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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 67,065 | $13.3M | 0.09% | +4,512+7.2% | Added |
| Xponance, Inc. | 66,601 | $13.1M | 0.10% | +2,883+4.5% | Added |
| EFG International AG | 66,415 | $13.1M | 0.25% | +66,415 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 65,728 | $13.0M | 0.11% | −2,200−3.2% | Reduced |
| Oak Ridge Investments LLC | 65,150 | $12.8M | 0.78% | +5,360+9.0% | Added |
| Bank of Montreal | 65,141 | $12.8M | 0.01% | −127,078−66.1% | Reduced |
| Group One Trading, L.P. | 65,036 | $12.8M | 0.38% | +42,909+193.9% | Added |
| M&G Plc | 64,787 | $12.8M | 0.07% | +5,575+9.4% | Added |
| Teamwork Financial Advisors, LLC | 64,248 | $12.7M | 1.35% | +62,104+2,896.6% | Added |
| MML Investors Services, LLC | 64,168 | $12.7M | 0.03% | +95+0.1% | Added |
| IMC-Chicago, LLC | 63,835 | $12.6M | 0.22% | +63,835 | New |
| Candriam Luxembourg S.C.A. | 63,086 | $12.4M | 0.06% | +675+1.1% | Added |
| IFM Investors Pty Ltd | 61,363 | $12.1M | 0.10% | +1,859+3.1% | Added |
| Assetmark, Inc | 61,113 | $12.0M | 0.02% | +10,121+19.8% | Added |
| Manchester Global Management (UK) Ltd | 59,510 | $11.7M | 1.58% | −4,490−7.0% | Reduced |
| Davy Global Fund Management Ltd | 59,478 | $11.7M | 0.81% | −1,507−2.5% | Reduced |
| Varma Mutual Pension Insurance Co | 58,480 | $11.5M | 0.07% | −1,420−2.4% | Reduced |
| QRG Capital Management, Inc. | 58,109 | $11.5M | 0.13% | +6,201+11.9% | Added |
| Acadian Asset Management LLC | 57,220 | $11.3M | 0.02% | +19,537+51.8% | Added |
| Commonwealth Equity Services, LLC | 56,317 | $11.1M | 0.01% | −1,063−1.9% | Reduced |
| Teacher Retirement System of Texas | 56,286 | $11.1M | 0.04% | +15,620+38.4% | Added |
| Cookson Peirce & Co Inc | 56,014 | $11.0M | 0.46% | +56,014 | New |
| British Columbia Investment Management Corp | 55,519 | $10.9M | 0.06% | +10,880+24.4% | Added |
| Atika Capital Management LLC | 54,900 | $10.8M | 1.51% | −43,110−44.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 54,867 | $10.8M | 0.03% | +54,867 | New |
| AMJ Financial Wealth Management | 54,813 | $10.8M | 2.60% | +144+0.3% | Added |
| USS Investment Management Ltd | 53,654 | $10.6M | 0.05% | −84−0.2% | Reduced |
| Verition Fund Management LLC | 53,292 | $10.5M | 0.06% | +31,702+146.8% | Added |
| Exchange Traded Concepts, LLC | 52,788 | $10.4M | 0.09% | +5,731+12.2% | Added |
| Glynn Capital Management LLC | 52,682 | $10.4M | 3.57% | −18,581−26.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 52,374 | $10.3M | 0.09% | +52,374 | New |
| Lyell Wealth Management, LP | 52,369 | $10.3M | 0.75% | +253+0.5% | Added |
| Utah Retirement Systems | 51,245 | $10.1M | 0.10% | +250+0.5% | Added |
| Quantbot Technologies LP | 51,083 | $10.1M | 0.33% | +51,083 | New |
| Empowered Funds, LLC | 50,447 | $9.95M | 0.17% | +9,753+24.0% | Added |
| Toronto Dominion Bank | 50,136 | $9.88M | 0.02% | −40,360−44.6% | Reduced |
| Archon Partners LLC | 50,000 | $9.86M | 1.03% | −5,000−9.1% | Reduced |
| Slow Capital, Inc. | 48,985 | $9.66M | 1.15% | −1,870−3.7% | Reduced |
| Natixis Advisors, L.P. | 48,740 | $9.61M | 0.01% | +10,294+26.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 48,308 | $9.52M | 0.08% | −1,407−2.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 48,000 | $9.46M | 0.88% | 00.0% | Unchanged |
| Andra AP-fonden | 47,931 | $9.45M | 0.12% | +8,134+20.4% | Added |
| JustInvest LLC | 47,371 | $9.34M | 0.09% | −76−0.2% | Reduced |
| Daiwa Securities Group Inc. | 46,716 | $9.21M | 0.03% | +13,964+42.6% | Added |
| AIA Group Ltd | 45,882 | $9.05M | 0.14% | −17,871−28.0% | Reduced |
| LGT Group Foundation | 45,045 | $8.99M | 0.10% | +1,020+2.3% | Added |
| Nordea Investment Management AB | 45,032 | $8.99M | 0.01% | +858+1.9% | Added |
| Capelight Capital Asset Management LP | 45,000 | $8.87M | 8.79% | +45,000 | New |
| Bearing Point Capital, LLC | 44,539 | $8.78M | 1.37% | +4,469+11.2% | Added |
| Independent Financial Group, LLC | 44,001 | $8.67M | 0.19% | −2,570−5.5% | Reduced |
