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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 59,618 | $12.8M | 0.15% | +46,811+365.5% | Added |
| M&G Plc | 59,212 | $12.7M | 0.07% | +59,212 | New |
| Grandeur Peak Global Advisors, LLC | 58,832 | $12.6M | 1.69% | −42,682−42.0% | Reduced |
| Susquehanna International Group, LLP | 58,799 | $12.6M | 0.02% | −19,711−25.1% | Reduced |
| Comerica Bank | 57,973 | $12.4M | 0.05% | +8,278+16.7% | Added |
| Commonwealth Equity Services, LLC | 57,380 | $12.3M | 0.02% | −3,513−5.8% | Reduced |
| DekaBank Deutsche Girozentrale | 55,984 | $12.1M | 0.02% | 00.0% | Unchanged |
| Archon Partners LLC | 55,000 | $11.8M | 1.25% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 54,669 | $11.7M | 2.84% | +2,883+5.6% | Added |
| Canada Pension Plan Investment Board | 54,445 | $11.7M | 0.01% | −151,975−73.6% | Reduced |
| USS Investment Management Ltd | 53,738 | $11.5M | 0.06% | −62−0.1% | Reduced |
| Private Advisory Group LLC | 53,480 | $11.5M | 1.00% | −17,205−24.3% | Reduced |
| Lyell Wealth Management, LP | 52,116 | $11.2M | 0.83% | +293+0.6% | Added |
| QRG Capital Management, Inc. | 51,908 | $11.1M | 0.13% | −9,281−15.2% | Reduced |
| Union Bancaire Privee, UBP SA | 53,178 | $11.1M | 0.23% | +2,614+5.2% | Added |
| Utah Retirement Systems | 50,995 | $10.9M | 0.11% | +602+1.2% | Added |
| Assetmark, Inc | 50,992 | $10.9M | 0.02% | +2,746+5.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 62,186 | $10.9M | 0.03% | +13,124+26.7% | Added |
| Slow Capital, Inc. | 50,855 | $10.9M | 1.28% | −3,111−5.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 49,715 | $10.7M | 0.09% | +2,818+6.0% | Added |
| Prescott Group Capital Management, L.L.C. | 48,000 | $10.3M | 1.09% | 00.0% | Unchanged |
| Ieq Capital, LLC | 47,482 | $10.2M | 0.03% | +13,710+40.6% | Added |
| JustInvest LLC | 47,447 | $10.2M | 0.10% | +1,070+2.3% | Added |
| Exchange Traded Concepts, LLC | 47,057 | $10.1M | 0.10% | +3,816+8.8% | Added |
| Agf Management Ltd | 46,986 | $10.1M | 0.04% | −52,933−53.0% | Reduced |
| Independent Financial Group, LLC | 46,571 | $9.99M | 0.24% | +7,827+20.2% | Added |
| Premier Fund Managers Ltd | 45,200 | $9.88M | 0.41% | +1,600+3.7% | Added |
| British Columbia Investment Management Corp | 44,639 | $9.58M | 0.05% | −3,940−8.1% | Reduced |
| LGT Group Foundation | 44,025 | $9.56M | 0.11% | −14,629−24.9% | Reduced |
| Pathstone Holdings, LLC | 44,268 | $9.50M | 0.04% | +9,813+28.5% | Added |
| La Banque Postale Asset Management SA | 44,246 | $9.49M | 0.12% | 00.0% | Unchanged |
| Nordea Investment Management AB | 44,174 | $9.42M | 0.01% | +2,174+5.2% | Added |
| Swedbank AB | 43,878 | $9.42M | 0.01% | +9,527+27.7% | Added |
| Employees Retirement System of Texas | 42,962 | $9.22M | 0.07% | −17,041−28.4% | Reduced |
| Main Management ETF Advisors, LLC | 41,849 | $8.98M | 0.33% | +16,927+67.9% | Added |
| Hantz Financial Services, Inc. | 41,697 | $8.95M | 0.14% | −7,857−15.9% | Reduced |
| Empowered Funds, LLC | 40,694 | $8.73M | 0.09% | +607+1.5% | Added |
| Teacher Retirement System of Texas | 40,666 | $8.73M | 0.04% | −6,221−13.3% | Reduced |
| Bearing Point Capital, LLC | 40,070 | $8.60M | 1.48% | −70.0% | Reduced |
| Ambassador Advisors, LLC | 39,908 | $8.56M | 1.27% | −2,633−6.2% | Reduced |
| Andra AP-fonden | 39,797 | $8.54M | 0.11% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 39,739 | $8.53M | 1.86% | −1,572−3.8% | Reduced |
| Nissay Asset Management Corp | 39,217 | $8.42M | 0.05% | +1,030+2.7% | Added |
| Strategic Planning Group, LLC | 38,557 | $8.27M | 1.12% | +922+2.4% | Added |
| Natixis Advisors, L.P. | 38,446 | $8.25M | 0.01% | +3,273+9.3% | Added |
| Ethic Inc. | 38,373 | $8.23M | 0.14% | +3,842+11.1% | Added |
| Virtu Financial LLC | 38,362 | $8.23M | 0.46% | +38,362 | New |
| Jacobs Levy Equity Management, Inc | 37,790 | $8.11M | 0.03% | +33,343+749.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 37,253 | $8.10M | 0.01% | +1,208+3.4% | Added |
