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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 219,542 | $47.1M | 0.14% | −4,775−2.1% | Reduced |
| Ensign Peak Advisors, Inc | 214,432 | $46.0M | 0.08% | −40,820−16.0% | Reduced |
| Handelsbanken Fonder AB | 206,859 | $44.4M | 0.14% | +48,200+30.4% | Added |
| Jennison Associates LLC | 206,468 | $44.3M | 0.03% | +9,718+4.9% | Added |
| Rakuten Investment Management, Inc. | 646,163 | $43.8M | 0.17% | +646,163 | New |
| LPL Financial LLC | 202,777 | $43.5M | 0.01% | +24,768+13.9% | Added |
| Mizuho Markets Americas LLC | 202,716 | $43.5M | 0.92% | +49,688+32.5% | Added |
| Blair William & Co | 202,134 | $43.4M | 0.12% | +905+0.4% | Added |
| Danske Bank A/S | 199,339 | $42.8M | 0.11% | +56,405+39.5% | Added |
| Bank of Montreal | 192,219 | $41.2M | 0.02% | +2,871+1.5% | Added |
| Barclays PLC | 184,901 | $39.7M | 0.01% | +28,691+18.4% | Added |
| Woodline Partners LP | 183,206 | $39.3M | 0.19% | +166,552+1,000.1% | Added |
| Russell Investments Group, Ltd. | 182,481 | $39.2M | 0.04% | −1,410−0.8% | Reduced |
| Alfreton Capital LLP | 180,000 | $38.6M | 16.69% | −220,000−55.0% | Reduced |
| Los Angeles Capital Management LLC | 178,974 | $38.4M | 0.13% | −93,965−34.4% | Reduced |
| Standard Life Aberdeen plc | 174,501 | $38.1M | 0.06% | +4,798+2.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 170,186 | $36.5M | 0.06% | +28,495+20.1% | Added |
| Schroder Investment Management Group | 168,306 | $36.1M | 0.03% | −33,738−16.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 167,939 | $36.0M | 0.27% | −59,877−26.3% | Reduced |
| 12 West Capital Management LP | 165,000 | $35.4M | 3.67% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 163,257 | $35.0M | 0.08% | −1,556−0.9% | Reduced |
| Kames Capital plc | 157,488 | $33.8M | 0.40% | −58,593−27.1% | Reduced |
| Royal London Asset Management Ltd | 157,180 | $33.7M | 0.07% | −10,595−6.3% | Reduced |
| Korea Investment CORP | 156,728 | $33.6M | 0.07% | −38,911−19.9% | Reduced |
| New York State Common Retirement Fund | 155,328 | $33.3M | 0.04% | −200−0.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 153,033 | $32.8M | 0.62% | −25,285−14.2% | Reduced |
| Hartline Investment Corp | 151,164 | $32.4M | 3.36% | +4,709+3.2% | Added |
| Reynders McVeigh Capital Management, LLC | 148,786 | $31.9M | 1.50% | −8,092−5.2% | Reduced |
| APG Asset Management N.V. | 173,900 | $31.8M | 0.09% | +4,900+2.9% | Added |
| Capital International Ltd | 146,721 | $31.5M | 1.14% | −6,445−4.2% | Reduced |
| National Bank of Canada | 144,218 | $30.9M | 0.03% | +135,492+1,552.7% | Added |
| Capital International Inc | 142,650 | $30.6M | 0.24% | +7,895+5.9% | Added |
| Treasurer of the State of North Carolina | 138,743 | $29.8M | 0.09% | −5,409−3.8% | Reduced |
| BNP Paribas Arbitrage, SA | 138,664 | $29.8M | 0.02% | +12,277+9.7% | Added |
| Parnassus Investments | 129,569 | $27.8M | 0.06% | −995−0.8% | Reduced |
| Public Employees Retirement System of Ohio | 119,975 | $25.7M | 0.08% | +161+0.1% | Added |
| Bank of Nova Scotia | 116,996 | $25.1M | 0.04% | +107,554+1,139.1% | Added |
| Mn Services Vermogensbeheer B.V. | 116,800 | $25.1M | 0.16% | +1,400+1.2% | Added |
| Liontrust Investment Partners LLP | 116,599 | $25.0M | 0.37% | −876−0.7% | Reduced |
| Erste Asset Management GmbH | 111,898 | $24.5M | 0.24% | −1,220−1.1% | Reduced |
| KLP Kapitalforvaltning AS | 112,700 | $24.2M | 0.10% | +400+0.4% | Added |
| State of New Jersey Common Pension Fund D | 108,670 | $23.3M | 0.09% | +4,706+4.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 107,764 | $23.1M | 0.05% | −9,651−8.2% | Reduced |
| Advisor Group Holdings, Inc. | 107,740 | $23.0M | 0.03% | +48,826+82.9% | Added |
| NZS Capital, LLC | 105,753 | $22.7M | 0.69% | −194,752−64.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 104,186 | $22.6M | 0.48% | +4,325+4.3% | Added |
| Stifel Financial Corp | 102,153 | $21.9M | 0.02% | +20,923+25.8% | Added |
| Picton Mahoney Asset Management | 101,509 | $21.8M | 0.28% | −27,886−21.6% | Reduced |
