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; 1,272 institutions reported holding it in 13F filings for Q2 2026, worth $78.5B in total; 3 superinvestors hold it, including ARK Invest and Oaktree Capital.
13F holders, Q3 2025
Institutional positions in Cloudflare, Inc. as of Sep 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
- 1,056
- +101 vs. Q2 2025
- Shares held
- 312.3M
- +14.4M (+4.8%) vs. Q2 2025
- Total value
- $63.0B
- +$6.86B (+12.2%) vs. Q2 2025
- New holders
- 176
- 414 more added
- Sold out
- 75
- 317 more reduced
13 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 1,272 | $78.5B |
| Q1 2026 | 1,160 | $58.5B |
| Q4 2025 | 1,107 | $56.4B |
| Q3 2025 | 1,056 | $63.0B |
| Q2 2025 | 968 | $56.2B |
| Q1 2025 | 891 | $31.6B |
| Q4 2024 | 795 | $29.7B |
| Q3 2024 | 706 | $22.0B |
| Q2 2024 | 680 | $22.4B |
| Q1 2024 | 730 | $30.9B |
| Q4 2023 | 701 | $24.4B |
| Q3 2023 | 603 | $21.5B |
| Q2 2023 | 587 | $20.6B |
| Q1 2023 | 598 | $19.9B |
| Q4 2022 | 573 | $11.9B |
| Q3 2022 | 588 | $14.1B |
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 40,515,386 | $8.69B | 1.19% | −292,102−0.7% | Reduced |
| Vanguard Group Inc | 32,317,249 | $6.93B | 0.10% | +821,684+2.6% | Added |
| BlackRock, Inc. | 22,632,359 | $4.88B | 0.09% | +1,190,316+5.6% | Added |
| Baillie Gifford & Co | 21,848,740 | $4.69B | 3.47% | −3,676,391−14.4% | Reduced |
| JPMorgan Chase & Co | 21,122,410 | $4.56B | 0.15% | +13,996,778+196.4% | Added |
| Morgan Stanley | 19,011,192 | $4.09B | 0.25% | −1,022,279−5.1% | Reduced |
| FMR LLC | 13,248,725 | $2.86B | 0.15% | −1,063,016−7.4% | Reduced |
| State Street Corp | 6,810,392 | $1.49B | 0.05% | +202,732+3.1% | Added |
| Geode Capital Management, LLC | 5,776,194 | $1.24B | 0.08% | +239,515+4.3% | Added |
| Invesco Ltd. | 3,964,733 | $850.8M | 0.13% | +49,485+1.3% | Added |
| First Trust Advisors LP | 3,955,959 | $848.9M | 0.63% | −493,164−11.1% | Reduced |
| Sands Capital Management, LLC | 3,808,319 | $817.2M | 2.25% | −1,120,555−22.7% | Reduced |
| Franklin Resources Inc | 3,165,536 | $769.2M | 0.19% | −372,795−10.5% | Reduced |
| Voya Investment Management LLC | 2,247,545 | $748.1M | 0.75% | −393,854−14.9% | Reduced |
| American Century Companies Inc | 2,931,057 | $629.0M | 0.32% | −46,166−1.6% | Reduced |
| Legal & General Group Plc | 2,693,645 | $578.0M | 0.13% | −231,819−7.9% | Reduced |
| UBS Asset Management Americas Inc | 2,483,901 | $533.0M | 0.12% | −358,895−12.6% | Reduced |
| Goldman Sachs Group Inc | 2,428,968 | $521.2M | 0.08% | +623,575+34.5% | Added |
| Bank of America Corp | 2,228,356 | $478.2M | 0.04% | +920,826+70.4% | Added |
| Northern Trust Corp | 1,909,120 | $409.7M | 0.05% | +21,715+1.2% | Added |
| Gilder Gagnon Howe & Co LLC | 1,836,430 | $394.1M | 4.02% | −119,429−6.1% | Reduced |
| Royal Bank of Canada | 1,780,954 | $387.1M | 0.07% | −643,158−26.5% | Reduced |
| Polar Capital Holdings Plc | 1,793,515 | $384.9M | 1.86% | −120,443−6.3% | Reduced |
| Two Sigma Advisers, LP | 1,534,300 | $329.2M | 0.66% | +834,400+119.2% | Added |