| Pathstone Holdings, LLC | 43,099 | $8.50M | 0.03% | −1,169−2.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 42,831 | $8.44M | 0.01% | +6,162+16.8% | Added |
| Main Management ETF Advisors, LLC | 42,281 | $8.34M | 0.30% | +432+1.0% | Added |
| Strategic Planning Group, LLC | 41,158 | $8.11M | 1.04% | +2,601+6.7% | Added |
| Public Sector Pension Investment Board | 41,000 | $8.08M | 0.03% | +41,000 | New |
| Bridgewater Associates, LP | 40,897 | $8.06M | 0.03% | +25,882+172.4% | Added |
| Public Employees Retirement Association of Colorado | 40,533 | $7.99M | 0.03% | +10,779+36.2% | Added |
| Jackson Square Capital, LLC | 40,202 | $7.93M | 1.57% | +463+1.2% | Added |
| Nissay Asset Management Corp | 40,005 | $7.89M | 0.04% | +788+2.0% | Added |
| Ambassador Advisors, LLC | 39,732 | $7.83M | 1.15% | −176−0.4% | Reduced |
| Ethic Inc. | 38,982 | $7.69M | 0.12% | +609+1.6% | Added |
| Voleon Capital Management LP | 38,690 | $7.63M | 0.16% | +19,888+105.8% | Added |
| Jefferies Financial Group Inc. | 38,255 | $7.54M | 0.06% | +35,173+1,141.2% | Added |
| Simplex Trading, LLC | 37,976 | $7.49M | 0.21% | +13,720+56.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 37,072 | $7.35M | 0.02% | +27,202+275.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 36,872 | $7.30M | 0.01% | −381−1.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 36,229 | $7.14M | 0.06% | −26,771−42.5% | Reduced |
| Wealthfront Advisers LLC | 35,938 | $7.09M | 0.02% | +674+1.9% | Added |
| Sanctuary Advisors, LLC | 35,564 | $7.01M | 0.04% | +4,251+13.6% | Added |
| Ieq Capital, LLC | 35,561 | $7.01M | 0.02% | −11,921−25.1% | Reduced |
| OP Asset Management Ltd | 35,471 | $6.99M | 0.08% | +1,635+4.8% | Added |
| Janus Henderson Group PLC | 35,335 | $6.97M | 0.00% | +11,363+47.4% | Added |
| Employees Retirement System of Texas | 35,223 | $6.94M | 0.06% | −7,739−18.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 34,869 | $6.87M | 0.04% | −1,332−3.7% | Reduced |
| Soltis Investment Advisors LLC | 34,166 | $6.74M | 0.44% | +2,176+6.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 34,061 | $6.72M | 0.02% | +3,857+12.8% | Added |
| Hantz Financial Services, Inc. | 33,539 | $6.61M | 0.10% | −8,158−19.6% | Reduced |
| US Bancorp | 33,403 | $6.59M | 0.01% | −2,252−6.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 33,139 | $6.53M | 0.23% | +50.0% | Added |
| Motley Fool Asset Management LLC | 32,638 | $6.43M | 0.25% | +8,586+35.7% | Added |
| Walleye Capital LLC | 32,555 | $6.42M | 0.04% | +29,518+971.9% | Added |
| Lido Advisors, LLC | 30,845 | $6.37M | 0.03% | +621+2.1% | Added |
| Foundations Investment Advisors, LLC | 32,044 | $6.32M | 0.08% | +8,075+33.7% | Added |
| Cypress Point Investment Management LP | 31,079 | $6.13M | 1.32% | +31,079 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,732 | $6.06M | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 30,701 | $6.05M | 0.01% | −2,835−8.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 30,683 | $6.05M | 0.98% | −1,041−3.3% | Reduced |
| Premier Fund Managers Ltd | 30,202 | $6.03M | 0.35% | −14,998−33.2% | Reduced |
| Macquarie Group Ltd | 30,274 | $5.97M | 0.03% | −836,103−96.5% | Reduced |
| Brown Advisory Inc | 30,263 | $5.97M | 0.01% | +5,336+21.4% | Added |
| Cushing Asset Management, LP | 30,000 | $5.91M | 0.34% | 00.0% | Unchanged |
| Sepio Capital, LP | 29,924 | $5.90M | 0.32% | +648+2.2% | Added |
| Spear Advisors LLC | 29,640 | $5.84M | 4.10% | +29,640 | New |
| VMS Asset Management Limited | 29,060 | $5.73M | 2.21% | +29,060 | New |
| Wiley Bros.-Aintree Capital, LLC | 28,942 | $5.71M | 0.03% | −5,073−14.9% | Reduced |
| ASR Vermogensbeheer N.V. | 28,637 | $5.65M | 0.07% | +3,196+12.6% | Added |
| Holocene Advisors, LP | 28,412 | $5.60M | 0.01% | +28,412 | New |
| Thrivent Financial for Lutherans | 28,114 | $5.54M | 0.01% | +28,114 | New |
| Investment Management Corp of Ontario | 27,863 | $5.49M | 0.07% | +8,133+41.2% | Added |
| Jasper Ridge Partners, L.P. | 27,835 | $5.49M | 0.12% | 00.0% | Unchanged |