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 |
|---|---|---|---|---|---|
| Wim Investment Management Ltd | 227,749 | $44.9M | 11.60% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 220,158 | $44.2M | 0.12% | +616+0.3% | Added |
| Millennium Management LLC | 215,369 | $42.5M | 0.03% | +180,102+510.7% | Added |
| Danske Bank A/S | 213,093 | $42.0M | 0.10% | +13,754+6.9% | Added |
| Korea Investment CORP | 212,384 | $41.9M | 0.08% | +55,656+35.5% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 210,090 | $41.4M | 0.27% | −12,228−5.5% | Reduced |
| HSBC Holdings PLC | 206,915 | $40.9M | 0.02% | −87,933−29.8% | Reduced |
| Qube Research & Technologies Ltd | 199,064 | $39.2M | 0.06% | −216,330−52.1% | Reduced |
| Blair William & Co | 197,860 | $39.0M | 0.10% | −4,274−2.1% | Reduced |
| Alliancebernstein L.P. | 197,714 | $39.0M | 0.01% | −71,824−26.6% | Reduced |
| Jupiter Asset Management Ltd | 197,710 | $39.0M | 0.31% | +188,226+1,984.7% | Added |
| Russell Investments Group, Ltd. | 197,051 | $38.9M | 0.04% | +14,570+8.0% | Added |
| Schroder Investment Management Group | 191,515 | $38.2M | 0.03% | +23,209+13.8% | Added |
| Mariner, LLC | 189,960 | $37.4M | 0.04% | +108,541+133.3% | Added |
| Mizuho Markets Americas LLC | 189,751 | $37.4M | 0.80% | −12,965−6.4% | Reduced |
| Defiance ETFs, LLC | 187,106 | $37.4M | 1.22% | +187,106 | New |
| Tremblant Capital Group | 187,125 | $36.9M | 0.94% | +187,125 | New |
| Pinebridge Investments LLC | 183,827 | $36.2M | 0.27% | +183,827 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 177,902 | $35.0M | 0.06% | +7,716+4.5% | Added |
| Handelsbanken Fonder AB | 177,130 | $34.9M | 0.11% | −29,729−14.4% | Reduced |
| Exor Capital LLP | 175,635 | $34.6M | 0.61% | +175,635 | New |
| Standard Life Aberdeen plc | 173,037 | $34.1M | 0.05% | −1,464−0.8% | Reduced |
| Susquehanna International Group, LLP | 168,141 | $33.1M | 0.05% | +109,342+186.0% | Added |
| Frontier Capital Management Co LLC | 168,012 | $33.1M | 0.35% | −137,962−45.1% | Reduced |
| 12 West Capital Management LP | 165,000 | $32.5M | 3.87% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 160,000 | $31.5M | 1.59% | +160,000 | New |
| New York State Common Retirement Fund | 157,828 | $31.1M | 0.04% | +2,500+1.6% | Added |
| State of Wisconsin Investment Board | 157,682 | $31.1M | 0.07% | −5,575−3.4% | Reduced |
| Royal London Asset Management Ltd | 156,283 | $30.8M | 0.06% | −897−0.6% | Reduced |
| Kames Capital plc | 155,006 | $30.6M | 0.36% | −2,482−1.6% | Reduced |
| SG Americas Securities, LLC | 150,300 | $29.6M | 0.04% | +133,999+822.0% | Added |
| Reynders McVeigh Capital Management, LLC | 148,907 | $29.4M | 1.38% | +121+0.1% | Added |
| PFA Pension, Forsikringsaktieselskab | 146,565 | $29.3M | 0.08% | +146,565 | New |
| APG Asset Management N.V. | 166,642 | $28.0M | 0.08% | −7,258−4.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 140,551 | $27.7M | 0.21% | −27,388−16.3% | Reduced |
| Capital International Ltd | 140,154 | $27.6M | 0.97% | −6,567−4.5% | Reduced |
| Principal Financial Group Inc | 139,370 | $27.5M | 0.01% | −83,866−37.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 134,784 | $26.6M | 0.49% | −18,249−11.9% | Reduced |
| Treasurer of the State of North Carolina | 131,354 | $25.9M | 0.08% | −7,389−5.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 130,460 | $25.8M | 0.54% | +26,274+25.2% | Added |
| Select Equity Group, L.P. | 130,773 | $25.8M | 0.12% | −192,952−59.6% | Reduced |
| Renaissance Technologies LLC | 130,400 | $25.7M | 0.04% | −198,100−60.3% | Reduced |
| Parnassus Investments | 126,935 | $25.0M | 0.06% | −2,634−2.0% | Reduced |
| Capital International Inc | 125,597 | $24.8M | 0.19% | −17,053−12.0% | Reduced |
| Fiera Capital Corp | 123,414 | $24.3M | 0.08% | +31,298+34.0% | Added |
| Ensign Peak Advisors, Inc | 121,748 | $24.0M | 0.04% | −92,684−43.2% | Reduced |
| Hartline Investment Corp | 121,122 | $23.9M | 2.58% | −30,042−19.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 119,802 | $23.6M | 0.15% | +3,002+2.6% | Added |
