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 11 sales; 1,234 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, Q1 2026
Institutional positions in Cloudflare, Inc. as of Mar 31, 2026. 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
- 1,145
- +63 vs. Q4 2025
- Shares held
- 277.0M
- +35.6M (+14.8%) vs. Q4 2025
- Total value
- $57.1B
- +$9.48B (+19.9%) vs. Q4 2025
- New holders
- 181
- 486 more added
- Sold out
- 118
- 343 more reduced
14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 22,735,569 | $4.69B | 0.64% | −13,089,948−36.5% | Reduced |
| BlackRock, Inc. | 21,094,282 | $4.35B | 0.08% | −1,559,172−6.9% | Reduced |
| Vanguard Portfolio Management LLC | 16,039,889 | $3.31B | 0.17% | +16,039,889 | New |
| Baillie Gifford & Co | 15,924,423 | $3.29B | 3.36% | −899,524−5.3% | Reduced |
| Morgan Stanley | 15,883,321 | $3.28B | 0.20% | −2,125,924−11.8% | Reduced |
| Vanguard Capital Management LLC | 13,716,196 | $2.83B | 0.07% | +13,716,196 | New |
| FMR LLC | 13,560,451 | $2.80B | 0.15% | +809,952+6.4% | Added |
| Capital International Investors | 10,893,165 | $2.25B | 0.53% | +10,893,165 | New |
| State Street Corp | 7,178,719 | $1.48B | 0.05% | +189,730+2.7% | Added |
| Geode Capital Management, LLC | 5,993,429 | $1.23B | 0.08% | −24,746−0.4% | Reduced |
| JPMorgan Chase & Co | 5,902,745 | $1.15B | 0.08% | −7,704,361−56.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,502,762 | $929.1M | 0.85% | +3,791,521+533.1% | Added |
| Jennison Associates LLC | 4,394,484 | $906.8M | 0.62% | +2,530,872+135.8% | Added |
| Wellington Management Group LLP | 4,010,830 | $827.6M | 0.15% | +2,303,816+135.0% | Added |
| First Trust Advisors LP | 3,774,026 | $778.7M | 0.56% | −245,131−6.1% | Reduced |
| Sands Capital Management, LLC | 3,661,749 | $755.6M | 2.96% | −69,538−1.9% | Reduced |
| American Century Companies Inc | 3,627,255 | $748.4M | 0.39% | +452,846+14.3% | Added |
| Franklin Resources Inc | 3,350,775 | $691.4M | 0.17% | −224,936−6.3% | Reduced |
| Invesco Ltd. | 3,113,525 | $642.4M | 0.06% | −587,171−15.9% | Reduced |
| Legal & General Group Plc | 2,954,174 | $609.6M | 0.14% | +129,402+4.6% | Added |
| Voya Investment Management LLC | 2,881,137 | $594.1M | 0.62% | +586,575+25.6% | Added |
| Two Sigma Investments, LP | 2,819,837 | $581.8M | 0.48% | +1,562,239+124.2% | Added |
| UBS Asset Management Americas Inc | 2,544,043 | $524.9M | 0.11% | +80,201+3.3% | Added |
| Goldman Sachs Group Inc | 2,452,366 | $506.0M | 0.07% | +118,307+5.1% | Added |
| Bank of America Corp | 2,067,683 | $426.6M | 0.03% | −217,687−9.5% | Reduced |
| Vanguard Fiduciary Trust Co | 2,002,147 | $413.1M | 0.10% | +2,002,147 | New |
| Northern Trust Corp | 2,001,301 | $412.9M | 0.05% | +29,706+1.5% | Added |
| Citadel Advisors LLC | 1,941,142 | $400.5M | 0.28% | +1,584,523+444.3% | Added |
| Gilder Gagnon Howe & Co LLC | 1,778,168 | $366.9M | 4.40% | +23,707+1.4% | Added |
| Amundi | 1,707,256 | $352.3M | 0.10% | +375,804+28.2% | Added |
| Charles Schwab Investment Management Inc | 1,612,450 | $332.7M | 0.05% | +81,230+5.3% | Added |
| Royal Bank of Canada | 1,607,668 | $331.7M | 0.06% | −105,998−6.2% | Reduced |
| Jane Street Group, LLC | 1,596,439 | $329.4M | 0.35% | +1,081,299+209.9% | Added |
| Deutsche Bank AG | 1,576,501 | $325.3M | 0.11% | −12,090−0.8% | Reduced |
| Massachusetts Financial Services Co | 1,467,110 | $302.7M | 0.10% | −172,551−10.5% | Reduced |
| Price T Rowe Associates Inc | 1,394,868 | $287.8M | 0.03% | +360,188+34.8% | Added |
| Pictet Asset Management Holding SA | 1,381,985 | $284.9M | 0.30% | +206,506+17.6% | Added |
| D. E. Shaw & Co., Inc. | 1,287,246 | $265.6M | 0.21% | +1,174,413+1,040.8% | Added |
| UBS Group AG | 1,258,398 | $259.7M | 0.05% | +375,491+42.5% | Added |
| 1832 Asset Management L.P. | 1,212,900 | $250.3M | 0.33% | +65,000+5.7% | Added |
| Polar Capital Holdings Plc | 1,164,084 | $240.2M | 1.05% | +233,718+25.1% | Added |
| Strategy Capital LLC | 1,138,617 | $234.9M | 19.21% | +96,518+9.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,074,397 | $221.7M | 0.14% | −51,205−4.5% | Reduced |
| Bank of New York Mellon Corp | 1,044,041 | $215.4M | 0.04% | −13,224−1.3% | Reduced |
| Lord, Abbett & Co. LLC | 992,060 | $204.7M | 0.67% | +71,463+7.8% | Added |
| Marshall Wace, LLP | 986,607 | $203.6M | 0.22% | +295,860+42.8% | Added |
| National Pension Service | 944,441 | $194.9M | 0.15% | −3,562−0.4% | Reduced |
| Swedbank AB | 927,606 | $191.4M | 0.20% | +811,297+697.5% | Added |
| Swiss National Bank | 927,200 | $191.3M | 0.11% | +69,800+8.1% | Added |
| Raymond James Financial Inc | 940,847 | $187.5M | 0.06% | −89,703−8.7% | Reduced |
| AQR Capital Management LLC | 907,388 | $180.4M | 0.08% | +294,702+48.1% | Added |
| Select Equity Group, L.P. | 854,924 | $176.4M | 0.94% | +724,151+553.7% | Added |
| Citigroup Inc | 805,193 | $166.1M | 0.11% | −2,210−0.3% | Reduced |
| Nuveen, LLC | 735,908 | $151.8M | 0.04% | +10,900+1.5% | Added |
| Penserra Capital Management LLC | 728,648 | $150.3M | 1.76% | +13,271+1.9% | Added |
| Nomura Asset Management International Inc. | 674,748 | $139.2M | 0.24% | −96,888−12.6% | Reduced |
| Artisan Partners Limited Partnership | 668,158 | $137.9M | 0.22% | +79,560+13.5% | Added |
| Wells Fargo & Company | 616,121 | $127.1M | 0.03% | −157,879−20.4% | Reduced |
| Squarepoint Ops LLC | 581,691 | $120.0M | 0.26% | −944,887−61.9% | Reduced |
| HSBC Holdings PLC | 581,821 | $118.9M | 0.07% | +374,906+181.2% | Added |
| Ameriprise Financial Inc | 564,120 | $116.4M | 0.03% | −84,914−13.1% | Reduced |
| BNP Paribas Arbitrage, SA | 553,157 | $114.1M | 0.08% | +8,213+1.5% | Added |
| Vanguard Asset Management, Ltd | 541,958 | $111.8M | 0.10% | +541,958 | New |
| Westfield Capital Management Co LP | 541,566 | $111.7M | 0.47% | +22,091+4.3% | Added |
