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, 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
- 1,091
- +70 vs. Q3 2025
- Shares held
- 278.1M
- +2.74M (+1.0%) vs. Q3 2025
- Total value
- $54.8B
- −$4.19B (−7.1%) vs. Q3 2025
- New holders
- 184
- 435 more added
- Sold out
- 114
- 341 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 | 1,228 | $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, 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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 74,302 | $14.6M | 0.02% | −6,760−8.3% | Reduced |
| Quantinno Capital Management LP | 74,951 | $14.8M | 0.03% | +8,512+12.8% | Added |
| Avalon Global Asset Management LLC | 75,400 | $14.9M | 3.30% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 83,641 | $15.1M | 0.25% | +30,463+57.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 77,695 | $15.3M | 0.06% | +14,636+23.2% | Added |
| Sentinel Trust Co Lba | 77,918 | $15.4M | 1.51% | −2,800−3.5% | Reduced |
| Advisor Group Holdings, Inc. | 79,986 | $15.8M | 0.02% | −27,754−25.8% | Reduced |
| Baker Chad R | 81,290 | $16.2M | 2.91% | −150.0% | Reduced |
| Cetera Investment Advisers | 82,413 | $16.2M | 0.02% | −6,006−6.8% | Reduced |
| TD Asset Management Inc | 83,467 | $16.5M | 0.01% | +2,994+3.7% | Added |
| Grandeur Peak Global Advisors, LLC | 83,878 | $16.5M | 2.23% | +25,046+42.6% | Added |
| Private Advisory Group LLC | 83,886 | $16.5M | 1.30% | +30,406+56.9% | Added |
| DnB Asset Management AS | 84,301 | $16.6M | 0.06% | −9,341−10.0% | Reduced |
| HighTower Advisors, LLC | 85,892 | $16.9M | 0.02% | −165−0.2% | Reduced |
| RMB Capital Management, LLC | 87,370 | $17.2M | 0.30% | −2,731−3.0% | Reduced |
| Arizona State Retirement System | 87,495 | $17.2M | 0.09% | −4,144−4.5% | Reduced |
| Captrust Financial Advisors | 87,529 | $17.3M | 0.03% | +12,109+16.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 87,593 | $17.3M | 0.05% | −3,323−3.7% | Reduced |
| Gotham Asset Management, LLC | 88,290 | $17.4M | 0.06% | +5,502+6.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 90,111 | $17.8M | 0.04% | −17,653−16.4% | Reduced |
| Walleye Trading LLC | 90,221 | $17.8M | 0.29% | −4,974−5.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 91,145 | $18.0M | 0.09% | −3,040−3.2% | Reduced |
| Vontobel Holding Ltd. | 92,991 | $18.3M | 0.06% | −7,777−7.7% | Reduced |
| RPG Investment Advisory, LLC | 94,024 | $18.5M | 2.10% | +888+1.0% | Added |
| Public Employees Retirement System of Ohio | 94,360 | $18.6M | 0.06% | −25,615−21.4% | Reduced |
| Picton Mahoney Asset Management | 94,382 | $18.6M | 0.20% | −7,127−7.0% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 99,632 | $19.6M | 0.10% | +1,099+1.1% | Added |
| Erste Asset Management GmbH | 100,272 | $19.8M | 0.17% | −11,626−10.4% | Reduced |
| Ci Investments Inc. | 103,834 | $20.5M | 0.09% | +29,927+40.5% | Added |
| Parkwood LLC | 106,014 | $20.9M | 1.78% | +18,264+20.8% | Added |
| Forsta Ap-Fonden | 106,100 | $20.9M | 0.12% | +39,100+58.4% | Added |
| NZS Capital, LLC | 106,537 | $21.0M | 0.64% | +784+0.7% | Added |
| Schonfeld Strategic Advisors LLC | 107,509 | $21.2M | 0.11% | +107,509 | New |
| State of New Jersey Common Pension Fund D | 107,741 | $21.2M | 0.08% | −929−0.9% | Reduced |
| Toroso Investments, LLC | 111,137 | $21.9M | 0.09% | +46,378+71.6% | Added |
| Liontrust Investment Partners LLP | 112,029 | $22.1M | 0.33% | −4,570−3.9% | Reduced |
| D. E. Shaw & Co., Inc. | 112,833 | $22.2M | 0.02% | +112,833 | New |
| KLP Kapitalforvaltning AS | 113,300 | $22.3M | 0.09% | +600+0.5% | Added |
| Tudor Investment Corp Et Al | 114,116 | $22.5M | 0.12% | +114,116 | New |
| Woodline Partners LP | 115,784 | $22.8M | 0.09% | −67,422−36.8% | Reduced |
| Stifel Financial Corp | 115,809 | $22.8M | 0.02% | +13,656+13.4% | Added |
| Swedbank AB | 116,309 | $22.9M | 0.02% | +72,431+165.1% | Added |
| Bank of Nova Scotia | 119,046 | $23.5M | 0.03% | +2,050+1.8% | Added |
| Mn Services Vermogensbeheer B.V. | 119,802 | $23.6M | 0.15% | +3,002+2.6% | Added |
| Hartline Investment Corp | 121,122 | $23.9M | 2.58% | −30,042−19.9% | Reduced |
| Ensign Peak Advisors, Inc | 121,748 | $24.0M | 0.04% | −92,684−43.2% | Reduced |
| Fiera Capital Corp | 123,414 | $24.3M | 0.08% | +31,298+34.0% | Added |
| Capital International Inc | 125,597 | $24.8M | 0.19% | −17,053−12.0% | Reduced |
