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, 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
- 1,139
- +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
- 180
- 484 more added
- Sold out
- 117
- 341 more reduced
15 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 | 1,228 | $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, 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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 54,034 | $11.1M | 0.82% | +1,665+3.2% | Added |
| OP Asset Management Ltd | 55,714 | $11.5M | 0.12% | +20,243+57.1% | Added |
| Teacher Retirement System of Texas | 56,252 | $11.6M | 0.05% | −34−0.1% | Reduced |
| Davy Global Fund Management Ltd | 57,212 | $11.8M | 0.90% | −2,266−3.8% | Reduced |
| AIA Group Ltd | 58,126 | $12.0M | 0.17% | +12,244+26.7% | Added |
| Natixis Advisors, L.P. | 58,221 | $12.0M | 0.02% | +9,481+19.5% | Added |
| Varma Mutual Pension Insurance Co | 58,480 | $12.1M | 0.07% | 00.0% | Unchanged |
| BW Gestao de Investimentos Ltda. | 58,779 | $12.1M | 0.54% | +58,779 | New |
| Advisor Group Holdings, Inc. | 59,589 | $12.3M | 0.02% | −20,397−25.5% | Reduced |
| Jain Global LLC | 60,448 | $12.5M | 0.16% | +60,448 | New |
| Eurizon Capital SGR S.p.A. | 60,604 | $12.5M | 0.04% | +5,737+10.5% | Added |
| Candriam Luxembourg S.C.A. | 60,811 | $12.5M | 0.07% | −2,275−3.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 63,030 | $12.6M | 0.04% | +25,958+70.0% | Added |
| Assetmark, Inc | 62,183 | $12.8M | 0.03% | +1,070+1.8% | Added |
| La Banque Postale Asset Management SA | 62,814 | $13.0M | 0.18% | −10,336−14.1% | Reduced |
| Davis-Rea Ltd. | 63,384 | $13.1M | 3.41% | −8,192−11.4% | Reduced |
| IFM Investors Pty Ltd | 63,964 | $13.2M | 0.11% | +2,601+4.2% | Added |
| Bank of Montreal | 64,084 | $13.2M | 0.01% | −1,057−1.6% | Reduced |
| Flight Deck Capital, LP | 64,600 | $13.3M | 9.70% | +64,600 | New |
| Atika Capital Management LLC | 65,000 | $13.4M | 2.12% | +10,100+18.4% | Added |
| EFG International AG | 65,185 | $13.5M | 0.29% | −1,230−1.9% | Reduced |
| Oak Ridge Investments LLC | 65,476 | $13.5M | 0.89% | +326+0.5% | Added |
| Allianz Asset Management GmbH | 68,118 | $14.1M | 0.02% | −5,060−6.9% | Reduced |
| DnB Asset Management AS | 68,324 | $14.1M | 0.05% | −15,977−19.0% | Reduced |
| SEB Asset Management AB | 68,885 | $14.2M | 0.06% | +68,885 | New |
| Graham Capital Management, L.P. | 68,903 | $14.2M | 0.48% | +64,171+1,356.1% | Added |
| Cookson Peirce & Co Inc | 69,924 | $14.4M | 0.61% | +13,910+24.8% | Added |
| QRG Capital Management, Inc. | 70,363 | $14.5M | 0.15% | +12,254+21.1% | Added |
| Manchester Global Management (UK) Ltd | 71,303 | $14.7M | 1.96% | +11,793+19.8% | Added |
| XTX Topco Ltd | 72,142 | $14.9M | 0.26% | +65,275+950.6% | Added |
| Jones Financial Companies LLLP | 73,521 | $14.9M | 0.01% | +56,461+331.0% | Added |
| Xponance, Inc. | 73,174 | $15.1M | 0.11% | +6,573+9.9% | Added |
| Cinctive Capital Management LP | 74,460 | $15.4M | 1.01% | +74,460 | New |
| Erste Asset Management GmbH | 79,070 | $15.4M | 0.14% | −21,202−21.1% | Reduced |
| Slow Capital, Inc. | 75,907 | $15.7M | 2.03% | +26,922+55.0% | Added |
| MML Investors Services, LLC | 77,380 | $16.0M | 0.04% | +13,212+20.6% | Added |
| Wealth High Governance Asset Management Ltda. | 77,893 | $16.1M | 2.51% | +77,893 | New |
| Sentinel Trust Co Lba | 77,918 | $16.1M | 1.60% | 00.0% | Unchanged |
| Baker Chad R | 77,960 | $16.1M | 3.03% | −3,330−4.1% | Reduced |
| Oribel Capital Management, LP | 78,700 | $16.2M | 2.47% | +58,600+291.5% | Added |
| Cetera Investment Advisers | 79,056 | $16.3M | 0.02% | −3,357−4.1% | Reduced |
| RMB Capital Management, LLC | 79,837 | $16.5M | 0.29% | −7,533−8.6% | Reduced |
| Truist Financial Corp | 79,887 | $16.5M | 0.02% | +5,585+7.5% | Added |
| Quantinno Capital Management LP | 80,100 | $16.5M | 0.03% | +5,149+6.9% | Added |
| Avalon Global Asset Management LLC | 80,400 | $16.6M | 3.90% | +5,000+6.6% | Added |
| Benchstone Capital Management LP | 81,483 | $16.8M | 1.96% | +81,483 | New |
| IMC-Chicago, LLC | 82,095 | $16.9M | 0.26% | +18,260+28.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 84,881 | $17.5M | 0.05% | −2,712−3.1% | Reduced |
