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 |
|---|---|---|---|---|---|
| Bearing Point Capital, LLC | 40,070 | $8.60M | 1.48% | −70.0% | Reduced |
| Teacher Retirement System of Texas | 40,666 | $8.73M | 0.04% | −6,221−13.3% | Reduced |
| Empowered Funds, LLC | 40,694 | $8.73M | 0.09% | +607+1.5% | Added |
| Hantz Financial Services, Inc. | 41,697 | $8.95M | 0.14% | −7,857−15.9% | Reduced |
| Main Management ETF Advisors, LLC | 41,849 | $8.98M | 0.33% | +16,927+67.9% | Added |
| Employees Retirement System of Texas | 42,962 | $9.22M | 0.07% | −17,041−28.4% | Reduced |
| Swedbank AB | 43,878 | $9.42M | 0.01% | +9,527+27.7% | Added |
| Nordea Investment Management AB | 44,174 | $9.42M | 0.01% | +2,174+5.2% | Added |
| La Banque Postale Asset Management SA | 44,246 | $9.49M | 0.12% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 44,268 | $9.50M | 0.04% | +9,813+28.5% | Added |
| LGT Group Foundation | 44,025 | $9.56M | 0.11% | −14,629−24.9% | Reduced |
| British Columbia Investment Management Corp | 44,639 | $9.58M | 0.05% | −3,940−8.1% | Reduced |
| Premier Fund Managers Ltd | 45,200 | $9.88M | 0.41% | +1,600+3.7% | Added |
| Independent Financial Group, LLC | 46,571 | $9.99M | 0.24% | +7,827+20.2% | Added |
| Agf Management Ltd | 46,986 | $10.1M | 0.04% | −52,933−53.0% | Reduced |
| Exchange Traded Concepts, LLC | 47,057 | $10.1M | 0.10% | +3,816+8.8% | Added |
| JustInvest LLC | 47,447 | $10.2M | 0.10% | +1,070+2.3% | Added |
| Ieq Capital, LLC | 47,482 | $10.2M | 0.03% | +13,710+40.6% | Added |
| Prescott Group Capital Management, L.L.C. | 48,000 | $10.3M | 1.09% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 49,715 | $10.7M | 0.09% | +2,818+6.0% | Added |
| Slow Capital, Inc. | 50,855 | $10.9M | 1.28% | −3,111−5.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 62,186 | $10.9M | 0.03% | +13,124+26.7% | Added |
| Assetmark, Inc | 50,992 | $10.9M | 0.02% | +2,746+5.7% | Added |
| Utah Retirement Systems | 50,995 | $10.9M | 0.11% | +602+1.2% | Added |
| Union Bancaire Privee, UBP SA | 53,178 | $11.1M | 0.23% | +2,614+5.2% | Added |
| QRG Capital Management, Inc. | 51,908 | $11.1M | 0.13% | −9,281−15.2% | Reduced |
| Lyell Wealth Management, LP | 52,116 | $11.2M | 0.83% | +293+0.6% | Added |
| Private Advisory Group LLC | 53,480 | $11.5M | 1.00% | −17,205−24.3% | Reduced |
| USS Investment Management Ltd | 53,738 | $11.5M | 0.06% | −62−0.1% | Reduced |
| Canada Pension Plan Investment Board | 54,445 | $11.7M | 0.01% | −151,975−73.6% | Reduced |
| AMJ Financial Wealth Management | 54,669 | $11.7M | 2.84% | +2,883+5.6% | Added |
| Archon Partners LLC | 55,000 | $11.8M | 1.25% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 55,984 | $12.1M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 57,380 | $12.3M | 0.02% | −3,513−5.8% | Reduced |
| Comerica Bank | 57,973 | $12.4M | 0.05% | +8,278+16.7% | Added |
| Susquehanna International Group, LLP | 58,799 | $12.6M | 0.02% | −19,711−25.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 58,832 | $12.6M | 1.69% | −42,682−42.0% | Reduced |
| M&G Plc | 59,212 | $12.7M | 0.07% | +59,212 | New |
| Engineers Gate Manager LP | 59,618 | $12.8M | 0.15% | +46,811+365.5% | Added |
| Oak Ridge Investments LLC | 59,790 | $12.8M | 0.83% | +1,072+1.8% | Added |
| Varma Mutual Pension Insurance Co | 59,900 | $12.9M | 0.08% | +4,800+8.7% | Added |
| IFM Investors Pty Ltd | 59,504 | $12.9M | 0.11% | +788+1.3% | Added |
| Davy Global Fund Management Ltd | 60,985 | $13.1M | 0.89% | +16,013+35.6% | Added |
| Davis-Rea Ltd. | 61,273 | $13.1M | 3.19% | +9,947+19.4% | Added |
| Candriam Luxembourg S.C.A. | 62,411 | $13.4M | 0.07% | +5,709+10.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 62,553 | $13.4M | 0.10% | +52,316+511.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 63,000 | $13.5M | 0.10% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 63,059 | $13.5M | 0.05% | −1,884−2.9% | Reduced |
| Xponance, Inc. | 63,718 | $13.7M | 0.11% | +2,722+4.5% | Added |
