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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 55,984 | $10.8M | 0.02% | +1,408+2.6% | Added |
| Varma Mutual Pension Insurance Co | 55,100 | $10.8M | 0.08% | +55,100 | New |
| Archon Partners LLC | 55,000 | $10.8M | 1.24% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 54,600 | $10.7M | 0.01% | +54,600 | New |
| Congress Wealth Management LLC | 54,131 | $10.6M | 0.10% | +54,131 | New |
| Slow Capital, Inc. | 53,966 | $10.6M | 1.29% | −50−0.1% | Reduced |
| USS Investment Management Ltd | 53,800 | $10.5M | 0.07% | −367−0.7% | Reduced |
| Lyell Wealth Management, LP | 51,823 | $10.1M | 0.80% | +1,075+2.1% | Added |
| AMJ Financial Wealth Management | 51,786 | $10.1M | 2.57% | +7,625+17.3% | Added |
| Caisse de Depot Et Placement du Quebec | 51,672 | $10.1M | 0.02% | +51,672 | New |
| Gotham Asset Management, LLC | 51,365 | $10.1M | 0.06% | +27,394+114.3% | Added |
| Davis-Rea Ltd. | 51,326 | $10.1M | 2.50% | 00.0% | Unchanged |
| Utah Retirement Systems | 50,393 | $9.87M | 0.10% | 00.0% | Unchanged |
| Comerica Bank | 49,695 | $9.73M | 0.04% | +36,748+283.8% | Added |
| Hantz Financial Services, Inc. | 49,554 | $9.70M | 0.16% | +49,546+619,325.0% | Added |
| British Columbia Investment Management Corp | 48,579 | $9.51M | 0.06% | −9,883−16.9% | Reduced |
| Assetmark, Inc | 48,246 | $9.45M | 0.02% | +12,539+35.1% | Added |
| Prescott Group Capital Management, L.L.C. | 48,000 | $9.40M | 1.11% | +24,000+100.0% | Added |
| Jefferies Financial Group Inc. | 47,856 | $9.37M | 0.15% | +42,893+864.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 46,897 | $9.18M | 0.09% | +2,486+5.6% | Added |
| Teacher Retirement System of Texas | 46,887 | $9.18M | 0.04% | +2,208+4.9% | Added |
| JustInvest LLC | 46,377 | $9.08M | 0.10% | +6,218+15.5% | Added |
| Maytus Capital Management, LLC | 45,464 | $8.90M | 1.64% | −24,536−35.1% | Reduced |
| Davy Global Fund Management Ltd | 44,972 | $8.81M | 0.78% | −12,459−21.7% | Reduced |
| La Banque Postale Asset Management SA | 44,246 | $8.66M | 0.12% | −54,300−55.1% | Reduced |
| Exchange Traded Concepts, LLC | 43,241 | $8.47M | 0.11% | −16,903−28.1% | Reduced |
| Premier Fund Managers Ltd | 43,600 | $8.46M | 0.31% | +43,600 | New |
| Ambassador Advisors, LLC | 42,541 | $8.33M | 1.29% | −1,327−3.0% | Reduced |
| Union Bancaire Privee, UBP SA | 50,564 | $8.30M | 0.14% | +9,718+23.8% | Added |
| Square Peg Capital Pty Ltd | 42,259 | $8.28M | 6.68% | −4,358−9.3% | Reduced |
| Nordea Investment Management AB | 42,000 | $8.18M | 0.01% | +1,632+4.0% | Added |
| Jackson Square Capital, LLC | 41,311 | $8.09M | 1.80% | +29,026+236.3% | Added |
| Empowered Funds, LLC | 40,087 | $7.85M | 0.09% | +33,431+502.3% | Added |
| Bearing Point Capital, LLC | 40,077 | $7.85M | 1.44% | +2,853+7.7% | Added |
| Andra AP-fonden | 39,797 | $7.79M | 0.11% | −5,900−12.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 49,062 | $7.62M | 0.02% | +7,084+16.9% | Added |
| Independent Financial Group, LLC | 38,744 | $7.59M | 0.21% | +17,274+80.5% | Added |
| Robeco Schweiz AG | 38,400 | $7.52M | 0.17% | +400+1.1% | Added |
| Banque Cantonale Vaudoise | 38,317 | $7.50M | 0.31% | +5,716+17.5% | Added |
| Simplex Trading, LLC | 38,235 | $7.49M | 0.20% | +38,235 | New |
| Nissay Asset Management Corp | 38,187 | $7.48M | 0.04% | +1,182+3.2% | Added |
| Strategic Planning Group, LLC | 37,635 | $7.37M | 1.20% | +3,673+10.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 36,045 | $6.89M | 0.01% | +3,777+11.7% | Added |
| Natixis Advisors, L.P. | 35,173 | $6.89M | 0.01% | +35,173 | New |
| Brown Advisory Inc | 35,155 | $6.88M | 0.01% | +28,611+437.2% | Added |
| Pathstone Holdings, LLC | 34,455 | $6.75M | 0.03% | +6,423+22.9% | Added |
| Swedbank AB | 34,351 | $6.73M | 0.01% | +34,351 | New |
| Ethic Inc. | 34,531 | $6.70M | 0.12% | +4,082+13.4% | Added |
| OP Asset Management Ltd | 33,808 | $6.62M | 0.10% | +1,362+4.2% | Added |
| Ieq Capital, LLC | 33,772 | $6.61M | 0.04% | +18,912+127.3% | Added |