| Bank of Nova Scotia | 119,046 | $23.5M | 0.03% | +2,050+1.8% | Added |
| Swedbank AB | 116,309 | $22.9M | 0.02% | +72,431+165.1% | Added |
| Stifel Financial Corp | 115,809 | $22.8M | 0.02% | +13,656+13.4% | Added |
| Woodline Partners LP | 115,784 | $22.8M | 0.09% | −67,422−36.8% | Reduced |
| Tudor Investment Corp Et Al | 114,116 | $22.5M | 0.12% | +114,116 | New |
| KLP Kapitalforvaltning AS | 113,300 | $22.3M | 0.09% | +600+0.5% | Added |
| D. E. Shaw & Co., Inc. | 112,833 | $22.2M | 0.02% | +112,833 | New |
| Liontrust Investment Partners LLP | 112,029 | $22.1M | 0.33% | −4,570−3.9% | Reduced |
| Toroso Investments, LLC | 111,137 | $21.9M | 0.09% | +46,378+71.6% | Added |
| State of New Jersey Common Pension Fund D | 107,741 | $21.2M | 0.08% | −929−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 107,509 | $21.2M | 0.11% | +107,509 | New |
| NZS Capital, LLC | 106,537 | $21.0M | 0.64% | +784+0.7% | Added |
| Forsta Ap-Fonden | 106,100 | $20.9M | 0.12% | +39,100+58.4% | Added |
| Parkwood LLC | 106,014 | $20.9M | 1.78% | +18,264+20.8% | Added |
| Ci Investments Inc. | 103,834 | $20.5M | 0.09% | +29,927+40.5% | Added |
| Erste Asset Management GmbH | 100,272 | $19.8M | 0.17% | −11,626−10.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 99,632 | $19.6M | 0.10% | +1,099+1.1% | Added |
| Picton Mahoney Asset Management | 94,382 | $18.6M | 0.20% | −7,127−7.0% | Reduced |
| Public Employees Retirement System of Ohio | 94,360 | $18.6M | 0.06% | −25,615−21.4% | Reduced |
| RPG Investment Advisory, LLC | 94,024 | $18.5M | 2.10% | +888+1.0% | Added |
| Vontobel Holding Ltd. | 92,991 | $18.3M | 0.06% | −7,777−7.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 91,145 | $18.0M | 0.09% | −3,040−3.2% | Reduced |
| Walleye Trading LLC | 90,221 | $17.8M | 0.29% | −4,974−5.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 90,111 | $17.8M | 0.04% | −17,653−16.4% | Reduced |
| Gotham Asset Management, LLC | 88,290 | $17.4M | 0.06% | +5,502+6.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 87,593 | $17.3M | 0.05% | −3,323−3.7% | Reduced |
| Captrust Financial Advisors | 87,529 | $17.3M | 0.03% | +12,109+16.1% | Added |
| Arizona State Retirement System | 87,495 | $17.2M | 0.09% | −4,144−4.5% | Reduced |
| RMB Capital Management, LLC | 87,370 | $17.2M | 0.30% | −2,731−3.0% | Reduced |
| HighTower Advisors, LLC | 85,892 | $16.9M | 0.02% | −165−0.2% | Reduced |
| DnB Asset Management AS | 84,301 | $16.6M | 0.06% | −9,341−10.0% | Reduced |
| Private Advisory Group LLC | 83,886 | $16.5M | 1.30% | +30,406+56.9% | Added |
| Grandeur Peak Global Advisors, LLC | 83,878 | $16.5M | 2.23% | +25,046+42.6% | Added |
| TD Asset Management Inc | 83,467 | $16.5M | 0.01% | +2,994+3.7% | Added |
| Cetera Investment Advisers | 82,413 | $16.2M | 0.02% | −6,006−6.8% | Reduced |
| Baker Chad R | 81,290 | $16.2M | 2.91% | −150.0% | Reduced |
| Advisor Group Holdings, Inc. | 79,986 | $15.8M | 0.02% | −27,754−25.8% | Reduced |
| Sentinel Trust Co Lba | 77,918 | $15.4M | 1.51% | −2,800−3.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 77,695 | $15.3M | 0.06% | +14,636+23.2% | Added |
| Union Bancaire Privee, UBP SA | 83,641 | $15.1M | 0.25% | +30,463+57.3% | Added |
| Avalon Global Asset Management LLC | 75,400 | $14.9M | 3.30% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 74,951 | $14.8M | 0.03% | +8,512+12.8% | Added |
| Truist Financial Corp | 74,302 | $14.6M | 0.02% | −6,760−8.3% | Reduced |
| MUFG Securities EMEA plc | 73,514 | $14.5M | 0.17% | +73,514 | New |
| Allianz Asset Management GmbH | 73,178 | $14.4M | 0.02% | +7,996+12.3% | Added |
| La Banque Postale Asset Management SA | 73,150 | $14.4M | 0.17% | +28,904+65.3% | Added |
| Davis-Rea Ltd. | 71,576 | $14.1M | 3.53% | +10,303+16.8% | Added |
| Creative Planning | 70,259 | $13.9M | 0.01% | −346−0.5% | Reduced |
| Silvant Capital Management LLC | 70,044 | $13.8M | 0.47% | +5,067+7.8% | Added |
| Jump Financial, LLC | 69,040 | $13.6M | 0.17% | +69,040 | New |
| Meridiem Capital Partners LP | 68,634 | $13.5M | 0.85% | +68,634 | New |
| Twinbeech Capital LP | 67,825 | $13.4M | 0.95% | +67,825 | New |