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 |
|---|---|---|---|---|---|
| UBS Group AG | 902,188 | $193.6M | 0.04% | −421,112−31.8% | Reduced |
| Squarepoint Ops LLC | 902,237 | $193.6M | 0.41% | +622,791+222.9% | Added |
| Bank of New York Mellon Corp | 1,061,602 | $227.8M | 0.04% | −120,695−10.2% | Reduced |
| Lord, Abbett & Co. LLC | 1,077,635 | $231.3M | 0.69% | +100,195+10.3% | Added |
| Raymond James Financial Inc | 1,095,528 | $235.1M | 0.08% | −87,444−7.4% | Reduced |
| Strategy Capital LLC | 1,162,938 | $249.6M | 16.51% | −3,004−0.3% | Reduced |
| Two Sigma Investments, LP | 1,236,964 | $265.4M | 0.41% | −126,250−9.3% | Reduced |
| Wellington Management Group LLP | 1,255,734 | $269.5M | 0.05% | −7,099−0.6% | Reduced |
| Pictet Asset Management Holding SA | 1,265,387 | $271.6M | 0.26% | −111,620−8.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,276,051 | $273.8M | 0.16% | −120,215−8.6% | Reduced |
| Massachusetts Financial Services Co | 1,302,893 | $279.6M | 0.09% | +639,245+96.3% | Added |
| 1832 Asset Management L.P. | 1,325,700 | $284.5M | 0.48% | −624,200−32.0% | Reduced |
| Price T Rowe Associates Inc | 1,355,506 | $290.9M | 0.03% | +180,087+15.3% | Added |
| Deutsche Bank AG | 1,380,866 | $296.3M | 0.10% | −74,539−5.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,466,542 | $314.7M | 0.05% | +97,636+7.1% | Added |
| Two Sigma Advisers, LP | 1,534,300 | $329.2M | 0.66% | +834,400+119.2% | Added |
| Royal Bank of Canada | 1,780,954 | $382.2M | 0.07% | +568,898+46.9% | Added |
| Polar Capital Holdings Plc | 1,793,515 | $384.9M | 1.86% | −120,443−6.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,836,430 | $394.1M | 4.02% | −119,429−6.1% | Reduced |
| Northern Trust Corp | 1,909,120 | $409.7M | 0.05% | +21,715+1.2% | Added |
| Bank of America Corp | 2,228,356 | $478.2M | 0.04% | +920,826+70.4% | Added |
| Voya Investment Management LLC | 2,247,545 | $482.3M | 0.48% | −393,854−14.9% | Reduced |
| Goldman Sachs Group Inc | 2,428,968 | $521.2M | 0.08% | +623,575+34.5% | Added |
| UBS Asset Management Americas Inc | 2,483,901 | $533.0M | 0.12% | −358,895−12.6% | Reduced |
| Legal & General Group Plc | 2,693,645 | $578.0M | 0.13% | −231,819−7.9% | Reduced |
| American Century Companies Inc | 2,931,057 | $629.0M | 0.32% | −46,166−1.6% | Reduced |
| Franklin Resources Inc | 3,165,536 | $679.3M | 0.17% | −372,795−10.5% | Reduced |
| Sands Capital Management, LLC | 3,808,319 | $817.2M | 2.25% | −1,120,555−22.7% | Reduced |
| First Trust Advisors LP | 3,955,959 | $848.9M | 0.63% | −493,164−11.1% | Reduced |
| Invesco Ltd. | 3,964,733 | $850.8M | 0.13% | +49,485+1.3% | Added |
| Geode Capital Management, LLC | 5,776,194 | $1.24B | 0.08% | +239,515+4.3% | Added |
| State Street Corp | 6,810,392 | $1.46B | 0.05% | +202,732+3.1% | Added |
| JPMorgan Chase & Co | 10,561,205 | $2.27B | 0.14% | +3,435,573+48.2% | Added |
| FMR LLC | 13,248,725 | $2.84B | 0.15% | −1,063,016−7.4% | Reduced |
| Morgan Stanley | 19,011,192 | $4.08B | 0.25% | −1,022,279−5.1% | Reduced |
| Baillie Gifford & Co | 21,848,740 | $4.69B | 3.47% | −3,676,391−14.4% | Reduced |
| BlackRock, Inc. | 22,632,359 | $4.86B | 0.09% | +1,190,316+5.6% | Added |
| Vanguard Group Inc | 32,317,249 | $6.93B | 0.10% | +821,684+2.6% | Added |
| Capital World Investors | 40,515,386 | $8.69B | 1.19% | −292,102−0.7% | Reduced |
| AXA S.A. | 0 | $0 | 0.00% | −259,364−100.0% | Sold out |
| Linden Advisors LP | 0 | $0 | 0.00% | −248,523−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −247,726−100.0% | Sold out |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −81,790−100.0% | Sold out |
| Long Walk Management LP | 0 | $0 | 0.00% | −81,765−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −45,464−100.0% | Sold out |
| Square Peg Capital Pty Ltd | 0 | $0 | 0.00% | −42,259−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −31,663−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Aequim Alternative Investments LP | 0 | $0 | 0.00% | −23,519−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −19,427−100.0% | Sold out |
| Consolidated Press International Holdings Ltd | 0 | $0 | 0.00% | −18,360−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −15,042−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −14,678−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −12,524−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −12,138−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,051−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −8,264−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −7,415−100.0% | Sold out |
| Ewing Morris & Co. Investment Partners Ltd. | 0 | $0 | 0.00% | −6,346−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,980−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −5,875−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −4,555−100.0% | Sold out |
| Pacific Capital Partners Ltd | 0 | $0 | 0.00% | −4,285−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −4,161−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −4,091−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,739−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −3,373−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −3,099−100.0% | Sold out |
| Challenger Wealth Management | 0 | $0 | 0.00% | −2,318−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −1,451−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −1,351−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −1,204−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |
| Archetype Wealth Partners | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Diversified Enterprises, LLC | 0 | $0 | 0.00% | −1,149−100.0% | Sold out |
| Integrity Wealth Solutions LLC | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| Security National Bank | 0 | $0 | 0.00% | −1,074−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −768−100.0% | Sold out |
| Keystone Global Partners, LLC | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Briaud Financial Planning, Inc | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Vision Financial Markets LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |