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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 286,484 | $59.1M | 0.02% | −5,837−2.0% | Reduced |
| Capital International Sarl | 278,952 | $57.6M | 0.94% | +32,747+13.3% | Added |
| State Board of Administration of Florida Retirement System | 275,291 | $56.8M | 0.11% | −540−0.2% | Reduced |
| Congress Asset Management Co | 273,756 | $56.5M | 0.40% | −70,216−20.4% | Reduced |
| Nomura Asset Management Co Ltd | 268,901 | $55.5M | 0.14% | −129,425−32.5% | Reduced |
| Aviva PLC | 268,154 | $55.3M | 0.09% | +7,971+3.1% | Added |
| Alliancebernstein L.P. | 264,568 | $52.2M | 0.02% | +66,854+33.8% | Added |
| Schroder Investment Management Group | 265,785 | $51.7M | 0.04% | +74,270+38.8% | Added |
| Korea Investment CORP | 246,947 | $51.0M | 0.11% | +34,563+16.3% | Added |
| AustralianSuper Pty Ltd | 246,327 | $50.8M | 0.26% | −170,631−40.9% | Reduced |
| Principal Financial Group Inc | 245,019 | $50.6M | 0.03% | +105,649+75.8% | Added |
| Janus Henderson Group PLC | 241,367 | $49.8M | 0.02% | +206,032+583.1% | Added |
| LPL Financial LLC | 238,457 | $49.2M | 0.01% | +499+0.2% | Added |
| Ci Investments Inc. | 231,386 | $47.7M | 0.23% | +127,552+122.8% | Added |
| Wim Investment Management Ltd | 227,749 | $47.0M | 13.93% | 00.0% | Unchanged |
| Millennium Management LLC | 223,047 | $46.0M | 0.03% | +7,678+3.6% | Added |
| Asset Management One Co.,Ltd. | 221,737 | $45.8M | 0.13% | +1,579+0.7% | Added |
| Russell Investments Group, Ltd. | 213,049 | $43.9M | 0.05% | +15,998+8.1% | Added |
| Royal London Asset Management Ltd | 203,746 | $42.0M | 0.09% | +47,463+30.4% | Added |
| Styrax Capital, LP | 200,000 | $41.3M | 2.88% | +200,000 | New |
| Defiance ETFs, LLC | 198,129 | $40.9M | 0.59% | +11,023+5.9% | Added |
| Mackenzie Financial Corp | 194,316 | $40.1M | 0.05% | +170,935+731.1% | Added |
| Toronto Dominion Bank | 185,450 | $38.3M | 0.07% | +135,314+269.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 185,565 | $38.1M | 0.07% | +7,663+4.3% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 183,644 | $37.9M | 0.29% | −26,446−12.6% | Reduced |
| Storebrand Asset Management AS | 182,548 | $37.7M | 0.11% | −58,279−24.2% | Reduced |
| Standard Life Aberdeen plc | 180,748 | $37.3M | 0.06% | +7,711+4.5% | Added |
| Handelsbanken Fonder AB | 176,646 | $36.4M | 0.12% | −484−0.3% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 172,325 | $35.6M | 0.11% | +25,760+17.6% | Added |
| Blair William & Co | 170,085 | $35.1M | 0.10% | −27,775−14.0% | Reduced |
| Danske Bank A/S | 167,239 | $34.5M | 0.08% | −45,854−21.5% | Reduced |
| State of Wisconsin Investment Board | 164,731 | $34.0M | 0.08% | +7,049+4.5% | Added |
| Kames Capital plc | 161,776 | $33.4M | 0.44% | +6,770+4.4% | Added |
| Mizuho Markets Cayman LP | 160,000 | $33.0M | 1.78% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 158,901 | $32.8M | 0.05% | +1,073+0.7% | Added |
| Vanguard Investments Australia, Ltd. | 157,306 | $32.5M | 0.09% | +157,306 | New |
| Frontier Capital Management Co LLC | 157,299 | $32.5M | 0.33% | −10,713−6.4% | Reduced |
| Vanguard Global Advisers, LLC | 157,111 | $32.4M | 0.02% | +157,111 | New |
| Ensign Peak Advisors, Inc | 156,757 | $32.3M | 0.06% | +35,009+28.8% | Added |
| Capital International Ltd | 151,260 | $31.2M | 1.16% | +11,106+7.9% | Added |
| Reynders McVeigh Capital Management, LLC | 145,410 | $30.0M | 1.51% | −3,497−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 139,644 | $29.6M | 0.61% | +9,184+7.0% | Added |
| APG Asset Management N.V. | 162,372 | $29.1M | 0.09% | −4,270−2.6% | Reduced |
| Canada Pension Plan Investment Board | 138,441 | $28.6M | 0.02% | −409,247−74.7% | Reduced |
| NZS Capital, LLC | 137,103 | $28.3M | 0.94% | +30,566+28.7% | Added |
| Treasurer of the State of North Carolina | 134,213 | $27.7M | 0.09% | +2,859+2.2% | Added |
| Capital International Inc | 133,119 | $27.5M | 0.21% | +7,522+6.0% | Added |
| Carnegie Capital Asset Management, LLC | 132,907 | $27.4M | 0.53% | −1,877−1.4% | Reduced |
| Toroso Investments, LLC | 130,030 | $26.8M | 0.08% | +18,893+17.0% | Added |
