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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 251,529 | $56.0M | 0.19% | +72,555+40.5% | Added |
| Great West Life Assurance Co | 284,048 | $56.0M | 0.10% | −75,046−20.9% | Reduced |
| Envestnet Asset Management Inc | 292,321 | $57.6M | 0.02% | −6,050−2.0% | Reduced |
| Whetstone Capital Advisors, LLC | 293,031 | $57.8M | 18.02% | −18,154−5.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 308,154 | $60.4M | 0.04% | +16,054+5.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 310,658 | $61.3M | 0.07% | +248,472+399.6% | Added |
| Whittier Trust Co | 312,245 | $61.8M | 0.67% | +73,684+30.9% | Added |
| Alyeska Investment Group, L.P. | 332,299 | $65.5M | 0.19% | +242,069+268.3% | Added |
| Dimensional Fund Advisors LP | 334,557 | $66.0M | 0.01% | +7,460+2.3% | Added |
| SEI Investments Co | 342,384 | $67.5M | 0.07% | +82,071+31.5% | Added |
| Congress Asset Management Co | 343,972 | $67.8M | 0.48% | −57,796−14.4% | Reduced |
| Citadel Advisors LLC | 356,619 | $70.3M | 0.05% | −2,166−0.6% | Reduced |
| Bessemer Group Inc | 358,681 | $70.7M | 0.11% | −16,340−4.4% | Reduced |
| Victory Capital Management Inc | 391,810 | $77.2M | 0.04% | −22,890−5.5% | Reduced |
| Nomura Asset Management Co Ltd | 398,326 | $78.5M | 0.20% | +4,133+1.0% | Added |
| Rhumbline Advisers | 400,187 | $78.9M | 0.06% | +919+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 404,715 | $79.8M | 0.21% | −98,063−19.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 407,733 | $79.9M | 0.13% | +103,042+33.8% | Added |
| Bamco Inc | 409,604 | $80.8M | 0.22% | −44,630−9.8% | Reduced |
| AustralianSuper Pty Ltd | 416,958 | $82.2M | 0.38% | −98,074−19.0% | Reduced |
| Peregrine Capital Management LLC | 428,331 | $84.4M | 2.59% | −49,507−10.4% | Reduced |
| Credit Agricole S A | 436,331 | $86.0M | 0.24% | +25,123+6.1% | Added |
| Fred Alger Management, LLC | 438,525 | $86.5M | 0.34% | +1,890+0.4% | Added |
| Nikko Asset Management Americas, Inc. | 452,103 | $89.1M | 1.03% | −75,198−14.3% | Reduced |
| Allen Investment Management LLC | 463,917 | $91.5M | 1.01% | −62,418−11.9% | Reduced |
| California State Teachers Retirement System | 472,403 | $93.1M | 0.09% | −7,856−1.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 489,545 | $96.5M | 0.23% | −145,480−22.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 512,554 | $101.1M | 0.06% | +60,605+13.4% | Added |
| Jane Street Group, LLC | 515,140 | $101.6M | 0.12% | +417,356+426.8% | Added |
| Westfield Capital Management Co LP | 519,475 | $102.4M | 0.43% | +38,625+8.0% | Added |
| California Public Employees Retirement System | 528,947 | $104.3M | 0.06% | +8,077+1.6% | Added |
| BNP Paribas Arbitrage, SA | 544,944 | $107.4M | 0.07% | +406,280+293.0% | Added |
| Canada Pension Plan Investment Board | 547,688 | $108.0M | 0.07% | +493,243+905.9% | Added |
| Neuberger Berman Group LLC | 552,666 | $109.0M | 0.08% | −29,919−5.1% | Reduced |
| CIBC Private Wealth Group, LLC | 556,609 | $109.7M | 0.19% | −22,528−3.9% | Reduced |
| Artisan Partners Limited Partnership | 588,598 | $116.0M | 0.18% | −126,460−17.7% | Reduced |
| AQR Capital Management LLC | 612,686 | $120.8M | 0.06% | +49,438+8.8% | Added |
| Ameriprise Financial Inc | 649,034 | $128.0M | 0.03% | +52,784+8.9% | Added |
| Marshall Wace, LLP | 690,747 | $136.2M | 0.13% | +163,966+31.1% | Added |
| Federated Hermes, Inc. | 692,827 | $136.6M | 0.23% | −169,182−19.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 711,241 | $140.2M | 0.12% | +463,077+186.6% | Added |
| Penserra Capital Management LLC | 715,377 | $141.0M | 1.68% | +40,556+6.0% | Added |
| Nuveen, LLC | 725,008 | $142.9M | 0.04% | +12,905+1.8% | Added |
| Nomura Asset Management International Inc. | 771,636 | $152.1M | 0.23% | +771,636 | New |
| Wells Fargo & Company | 774,000 | $152.6M | 0.03% | +20,243+2.7% | Added |
| Citigroup Inc | 807,403 | $159.2M | 0.11% | +40,424+5.3% | Added |
| Swiss National Bank | 857,400 | $169.0M | 0.10% | −37,800−4.2% | Reduced |
| UBS Group AG | 882,907 | $174.1M | 0.03% | −19,281−2.1% | Reduced |