| AIA Group Ltd | 63,753 | $13.7M | 0.24% | +7,997+14.3% | Added |
| Generate Investment Management Ltd | 63,777 | $13.7M | 0.69% | +38,484+152.2% | Added |
| Manchester Global Management (UK) Ltd | 64,000 | $13.7M | 1.81% | 00.0% | Unchanged |
| MML Investors Services, LLC | 64,073 | $13.7M | 0.04% | +5,082+8.6% | Added |
| Toroso Investments, LLC | 64,759 | $13.9M | 0.06% | +40,075+162.4% | Added |
| Silvant Capital Management LLC | 64,977 | $13.9M | 0.48% | −1,689−2.5% | Reduced |
| Allianz Asset Management GmbH | 65,182 | $14.0M | 0.02% | +49,749+322.4% | Added |
| Stony Point Capital LLC | 66,353 | $14.2M | 1.00% | +66,353 | New |
| Quantinno Capital Management LP | 66,439 | $14.3M | 0.04% | +9,187+16.0% | Added |
| Forsta Ap-Fonden | 67,000 | $14.4M | 0.09% | +3,800+6.0% | Added |
| Man Group plc | 67,529 | $14.5M | 0.03% | +10,860+19.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 67,928 | $14.6M | 0.13% | +800+1.2% | Added |
| Creative Planning | 70,605 | $15.2M | 0.01% | +11,544+19.5% | Added |
| Glynn Capital Management LLC | 71,263 | $15.3M | 4.83% | −35,603−33.3% | Reduced |
| Berkshire Capital Holdings Inc | 72,990 | $15.7M | 4.76% | −29,240−28.6% | Reduced |
| Ci Investments Inc. | 73,907 | $15.9M | 0.06% | −3,736−4.8% | Reduced |
| Avalon Global Asset Management LLC | 75,400 | $16.2M | 3.71% | 00.0% | Unchanged |
| Captrust Financial Advisors | 75,420 | $16.2M | 0.03% | +11,795+18.5% | Added |
| TD Asset Management Inc | 80,473 | $17.3M | 0.01% | +3,633+4.7% | Added |
| Sentinel Trust Co Lba | 80,718 | $17.3M | 1.77% | 00.0% | Unchanged |
| Truist Financial Corp | 81,062 | $17.4M | 0.02% | −3,928−4.6% | Reduced |
| Baker Chad R | 81,305 | $17.4M | 3.00% | −14,595−15.2% | Reduced |
| Mariner, LLC | 81,419 | $17.5M | 0.02% | −36,615−31.0% | Reduced |
| Gotham Asset Management, LLC | 82,788 | $17.8M | 0.08% | +31,423+61.2% | Added |
| Natixis | 83,626 | $17.9M | 0.10% | +83,626 | New |
| HighTower Advisors, LLC | 86,057 | $18.5M | 0.02% | +761+0.9% | Added |
| Parkwood LLC | 87,750 | $18.8M | 1.84% | +87,750 | New |
| Cetera Investment Advisers | 88,419 | $19.0M | 0.02% | −3,820−4.1% | Reduced |
| RMB Capital Management, LLC | 90,101 | $19.3M | 0.36% | −8,460−8.6% | Reduced |
| Alyeska Investment Group, L.P. | 90,230 | $19.4M | 0.06% | +31,339+53.2% | Added |
| Toronto Dominion Bank | 90,496 | $19.4M | 0.04% | +34,401+61.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 90,916 | $19.5M | 0.05% | −4,392−4.6% | Reduced |
| Arizona State Retirement System | 91,639 | $19.7M | 0.10% | +1,398+1.5% | Added |
| Fiera Capital Corp | 92,116 | $19.8M | 0.06% | +15,932+20.9% | Added |
| RPG Investment Advisory, LLC | 93,136 | $20.0M | 2.36% | −19,206−17.1% | Reduced |
| DnB Asset Management AS | 93,642 | $20.1M | 0.08% | +30,299+47.8% | Added |
| Resona Asset Management Co.,Ltd. | 94,185 | $20.3M | 0.10% | −7,733−7.6% | Reduced |
| Walleye Trading LLC | 95,195 | $20.4M | 0.33% | +10,974+13.0% | Added |
| Jane Street Group, LLC | 97,784 | $21.0M | 0.02% | −42,978−30.5% | Reduced |
| Atika Capital Management LLC | 98,010 | $21.0M | 1.79% | +29,209+42.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 98,533 | $21.1M | 0.11% | +2,470+2.6% | Added |
| Vontobel Holding Ltd. | 100,768 | $21.6M | 0.07% | +24,268+31.7% | Added |
| Picton Mahoney Asset Management | 101,509 | $21.8M | 0.28% | −27,886−21.6% | Reduced |
| Stifel Financial Corp | 102,153 | $21.9M | 0.02% | +20,923+25.8% | Added |
| Whittier Trust Co of Nevada Inc | 104,186 | $22.6M | 0.48% | +4,325+4.3% | Added |
| NZS Capital, LLC | 105,753 | $22.7M | 0.69% | −194,752−64.8% | Reduced |
| Advisor Group Holdings, Inc. | 107,740 | $23.0M | 0.03% | +48,826+82.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 107,764 | $23.1M | 0.05% | −9,651−8.2% | Reduced |
| State of New Jersey Common Pension Fund D | 108,670 | $23.3M | 0.09% | +4,706+4.5% | Added |
| KLP Kapitalforvaltning AS | 112,700 | $24.2M | 0.10% | +400+0.4% | Added |
| Erste Asset Management GmbH | 111,898 | $24.5M | 0.24% | −1,220−1.1% | Reduced |