| Vontobel Holding Ltd. | 100,768 | $21.6M | 0.07% | +24,268+31.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 98,533 | $21.1M | 0.11% | +2,470+2.6% | Added |
| Atika Capital Management LLC | 98,010 | $21.0M | 1.79% | +29,209+42.5% | Added |
| Jane Street Group, LLC | 97,784 | $21.0M | 0.02% | −42,978−30.5% | Reduced |
| Walleye Trading LLC | 95,195 | $20.4M | 0.33% | +10,974+13.0% | Added |
| Resona Asset Management Co.,Ltd. | 94,185 | $20.3M | 0.10% | −7,733−7.6% | Reduced |
| DnB Asset Management AS | 93,642 | $20.1M | 0.08% | +30,299+47.8% | Added |
| RPG Investment Advisory, LLC | 93,136 | $20.0M | 2.36% | −19,206−17.1% | Reduced |
| Fiera Capital Corp | 92,116 | $19.8M | 0.06% | +15,932+20.9% | Added |
| Arizona State Retirement System | 91,639 | $19.7M | 0.10% | +1,398+1.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 90,916 | $19.5M | 0.05% | −4,392−4.6% | Reduced |
| Toronto Dominion Bank | 90,496 | $19.4M | 0.04% | +34,401+61.3% | Added |
| Alyeska Investment Group, L.P. | 90,230 | $19.4M | 0.06% | +31,339+53.2% | Added |
| RMB Capital Management, LLC | 90,101 | $19.3M | 0.36% | −8,460−8.6% | Reduced |
| Cetera Investment Advisers | 88,419 | $19.0M | 0.02% | −3,820−4.1% | Reduced |
| Parkwood LLC | 87,750 | $18.8M | 1.84% | +87,750 | New |
| HighTower Advisors, LLC | 86,057 | $18.5M | 0.02% | +761+0.9% | Added |
| Natixis | 83,626 | $17.9M | 0.10% | +83,626 | New |
| Gotham Asset Management, LLC | 82,788 | $17.8M | 0.08% | +31,423+61.2% | Added |
| Mariner, LLC | 81,419 | $17.5M | 0.02% | −36,615−31.0% | Reduced |
| Baker Chad R | 81,305 | $17.4M | 3.00% | −14,595−15.2% | Reduced |
| Truist Financial Corp | 81,062 | $17.4M | 0.02% | −3,928−4.6% | Reduced |
| Sentinel Trust Co Lba | 80,718 | $17.3M | 1.77% | 00.0% | Unchanged |
| TD Asset Management Inc | 80,473 | $17.3M | 0.01% | +3,633+4.7% | Added |
| Captrust Financial Advisors | 75,420 | $16.2M | 0.03% | +11,795+18.5% | Added |
| Avalon Global Asset Management LLC | 75,400 | $16.2M | 3.71% | 00.0% | Unchanged |
| Ci Investments Inc. | 73,907 | $15.9M | 0.06% | −3,736−4.8% | Reduced |
| Berkshire Capital Holdings Inc | 72,990 | $15.7M | 4.76% | −29,240−28.6% | Reduced |
| Glynn Capital Management LLC | 71,263 | $15.3M | 4.83% | −35,603−33.3% | Reduced |
| Creative Planning | 70,605 | $15.2M | 0.01% | +11,544+19.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 67,928 | $14.6M | 0.13% | +800+1.2% | Added |
| Man Group plc | 67,529 | $14.5M | 0.03% | +10,860+19.2% | Added |
| Forsta Ap-Fonden | 67,000 | $14.4M | 0.09% | +3,800+6.0% | Added |
| Quantinno Capital Management LP | 66,439 | $14.3M | 0.04% | +9,187+16.0% | Added |
| Stony Point Capital LLC | 66,353 | $14.2M | 1.00% | +66,353 | New |
| Allianz Asset Management GmbH | 65,182 | $14.0M | 0.02% | +49,749+322.4% | Added |
| Silvant Capital Management LLC | 64,977 | $13.9M | 0.48% | −1,689−2.5% | Reduced |
| Toroso Investments, LLC | 64,759 | $13.9M | 0.06% | +40,075+162.4% | Added |
| MML Investors Services, LLC | 64,073 | $13.7M | 0.04% | +5,082+8.6% | Added |
| Manchester Global Management (UK) Ltd | 64,000 | $13.7M | 1.81% | 00.0% | Unchanged |
| Generate Investment Management Ltd | 63,777 | $13.7M | 0.69% | +38,484+152.2% | Added |
| AIA Group Ltd | 63,753 | $13.7M | 0.24% | +7,997+14.3% | Added |
| Xponance, Inc. | 63,718 | $13.7M | 0.11% | +2,722+4.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 63,059 | $13.5M | 0.05% | −1,884−2.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 63,000 | $13.5M | 0.10% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 62,553 | $13.4M | 0.10% | +52,316+511.0% | Added |
| Candriam Luxembourg S.C.A. | 62,411 | $13.4M | 0.07% | +5,709+10.1% | Added |
| Davis-Rea Ltd. | 61,273 | $13.1M | 3.19% | +9,947+19.4% | Added |
| Davy Global Fund Management Ltd | 60,985 | $13.1M | 0.89% | +16,013+35.6% | Added |
| IFM Investors Pty Ltd | 59,504 | $12.9M | 0.11% | +788+1.3% | Added |
| Varma Mutual Pension Insurance Co | 59,900 | $12.9M | 0.08% | +4,800+8.7% | Added |
| Oak Ridge Investments LLC | 59,790 | $12.8M | 0.83% | +1,072+1.8% | Added |