| Parnassus Investments | 126,935 | $25.0M | 0.06% | −2,634−2.0% | Reduced |
| Renaissance Technologies LLC | 130,400 | $25.7M | 0.04% | −198,100−60.3% | Reduced |
| Select Equity Group, L.P. | 130,773 | $25.8M | 0.12% | −192,952−59.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 130,460 | $25.8M | 0.54% | +26,274+25.2% | Added |
| Treasurer of the State of North Carolina | 131,354 | $25.9M | 0.08% | −7,389−5.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 134,784 | $26.6M | 0.49% | −18,249−11.9% | Reduced |
| Principal Financial Group Inc | 139,370 | $27.5M | 0.01% | −83,866−37.6% | Reduced |
| Capital International Ltd | 140,154 | $27.6M | 0.97% | −6,567−4.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 140,551 | $27.7M | 0.21% | −27,388−16.3% | Reduced |
| APG Asset Management N.V. | 166,642 | $28.0M | 0.08% | −7,258−4.2% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 146,565 | $29.3M | 0.08% | +146,565 | New |
| Reynders McVeigh Capital Management, LLC | 148,907 | $29.4M | 1.38% | +121+0.1% | Added |
| SG Americas Securities, LLC | 150,300 | $29.6M | 0.04% | +133,999+822.0% | Added |
| Kames Capital plc | 155,006 | $30.6M | 0.36% | −2,482−1.6% | Reduced |
| Royal London Asset Management Ltd | 156,283 | $30.8M | 0.06% | −897−0.6% | Reduced |
| State of Wisconsin Investment Board | 157,682 | $31.1M | 0.07% | −5,575−3.4% | Reduced |
| New York State Common Retirement Fund | 157,828 | $31.1M | 0.04% | +2,500+1.6% | Added |
| Mizuho Markets Cayman LP | 160,000 | $31.5M | 1.59% | +160,000 | New |
| 12 West Capital Management LP | 165,000 | $32.5M | 3.87% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 168,012 | $33.1M | 0.35% | −137,962−45.1% | Reduced |
| Susquehanna International Group, LLP | 168,141 | $33.1M | 0.05% | +109,342+186.0% | Added |
| Standard Life Aberdeen plc | 173,037 | $34.1M | 0.05% | −1,464−0.8% | Reduced |
| Exor Capital LLP | 175,635 | $34.6M | 0.61% | +175,635 | New |
| Handelsbanken Fonder AB | 177,130 | $34.9M | 0.11% | −29,729−14.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 177,902 | $35.0M | 0.06% | +7,716+4.5% | Added |
| Pinebridge Investments LLC | 183,827 | $36.2M | 0.27% | +183,827 | New |
| Tremblant Capital Group | 187,125 | $36.9M | 0.94% | +187,125 | New |
| Defiance ETFs, LLC | 187,106 | $37.4M | 1.22% | +187,106 | New |
| Mizuho Markets Americas LLC | 189,751 | $37.4M | 0.80% | −12,965−6.4% | Reduced |
| Mariner, LLC | 189,960 | $37.4M | 0.04% | +108,541+133.3% | Added |
| Schroder Investment Management Group | 191,515 | $38.2M | 0.03% | +23,209+13.8% | Added |
| Russell Investments Group, Ltd. | 197,051 | $38.9M | 0.04% | +14,570+8.0% | Added |
| Jupiter Asset Management Ltd | 197,710 | $39.0M | 0.31% | +188,226+1,984.7% | Added |
| Alliancebernstein L.P. | 197,714 | $39.0M | 0.01% | −71,824−26.6% | Reduced |
| Blair William & Co | 197,860 | $39.0M | 0.10% | −4,274−2.1% | Reduced |
| Qube Research & Technologies Ltd | 199,064 | $39.2M | 0.06% | −216,330−52.1% | Reduced |
| HSBC Holdings PLC | 206,915 | $40.9M | 0.02% | −87,933−29.8% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 210,090 | $41.4M | 0.27% | −12,228−5.5% | Reduced |
| Korea Investment CORP | 212,384 | $41.9M | 0.08% | +55,656+35.5% | Added |
| Danske Bank A/S | 213,093 | $42.0M | 0.10% | +13,754+6.9% | Added |
| Millennium Management LLC | 215,369 | $42.5M | 0.03% | +180,102+510.7% | Added |
| Asset Management One Co.,Ltd. | 220,158 | $44.2M | 0.12% | +616+0.3% | Added |
| Wim Investment Management Ltd | 227,749 | $44.9M | 11.60% | 00.0% | Unchanged |
| Barclays PLC | 237,035 | $46.7M | 0.02% | +52,134+28.2% | Added |
| LPL Financial LLC | 237,958 | $46.9M | 0.01% | +35,181+17.3% | Added |
| Storebrand Asset Management AS | 240,827 | $47.5M | 0.13% | −1,849−0.8% | Reduced |
| Man Group plc | 241,799 | $47.7M | 0.09% | +174,270+258.1% | Added |
| Capital International Sarl | 246,205 | $48.5M | 0.78% | +442+0.2% | Added |
| Parallax Volatility Advisers, L.P. | 252,397 | $49.8M | 1.55% | −115,983−31.5% | Reduced |
| Aviva PLC | 260,183 | $51.3M | 0.09% | +15,277+6.2% | Added |
| Balyasny Asset Management LLC | 262,698 | $51.8M | 0.10% | −7,432−2.8% | Reduced |
| State Board of Administration of Florida Retirement System | 275,831 | $54.4M | 0.10% | −8,685−3.1% | Reduced |