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, 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
- 1,039
- +106 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
- 176
- 407 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 | 1,228 | $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, 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 |
|---|---|---|---|---|---|
| Liontrust Investment Partners LLP | 116,599 | $25.0M | 0.37% | −876−0.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 116,800 | $25.1M | 0.16% | +1,400+1.2% | Added |
| Bank of Nova Scotia | 116,996 | $25.1M | 0.04% | +107,554+1,139.1% | Added |
| Public Employees Retirement System of Ohio | 119,975 | $25.7M | 0.08% | +161+0.1% | Added |
| Parnassus Investments | 129,569 | $27.8M | 0.06% | −995−0.8% | Reduced |
| BNP Paribas Arbitrage, SA | 138,664 | $29.8M | 0.02% | +12,277+9.7% | Added |
| Treasurer of the State of North Carolina | 138,743 | $29.8M | 0.09% | −5,409−3.8% | Reduced |
| Capital International Inc | 142,650 | $30.6M | 0.24% | +7,895+5.9% | Added |
| National Bank of Canada | 144,218 | $30.9M | 0.03% | +135,492+1,552.7% | Added |
| Capital International Ltd | 146,721 | $31.5M | 1.14% | −6,445−4.2% | Reduced |
| APG Asset Management N.V. | 173,900 | $31.8M | 0.09% | +4,900+2.9% | Added |
| Reynders McVeigh Capital Management, LLC | 148,786 | $31.9M | 1.50% | −8,092−5.2% | Reduced |
| Hartline Investment Corp | 151,164 | $32.4M | 3.36% | +4,709+3.2% | Added |
| Carnegie Capital Asset Management, LLC | 153,033 | $32.8M | 0.62% | −25,285−14.2% | Reduced |
| New York State Common Retirement Fund | 155,328 | $33.3M | 0.04% | −200−0.1% | Reduced |
| Korea Investment CORP | 156,728 | $33.6M | 0.07% | −38,911−19.9% | Reduced |
| Royal London Asset Management Ltd | 157,180 | $33.7M | 0.07% | −10,595−6.3% | Reduced |
| Kames Capital plc | 157,488 | $33.8M | 0.40% | −58,593−27.1% | Reduced |
| State of Wisconsin Investment Board | 163,257 | $35.0M | 0.08% | −1,556−0.9% | Reduced |
| 12 West Capital Management LP | 165,000 | $35.4M | 3.67% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 167,939 | $36.0M | 0.27% | −59,877−26.3% | Reduced |
| Schroder Investment Management Group | 168,306 | $36.1M | 0.03% | −33,738−16.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 170,186 | $36.5M | 0.06% | +28,495+20.1% | Added |
| Standard Life Aberdeen plc | 174,501 | $38.1M | 0.06% | +4,798+2.8% | Added |
| Los Angeles Capital Management LLC | 178,974 | $38.4M | 0.13% | −93,965−34.4% | Reduced |
| Alfreton Capital LLP | 180,000 | $38.6M | 16.69% | −220,000−55.0% | Reduced |
| Russell Investments Group, Ltd. | 182,481 | $39.2M | 0.04% | −1,410−0.8% | Reduced |
| Woodline Partners LP | 183,206 | $39.3M | 0.19% | +166,552+1,000.1% | Added |
| Barclays PLC | 184,901 | $39.7M | 0.01% | +28,691+18.4% | Added |
| Bank of Montreal | 192,219 | $41.2M | 0.02% | +2,871+1.5% | Added |
| Danske Bank A/S | 199,339 | $42.8M | 0.11% | +56,405+39.5% | Added |
| Blair William & Co | 202,134 | $43.4M | 0.12% | +905+0.4% | Added |
| Mizuho Markets Americas LLC | 202,716 | $43.5M | 0.92% | +49,688+32.5% | Added |
| LPL Financial LLC | 202,777 | $43.5M | 0.01% | +24,768+13.9% | Added |
| Rakuten Investment Management, Inc. | 646,163 | $43.8M | 0.17% | +646,163 | New |
| Jennison Associates LLC | 206,468 | $44.3M | 0.03% | +9,718+4.9% | Added |
| Handelsbanken Fonder AB | 206,859 | $44.4M | 0.14% | +48,200+30.4% | Added |
| Ensign Peak Advisors, Inc | 214,432 | $46.0M | 0.08% | −40,820−16.0% | Reduced |
| Asset Management One Co.,Ltd. | 219,542 | $47.1M | 0.14% | −4,775−2.1% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 222,318 | $47.7M | 0.28% | +18,012+8.8% | Added |
| Principal Financial Group Inc | 223,236 | $47.9M | 0.02% | −76,785−25.6% | Reduced |
| Pinebridge Investments, L.P. | 226,099 | $48.5M | 0.36% | +27,815+14.0% | Added |
| Wim Investment Management Ltd | 227,749 | $48.9M | 12.43% | −9,500−4.0% | Reduced |
| Whittier Trust Co | 238,561 | $51.7M | 0.59% | +9,897+4.3% | Added |
| Storebrand Asset Management AS | 242,676 | $52.1M | 0.14% | +82,720+51.7% | Added |
| Aviva PLC | 244,906 | $52.6M | 0.10% | +14,094+6.1% | Added |
| Capital International Sarl | 245,763 | $52.7M | 0.91% | +3,727+1.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 248,164 | $53.3M | 0.05% | +245,353+8,728.3% | Added |
