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 11 sales; 1,234 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, Q4 2025
Institutional positions in Cloudflare, Inc. as of Dec 31, 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
- 1,096
- +69 vs. Q3 2025
- Shares held
- 278.2M
- +2.74M (+1.0%) vs. Q3 2025
- Total value
- $54.8B
- −$4.19B (−7.1%) vs. Q3 2025
- New holders
- 184
- 437 more added
- Sold out
- 115
- 343 more reduced
18 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 35,825,517 | $7.06B | 0.96% | −4,689,869−11.6% | Reduced |
| Vanguard Group Inc | 32,407,646 | $6.39B | 0.09% | +90,397+0.3% | Added |
| BlackRock, Inc. | 22,653,454 | $4.47B | 0.08% | +21,095+0.1% | Added |
| Morgan Stanley | 18,009,245 | $3.55B | 0.21% | −1,001,947−5.3% | Reduced |
| Baillie Gifford & Co | 16,823,947 | $3.32B | 2.76% | −5,024,793−23.0% | Reduced |
| JPMorgan Chase & Co | 13,607,106 | $2.68B | 0.18% | +3,045,901+28.8% | Added |
| FMR LLC | 12,750,499 | $2.51B | 0.13% | −498,226−3.8% | Reduced |
| State Street Corp | 6,988,989 | $1.38B | 0.05% | +178,597+2.6% | Added |
| Geode Capital Management, LLC | 6,018,175 | $1.18B | 0.07% | +241,981+4.2% | Added |
| First Trust Advisors LP | 4,019,157 | $792.4M | 0.58% | +63,198+1.6% | Added |
| Sands Capital Management, LLC | 3,731,287 | $735.6M | 2.24% | −77,032−2.0% | Reduced |
| Invesco Ltd. | 3,700,696 | $729.6M | 0.07% | −264,037−6.7% | Reduced |
| Norges Bank | 3,643,501 | $718.3M | 0.08% | +3,643,501 | New |
| Franklin Resources Inc | 3,575,711 | $705.0M | 0.17% | +410,175+13.0% | Added |
| American Century Companies Inc | 3,174,409 | $625.8M | 0.31% | +243,352+8.3% | Added |
| Legal & General Group Plc | 2,824,772 | $556.9M | 0.12% | +131,127+4.9% | Added |
| UBS Asset Management Americas Inc | 2,463,842 | $485.7M | 0.10% | −20,059−0.8% | Reduced |
| Two Sigma Advisers, LP | 2,340,000 | $461.3M | 0.90% | +805,700+52.5% | Added |
| Goldman Sachs Group Inc | 2,334,059 | $460.2M | 0.07% | −94,909−3.9% | Reduced |
| Voya Investment Management LLC | 2,294,562 | $452.1M | 0.45% | +47,017+2.1% | Added |
| Bank of America Corp | 2,285,370 | $450.6M | 0.03% | +57,014+2.6% | Added |
| Northern Trust Corp | 1,971,595 | $388.7M | 0.05% | +62,475+3.3% | Added |
| Jennison Associates LLC | 1,863,612 | $367.4M | 0.22% | +1,657,144+802.6% | Added |
| Gilder Gagnon Howe & Co LLC | 1,754,461 | $345.9M | 3.65% | −81,969−4.5% | Reduced |
| Royal Bank of Canada | 1,713,666 | $337.8M | 0.06% | −67,288−3.8% | Reduced |
| Wellington Management Group LLP | 1,707,014 | $336.5M | 0.06% | +451,280+35.9% | Added |
| Massachusetts Financial Services Co | 1,639,661 | $323.3M | 0.10% | +336,768+25.8% | Added |
| Deutsche Bank AG | 1,588,591 | $313.2M | 0.10% | +207,725+15.0% | Added |
| Charles Schwab Investment Management Inc | 1,531,220 | $301.9M | 0.05% | +64,678+4.4% | Added |
| Squarepoint Ops LLC | 1,526,578 | $301.0M | 0.61% | +624,341+69.2% | Added |