| Two Sigma Investments, LP | 1,236,964 | $319.8M | 0.49% | −126,250−9.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,466,542 | $314.7M | 0.05% | +97,636+7.1% | Added |
| Deutsche Bank AG | 1,380,866 | $298.0M | 0.10% | −74,539−5.1% | Reduced |
| Price T Rowe Associates Inc | 1,355,506 | $290.9M | 0.03% | +180,087+15.3% | Added |
| 1832 Asset Management L.P. | 1,325,700 | $284.5M | 0.48% | −624,200−32.0% | Reduced |
| Massachusetts Financial Services Co | 1,302,893 | $279.6M | 0.09% | +639,245+96.3% | Added |
| Wellington Management Group LLP | 1,255,734 | $278.9M | 0.05% | −7,099−0.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,276,051 | $273.8M | 0.16% | −120,215−8.6% | Reduced |
| Pictet Asset Management Holding SA | 1,265,387 | $271.6M | 0.26% | −111,620−8.1% | Reduced |
| Lord, Abbett & Co. LLC | 1,077,635 | $261.2M | 0.78% | +100,195+10.3% | Added |
| Strategy Capital LLC | 1,162,938 | $249.6M | 16.51% | −3,004−0.3% | Reduced |
| Raymond James Financial Inc | 1,095,528 | $235.1M | 0.08% | −87,444−7.4% | Reduced |
| Bank of New York Mellon Corp | 1,361,602 | $228.2M | 0.04% | +179,305+15.2% | Added |
| Squarepoint Ops LLC | 902,237 | $193.6M | 0.41% | +622,791+222.9% | Added |
| UBS Group AG | 902,188 | $193.6M | 0.04% | −421,112−31.8% | Reduced |
| Swiss National Bank | 895,200 | $192.1M | 0.11% | −39,400−4.2% | Reduced |
| Macquarie Group Ltd | 866,377 | $188.5M | 0.22% | −55,634−6.0% | Reduced |
| Federated Hermes, Inc. | 862,009 | $185.0M | 0.33% | +334,875+63.5% | Added |
| KBC Group NV | 819,766 | $175.9M | 0.42% | +83,613+11.4% | Added |
| Wells Fargo & Company | 753,757 | $169.5M | 0.03% | +390,537+107.5% | Added |
| Citigroup Inc | 766,979 | $164.7M | 0.11% | +450,219+142.1% | Added |
| Amundi | 728,355 | $161.4M | 0.05% | −175,676−19.4% | Reduced |
| Artisan Partners Limited Partnership | 715,058 | $153.4M | 0.22% | −58,134−7.5% | Reduced |
| Nuveen, LLC | 712,103 | $152.8M | 0.04% | +59,973+9.2% | Added |
| Tenor Capital Management Co., L.P. | – | $152.3M | 2.00% | – | – |
| Penserra Capital Management LLC | 674,821 | $144.8M | 1.73% | −73,286−9.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 635,025 | $136.3M | 0.30% | −44,375−6.5% | Reduced |
| Balyasny Asset Management LLC | 270,130 | $136.0M | 0.27% | +254,316+1,608.2% | Added |
| D. E. Shaw & Co., Inc. | – | $132.9M | 0.11% | – | – |
| National Pension Service | 618,662 | $132.8M | 0.10% | +5,939+1.0% | Added |
| Ameriprise Financial Inc | 596,250 | $127.9M | 0.03% | +19,689+3.4% | Added |
| Neuberger Berman Group LLC | 582,585 | $125.0M | 0.09% | +44,399+8.2% | Added |
| CIBC Private Wealth Group, LLC | 579,137 | $124.3M | 0.21% | +41,095+7.6% | Added |
| AQR Capital Management LLC | 563,248 | $120.9M | 0.08% | +102,197+22.2% | Added |
| Aristeia Capital LLC | – | $120.1M | 3.69% | – | – |
| Nikko Asset Management Americas, Inc. | 527,301 | $113.1M | 1.10% | −97,178−15.6% | Reduced |
| Marshall Wace, LLP | 526,781 | $113.0M | 0.12% | +93,729+21.6% | Added |
| Allen Investment Management LLC | 526,335 | $112.9M | 1.25% | +58,208+12.4% | Added |
| California Public Employees Retirement System | 520,870 | $111.8M | 0.07% | +14,827+2.9% | Added |
