
| Pinebridge Investments, L.P. | 198,284 | $38.8M | 0.31% | −39,762−16.7% | Reduced |
| Jennison Associates LLC | 196,750 | $38.5M | 0.02% | +196,750 | New |
| Korea Investment CORP | 195,639 | $38.3M | 0.09% | −37,517−16.1% | Reduced |
| Bank of Montreal | 189,348 | $37.1M | 0.02% | +21,428+12.8% | Added |
| Russell Investments Group, Ltd. | 183,891 | $36.0M | 0.05% | −44,708−19.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 178,318 | $34.9M | 0.70% | −9,055−4.8% | Reduced |
| LPL Financial LLC | 178,009 | $34.9M | 0.01% | +36,269+25.6% | Added |
| HSBC Holdings PLC | 170,931 | $33.5M | 0.02% | −18,622−9.8% | Reduced |
| Standard Life Aberdeen plc | 169,703 | $33.2M | 0.06% | +9,977+6.2% | Added |
| Royal London Asset Management Ltd | 167,775 | $32.9M | 0.07% | +7,397+4.6% | Added |
| 12 West Capital Management LP | 165,000 | $32.3M | 3.42% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 164,813 | $32.3M | 0.08% | −7,322−4.3% | Reduced |
| Storebrand Asset Management AS | 159,956 | $31.3M | 0.09% | +11,880+8.0% | Added |
| Handelsbanken Fonder AB | 158,659 | $31.1M | 0.11% | +25,958+19.6% | Added |
| Reynders McVeigh Capital Management, LLC | 156,878 | $30.7M | 1.53% | −1,004−0.6% | Reduced |
| Barclays PLC | 156,210 | $30.6M | 0.01% | −64,405−29.2% | Reduced |
| New York State Common Retirement Fund | 155,528 | $30.5M | 0.04% | +5,000+3.3% | Added |
| Capital International Ltd | 153,166 | $30.0M | 1.15% | +28,793+23.2% | Added |
| Mizuho Markets Americas LLC | 153,028 | $30.0M | 0.99% | −105,030−40.7% | Reduced |
| Hartline Investment Corp | 146,455 | $28.7M | 3.26% | −14,001−8.7% | Reduced |
| Treasurer of the State of North Carolina | 144,152 | $28.2M | 0.09% | +4,796+3.4% | Added |
| APG Asset Management N.V. | 169,000 | $28.2M | 0.08% | −6,071−3.5% | Reduced |
| Danske Bank A/S | 142,934 | $28.0M | 0.07% | +15,504+12.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 141,691 | $27.7M | 0.05% | −4,843−3.3% | Reduced |
| Jane Street Group, LLC | 140,762 | $27.6M | 0.04% | −508,895−78.3% | Reduced |
| Capital International Inc | 134,755 | $26.4M | 0.26% | +28,872+27.3% | Added |
| Parnassus Investments | 130,564 | $25.6M | 0.06% | −3,583−2.7% | Reduced |
| Picton Mahoney Asset Management | 129,395 | $25.3M | 0.36% | −16,110−11.1% | Reduced |
| Acadian Asset Management LLC | 127,677 | $25.0M | 0.05% | +115,225+925.4% | Added |
| BNP Paribas Arbitrage, SA | 126,387 | $24.8M | 0.02% | −7,774−5.8% | Reduced |
| Public Employees Retirement System of Ohio | 119,814 | $23.5M | 0.08% | +26,039+27.8% | Added |
| Forte Capital LLC | 118,334 | $23.2M | 2.49% | −9,591−7.5% | Reduced |
| Mariner, LLC | 118,034 | $23.1M | 0.03% | +6,163+5.5% | Added |
| Liontrust Investment Partners LLP | 117,475 | $23.0M | 0.33% | +50,763+76.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 117,415 | $23.0M | 0.06% | +36,036+44.3% | Added |
| Mn Services Vermogensbeheer B.V. | 115,400 | $22.6M | 0.16% | +8,300+7.7% | Added |
| Nomura Asset Management Co Ltd | 113,961 | $22.3M | 0.06% | +10,947+10.6% | Added |
| Erste Asset Management GmbH | 113,118 | $22.1M | 0.19% | +2,168+2.0% | Added |
| RPG Investment Advisory, LLC | 112,342 | $22.0M | 2.74% | −184,520−62.2% | Reduced |
| KLP Kapitalforvaltning AS | 112,300 | $22.0M | 0.09% | +2,000+1.8% | Added |
| Glynn Capital Management LLC | 106,866 | $20.9M | 4.71% | −50,043−31.9% | Reduced |
| State of New Jersey Common Pension Fund D | 103,964 | $20.4M | 0.08% | +862+0.8% | Added |
| Berkshire Capital Holdings Inc | 102,230 | $20.0M | 7.00% | −9,390−8.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 101,918 | $19.9M | 0.10% | +5,507+5.7% | Added |
| Grandeur Peak Global Advisors, LLC | 101,514 | $19.9M | 2.40% | −14,012−12.1% | Reduced |
| Agf Management Ltd | 99,919 | $19.6M | 0.09% | +99,919 | New |
| Whittier Trust Co of Nevada Inc | 99,861 | $19.6M | 0.44% | +97,537+4,196.9% | Added |