| SEI Investments Co | 260,313 | $55.9M | 0.06% | −68,723−20.9% | Reduced |
| Alliancebernstein L.P. | 269,538 | $57.8M | 0.02% | +38,829+16.8% | Added |
| Balyasny Asset Management LLC | 270,130 | $58.0M | 0.12% | +254,316+1,608.2% | Added |
| State Board of Administration of Florida Retirement System | 284,516 | $61.1M | 0.11% | −14,235−4.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 292,100 | $62.7M | 0.05% | +22,112+8.2% | Added |
| HSBC Holdings PLC | 294,848 | $63.0M | 0.04% | +123,917+72.5% | Added |
| AXA Investment Managers S.A. | 296,401 | $63.6M | 0.17% | +296,401 | New |
| Envestnet Asset Management Inc | 298,371 | $64.0M | 0.02% | −24,229−7.5% | Reduced |
| Frontier Capital Management Co LLC | 305,974 | $65.7M | 0.59% | +33,236+12.2% | Added |
| Allspring Global Investments Holdings, LLC | 304,691 | $66.1M | 0.11% | −7,601−2.4% | Reduced |
| Whetstone Capital Advisors, LLC | 311,185 | $66.8M | 18.49% | −4,500−1.4% | Reduced |
| Select Equity Group, L.P. | 323,725 | $69.5M | 0.30% | +20,475+6.8% | Added |
| Dimensional Fund Advisors LP | 327,097 | $70.2M | 0.02% | −47,300−12.6% | Reduced |
| Renaissance Technologies LLC | 328,500 | $70.5M | 0.09% | +273,900+501.6% | Added |
| Citadel Advisors LLC | 358,785 | $77.0M | 0.06% | −201,222−35.9% | Reduced |
| Great West Life Assurance Co | 359,094 | $78.5M | 0.11% | +8,225+2.3% | Added |
| Parallax Volatility Advisers, L.P. | 368,380 | $79.1M | 2.33% | +8,015+2.2% | Added |
| Bessemer Group Inc | 375,021 | $80.5M | 0.12% | −85,681−18.6% | Reduced |
| Nomura Asset Management Co Ltd | 394,193 | $84.6M | 0.22% | +280,232+245.9% | Added |
| Rhumbline Advisers | 399,268 | $85.7M | 0.07% | −7,140−1.8% | Reduced |
| Congress Asset Management Co | 401,768 | $86.2M | 0.57% | −28,632−6.7% | Reduced |
| Credit Agricole S A | 411,208 | $88.2M | 0.29% | +411,208 | New |
| Victory Capital Management Inc | 414,700 | $89.0M | 0.06% | −15,634−3.6% | Reduced |
| Qube Research & Technologies Ltd | 415,394 | $89.1M | 0.13% | +160,643+63.1% | Added |
| Fred Alger Management, LLC | 436,635 | $93.7M | 0.36% | −429,162−49.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 451,949 | $97.0M | 0.06% | −394,492−46.6% | Reduced |
| Bamco Inc | 454,234 | $97.5M | 0.26% | −52,239−10.3% | Reduced |
| Peregrine Capital Management LLC | 477,838 | $102.5M | 3.09% | −123,915−20.6% | Reduced |
| California State Teachers Retirement System | 480,259 | $103.1M | 0.11% | +5,184+1.1% | Added |
| Westfield Capital Management Co LP | 480,850 | $103.2M | 0.43% | +32,154+7.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 502,778 | $107.9M | 0.26% | −43,806−8.0% | Reduced |
| AustralianSuper Pty Ltd | 515,032 | $110.5M | 0.52% | +24,975+5.1% | Added |
| California Public Employees Retirement System | 520,870 | $111.8M | 0.07% | +14,827+2.9% | Added |
| Allen Investment Management LLC | 526,335 | $112.9M | 1.25% | +58,208+12.4% | Added |
| Marshall Wace, LLP | 526,781 | $113.0M | 0.12% | +93,729+21.6% | Added |
| Nikko Asset Management Americas, Inc. | 527,301 | $113.1M | 1.10% | −97,178−15.6% | Reduced |
| AQR Capital Management LLC | 563,248 | $120.9M | 0.08% | +102,197+22.2% | Added |
| CIBC Private Wealth Group, LLC | 579,137 | $124.3M | 0.21% | +41,095+7.6% | Added |
| Neuberger Berman Group LLC | 582,585 | $125.0M | 0.09% | +44,399+8.2% | Added |
| Ameriprise Financial Inc | 596,250 | $127.9M | 0.03% | +19,689+3.4% | Added |
| National Pension Service | 618,662 | $132.8M | 0.10% | +5,939+1.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 635,025 | $136.3M | 0.30% | −44,375−6.5% | Reduced |
| Penserra Capital Management LLC | 674,821 | $144.8M | 1.73% | −73,286−9.8% | Reduced |
| Nuveen, LLC | 712,103 | $152.8M | 0.04% | +59,973+9.2% | Added |
| Artisan Partners Limited Partnership | 715,058 | $153.4M | 0.22% | −58,134−7.5% | Reduced |
| Amundi | 728,355 | $161.0M | 0.05% | −175,676−19.4% | Reduced |
| Wells Fargo & Company | 753,757 | $161.7M | 0.03% | +390,537+107.5% | Added |
| Citigroup Inc | 766,979 | $164.6M | 0.11% | +450,219+142.1% | Added |
| KBC Group NV | 819,766 | $175.9M | 0.42% | +83,613+11.4% | Added |
| Federated Hermes, Inc. | 862,009 | $185.0M | 0.33% | +334,875+63.5% | Added |
| Macquarie Group Ltd | 866,377 | $185.9M | 0.22% | −55,634−6.0% | Reduced |
| Swiss National Bank | 895,200 | $192.1M | 0.11% | −39,400−4.2% | Reduced |