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 |
|---|---|---|---|---|---|
| Baker Chad R | 77,960 | $16.1M | 3.03% | −3,330−4.1% | Reduced |
| Sentinel Trust Co Lba | 77,918 | $16.1M | 1.60% | 00.0% | Unchanged |
| Wealth High Governance Asset Management Ltda. | 77,893 | $16.1M | 2.51% | +77,893 | New |
| MML Investors Services, LLC | 77,380 | $16.0M | 0.04% | +13,212+20.6% | Added |
| Slow Capital, Inc. | 75,907 | $15.7M | 2.03% | +26,922+55.0% | Added |
| Erste Asset Management GmbH | 79,070 | $15.4M | 0.14% | −21,202−21.1% | Reduced |
| Cinctive Capital Management LP | 74,460 | $15.4M | 1.01% | +74,460 | New |
| Xponance, Inc. | 73,174 | $15.1M | 0.11% | +6,573+9.9% | Added |
| Jones Financial Companies LLLP | 73,521 | $14.9M | 0.01% | +56,461+331.0% | Added |
| XTX Topco Ltd | 72,142 | $14.9M | 0.26% | +65,275+950.6% | Added |
| Manchester Global Management (UK) Ltd | 71,303 | $14.7M | 1.96% | +11,793+19.8% | Added |
| QRG Capital Management, Inc. | 70,363 | $14.5M | 0.15% | +12,254+21.1% | Added |
| Cookson Peirce & Co Inc | 69,924 | $14.4M | 0.61% | +13,910+24.8% | Added |
| Graham Capital Management, L.P. | 68,903 | $14.2M | 0.48% | +64,171+1,356.1% | Added |
| SEB Asset Management AB | 68,885 | $14.2M | 0.06% | +68,885 | New |
| DnB Asset Management AS | 68,324 | $14.1M | 0.05% | −15,977−19.0% | Reduced |
| Allianz Asset Management GmbH | 68,118 | $14.1M | 0.02% | −5,060−6.9% | Reduced |
| Oak Ridge Investments LLC | 65,476 | $13.5M | 0.89% | +326+0.5% | Added |
| EFG International AG | 65,185 | $13.5M | 0.29% | −1,230−1.9% | Reduced |
| Atika Capital Management LLC | 65,000 | $13.4M | 2.12% | +10,100+18.4% | Added |
| Flight Deck Capital, LP | 64,600 | $13.3M | 9.70% | +64,600 | New |
| Bank of Montreal | 64,084 | $13.2M | 0.01% | −1,057−1.6% | Reduced |
| IFM Investors Pty Ltd | 63,964 | $13.2M | 0.11% | +2,601+4.2% | Added |
| Davis-Rea Ltd. | 63,384 | $13.1M | 3.41% | −8,192−11.4% | Reduced |
| La Banque Postale Asset Management SA | 62,814 | $13.0M | 0.18% | −10,336−14.1% | Reduced |
| Assetmark, Inc | 62,183 | $12.8M | 0.03% | +1,070+1.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 63,030 | $12.6M | 0.04% | +25,958+70.0% | Added |
| Candriam Luxembourg S.C.A. | 60,811 | $12.5M | 0.07% | −2,275−3.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 60,604 | $12.5M | 0.04% | +5,737+10.5% | Added |
| Jain Global LLC | 60,448 | $12.5M | 0.16% | +60,448 | New |
| Advisor Group Holdings, Inc. | 59,589 | $12.3M | 0.02% | −20,397−25.5% | Reduced |
| BW Gestao de Investimentos Ltda. | 58,779 | $12.1M | 0.54% | +58,779 | New |
| Varma Mutual Pension Insurance Co | 58,480 | $12.1M | 0.07% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 58,221 | $12.0M | 0.02% | +9,481+19.5% | Added |
| AIA Group Ltd | 58,126 | $12.0M | 0.17% | +12,244+26.7% | Added |
| Davy Global Fund Management Ltd | 57,212 | $11.8M | 0.90% | −2,266−3.8% | Reduced |
| Teacher Retirement System of Texas | 56,252 | $11.6M | 0.05% | −34−0.1% | Reduced |
| OP Asset Management Ltd | 55,714 | $11.5M | 0.12% | +20,243+57.1% | Added |
| Lyell Wealth Management, LP | 54,034 | $11.1M | 0.82% | +1,665+3.2% | Added |
| Man Group plc | 53,712 | $11.1M | 0.02% | −188,087−77.8% | Reduced |
| DekaBank Deutsche Girozentrale | 55,984 | $11.1M | 0.02% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 52,988 | $10.9M | 2.59% | −1,825−3.3% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 52,535 | $10.8M | 0.37% | +52,535 | New |
| Thrivent Financial for Lutherans | 52,249 | $10.8M | 0.02% | +24,135+85.8% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 51,494 | $10.6M | 0.10% | −880−1.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 51,430 | $10.6M | 0.09% | −56,079−52.2% | Reduced |