| Engineers Gate Manager LP | 85,325 | $17.6M | 0.22% | +61,252+254.4% | Added |
| Silvant Capital Management LLC | 85,523 | $17.6M | 0.61% | +15,479+22.1% | Added |
| Commonwealth Equity Services, LLC | 86,468 | $17.8M | 0.02% | +30,151+53.5% | Added |
| Arizona State Retirement System | 86,602 | $17.9M | 0.10% | −893−1.0% | Reduced |
| Private Advisory Group LLC | 87,461 | $18.0M | 1.26% | +3,575+4.3% | Added |
| TD Asset Management Inc | 89,966 | $18.6M | 0.02% | +6,499+7.8% | Added |
| Resona Asset Management Co.,Ltd. | 91,811 | $18.8M | 0.09% | +666+0.7% | Added |
| Gotham Asset Management, LLC | 91,071 | $18.8M | 0.06% | +2,781+3.1% | Added |
| HighTower Advisors, LLC | 93,181 | $19.2M | 0.02% | +7,289+8.5% | Added |
| Creative Planning | 93,302 | $19.3M | 0.01% | +23,043+32.8% | Added |
| Tredje AP-fonden | 94,340 | $19.5M | 0.11% | +94,340 | New |
| Quadrature Capital Ltd | 94,421 | $19.5M | 0.23% | +94,421 | New |
| RPG Investment Advisory, LLC | 94,923 | $19.6M | 2.36% | +899+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 95,585 | $19.7M | 0.04% | +5,474+6.1% | Added |
| Steadfast Capital Management LP | 96,000 | $19.8M | 0.75% | +96,000 | New |
| SG Americas Securities, LLC | 96,718 | $20.0M | 0.02% | −53,582−35.7% | Reduced |
| Captrust Financial Advisors | 97,228 | $20.1M | 0.04% | +9,699+11.1% | Added |
| Natixis | 99,612 | $20.6M | 0.08% | +86,050+634.5% | Added |
| Rheos Capital Works Inc. | 100,000 | $20.6M | 1.38% | +100,000 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 100,506 | $20.7M | 0.11% | +874+0.9% | Added |
| Verition Fund Management LLC | 102,025 | $21.1M | 0.20% | +48,733+91.4% | Added |
| 12 West Capital Management LP | 105,000 | $21.7M | 3.66% | −60,000−36.4% | Reduced |
| Science & Technology Partners, L.P. | 106,525 | $22.0M | 5.76% | +106,525 | New |
| Walleye Capital LLC | 107,007 | $22.1M | 0.14% | +74,452+228.7% | Added |
| Summit Partners Public Asset Management, LLC | 108,000 | $22.3M | 1.03% | +108,000 | New |
| State of New Jersey Common Pension Fund D | 108,310 | $22.3M | 0.09% | +569+0.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 108,878 | $22.5M | 0.12% | +43,150+65.6% | Added |
| Meridiem Capital Partners LP | 109,062 | $22.5M | 1.48% | +40,428+58.9% | Added |
| Parkwood LLC | 110,000 | $22.7M | 2.01% | +3,986+3.8% | Added |
| Public Employees Retirement System of Ohio | 110,510 | $22.8M | 0.07% | +16,150+17.1% | Added |
| Panagora Asset Management Inc | 113,163 | $23.4M | 0.09% | +87,338+338.2% | Added |
| Federated Hermes, Inc. | 116,426 | $24.0M | 0.04% | −576,401−83.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 118,202 | $24.4M | 0.16% | −1,600−1.3% | Reduced |
| KLP Kapitalforvaltning AS | 119,000 | $24.6M | 0.10% | +5,700+5.0% | Added |
| Picton Mahoney Asset Management | 119,286 | $24.6M | 0.26% | +24,904+26.4% | Added |
| Stifel Financial Corp | 119,448 | $24.6M | 0.02% | +3,639+3.1% | Added |
| Vontobel Holding Ltd. | 119,586 | $24.7M | 0.08% | +26,595+28.6% | Added |
| Hartline Investment Corp | 120,517 | $24.9M | 2.74% | −605−0.5% | Reduced |
| Pinebridge Investments LLC | 120,549 | $24.9M | 0.21% | −63,278−34.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 123,551 | $25.5M | 0.20% | −17,000−12.1% | Reduced |
| Parnassus Investments | 126,980 | $26.2M | 0.08% | +450.0% | Added |
| Fiera Capital Corp | 129,772 | $26.8M | 0.09% | +6,358+5.2% | Added |
| Toroso Investments, LLC | 130,030 | $26.8M | 0.08% | +18,893+17.0% | Added |
| Carnegie Capital Asset Management, LLC | 132,907 | $27.4M | 0.53% | −1,877−1.4% | Reduced |
| Capital International Inc | 133,119 | $27.5M | 0.21% | +7,522+6.0% | Added |
| Treasurer of the State of North Carolina | 134,213 | $27.7M | 0.09% | +2,859+2.2% | Added |
| NZS Capital, LLC | 137,103 | $28.3M | 0.94% | +30,566+28.7% | Added |
| Canada Pension Plan Investment Board | 138,441 | $28.6M | 0.02% | −409,247−74.7% | Reduced |
| APG Asset Management N.V. | 162,372 | $29.1M | 0.09% | −4,270−2.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 139,644 | $29.6M | 0.61% | +9,184+7.0% | Added |
| Reynders McVeigh Capital Management, LLC | 145,410 | $30.0M | 1.51% | −3,497−2.3% | Reduced |
| Capital International Ltd | 151,260 | $31.2M | 1.16% | +11,106+7.9% | Added |