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 |
|---|---|---|---|---|---|
| UBS Group AG | 1,258,398 | $259.7M | 0.05% | +375,491+42.5% | Added |
| D. E. Shaw & Co., Inc. | 1,287,246 | $265.6M | 0.21% | +1,174,413+1,040.8% | Added |
| Pictet Asset Management Holding SA | 1,381,985 | $284.9M | 0.30% | +206,506+17.6% | Added |
| Price T Rowe Associates Inc | 1,394,868 | $287.8M | 0.03% | +360,188+34.8% | Added |
| Massachusetts Financial Services Co | 1,467,110 | $302.7M | 0.10% | −172,551−10.5% | Reduced |
| Deutsche Bank AG | 1,576,501 | $325.3M | 0.11% | −12,090−0.8% | Reduced |
| Jane Street Group, LLC | 1,596,439 | $329.4M | 0.35% | +1,081,299+209.9% | Added |
| Royal Bank of Canada | 1,607,668 | $331.7M | 0.06% | −105,998−6.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,612,450 | $332.7M | 0.05% | +81,230+5.3% | Added |
| Amundi | 1,707,256 | $352.3M | 0.10% | +375,804+28.2% | Added |
| Gilder Gagnon Howe & Co LLC | 1,778,168 | $366.9M | 4.40% | +23,707+1.4% | Added |
| Citadel Advisors LLC | 1,941,142 | $400.5M | 0.28% | +1,584,523+444.3% | Added |
| Northern Trust Corp | 2,001,301 | $412.9M | 0.05% | +29,706+1.5% | Added |
| Vanguard Fiduciary Trust Co | 2,002,147 | $413.1M | 0.10% | +2,002,147 | New |
| Bank of America Corp | 2,067,683 | $426.6M | 0.03% | −217,687−9.5% | Reduced |
| Goldman Sachs Group Inc | 2,452,366 | $506.0M | 0.07% | +118,307+5.1% | Added |
| UBS Asset Management Americas Inc | 2,544,043 | $524.9M | 0.11% | +80,201+3.3% | Added |
| Two Sigma Investments, LP | 2,819,837 | $581.8M | 0.48% | +1,562,239+124.2% | Added |
| Voya Investment Management LLC | 2,881,137 | $594.1M | 0.62% | +586,575+25.6% | Added |
| Legal & General Group Plc | 2,954,174 | $609.6M | 0.14% | +129,402+4.6% | Added |
| Invesco Ltd. | 3,113,525 | $642.4M | 0.06% | −587,171−15.9% | Reduced |
| Franklin Resources Inc | 3,350,775 | $691.4M | 0.17% | −224,936−6.3% | Reduced |
| American Century Companies Inc | 3,627,255 | $748.4M | 0.39% | +452,846+14.3% | Added |
| Sands Capital Management, LLC | 3,661,749 | $755.6M | 2.96% | −69,538−1.9% | Reduced |
| First Trust Advisors LP | 3,774,026 | $778.7M | 0.56% | −245,131−6.1% | Reduced |
| Wellington Management Group LLP | 4,010,830 | $827.6M | 0.15% | +2,303,816+135.0% | Added |
| Jennison Associates LLC | 4,394,484 | $906.8M | 0.62% | +2,530,872+135.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,502,762 | $929.1M | 0.85% | +3,791,521+533.1% | Added |
| JPMorgan Chase & Co | 5,902,745 | $1.15B | 0.08% | −7,704,361−56.6% | Reduced |
| Geode Capital Management, LLC | 5,993,429 | $1.23B | 0.08% | −24,746−0.4% | Reduced |
| State Street Corp | 7,178,719 | $1.48B | 0.05% | +189,730+2.7% | Added |
| Capital International Investors | 10,893,165 | $2.25B | 0.53% | +10,893,165 | New |
| FMR LLC | 13,560,451 | $2.80B | 0.15% | +809,952+6.4% | Added |
| Vanguard Capital Management LLC | 13,716,196 | $2.83B | 0.07% | +13,716,196 | New |
| Morgan Stanley | 15,883,321 | $3.28B | 0.20% | −2,125,924−11.8% | Reduced |
| Baillie Gifford & Co | 15,924,423 | $3.29B | 3.36% | −899,524−5.3% | Reduced |
| Vanguard Portfolio Management LLC | 16,039,889 | $3.31B | 0.17% | +16,039,889 | New |
| BlackRock, Inc. | 21,094,282 | $4.35B | 0.08% | −1,559,172−6.9% | Reduced |
| Capital World Investors | 22,735,569 | $4.69B | 0.64% | −13,089,948−36.5% | Reduced |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −2,340,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −512,554−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −332,299−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −199,064−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −197,710−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −130,400−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −114,116−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −83,878−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −77,695−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −73,514−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −64,787−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −51,083−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −42,831−100.0% | Sold out |
| Strategic Planning Group, LLC | 0 | $0 | 0.00% | −41,158−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −37,976−100.0% | Sold out |
| VMS Asset Management Limited | 0 | $0 | 0.00% | −29,060−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −26,900−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −23,516−100.0% | Sold out |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −20,753−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −19,853−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −19,375−100.0% | Sold out |
| Nwi Management LP | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −15,988−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,779−100.0% | Sold out |
| Amitell Capital Pte Ltd | 0 | $0 | 0.00% | −13,341−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −12,767−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −12,548−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −12,225−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −12,052−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −10,068−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −10,021−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −9,094−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −8,829−100.0% | Sold out |
| Blue Jean Financial LLC | 0 | $0 | 0.00% | −8,809−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −7,746−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −5,851−100.0% | Sold out |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −5,645−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,799−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −4,728−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −3,731−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,389−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −3,379−100.0% | Sold out |
| Reliant Investment Partners, LLC | 0 | $0 | 0.00% | −3,377−100.0% | Sold out |
| Focused Alpha, LLC | 0 | $0 | 0.00% | −3,144−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −2,834−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −2,851−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −2,372−100.0% | Sold out |
| Alamea Verwaltungs GmbH | 0 | $0 | 0.00% | −2,519−100.0% | Sold out |
| BankChampaign, National Association | 0 | $0 | 0.00% | −2,256−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,223−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −2,143−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −1,902−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| ZEGA Investments, LLC | 0 | $0 | 0.00% | −1,794−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −1,759−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −1,759−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −1,739−100.0% | Sold out |
| Journey Retirement Planning & Investment Management LLC | 0 | $0 | 0.00% | −1,683−100.0% | Sold out |