| Lord, Abbett & Co. LLC | 920,597 | $181.5M | 0.56% | −157,038−14.6% | Reduced |
| Polar Capital Holdings Plc | 930,366 | $183.4M | 0.84% | −863,149−48.1% | Reduced |
| KBC Group NV | 936,921 | $184.7M | 0.42% | +117,155+14.3% | Added |
| National Pension Service | 948,003 | $186.9M | 0.14% | +329,341+53.2% | Added |
| Price T Rowe Associates Inc | 1,034,680 | $204.0M | 0.02% | −320,826−23.7% | Reduced |
| Raymond James Financial Inc | 1,030,550 | $204.9M | 0.06% | −64,978−5.9% | Reduced |
| Strategy Capital LLC | 1,042,099 | $205.4M | 15.15% | −120,839−10.4% | Reduced |
| Bank of New York Mellon Corp | 1,057,265 | $208.4M | 0.04% | −4,337−0.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,125,602 | $221.9M | 0.13% | −150,449−11.8% | Reduced |
| 1832 Asset Management L.P. | 1,147,900 | $226.3M | 0.29% | −177,800−13.4% | Reduced |
| Pictet Asset Management Holding SA | 1,175,479 | $231.8M | 0.23% | −89,908−7.1% | Reduced |
| Two Sigma Investments, LP | 1,257,598 | $247.9M | 0.37% | +20,634+1.7% | Added |
| Amundi | 1,331,452 | $262.5M | 0.07% | +603,097+82.8% | Added |
| Squarepoint Ops LLC | 1,526,578 | $301.0M | 0.61% | +624,341+69.2% | Added |
| Charles Schwab Investment Management Inc | 1,531,220 | $301.9M | 0.05% | +64,678+4.4% | Added |
| Deutsche Bank AG | 1,588,591 | $313.2M | 0.10% | +207,725+15.0% | Added |
| Massachusetts Financial Services Co | 1,639,661 | $323.3M | 0.10% | +336,768+25.8% | Added |
| Wellington Management Group LLP | 1,707,014 | $336.5M | 0.06% | +451,280+35.9% | Added |
| Royal Bank of Canada | 1,713,666 | $337.8M | 0.06% | −67,288−3.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,754,461 | $345.9M | 3.65% | −81,969−4.5% | Reduced |
| Jennison Associates LLC | 1,863,612 | $367.4M | 0.22% | +1,657,144+802.6% | Added |
| Northern Trust Corp | 1,971,595 | $388.7M | 0.05% | +62,475+3.3% | Added |
| Bank of America Corp | 2,285,370 | $450.6M | 0.03% | +57,014+2.6% | Added |
| Voya Investment Management LLC | 2,294,562 | $452.1M | 0.45% | +47,017+2.1% | Added |
| Goldman Sachs Group Inc | 2,334,059 | $460.2M | 0.07% | −94,909−3.9% | Reduced |
| Two Sigma Advisers, LP | 2,340,000 | $461.3M | 0.90% | +805,700+52.5% | Added |
| UBS Asset Management Americas Inc | 2,463,842 | $485.7M | 0.10% | −20,059−0.8% | Reduced |
| Legal & General Group Plc | 2,824,772 | $556.9M | 0.12% | +131,127+4.9% | Added |
| American Century Companies Inc | 3,174,409 | $625.8M | 0.31% | +243,352+8.3% | Added |
| Franklin Resources Inc | 3,575,711 | $705.0M | 0.17% | +410,175+13.0% | Added |
| Norges Bank | 3,643,501 | $718.3M | 0.08% | +3,643,501 | New |
| Invesco Ltd. | 3,700,696 | $729.6M | 0.07% | −264,037−6.7% | Reduced |
| Sands Capital Management, LLC | 3,731,287 | $735.6M | 2.24% | −77,032−2.0% | Reduced |
| First Trust Advisors LP | 4,019,157 | $792.4M | 0.58% | +63,198+1.6% | Added |
| Geode Capital Management, LLC | 6,018,175 | $1.18B | 0.07% | +241,981+4.2% | Added |
| State Street Corp | 6,988,989 | $1.38B | 0.05% | +178,597+2.6% | Added |
| FMR LLC | 12,750,499 | $2.51B | 0.13% | −498,226−3.8% | Reduced |
| JPMorgan Chase & Co | 13,607,106 | $2.68B | 0.18% | +3,045,901+28.8% | Added |
| Baillie Gifford & Co | 16,823,947 | $3.32B | 2.76% | −5,024,793−23.0% | Reduced |
| Morgan Stanley | 18,009,245 | $3.55B | 0.21% | −1,001,947−5.3% | Reduced |
| BlackRock, Inc. | 22,653,454 | $4.47B | 0.08% | +21,095+0.1% | Added |
| Vanguard Group Inc | 32,407,646 | $6.39B | 0.09% | +90,397+0.3% | Added |
| Capital World Investors | 35,825,517 | $7.06B | 0.96% | −4,689,869−11.6% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| Alfreton Capital LLP | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −63,777−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −46,986−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −38,362−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −30,920−100.0% | Sold out |
| Science & Technology Partners, L.P. | 0 | $0 | 0.00% | −24,312−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −23,523−100.0% | Sold out |
| Lee Johnson Capital Management, LLC | 0 | $0 | 0.00% | −22,537−100.0% | Sold out |