| Amundi | 1,331,452 | $262.5M | 0.07% | +603,097+82.8% | Added |
| Two Sigma Investments, LP | 1,257,598 | $247.9M | 0.37% | +20,634+1.7% | Added |
| Pictet Asset Management Holding SA | 1,175,479 | $231.8M | 0.23% | −89,908−7.1% | Reduced |
| 1832 Asset Management L.P. | 1,147,900 | $226.3M | 0.29% | −177,800−13.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,125,602 | $221.9M | 0.13% | −150,449−11.8% | Reduced |
| Bank of New York Mellon Corp | 1,057,265 | $208.4M | 0.04% | −4,337−0.4% | Reduced |
| Strategy Capital LLC | 1,042,099 | $205.4M | 15.15% | −120,839−10.4% | Reduced |
| Raymond James Financial Inc | 1,030,550 | $204.9M | 0.06% | −64,978−5.9% | Reduced |
| Price T Rowe Associates Inc | 1,034,680 | $204.0M | 0.02% | −320,826−23.7% | Reduced |
| National Pension Service | 948,003 | $186.9M | 0.14% | +329,341+53.2% | Added |
| KBC Group NV | 936,921 | $184.7M | 0.42% | +117,155+14.3% | Added |
| Polar Capital Holdings Plc | 930,366 | $183.4M | 0.84% | −863,149−48.1% | Reduced |
| Lord, Abbett & Co. LLC | 920,597 | $181.5M | 0.56% | −157,038−14.6% | Reduced |
| UBS Group AG | 882,907 | $174.1M | 0.03% | −19,281−2.1% | Reduced |
| Swiss National Bank | 857,400 | $169.0M | 0.10% | −37,800−4.2% | Reduced |
| Citigroup Inc | 807,403 | $159.2M | 0.11% | +40,424+5.3% | Added |
| Wells Fargo & Company | 774,000 | $152.6M | 0.03% | +20,243+2.7% | Added |
| Nomura Asset Management International Inc. | 771,636 | $152.1M | 0.23% | +771,636 | New |
| Nuveen, LLC | 725,008 | $142.9M | 0.04% | +12,905+1.8% | Added |
| Penserra Capital Management LLC | 715,377 | $141.0M | 1.68% | +40,556+6.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 711,241 | $140.2M | 0.12% | +463,077+186.6% | Added |
| Federated Hermes, Inc. | 692,827 | $136.6M | 0.23% | −169,182−19.6% | Reduced |
| Marshall Wace, LLP | 690,747 | $136.2M | 0.13% | +163,966+31.1% | Added |
| Ameriprise Financial Inc | 649,034 | $128.0M | 0.03% | +52,784+8.9% | Added |
| AQR Capital Management LLC | 612,686 | $120.8M | 0.06% | +49,438+8.8% | Added |
| Artisan Partners Limited Partnership | 588,598 | $116.0M | 0.18% | −126,460−17.7% | Reduced |
| CIBC Private Wealth Group, LLC | 556,609 | $109.7M | 0.19% | −22,528−3.9% | Reduced |
| Neuberger Berman Group LLC | 552,666 | $109.0M | 0.08% | −29,919−5.1% | Reduced |
| Canada Pension Plan Investment Board | 547,688 | $108.0M | 0.07% | +493,243+905.9% | Added |
| BNP Paribas Arbitrage, SA | 544,944 | $107.4M | 0.07% | +406,280+293.0% | Added |
| California Public Employees Retirement System | 528,947 | $104.3M | 0.06% | +8,077+1.6% | Added |
| Westfield Capital Management Co LP | 519,475 | $102.4M | 0.43% | +38,625+8.0% | Added |
| Jane Street Group, LLC | 515,140 | $101.6M | 0.12% | +417,356+426.8% | Added |
| Arrowstreet Capital, Limited Partnership | 512,554 | $101.1M | 0.06% | +60,605+13.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 489,545 | $96.5M | 0.23% | −145,480−22.9% | Reduced |
