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 11 sales; 1,234 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, 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
- 1,045
- +109 vs. Q2 2025
- Shares held
- 276.0M
- +1.39M (+0.5%) vs. Q2 2025
- Total value
- $59.1B
- +$5.40B (+10.0%) vs. Q2 2025
- New holders
- 179
- 409 more added
- Sold out
- 70
- 320 more reduced
14 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 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $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, 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 | $4.86B | 0.09% | +1,190,316+5.6% | Added |
| Baillie Gifford & Co | 21,848,740 | $4.69B | 3.47% | −3,676,391−14.4% | Reduced |
| Morgan Stanley | 19,011,192 | $4.08B | 0.25% | −1,022,279−5.1% | Reduced |
| FMR LLC | 13,248,725 | $2.84B | 0.15% | −1,063,016−7.4% | Reduced |
| JPMorgan Chase & Co | 10,561,205 | $2.27B | 0.14% | +3,435,573+48.2% | Added |
| State Street Corp | 6,810,392 | $1.46B | 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 | $679.3M | 0.17% | −372,795−10.5% | 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 |
| Voya Investment Management LLC | 2,247,545 | $482.3M | 0.48% | −393,854−14.9% | Reduced |
| 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 |
| Polar Capital Holdings Plc | 1,793,515 | $384.9M | 1.86% | −120,443−6.3% | Reduced |
| Royal Bank of Canada | 1,780,954 | $382.2M | 0.07% | +568,898+46.9% | Added |
| Two Sigma Advisers, LP | 1,534,300 | $329.2M | 0.66% | +834,400+119.2% | Added |
| Charles Schwab Investment Management Inc | 1,466,542 | $314.7M | 0.05% | +97,636+7.1% | Added |
| Deutsche Bank AG | 1,380,866 | $296.3M | 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 |
| 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 |
| Wellington Management Group LLP | 1,255,734 | $269.5M | 0.05% | −7,099−0.6% | Reduced |
| Two Sigma Investments, LP | 1,236,964 | $265.4M | 0.41% | −126,250−9.3% | Reduced |
| 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 |
| Lord, Abbett & Co. LLC | 1,077,635 | $231.3M | 0.69% | +100,195+10.3% | Added |
| Bank of New York Mellon Corp | 1,061,602 | $227.8M | 0.04% | −120,695−10.2% | Reduced |
| 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 | $185.9M | 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 |
| Citigroup Inc | 766,979 | $164.6M | 0.11% | +450,219+142.1% | Added |
| Wells Fargo & Company | 753,757 | $161.7M | 0.03% | +390,537+107.5% | Added |
| Amundi | 728,355 | $161.0M | 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 |
| 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 |
| 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 |
| 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 | 0.06% | −15,634−3.6% | Reduced |
| Credit Agricole S A | 411,208 | $88.2M | 0.29% | +411,208 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| AXA Investment Managers S.A. | 296,401 | $63.6M | 0.17% | +296,401 | New |
| 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 |
| State Board of Administration of Florida Retirement System | 284,516 | $61.1M | 0.11% | −14,235−4.8% | Reduced |
| Balyasny Asset Management LLC | 270,130 | $58.0M | 0.12% | +254,316+1,608.2% | Added |
| 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 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 248,164 | $53.3M | 0.05% | +245,353+8,728.3% | Added |
| Capital International Sarl | 245,763 | $52.7M | 0.91% | +3,727+1.5% | Added |
| Aviva PLC | 244,906 | $52.6M | 0.10% | +14,094+6.1% | Added |
| Storebrand Asset Management AS | 242,676 | $52.1M | 0.14% | +82,720+51.7% | Added |
| Whittier Trust Co | 238,561 | $51.7M | 0.59% | +9,897+4.3% | Added |
| Wim Investment Management Ltd | 227,749 | $48.9M | 12.43% | −9,500−4.0% | Reduced |
| Pinebridge Investments, L.P. | 226,099 | $48.5M | 0.36% | +27,815+14.0% | Added |
| Principal Financial Group Inc | 223,236 | $47.9M | 0.02% | −76,785−25.6% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 222,318 | $47.7M | 0.28% | +18,012+8.8% | Added |