| RMB Capital Management, LLC | 98,561 | $19.3M | 0.37% | −3,490−3.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 96,063 | $18.8M | 0.11% | −4,087−4.1% | Reduced |
| Baker Chad R | 95,900 | $18.8M | 3.49% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 95,308 | $18.7M | 0.06% | +3,028+3.3% | Added |
| Cetera Investment Advisers | 92,239 | $18.1M | 0.03% | +13,142+16.6% | Added |
| Arizona State Retirement System | 90,241 | $17.7M | 0.10% | +1,833+2.1% | Added |
| Tiaa Trust, National Association | 85,537 | $16.8M | 0.04% | +83,252+3,643.4% | Added |
| HighTower Advisors, LLC | 85,296 | $16.7M | 0.02% | +4,735+5.9% | Added |
| Truist Financial Corp | 84,990 | $16.6M | 0.02% | +13,442+18.8% | Added |
| Walleye Trading LLC | 84,221 | $16.5M | 0.40% | +33,248+65.2% | Added |
| Susquehanna Advisors Group, Inc. | 81,790 | $16.0M | 0.64% | +81,790 | New |
| Long Walk Management LP | 81,765 | $16.0M | 4.05% | −56,085−40.7% | Reduced |
| Stifel Financial Corp | 81,230 | $15.9M | 0.02% | +27,273+50.5% | Added |
| Rockefeller Capital Management L.P. | 81,074 | $15.9M | 0.03% | +24,649+43.7% | Added |
| Sentinel Trust Co Lba | 80,718 | $15.8M | 1.72% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 78,510 | $15.4M | 0.02% | −95,992−55.0% | Reduced |
| Ci Investments Inc. | 77,643 | $15.2M | 0.06% | +39,126+101.6% | Added |
| TD Asset Management Inc | 76,840 | $15.0M | 0.01% | −4,648−5.7% | Reduced |
| Vontobel Holding Ltd. | 76,500 | $15.0M | 0.05% | −32,460−29.8% | Reduced |
| Fiera Capital Corp | 76,184 | $14.9M | 0.05% | +76,184 | New |
| Avalon Global Asset Management LLC | 75,400 | $14.8M | 4.16% | −5,000−6.2% | Reduced |
| Private Advisory Group LLC | 70,685 | $13.8M | 1.30% | +32,458+84.9% | Added |
| Atika Capital Management LLC | 68,801 | $13.5M | 1.41% | +32,801+91.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 67,128 | $13.1M | 0.12% | +4,700+7.5% | Added |
| Silvant Capital Management LLC | 66,666 | $13.1M | 0.49% | +47,339+244.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 64,943 | $12.7M | 0.06% | +2,599+4.2% | Added |
| Group One Trading, L.P. | 64,583 | $12.6M | 0.41% | +58,776+1,012.2% | Added |
| Manchester Global Management (UK) Ltd | 64,000 | $12.5M | 1.81% | +64,000 | New |
| Captrust Financial Advisors | 63,625 | $12.5M | 0.03% | +7,922+14.2% | Added |
| DnB Asset Management AS | 63,343 | $12.4M | 0.05% | +10,899+20.8% | Added |
| Forsta Ap-Fonden | 63,200 | $12.4M | 0.08% | +1,900+3.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 63,000 | $12.3M | 0.10% | +13,000+26.0% | Added |
| QRG Capital Management, Inc. | 61,189 | $12.0M | 0.10% | −3,962−6.1% | Reduced |
| Xponance, Inc. | 60,996 | $11.9M | 0.10% | +3,087+5.3% | Added |
| Commonwealth Equity Services, LLC | 60,893 | $11.9M | 0.02% | +1,076+1.8% | Added |
| Employees Retirement System of Texas | 60,003 | $11.8M | 0.10% | +2,521+4.4% | Added |
| Creative Planning | 59,061 | $11.6M | 0.01% | +13,793+30.5% | Added |
| MML Investors Services, LLC | 58,991 | $11.6M | 0.03% | +25,802+77.7% | Added |
| Alyeska Investment Group, L.P. | 58,891 | $11.5M | 0.04% | +58,891 | New |
| Oak Ridge Investments LLC | 58,718 | $11.5M | 0.82% | +1,681+2.9% | Added |
| IFM Investors Pty Ltd | 58,716 | $11.5M | 0.11% | +2,538+4.5% | Added |
| LGT Group Foundation | 58,654 | $11.5M | 0.14% | −3,122−5.1% | Reduced |
| Advisor Group Holdings, Inc. | 58,914 | $11.4M | 0.02% | +31,870+117.8% | Added |
| Quantinno Capital Management LP | 57,252 | $11.2M | 0.05% | +8,930+18.5% | Added |
| Candriam Luxembourg S.C.A. | 56,702 | $11.1M | 0.06% | −11,273−16.6% | Reduced |
| Man Group plc | 56,669 | $11.1M | 0.02% | −301,832−84.2% | Reduced |
| Toronto Dominion Bank | 56,095 | $11.0M | 0.02% | +10,147+22.1% | Added |
| AIA Group Ltd | 55,756 | $10.9M | 0.24% | +12,802+29.8% | Added |