| California State Teachers Retirement System | 472,403 | $93.1M | 0.09% | −7,856−1.6% | Reduced |
| Allen Investment Management LLC | 463,917 | $91.5M | 1.01% | −62,418−11.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 452,103 | $89.1M | 1.03% | −75,198−14.3% | Reduced |
| Fred Alger Management, LLC | 438,525 | $86.5M | 0.34% | +1,890+0.4% | Added |
| Credit Agricole S A | 436,331 | $86.0M | 0.24% | +25,123+6.1% | Added |
| Peregrine Capital Management LLC | 428,331 | $84.4M | 2.59% | −49,507−10.4% | Reduced |
| AustralianSuper Pty Ltd | 416,958 | $82.2M | 0.38% | −98,074−19.0% | Reduced |
| Bamco Inc | 409,604 | $80.8M | 0.22% | −44,630−9.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 407,733 | $79.9M | 0.13% | +103,042+33.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 404,715 | $79.8M | 0.21% | −98,063−19.5% | Reduced |
| Rhumbline Advisers | 400,187 | $78.9M | 0.06% | +919+0.2% | Added |
| Nomura Asset Management Co Ltd | 398,326 | $78.5M | 0.20% | +4,133+1.0% | Added |
| Victory Capital Management Inc | 391,810 | $77.2M | 0.04% | −22,890−5.5% | Reduced |
| Bessemer Group Inc | 358,681 | $70.7M | 0.11% | −16,340−4.4% | Reduced |
| Citadel Advisors LLC | 356,619 | $70.3M | 0.05% | −2,166−0.6% | Reduced |
| Congress Asset Management Co | 343,972 | $67.8M | 0.48% | −57,796−14.4% | Reduced |
| SEI Investments Co | 342,384 | $67.5M | 0.07% | +82,071+31.5% | Added |
| Dimensional Fund Advisors LP | 334,557 | $66.0M | 0.01% | +7,460+2.3% | Added |
| Alyeska Investment Group, L.P. | 332,299 | $65.5M | 0.19% | +242,069+268.3% | Added |
| Whittier Trust Co | 312,245 | $61.8M | 0.67% | +73,684+30.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 310,658 | $61.3M | 0.07% | +248,472+399.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 308,154 | $60.4M | 0.04% | +16,054+5.5% | Added |
| Whetstone Capital Advisors, LLC | 293,031 | $57.8M | 18.02% | −18,154−5.8% | Reduced |
| Envestnet Asset Management Inc | 292,321 | $57.6M | 0.02% | −6,050−2.0% | Reduced |
| Great West Life Assurance Co | 284,048 | $56.0M | 0.10% | −75,046−20.9% | Reduced |
| Los Angeles Capital Management LLC | 251,529 | $56.0M | 0.19% | +72,555+40.5% | Added |
| State Board of Administration of Florida Retirement System | 275,831 | $54.4M | 0.10% | −8,685−3.1% | Reduced |
| Balyasny Asset Management LLC | 262,698 | $51.8M | 0.10% | −7,432−2.8% | Reduced |
| Aviva PLC | 260,183 | $51.3M | 0.09% | +15,277+6.2% | Added |
| Parallax Volatility Advisers, L.P. | 252,397 | $49.8M | 1.55% | −115,983−31.5% | Reduced |
| Capital International Sarl | 246,205 | $48.5M | 0.78% | +442+0.2% | Added |
| Man Group plc | 241,799 | $47.7M | 0.09% | +174,270+258.1% | Added |
| Storebrand Asset Management AS | 240,827 | $47.5M | 0.13% | −1,849−0.8% | Reduced |
| LPL Financial LLC | 237,958 | $46.9M | 0.01% | +35,181+17.3% | Added |
| Barclays PLC | 237,035 | $46.7M | 0.02% | +52,134+28.2% | Added |