| Fiera Capital Corp | 129,772 | $26.8M | 0.09% | +6,358+5.2% | Added |
| Parnassus Investments | 126,980 | $26.2M | 0.08% | +450.0% | Added |
| Teachers Retirement System of the State of Kentucky | 123,551 | $25.5M | 0.20% | −17,000−12.1% | Reduced |
| Pinebridge Investments LLC | 120,549 | $24.9M | 0.21% | −63,278−34.4% | Reduced |
| Hartline Investment Corp | 120,517 | $24.9M | 2.74% | −605−0.5% | Reduced |
| Vontobel Holding Ltd. | 119,586 | $24.7M | 0.08% | +26,595+28.6% | Added |
| Stifel Financial Corp | 119,448 | $24.6M | 0.02% | +3,639+3.1% | Added |
| Picton Mahoney Asset Management | 119,286 | $24.6M | 0.26% | +24,904+26.4% | Added |
| KLP Kapitalforvaltning AS | 119,000 | $24.6M | 0.10% | +5,700+5.0% | Added |
| Mn Services Vermogensbeheer B.V. | 118,202 | $24.4M | 0.16% | −1,600−1.3% | Reduced |
| Federated Hermes, Inc. | 116,426 | $24.0M | 0.04% | −576,401−83.2% | Reduced |
| Panagora Asset Management Inc | 113,163 | $23.4M | 0.09% | +87,338+338.2% | Added |
| Public Employees Retirement System of Ohio | 110,510 | $22.8M | 0.07% | +16,150+17.1% | Added |
| Parkwood LLC | 110,000 | $22.7M | 2.01% | +3,986+3.8% | Added |
| Meridiem Capital Partners LP | 109,062 | $22.5M | 1.48% | +40,428+58.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 108,878 | $22.5M | 0.12% | +43,150+65.6% | Added |
| State of New Jersey Common Pension Fund D | 108,310 | $22.3M | 0.09% | +569+0.5% | Added |
| Summit Partners Public Asset Management, LLC | 108,000 | $22.3M | 1.03% | +108,000 | New |
| Walleye Capital LLC | 107,007 | $22.1M | 0.14% | +74,452+228.7% | Added |
| Science & Technology Partners, L.P. | 106,525 | $22.0M | 5.76% | +106,525 | New |
| 12 West Capital Management LP | 105,000 | $21.7M | 3.66% | −60,000−36.4% | Reduced |
| Verition Fund Management LLC | 102,025 | $21.1M | 0.20% | +48,733+91.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 100,506 | $20.7M | 0.11% | +874+0.9% | Added |
| Rheos Capital Works Inc. | 100,000 | $20.6M | 1.38% | +100,000 | New |
| Natixis | 99,612 | $20.6M | 0.08% | +86,050+634.5% | Added |
| Captrust Financial Advisors | 97,228 | $20.1M | 0.04% | +9,699+11.1% | Added |
| SG Americas Securities, LLC | 96,718 | $20.0M | 0.02% | −53,582−35.7% | Reduced |
| Steadfast Capital Management LP | 96,000 | $19.8M | 0.75% | +96,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 95,585 | $19.7M | 0.04% | +5,474+6.1% | Added |
| RPG Investment Advisory, LLC | 94,923 | $19.6M | 2.36% | +899+1.0% | Added |
| Quadrature Capital Ltd | 94,421 | $19.5M | 0.23% | +94,421 | New |
| Tredje AP-fonden | 94,340 | $19.5M | 0.11% | +94,340 | New |
| Creative Planning | 93,302 | $19.3M | 0.01% | +23,043+32.8% | Added |
| HighTower Advisors, LLC | 93,181 | $19.2M | 0.02% | +7,289+8.5% | Added |
| Gotham Asset Management, LLC | 91,071 | $18.8M | 0.06% | +2,781+3.1% | Added |
| Resona Asset Management Co.,Ltd. | 91,811 | $18.8M | 0.09% | +666+0.7% | Added |
| TD Asset Management Inc | 89,966 | $18.6M | 0.02% | +6,499+7.8% | Added |
| Private Advisory Group LLC | 87,461 | $18.0M | 1.26% | +3,575+4.3% | Added |
| Arizona State Retirement System | 86,602 | $17.9M | 0.10% | −893−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 86,468 | $17.8M | 0.02% | +30,151+53.5% | Added |
| Silvant Capital Management LLC | 85,523 | $17.6M | 0.61% | +15,479+22.1% | Added |
| Engineers Gate Manager LP | 85,325 | $17.6M | 0.22% | +61,252+254.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 84,881 | $17.5M | 0.05% | −2,712−3.1% | Reduced |
| IMC-Chicago, LLC | 82,095 | $16.9M | 0.26% | +18,260+28.6% | Added |
| Benchstone Capital Management LP | 81,483 | $16.8M | 1.96% | +81,483 | New |
| Avalon Global Asset Management LLC | 80,400 | $16.6M | 3.90% | +5,000+6.6% | Added |
| Quantinno Capital Management LP | 80,100 | $16.5M | 0.03% | +5,149+6.9% | Added |
| Truist Financial Corp | 79,887 | $16.5M | 0.02% | +5,585+7.5% | Added |
| RMB Capital Management, LLC | 79,837 | $16.5M | 0.29% | −7,533−8.6% | Reduced |
| Cetera Investment Advisers | 79,056 | $16.3M | 0.02% | −3,357−4.1% | Reduced |
| Oribel Capital Management, LP | 78,700 | $16.2M | 2.47% | +58,600+291.5% | Added |