| US Bancorp | 33,761 | $6.61M | 0.01% | +718+2.2% | Added |
| Robocap Asset Management Ltd | 33,625 | $6.58M | 4.15% | −2,011−5.6% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 33,295 | $6.52M | 1.16% | +6,247+23.1% | Added |
| Mercer Global Advisors Inc | 33,111 | $6.48M | 0.01% | +4,057+14.0% | Added |
| Fifth Third Wealth Advisors LLC | 33,095 | $6.48M | 0.27% | +40.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 32,301 | $6.34M | 0.05% | +2,613+8.8% | Added |
| Soltis Investment Advisors LLC | 31,936 | $6.25M | 0.49% | +265+0.8% | Added |
| NWK Group, Inc. | 31,663 | $6.20M | 2.18% | +31,663 | New |
| O'Shaughnessy Asset Management, LLC | 31,134 | $6.10M | 0.04% | −1,280−3.9% | Reduced |
| FORA Capital, LLC | 31,025 | $6.08M | 0.67% | −14,057−31.2% | Reduced |
| Wealthfront Advisers LLC | 31,003 | $6.07M | 0.02% | +3,556+13.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,797 | $6.03M | 0.05% | +3,040+11.0% | Added |
| Public Employees Retirement Association of Colorado | 30,591 | $5.99M | 0.02% | −164−0.5% | Reduced |
| Sterling Capital Management LLC | 30,034 | $5.88M | 0.08% | +29,013+2,841.6% | Added |
| LMR Partners LLP | 30,000 | $5.87M | 0.09% | +29,304+4,210.3% | Added |
| Swiss Life Asset Management Ltd | 29,368 | $5.75M | 0.03% | +8,246+39.0% | Added |
| Y.D. More Investments Ltd | 29,476 | $5.73M | 0.39% | +1,516+5.4% | Added |
| Commerce Bank | 28,847 | $5.65M | 0.03% | +18,554+180.3% | Added |
| Lountzis Asset Management, LLC | 28,558 | $5.59M | 1.97% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 28,431 | $5.57M | 0.01% | +4,751+20.1% | Added |
| Evercore Wealth Management, LLC | 28,330 | $5.55M | 0.09% | −5,170−15.4% | Reduced |
| Millennium Management LLC | 28,038 | $5.49M | 0.00% | −307,904−91.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,989 | $5.48M | 0.02% | +2,310+9.0% | Added |
| Jasper Ridge Partners, L.P. | 27,835 | $5.45M | 0.14% | 00.0% | Unchanged |
| KP Management LLC | 27,786 | $5.44M | 2.20% | −7,500−21.3% | Reduced |
| Sepio Capital, LP | 27,781 | $5.44M | 0.39% | +1,105+4.1% | Added |
| Perigon Wealth Management, LLC | 27,607 | $5.41M | 0.13% | +70.0% | Added |
| Cerity Partners LLC | 27,531 | $5.39M | 0.01% | +6,363+30.1% | Added |
| Kestra Advisory Services, LLC | 27,258 | $5.34M | 0.03% | +466+1.7% | Added |
| EFG Asset Management (North America) Corp. | 27,031 | $5.29M | 0.75% | −4,122−13.2% | Reduced |
| Independent Advisor Alliance | 26,544 | $5.20M | 0.15% | −587−2.2% | Reduced |
| Goldstream Capital Management Ltd | 26,270 | $5.14M | 2.21% | +26,270 | New |
| Vestor Capital, LLC | 107,344 | $5.08M | 0.49% | +54,262+102.2% | Added |
| ASR Vermogensbeheer N.V. | 25,530 | $5.00M | 0.06% | +5,988+30.6% | Added |
| Generate Investment Management Ltd | 25,293 | $4.95M | 0.27% | +25,293 | New |
| Daiwa Securities Group Inc. | 25,052 | $4.91M | 0.02% | +400+1.6% | Added |
| Main Management ETF Advisors, LLC | 24,922 | $4.88M | 0.20% | +408+1.7% | Added |
| Clear Harbor Asset Management, LLC | 24,790 | $4.85M | 0.37% | −370−1.5% | Reduced |
| Norden Group LLC | 24,734 | $4.84M | 0.53% | +2,017+8.9% | Added |
| Tredje AP-fonden | 24,733 | $4.84M | 0.04% | +772+3.2% | Added |
| CI Private Wealth, LLC | 24,700 | $4.84M | 0.01% | +6,757+37.7% | Added |
| Toroso Investments, LLC | 24,684 | $4.83M | 0.03% | +11,261+83.9% | Added |
| GWM Advisors LLC | 23,861 | $4.67M | 0.02% | −261−1.1% | Reduced |
| Verition Fund Management LLC | 23,769 | $4.65M | 0.03% | −78,539−76.8% | Reduced |
| Janus Henderson Group PLC | 23,696 | $4.64M | 0.00% | −1,903−7.4% | Reduced |
| Aequim Alternative Investments LP | 23,519 | $4.61M | 0.15% | +20,219+612.7% | Added |
| Amalgamated Bank | 23,148 | $4.53M | 0.03% | +1,746+8.2% | Added |
| Warm Springs Advisors Inc. | 22,198 | $4.35M | 3.73% | +10,000+82.0% | Added |
| Nisa Investment Advisors, LLC | 22,175 | $4.34M | 0.02% | +4,500+25.5% | Added |
| SG Americas Securities, LLC | 22,105 | $4.33M | 0.02% | +6,410+40.8% | Added |