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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 156,757 | $32.3M | 0.06% | +35,009+28.8% | Added |
| Vanguard Global Advisers, LLC | 157,111 | $32.4M | 0.02% | +157,111 | New |
| Frontier Capital Management Co LLC | 157,299 | $32.5M | 0.33% | −10,713−6.4% | Reduced |
| Vanguard Investments Australia, Ltd. | 157,306 | $32.5M | 0.09% | +157,306 | New |
| New York State Common Retirement Fund | 158,901 | $32.8M | 0.05% | +1,073+0.7% | Added |
| Mizuho Markets Cayman LP | 160,000 | $33.0M | 1.78% | 00.0% | Unchanged |
| Kames Capital plc | 161,776 | $33.4M | 0.44% | +6,770+4.4% | Added |
| State of Wisconsin Investment Board | 164,731 | $34.0M | 0.08% | +7,049+4.5% | Added |
| Danske Bank A/S | 167,239 | $34.5M | 0.08% | −45,854−21.5% | Reduced |
| Blair William & Co | 170,085 | $35.1M | 0.10% | −27,775−14.0% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 172,325 | $35.6M | 0.11% | +25,760+17.6% | Added |
| Handelsbanken Fonder AB | 176,646 | $36.4M | 0.12% | −484−0.3% | Reduced |
| Standard Life Aberdeen plc | 180,748 | $37.3M | 0.06% | +7,711+4.5% | Added |
| Storebrand Asset Management AS | 182,548 | $37.7M | 0.11% | −58,279−24.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 183,644 | $37.9M | 0.29% | −26,446−12.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 185,565 | $38.1M | 0.07% | +7,663+4.3% | Added |
| Toronto Dominion Bank | 185,450 | $38.3M | 0.07% | +135,314+269.9% | Added |
| Mackenzie Financial Corp | 194,316 | $40.1M | 0.05% | +170,935+731.1% | Added |
| Defiance ETFs, LLC | 198,129 | $40.9M | 0.59% | +11,023+5.9% | Added |
| Styrax Capital, LP | 200,000 | $41.3M | 2.88% | +200,000 | New |
| Royal London Asset Management Ltd | 203,746 | $42.0M | 0.09% | +47,463+30.4% | Added |
| Russell Investments Group, Ltd. | 213,049 | $43.9M | 0.05% | +15,998+8.1% | Added |
| Asset Management One Co.,Ltd. | 221,737 | $45.8M | 0.13% | +1,579+0.7% | Added |
| Millennium Management LLC | 223,047 | $46.0M | 0.03% | +7,678+3.6% | Added |
| Wim Investment Management Ltd | 227,749 | $47.0M | 13.93% | 00.0% | Unchanged |
| Ci Investments Inc. | 231,386 | $47.7M | 0.23% | +127,552+122.8% | Added |
| LPL Financial LLC | 238,457 | $49.2M | 0.01% | +499+0.2% | Added |
| Janus Henderson Group PLC | 241,367 | $49.8M | 0.02% | +206,032+583.1% | Added |
| Principal Financial Group Inc | 245,019 | $50.6M | 0.03% | +105,649+75.8% | Added |
| AustralianSuper Pty Ltd | 246,327 | $50.8M | 0.26% | −170,631−40.9% | Reduced |
| Korea Investment CORP | 246,947 | $51.0M | 0.11% | +34,563+16.3% | Added |
| Schroder Investment Management Group | 265,785 | $51.7M | 0.04% | +74,270+38.8% | Added |
| Alliancebernstein L.P. | 264,568 | $52.2M | 0.02% | +66,854+33.8% | Added |
| Aviva PLC | 268,154 | $55.3M | 0.09% | +7,971+3.1% | Added |
| Nomura Asset Management Co Ltd | 268,901 | $55.5M | 0.14% | −129,425−32.5% | Reduced |
| Congress Asset Management Co | 273,756 | $56.5M | 0.40% | −70,216−20.4% | Reduced |
| State Board of Administration of Florida Retirement System | 275,291 | $56.8M | 0.11% | −540−0.2% | Reduced |
| Capital International Sarl | 278,952 | $57.6M | 0.94% | +32,747+13.3% | Added |
| Envestnet Asset Management Inc | 286,484 | $59.1M | 0.02% | −5,837−2.0% | Reduced |
| Whetstone Capital Advisors, LLC | 293,031 | $60.5M | 22.75% | 00.0% | Unchanged |
| Tremblant Capital Group | 294,208 | $60.7M | 1.95% | +107,083+57.2% | Added |
| USS Investment Management Ltd | 296,322 | $61.2M | 0.26% | +242,668+452.3% | Added |
| Exor Capital LLP | 300,023 | $61.9M | 1.23% | +124,388+70.8% | Added |
| Broad Bay Capital Management, LP | 304,400 | $62.8M | 6.46% | +304,400 | New |
| Great West Life Assurance Co | 311,012 | $64.3M | 0.12% | +26,964+9.5% | Added |
| Capital Research Global Investors | 321,736 | $66.4M | 0.01% | +321,736 | New |
| Phoenix Holdings Ltd. | 321,817 | $66.4M | 0.63% | +321,817 | New |
| KBC Group NV | 336,353 | $69.4M | 0.17% | −600,568−64.1% | Reduced |
| Dimensional Fund Advisors LP | 336,934 | $69.5M | 0.01% | +2,377+0.7% | Added |
