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 |
|---|---|---|---|---|---|
| Norden Group LLC | 23,193 | $4.79M | 0.46% | −843−3.5% | Reduced |
| Proactive Wealth Strategies LLC | 23,360 | $4.82M | 0.91% | +12,610+117.3% | Added |
| Arrow Capital Pty Ltd | 25,000 | $4.87M | 4.87% | +25,000 | New |
| Global Wealth Management Investment Advisory, Inc. | 24,068 | $4.97M | 0.78% | +8,841+58.1% | Added |
| Nisa Investment Advisors, LLC | 24,078 | $4.97M | 0.02% | −1,855−7.2% | Reduced |
| Investment Management Corp of Ontario | 24,120 | $4.98M | 0.06% | −3,743−13.4% | Reduced |
| Premier Fund Managers Ltd | 25,636 | $4.99M | 0.35% | −4,566−15.1% | Reduced |
| Gulf International Bank (UK) Ltd | 24,412 | $5.04M | 0.11% | +8,514+53.6% | Added |
| GWM Advisors LLC | 24,750 | $5.11M | 0.02% | +8,900+56.2% | Added |
| Commerce Bank | 24,754 | $5.11M | 0.02% | −346−1.4% | Reduced |
| Cypress Point Investment Management LP | 24,931 | $5.14M | 1.21% | −6,148−19.8% | Reduced |
| Rockefeller Capital Management L.P. | 25,099 | $5.18M | 0.01% | −472−1.8% | Reduced |
| Clear Harbor Asset Management, LLC | 25,208 | $5.20M | 0.36% | −159−0.6% | Reduced |
| Amalgamated Bank | 25,534 | $5.27M | 0.04% | −1,115−4.2% | Reduced |
| Evercore Wealth Management, LLC | 25,580 | $5.28M | 0.08% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 25,685 | $5.30M | 0.26% | +25,685 | New |
| Newbridge Financial Services Group, Inc. | 25,962 | $5.36M | 0.88% | +1,598+6.6% | Added |
| Hantz Financial Services, Inc. | 26,017 | $5.37M | 0.08% | −7,522−22.4% | Reduced |
| Banque Cantonale Vaudoise | 26,124 | $5.39M | 0.20% | +1,740+7.1% | Added |
| Perigon Wealth Management, LLC | 26,650 | $5.50M | 0.10% | +2,761+11.6% | Added |
| PDT Partners, LLC | 26,792 | $5.53M | 0.33% | +11,500+75.2% | Added |
| Lountzis Asset Management, LLC | 26,948 | $5.56M | 2.04% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 26,990 | $5.57M | 0.13% | +25,749+2,074.9% | Added |
| Jasper Ridge Partners, L.P. | 27,835 | $5.74M | 0.13% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 29,138 | $6.01M | 0.07% | +501+1.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 29,658 | $6.11M | 0.03% | +716+2.5% | Added |
| Bank of Nova Scotia | 29,892 | $6.17M | 0.01% | −89,154−74.9% | Reduced |
| Sepio Capital, LP | 30,016 | $6.19M | 0.34% | +92+0.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,732 | $6.34M | 0.05% | 00.0% | Unchanged |
| Sciencast Management LP | 31,044 | $6.41M | 0.82% | +23,723+324.0% | Added |
| Motley Fool Asset Management LLC | 31,286 | $6.46M | 0.28% | −1,352−4.1% | Reduced |
| Wealthfront Advisers LLC | 31,423 | $6.48M | 0.01% | −4,515−12.6% | Reduced |
| Delta Global Management LP | 31,451 | $6.49M | 0.53% | +31,451 | New |
| US Bancorp | 31,776 | $6.56M | 0.01% | −1,627−4.9% | Reduced |
| Mercer Global Advisors Inc | 31,892 | $6.58M | 0.01% | +5,124+19.1% | Added |
| Hidden Lake Asset Management LP | 32,107 | $6.62M | 4.39% | +32,107 | New |
| Creek Drive Management Group LLC | 32,200 | $6.64M | 4.17% | +32,200 | New |
| Sanctuary Advisors, LLC | 32,212 | $6.65M | 0.04% | −3,352−9.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,573 | $6.75M | 0.05% | −33,492−49.9% | Reduced |
| Voleon Capital Management LP | 32,734 | $6.75M | 0.15% | −5,956−15.4% | Reduced |
| Insight Holdings Group, LLC | 32,800 | $6.77M | 0.48% | +32,800 | New |
| Vestmark Advisory Solutions, Inc. | 33,127 | $6.84M | 0.08% | +23,394+240.4% | Added |
| Employees Retirement System of Texas | 33,174 | $6.84M | 0.06% | −2,049−5.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 33,180 | $6.85M | 0.23% | +41+0.1% | Added |
| Mizuho Markets Americas LLC | 33,357 | $6.88M | 0.19% | −156,394−82.4% | Reduced |
| Andra AP-fonden | 33,456 | $6.90M | 0.09% | −14,475−30.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 33,630 | $6.94M | 1.19% | +2,947+9.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,396 | $7.01M | 0.02% | −2,476−6.7% | Reduced |
| Soltis Investment Advisors LLC | 34,620 | $7.14M | 0.46% | +454+1.3% | Added |
| Calamos Advisors LLC | 34,768 | $7.17M | 0.03% | +30,128+649.3% | Added |
