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 |
|---|---|---|---|---|---|
| Cushing Asset Management, LP | 30,000 | $5.91M | 0.34% | 00.0% | Unchanged |
| Brown Advisory Inc | 30,263 | $5.97M | 0.01% | +5,336+21.4% | Added |
| Macquarie Group Ltd | 30,274 | $5.97M | 0.03% | −836,103−96.5% | Reduced |
| Premier Fund Managers Ltd | 30,202 | $6.03M | 0.35% | −14,998−33.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 30,683 | $6.05M | 0.98% | −1,041−3.3% | Reduced |
| Cerity Partners LLC | 30,701 | $6.05M | 0.01% | −2,835−8.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,732 | $6.06M | 0.05% | 00.0% | Unchanged |
| Cypress Point Investment Management LP | 31,079 | $6.13M | 1.32% | +31,079 | New |
| Foundations Investment Advisors, LLC | 32,044 | $6.32M | 0.08% | +8,075+33.7% | Added |
| Lido Advisors, LLC | 30,845 | $6.37M | 0.03% | +621+2.1% | Added |
| Walleye Capital LLC | 32,555 | $6.42M | 0.04% | +29,518+971.9% | Added |
| Motley Fool Asset Management LLC | 32,638 | $6.43M | 0.25% | +8,586+35.7% | Added |
| Fifth Third Wealth Advisors LLC | 33,139 | $6.53M | 0.23% | +50.0% | Added |
| US Bancorp | 33,403 | $6.59M | 0.01% | −2,252−6.3% | Reduced |
| Hantz Financial Services, Inc. | 33,539 | $6.61M | 0.10% | −8,158−19.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 34,061 | $6.72M | 0.02% | +3,857+12.8% | Added |
| Soltis Investment Advisors LLC | 34,166 | $6.74M | 0.44% | +2,176+6.8% | Added |
| O'Shaughnessy Asset Management, LLC | 34,869 | $6.87M | 0.04% | −1,332−3.7% | Reduced |
| Employees Retirement System of Texas | 35,223 | $6.94M | 0.06% | −7,739−18.0% | Reduced |
| Janus Henderson Group PLC | 35,335 | $6.97M | 0.00% | +11,363+47.4% | Added |
| OP Asset Management Ltd | 35,471 | $6.99M | 0.08% | +1,635+4.8% | Added |
| Ieq Capital, LLC | 35,561 | $7.01M | 0.02% | −11,921−25.1% | Reduced |
| Sanctuary Advisors, LLC | 35,564 | $7.01M | 0.04% | +4,251+13.6% | Added |
| Wealthfront Advisers LLC | 35,938 | $7.09M | 0.02% | +674+1.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 36,229 | $7.14M | 0.06% | −26,771−42.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 36,872 | $7.30M | 0.01% | −381−1.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 37,072 | $7.35M | 0.02% | +27,202+275.6% | Added |
| Simplex Trading, LLC | 37,976 | $7.49M | 0.21% | +13,720+56.6% | Added |
| Jefferies Financial Group Inc. | 38,255 | $7.54M | 0.06% | +35,173+1,141.2% | Added |
| Voleon Capital Management LP | 38,690 | $7.63M | 0.16% | +19,888+105.8% | Added |
| Ethic Inc. | 38,982 | $7.69M | 0.12% | +609+1.6% | Added |
| Ambassador Advisors, LLC | 39,732 | $7.83M | 1.15% | −176−0.4% | Reduced |
| Nissay Asset Management Corp | 40,005 | $7.89M | 0.04% | +788+2.0% | Added |
| Jackson Square Capital, LLC | 40,202 | $7.93M | 1.57% | +463+1.2% | Added |
| Public Employees Retirement Association of Colorado | 40,533 | $7.99M | 0.03% | +10,779+36.2% | Added |
| Bridgewater Associates, LP | 40,897 | $8.06M | 0.03% | +25,882+172.4% | Added |
| Public Sector Pension Investment Board | 41,000 | $8.08M | 0.03% | +41,000 | New |
| Strategic Planning Group, LLC | 41,158 | $8.11M | 1.04% | +2,601+6.7% | Added |
| Main Management ETF Advisors, LLC | 42,281 | $8.34M | 0.30% | +432+1.0% | Added |
| Caisse de Depot Et Placement du Quebec | 42,831 | $8.44M | 0.01% | +6,162+16.8% | Added |
| Pathstone Holdings, LLC | 43,099 | $8.50M | 0.03% | −1,169−2.6% | Reduced |
| Independent Financial Group, LLC | 44,001 | $8.67M | 0.19% | −2,570−5.5% | Reduced |
| Bearing Point Capital, LLC | 44,539 | $8.78M | 1.37% | +4,469+11.2% | Added |
| Capelight Capital Asset Management LP | 45,000 | $8.87M | 8.79% | +45,000 | New |
| Nordea Investment Management AB | 45,032 | $8.99M | 0.01% | +858+1.9% | Added |
| LGT Group Foundation | 45,045 | $8.99M | 0.10% | +1,020+2.3% | Added |
| AIA Group Ltd | 45,882 | $9.05M | 0.14% | −17,871−28.0% | Reduced |
| Daiwa Securities Group Inc. | 46,716 | $9.21M | 0.03% | +13,964+42.6% | Added |
| JustInvest LLC | 47,371 | $9.34M | 0.09% | −76−0.2% | Reduced |