| Allen Investment Management LLC | 343,045 | $70.8M | 0.88% | −120,872−26.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 344,503 | $71.1M | 0.05% | +36,349+11.8% | Added |
| Whittier Trust Co | 340,968 | $72.2M | 0.81% | +28,723+9.2% | Added |
| Balyasny Asset Management LLC | 350,237 | $72.3M | 0.14% | +87,539+33.3% | Added |
| Susquehanna International Group, LLP | 363,290 | $75.0M | 0.10% | +195,149+116.1% | Added |
| Bessemer Group Inc | 364,155 | $75.1M | 0.12% | +5,474+1.5% | Added |
| SEI Investments Co | 383,521 | $79.1M | 0.07% | +41,137+12.0% | Added |
| Victory Capital Management Inc | 384,775 | $79.4M | 0.05% | −7,035−1.8% | Reduced |
| California Public Employees Retirement System | 391,272 | $80.7M | 0.05% | −137,675−26.0% | Reduced |
| Rhumbline Advisers | 398,589 | $82.2M | 0.07% | −1,598−0.4% | Reduced |
| Peregrine Capital Management LLC | 401,849 | $82.9M | 3.08% | −26,482−6.2% | Reduced |
| Credit Agricole S A | 403,181 | $83.2M | 0.27% | −33,150−7.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 407,773 | $84.1M | 0.10% | +97,115+31.3% | Added |
| Allspring Global Investments Holdings, LLC | 411,076 | $84.4M | 0.14% | +3,343+0.8% | Added |
| Nikko Asset Management Americas, Inc. | 419,086 | $86.5M | 1.22% | −33,017−7.3% | Reduced |
| Woodline Partners LP | 419,492 | $86.6M | 0.33% | +303,708+262.3% | Added |
| Point72 Asset Management, L.P. | 428,984 | $88.5M | 0.15% | +428,984 | New |
| Mariner, LLC | 433,957 | $89.5M | 0.10% | +243,997+128.4% | Added |
| Barclays PLC | 441,519 | $91.1M | 0.03% | +204,484+86.3% | Added |
| Bamco Inc | 457,324 | $94.4M | 0.28% | +47,720+11.7% | Added |
| California State Teachers Retirement System | 465,859 | $96.1M | 0.10% | −6,544−1.4% | Reduced |
| CIBC Bancorp USA Inc. | 494,899 | $102.1M | 0.14% | +494,899 | New |
| Neuberger Berman Group LLC | 506,756 | $104.6M | 0.08% | −45,910−8.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 511,468 | $105.5M | 0.26% | +21,923+4.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 536,384 | $110.7M | 0.33% | +131,669+32.5% | Added |
| Fred Alger Management, LLC | 538,062 | $111.0M | 0.49% | +99,537+22.7% | Added |
| Westfield Capital Management Co LP | 541,566 | $111.7M | 0.47% | +22,091+4.3% | Added |
| Vanguard Asset Management, Ltd | 541,958 | $111.8M | 0.10% | +541,958 | New |
| BNP Paribas Arbitrage, SA | 553,157 | $114.1M | 0.08% | +8,213+1.5% | Added |
| Ameriprise Financial Inc | 564,120 | $116.4M | 0.03% | −84,914−13.1% | Reduced |
| HSBC Holdings PLC | 581,821 | $118.9M | 0.07% | +374,906+181.2% | Added |
| Squarepoint Ops LLC | 581,691 | $120.0M | 0.26% | −944,887−61.9% | Reduced |
| Wells Fargo & Company | 616,121 | $127.1M | 0.03% | −157,879−20.4% | Reduced |
| Artisan Partners Limited Partnership | 668,158 | $137.9M | 0.22% | +79,560+13.5% | Added |
| Nomura Asset Management International Inc. | 674,748 | $139.2M | 0.24% | −96,888−12.6% | Reduced |
| Penserra Capital Management LLC | 728,648 | $150.3M | 1.76% | +13,271+1.9% | Added |
| Nuveen, LLC | 735,908 | $151.8M | 0.04% | +10,900+1.5% | Added |
| Citigroup Inc | 805,193 | $166.1M | 0.11% | −2,210−0.3% | Reduced |
| Select Equity Group, L.P. | 854,924 | $176.4M | 0.94% | +724,151+553.7% | Added |
| AQR Capital Management LLC | 907,388 | $180.4M | 0.08% | +294,702+48.1% | Added |
| Raymond James Financial Inc | 940,847 | $187.5M | 0.06% | −89,703−8.7% | Reduced |
| Swiss National Bank | 927,200 | $191.3M | 0.11% | +69,800+8.1% | Added |
| Swedbank AB | 927,606 | $191.4M | 0.20% | +811,297+697.5% | Added |
| National Pension Service | 944,441 | $194.9M | 0.15% | −3,562−0.4% | Reduced |
| Marshall Wace, LLP | 986,607 | $203.6M | 0.22% | +295,860+42.8% | Added |
| Lord, Abbett & Co. LLC | 992,060 | $204.7M | 0.67% | +71,463+7.8% | Added |
| Bank of New York Mellon Corp | 1,044,041 | $215.4M | 0.04% | −13,224−1.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,074,397 | $221.7M | 0.14% | −51,205−4.5% | Reduced |
| Strategy Capital LLC | 1,138,617 | $234.9M | 19.21% | +96,518+9.3% | Added |
| Polar Capital Holdings Plc | 1,164,084 | $240.2M | 1.05% | +233,718+25.1% | Added |
| 1832 Asset Management L.P. | 1,212,900 | $250.3M | 0.33% | +65,000+5.7% | Added |