| AustralianSuper Pty Ltd | 515,032 | $110.5M | 0.52% | +24,975+5.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 502,778 | $107.9M | 0.26% | −43,806−8.0% | Reduced |
| Westfield Capital Management Co LP | 480,850 | $103.2M | 0.43% | +32,154+7.2% | Added |
| California State Teachers Retirement System | 480,259 | $103.1M | 0.11% | +5,184+1.1% | Added |
| Peregrine Capital Management LLC | 477,838 | $102.5M | 3.09% | −123,915−20.6% | Reduced |
| Bamco Inc | 454,234 | $97.5M | 0.26% | −52,239−10.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 451,949 | $97.0M | 0.06% | −394,492−46.6% | Reduced |
| Fred Alger Management, LLC | 436,635 | $93.7M | 0.36% | −429,162−49.6% | Reduced |
| Qube Research & Technologies Ltd | 415,394 | $89.1M | 0.13% | +160,643+63.1% | Added |
| Victory Capital Management Inc | 414,700 | $89.0M | 0.05% | −15,634−3.6% | Reduced |
| Credit Agricole S A | 411,208 | $88.2M | 0.29% | +411,208 | New |
| Capstone Investment Advisors, LLC | 4,027 | $88.1M | 0.77% | – | – |
| Congress Asset Management Co | 401,768 | $86.2M | 0.57% | −28,632−6.7% | Reduced |
| Rhumbline Advisers | 399,268 | $85.7M | 0.07% | −7,140−1.8% | Reduced |
| Nomura Asset Management Co Ltd | 394,193 | $84.6M | 0.22% | +280,232+245.9% | Added |
| Bessemer Group Inc | 375,021 | $80.5M | 0.12% | −85,681−18.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 368,380 | $79.1M | 2.33% | +8,015+2.2% | Added |
| Great West Life Assurance Co | 359,094 | $78.5M | 0.11% | +8,225+2.3% | Added |
| Citadel Advisors LLC | 358,785 | $77.0M | 0.06% | −201,222−35.9% | Reduced |
| DeepCurrents Investment Group LLC | – | $75.4M | 2.47% | – | – |
| Renaissance Technologies LLC | 328,500 | $70.5M | 0.09% | +273,900+501.6% | Added |
| Dimensional Fund Advisors LP | 327,097 | $70.2M | 0.02% | −47,300−12.6% | Reduced |
| Select Equity Group, L.P. | 323,725 | $69.5M | 0.30% | +20,475+6.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 248,164 | $68.8M | 0.06% | +245,353+8,728.3% | Added |
| AXA Investment Managers S.A. | 296,401 | $68.1M | 0.18% | +296,401 | New |
| Whetstone Capital Advisors, LLC | 311,185 | $66.8M | 18.49% | −4,500−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 304,691 | $66.1M | 0.11% | −7,601−2.4% | Reduced |
| Calamos Advisors LLC | 5,950 | $65.7M | 0.27% | −1,900−24.2% | Reduced |
| Frontier Capital Management Co LLC | 305,974 | $65.7M | 0.59% | +33,236+12.2% | Added |
| Envestnet Asset Management Inc | 298,371 | $64.0M | 0.02% | −24,229−7.5% | Reduced |
| HSBC Holdings PLC | 294,848 | $63.0M | 0.04% | +123,917+72.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 292,100 | $62.7M | 0.05% | +22,112+8.2% | Added |
| Steelhead Partners LLC | – | $62.1M | 3.73% | – | – |
| State Board of Administration of Florida Retirement System | 284,516 | $61.1M | 0.11% | −14,235−4.8% | Reduced |
| Alliancebernstein L.P. | 269,538 | $57.8M | 0.02% | +38,829+16.8% | Added |
| SEI Investments Co | 260,313 | $55.9M | 0.06% | −68,723−20.9% | Reduced |
| Capital International Sarl | 245,763 | $52.7M | 0.91% | +3,727+1.5% | Added |