| Fred Alger Management, LLC | 538,062 | $111.0M | 0.49% | +99,537+22.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 536,384 | $110.7M | 0.33% | +131,669+32.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 511,468 | $105.5M | 0.26% | +21,923+4.5% | Added |
| Neuberger Berman Group LLC | 506,756 | $104.6M | 0.08% | −45,910−8.3% | Reduced |
| CIBC Bancorp USA Inc. | 494,899 | $102.1M | 0.14% | +494,899 | New |
| California State Teachers Retirement System | 465,859 | $96.1M | 0.10% | −6,544−1.4% | Reduced |
| Bamco Inc | 457,324 | $94.4M | 0.28% | +47,720+11.7% | Added |
| Barclays PLC | 441,519 | $91.1M | 0.03% | +204,484+86.3% | Added |
| Mariner, LLC | 433,957 | $89.5M | 0.10% | +243,997+128.4% | Added |
| Point72 Asset Management, L.P. | 428,984 | $88.5M | 0.15% | +428,984 | New |
| Woodline Partners LP | 419,492 | $86.6M | 0.33% | +303,708+262.3% | Added |
| Nikko Asset Management Americas, Inc. | 419,086 | $86.5M | 1.22% | −33,017−7.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 411,076 | $84.4M | 0.14% | +3,343+0.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 407,773 | $84.1M | 0.10% | +97,115+31.3% | Added |
| Credit Agricole S A | 403,181 | $83.2M | 0.27% | −33,150−7.6% | Reduced |
| Peregrine Capital Management LLC | 401,849 | $82.9M | 3.08% | −26,482−6.2% | Reduced |
| Rhumbline Advisers | 398,589 | $82.2M | 0.07% | −1,598−0.4% | Reduced |
| California Public Employees Retirement System | 391,272 | $80.7M | 0.05% | −137,675−26.0% | Reduced |
| Victory Capital Management Inc | 384,775 | $79.4M | 0.05% | −7,035−1.8% | Reduced |
| SEI Investments Co | 383,521 | $79.1M | 0.07% | +41,137+12.0% | Added |
| Bessemer Group Inc | 364,155 | $75.1M | 0.12% | +5,474+1.5% | Added |
| Susquehanna International Group, LLP | 363,290 | $75.0M | 0.10% | +195,149+116.1% | Added |
| Balyasny Asset Management LLC | 350,237 | $72.3M | 0.14% | +87,539+33.3% | Added |
| Whittier Trust Co | 340,968 | $72.2M | 0.81% | +28,723+9.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 344,503 | $71.1M | 0.05% | +36,349+11.8% | Added |
| Allen Investment Management LLC | 343,045 | $70.8M | 0.88% | −120,872−26.1% | Reduced |
| Dimensional Fund Advisors LP | 336,934 | $69.5M | 0.01% | +2,377+0.7% | Added |
| KBC Group NV | 336,353 | $69.4M | 0.17% | −600,568−64.1% | Reduced |
| Phoenix Holdings Ltd. | 321,817 | $66.4M | 0.63% | +321,817 | New |
| Capital Research Global Investors | 321,736 | $66.4M | 0.01% | +321,736 | New |
| Great West Life Assurance Co | 311,012 | $64.3M | 0.12% | +26,964+9.5% | Added |
| Broad Bay Capital Management, LP | 304,400 | $62.8M | 6.46% | +304,400 | New |
| Exor Capital LLP | 300,023 | $61.9M | 1.23% | +124,388+70.8% | Added |
| USS Investment Management Ltd | 296,322 | $61.2M | 0.26% | +242,668+452.3% | Added |
| Tremblant Capital Group | 294,208 | $60.7M | 1.95% | +107,083+57.2% | Added |
| Whetstone Capital Advisors, LLC | 293,031 | $60.5M | 22.75% | 00.0% | Unchanged |