| Foundations Investment Advisors, LLC | 36,920 | $7.62M | 0.09% | +4,876+15.2% | Added |
| Kadensa Capital Ltd | 36,953 | $7.62M | 1.06% | +36,953 | New |
| Swiss Life Asset Management Ltd | 37,239 | $7.68M | 0.04% | +11,381+44.0% | Added |
| Allstate Corp | 37,649 | $7.77M | 0.08% | +13,569+56.3% | Added |
| Ethic Inc. | 38,054 | $7.85M | 0.12% | −928−2.4% | Reduced |
| Independent Financial Group, LLC | 38,356 | $7.91M | 0.18% | −5,645−12.8% | Reduced |
| Robinhood Asset Management, LLC | 38,645 | $7.97M | 0.58% | +38,645 | New |
| Yarbrough Capital, LLC | 38,845 | $8.02M | 0.28% | +38,845 | New |
| Ilmarinen Mutual Pension Insurance Co | 38,874 | $8.02M | 0.06% | +2,645+7.3% | Added |
| LGT Fund Management Co Ltd. | 39,292 | $8.11M | 0.35% | +39,292 | New |
| Berkshire Capital Holdings Inc | 39,410 | $8.13M | 2.93% | +39,400+394,000.0% | Added |
| O'Shaughnessy Asset Management, LLC | 39,451 | $8.14M | 0.04% | +4,582+13.1% | Added |
| Group One Trading, L.P. | 39,499 | $8.15M | 0.27% | −25,537−39.3% | Reduced |
| Ambassador Advisors, LLC | 39,722 | $8.20M | 1.24% | −100.0% | Reduced |
| Exchange Traded Concepts, LLC | 39,799 | $8.21M | 0.06% | −12,989−24.6% | Reduced |
| Capelight Capital Asset Management LP | 40,000 | $8.25M | 6.87% | −5,000−11.1% | Reduced |
| Maytus Capital Management, LLC | 40,296 | $8.31M | 1.48% | +34,296+571.6% | Added |
| Nissay Asset Management Corp | 40,384 | $8.33M | 0.04% | +379+0.9% | Added |
| Public Employees Retirement Association of Colorado | 40,630 | $8.38M | 0.03% | +97+0.2% | Added |
| Nordea Investment Management AB | 42,908 | $8.44M | 0.01% | −2,124−4.7% | Reduced |
| Wealth High Governance Capital Ltda | 42,107 | $8.69M | 2.61% | +42,107 | New |
| LGT Group Foundation | 42,906 | $8.85M | 0.11% | −2,139−4.7% | Reduced |
| Glynn Capital Management LLC | 43,180 | $8.91M | 4.26% | −9,502−18.0% | Reduced |
| Walleye Trading LLC | 43,487 | $8.97M | 0.18% | −46,734−51.8% | Reduced |
| British Columbia Investment Management Corp | 43,548 | $8.99M | 0.05% | −11,971−21.6% | Reduced |
| Trexquant Investment LP | 43,691 | $9.02M | 0.07% | +21,812+99.7% | Added |
| Daiwa Securities Group Inc. | 43,878 | $9.05M | 0.03% | −2,838−6.1% | Reduced |
| iA Global Asset Management Inc. | 44,670 | $9.22M | 0.13% | +44,670 | New |
| Bearing Point Capital, LLC | 45,175 | $9.32M | 1.46% | +636+1.4% | Added |
| Parallax Volatility Advisers, L.P. | 45,349 | $9.36M | 0.41% | −207,048−82.0% | Reduced |
| Cerity Partners LLC | 47,698 | $9.84M | 0.01% | +16,997+55.4% | Added |
| Prescott Group Capital Management, L.L.C. | 48,000 | $9.90M | 0.99% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 48,396 | $9.99M | 0.09% | +88+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 48,798 | $10.1M | 0.03% | +14,737+43.3% | Added |
| Ieq Capital, LLC | 49,546 | $10.2M | 0.05% | +13,985+39.3% | Added |
| Union Bancaire Privee, UBP SA | 55,451 | $10.3M | 0.19% | −28,190−33.7% | Reduced |
| Archon Partners LLC | 50,000 | $10.3M | 1.22% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 50,000 | $10.3M | 0.51% | +20,000+66.7% | Added |
| Liontrust Investment Partners LLP | 50,198 | $10.4M | 0.18% | −61,831−55.2% | Reduced |
| JustInvest LLC | 50,272 | $10.4M | 0.10% | +2,901+6.1% | Added |
| J. Goldman & Co LP | 50,700 | $10.5M | 0.48% | +50,700 | New |
| Utah Retirement Systems | 50,949 | $10.5M | 0.11% | −296−0.6% | Reduced |
| Pathstone Holdings, LLC | 50,970 | $10.5M | 0.04% | +7,871+18.3% | Added |
| Schonfeld Strategic Advisors LLC | 51,430 | $10.6M | 0.09% | −56,079−52.2% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 51,494 | $10.6M | 0.10% | −880−1.7% | Reduced |
| Thrivent Financial for Lutherans | 52,249 | $10.8M | 0.02% | +24,135+85.8% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 52,535 | $10.8M | 0.37% | +52,535 | New |
| AMJ Financial Wealth Management | 52,988 | $10.9M | 2.59% | −1,825−3.3% | Reduced |
| DekaBank Deutsche Girozentrale | 55,984 | $11.1M | 0.02% | 00.0% | Unchanged |
| Man Group plc | 53,712 | $11.1M | 0.02% | −188,087−77.8% | Reduced |