| Andra AP-fonden | 47,931 | $9.45M | 0.12% | +8,134+20.4% | Added |
| Prescott Group Capital Management, L.L.C. | 48,000 | $9.46M | 0.88% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 48,308 | $9.52M | 0.08% | −1,407−2.8% | Reduced |
| Natixis Advisors, L.P. | 48,740 | $9.61M | 0.01% | +10,294+26.8% | Added |
| Slow Capital, Inc. | 48,985 | $9.66M | 1.15% | −1,870−3.7% | Reduced |
| Archon Partners LLC | 50,000 | $9.86M | 1.03% | −5,000−9.1% | Reduced |
| Toronto Dominion Bank | 50,136 | $9.88M | 0.02% | −40,360−44.6% | Reduced |
| Empowered Funds, LLC | 50,447 | $9.95M | 0.17% | +9,753+24.0% | Added |
| Quantbot Technologies LP | 51,083 | $10.1M | 0.33% | +51,083 | New |
| Utah Retirement Systems | 51,245 | $10.1M | 0.10% | +250+0.5% | Added |
| Lyell Wealth Management, LP | 52,369 | $10.3M | 0.75% | +253+0.5% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 52,374 | $10.3M | 0.09% | +52,374 | New |
| Glynn Capital Management LLC | 52,682 | $10.4M | 3.57% | −18,581−26.1% | Reduced |
| Exchange Traded Concepts, LLC | 52,788 | $10.4M | 0.09% | +5,731+12.2% | Added |
| Verition Fund Management LLC | 53,292 | $10.5M | 0.06% | +31,702+146.8% | Added |
| USS Investment Management Ltd | 53,654 | $10.6M | 0.05% | −84−0.2% | Reduced |
| AMJ Financial Wealth Management | 54,813 | $10.8M | 2.60% | +144+0.3% | Added |
| Eurizon Capital SGR S.p.A. | 54,867 | $10.8M | 0.03% | +54,867 | New |
| Atika Capital Management LLC | 54,900 | $10.8M | 1.51% | −43,110−44.0% | Reduced |
| British Columbia Investment Management Corp | 55,519 | $10.9M | 0.06% | +10,880+24.4% | Added |
| Cookson Peirce & Co Inc | 56,014 | $11.0M | 0.46% | +56,014 | New |
| Teacher Retirement System of Texas | 56,286 | $11.1M | 0.04% | +15,620+38.4% | Added |
| Commonwealth Equity Services, LLC | 56,317 | $11.1M | 0.01% | −1,063−1.9% | Reduced |
| Acadian Asset Management LLC | 57,220 | $11.3M | 0.02% | +19,537+51.8% | Added |
| QRG Capital Management, Inc. | 58,109 | $11.5M | 0.13% | +6,201+11.9% | Added |
| Varma Mutual Pension Insurance Co | 58,480 | $11.5M | 0.07% | −1,420−2.4% | Reduced |
| Davy Global Fund Management Ltd | 59,478 | $11.7M | 0.81% | −1,507−2.5% | Reduced |
| Manchester Global Management (UK) Ltd | 59,510 | $11.7M | 1.58% | −4,490−7.0% | Reduced |
| Assetmark, Inc | 61,113 | $12.0M | 0.02% | +10,121+19.8% | Added |
| IFM Investors Pty Ltd | 61,363 | $12.1M | 0.10% | +1,859+3.1% | Added |
| Candriam Luxembourg S.C.A. | 63,086 | $12.4M | 0.06% | +675+1.1% | Added |
| IMC-Chicago, LLC | 63,835 | $12.6M | 0.22% | +63,835 | New |
| MML Investors Services, LLC | 64,168 | $12.7M | 0.03% | +95+0.1% | Added |
| Teamwork Financial Advisors, LLC | 64,248 | $12.7M | 1.35% | +62,104+2,896.6% | Added |
| M&G Plc | 64,787 | $12.8M | 0.07% | +5,575+9.4% | Added |
| Group One Trading, L.P. | 65,036 | $12.8M | 0.38% | +42,909+193.9% | Added |
| Bank of Montreal | 65,141 | $12.8M | 0.01% | −127,078−66.1% | Reduced |
| Oak Ridge Investments LLC | 65,150 | $12.8M | 0.78% | +5,360+9.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 65,728 | $13.0M | 0.11% | −2,200−3.2% | Reduced |
| EFG International AG | 66,415 | $13.1M | 0.25% | +66,415 | New |
| Xponance, Inc. | 66,601 | $13.1M | 0.10% | +2,883+4.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 67,065 | $13.3M | 0.09% | +4,512+7.2% | Added |
| Twinbeech Capital LP | 67,825 | $13.4M | 0.95% | +67,825 | New |
| Meridiem Capital Partners LP | 68,634 | $13.5M | 0.85% | +68,634 | New |
| Jump Financial, LLC | 69,040 | $13.6M | 0.17% | +69,040 | New |
| Silvant Capital Management LLC | 70,044 | $13.8M | 0.47% | +5,067+7.8% | Added |
| Creative Planning | 70,259 | $13.9M | 0.01% | −346−0.5% | Reduced |
| Davis-Rea Ltd. | 71,576 | $14.1M | 3.53% | +10,303+16.8% | Added |
| La Banque Postale Asset Management SA | 73,150 | $14.4M | 0.17% | +28,904+65.3% | Added |
| Allianz Asset Management GmbH | 73,178 | $14.4M | 0.02% | +7,996+12.3% | Added |
| MUFG Securities EMEA plc | 73,514 | $14.5M | 0.17% | +73,514 | New |