| Acadian Asset Management LLC | 37,683 | $8.08M | 0.01% | −89,994−70.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 36,669 | $7.87M | 0.01% | −15,003−29.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 36,201 | $7.77M | 0.05% | +5,067+16.3% | Added |
| US Bancorp | 35,655 | $7.65M | 0.01% | +1,894+5.6% | Added |
| Millennium Management LLC | 35,267 | $7.57M | 0.01% | +7,229+25.8% | Added |
| Wealthfront Advisers LLC | 35,264 | $7.57M | 0.02% | +4,261+13.7% | Added |
| Brevan Howard Capital Management LP | 35,238 | $7.56M | 0.11% | +35,238 | New |
| Wiley Bros.-Aintree Capital, LLC | 34,015 | $7.30M | 0.05% | +1,714+5.3% | Added |
| OP Asset Management Ltd | 33,836 | $7.26M | 0.10% | +28+0.1% | Added |
| Cerity Partners LLC | 33,536 | $7.20M | 0.01% | +6,005+21.8% | Added |
| Fifth Third Wealth Advisors LLC | 33,134 | $7.11M | 0.26% | +39+0.1% | Added |
| Banque Cantonale Vaudoise | 33,110 | $7.10M | 0.27% | −5,207−13.6% | Reduced |
| Daiwa Securities Group Inc. | 32,752 | $7.03M | 0.02% | +7,700+30.7% | Added |
| Soltis Investment Advisors LLC | 31,990 | $6.86M | 0.47% | +54+0.2% | Added |
| Rockefeller Capital Management L.P. | 31,800 | $6.82M | 0.01% | −49,274−60.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 31,724 | $6.81M | 1.14% | −1,571−4.7% | Reduced |
| Robeco Schweiz AG | 31,500 | $6.76M | 0.15% | −6,900−18.0% | Reduced |
| Sanctuary Advisors, LLC | 31,313 | $6.72M | 0.04% | +13,627+77.0% | Added |
| Tredje AP-fonden | 30,920 | $6.64M | 0.05% | +6,187+25.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,732 | $6.59M | 0.05% | −65−0.2% | Reduced |
| Lido Advisors, LLC | 30,224 | $6.49M | 0.03% | +13,375+79.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 30,204 | $6.48M | 0.02% | +2,215+7.9% | Added |
| Cushing Asset Management, LP | 30,000 | $6.44M | 0.37% | +15,000+100.0% | Added |
| Interval Partners, LP | 30,000 | $6.44M | 0.14% | +30,000 | New |
| Public Employees Retirement Association of Colorado | 29,754 | $6.38M | 0.02% | −837−2.7% | Reduced |
| Tiaa Trust, National Association | 29,371 | $6.30M | 0.02% | −56,166−65.7% | Reduced |
| Sepio Capital, LP | 29,276 | $6.28M | 0.37% | +1,495+5.4% | Added |
| Commerce Bank | 28,926 | $6.21M | 0.03% | +79+0.3% | Added |
| Swiss Life Asset Management Ltd | 28,709 | $6.16M | 0.03% | −659−2.2% | Reduced |
| Perigon Wealth Management, LLC | 28,681 | $6.15M | 0.13% | +1,074+3.9% | Added |
| Lountzis Asset Management, LLC | 28,557 | $6.13M | 2.00% | −10.0% | Reduced |
| Y.D. More Investments Ltd | 27,594 | $6.01M | 0.34% | −1,882−6.4% | Reduced |
| Jasper Ridge Partners, L.P. | 27,835 | $5.97M | 0.13% | 00.0% | Unchanged |
| KP Management LLC | 27,786 | $5.96M | 2.09% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 26,455 | $5.68M | 0.01% | −6,656−20.1% | Reduced |
| GWM Advisors LLC | 26,028 | $5.59M | 0.03% | +2,167+9.1% | Added |
| Clear Harbor Asset Management, LLC | 25,880 | $5.55M | 0.39% | +1,090+4.4% | Added |
| Kestra Advisory Services, LLC | 25,829 | $5.54M | 0.03% | −1,429−5.2% | Reduced |
| Evercore Wealth Management, LLC | 25,580 | $5.49M | 0.08% | −2,750−9.7% | Reduced |
| ASR Vermogensbeheer N.V. | 25,441 | $5.46M | 0.07% | −89−0.3% | Reduced |
| Brown Advisory Inc | 24,927 | $5.35M | 0.01% | −10,228−29.1% | Reduced |
| Amalgamated Bank | 24,885 | $5.34M | 0.04% | +1,737+7.5% | Added |
| Norden Group LLC | 24,494 | $5.26M | 0.53% | −240−1.0% | Reduced |
| Science & Technology Partners, L.P. | 24,312 | $5.22M | 1.48% | +24,312 | New |
| Simplex Trading, LLC | 24,256 | $5.21M | 0.11% | −13,979−36.6% | Reduced |
| Robocap Asset Management Ltd | 24,161 | $5.18M | 3.30% | −9,464−28.1% | Reduced |
| Janney Montgomery Scott LLC | 24,107 | $5.17M | 0.01% | −4,324−15.2% | Reduced |
| Motley Fool Asset Management LLC | 24,052 | $5.16M | 0.21% | +6,300+35.5% | Added |
| Foundations Investment Advisors, LLC | 23,969 | $5.14M | 0.07% | +2,998+14.3% | Added |
| Janus Henderson Group PLC | 23,972 | $5.14M | 0.00% | +276+1.2% | Added |
| CI Private Wealth, LLC | 23,776 | $5.10M | 0.01% | −924−3.7% | Reduced |