| Pathstone Holdings, LLC | 50,970 | $10.5M | 0.04% | +7,871+18.3% | Added |
| Utah Retirement Systems | 50,949 | $10.5M | 0.11% | −296−0.6% | Reduced |
| J. Goldman & Co LP | 50,700 | $10.5M | 0.48% | +50,700 | New |
| JustInvest LLC | 50,272 | $10.4M | 0.10% | +2,901+6.1% | Added |
| Liontrust Investment Partners LLP | 50,198 | $10.4M | 0.18% | −61,831−55.2% | 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 |
| Union Bancaire Privee, UBP SA | 55,451 | $10.3M | 0.19% | −28,190−33.7% | Reduced |
| Ieq Capital, LLC | 49,546 | $10.2M | 0.05% | +13,985+39.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 48,798 | $10.1M | 0.03% | +14,737+43.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 48,396 | $9.99M | 0.09% | +88+0.2% | Added |
| Prescott Group Capital Management, L.L.C. | 48,000 | $9.90M | 0.99% | 00.0% | Unchanged |
| Cerity Partners LLC | 47,698 | $9.84M | 0.01% | +16,997+55.4% | Added |
| Parallax Volatility Advisers, L.P. | 45,349 | $9.36M | 0.41% | −207,048−82.0% | Reduced |
| Bearing Point Capital, LLC | 45,175 | $9.32M | 1.46% | +636+1.4% | Added |
| iA Global Asset Management Inc. | 44,670 | $9.22M | 0.13% | +44,670 | New |
| Daiwa Securities Group Inc. | 43,878 | $9.05M | 0.03% | −2,838−6.1% | Reduced |
| Trexquant Investment LP | 43,691 | $9.02M | 0.07% | +21,812+99.7% | Added |
| British Columbia Investment Management Corp | 43,548 | $8.99M | 0.05% | −11,971−21.6% | Reduced |
| Walleye Trading LLC | 43,487 | $8.97M | 0.18% | −46,734−51.8% | Reduced |
| Glynn Capital Management LLC | 43,180 | $8.91M | 4.26% | −9,502−18.0% | Reduced |
| LGT Group Foundation | 42,906 | $8.85M | 0.11% | −2,139−4.7% | Reduced |
| Wealth High Governance Capital Ltda | 42,107 | $8.69M | 2.61% | +42,107 | New |
| Nordea Investment Management AB | 42,908 | $8.44M | 0.01% | −2,124−4.7% | Reduced |
| Public Employees Retirement Association of Colorado | 40,630 | $8.38M | 0.03% | +97+0.2% | Added |
| Nissay Asset Management Corp | 40,384 | $8.33M | 0.04% | +379+0.9% | Added |
| Maytus Capital Management, LLC | 40,296 | $8.31M | 1.48% | +34,296+571.6% | Added |
| Capelight Capital Asset Management LP | 40,000 | $8.25M | 6.87% | −5,000−11.1% | Reduced |
| Exchange Traded Concepts, LLC | 39,799 | $8.21M | 0.06% | −12,989−24.6% | Reduced |
| Ambassador Advisors, LLC | 39,722 | $8.20M | 1.24% | −100.0% | Reduced |
| Group One Trading, L.P. | 39,499 | $8.15M | 0.27% | −25,537−39.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 39,451 | $8.14M | 0.04% | +4,582+13.1% | Added |
| Berkshire Capital Holdings Inc | 39,410 | $8.13M | 2.93% | +39,400+394,000.0% | Added |
| LGT Fund Management Co Ltd. | 39,292 | $8.11M | 0.35% | +39,292 | New |
| Ilmarinen Mutual Pension Insurance Co | 38,874 | $8.02M | 0.06% | +2,645+7.3% | Added |
| Yarbrough Capital, LLC | 38,845 | $8.02M | 0.28% | +38,845 | New |
| Robinhood Asset Management, LLC | 38,645 | $7.97M | 0.58% | +38,645 | New |
| Independent Financial Group, LLC | 38,356 | $7.91M | 0.18% | −5,645−12.8% | Reduced |
| Ethic Inc. | 38,054 | $7.85M | 0.12% | −928−2.4% | Reduced |
| Allstate Corp | 37,649 | $7.77M | 0.08% | +13,569+56.3% | Added |
| Swiss Life Asset Management Ltd | 37,239 | $7.68M | 0.04% | +11,381+44.0% | Added |
| Kadensa Capital Ltd | 36,953 | $7.62M | 1.06% | +36,953 | New |
| Foundations Investment Advisors, LLC | 36,920 | $7.62M | 0.09% | +4,876+15.2% | Added |
| Calamos Advisors LLC | 34,768 | $7.17M | 0.03% | +30,128+649.3% | Added |
| Soltis Investment Advisors LLC | 34,620 | $7.14M | 0.46% | +454+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,396 | $7.01M | 0.02% | −2,476−6.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 33,630 | $6.94M | 1.19% | +2,947+9.6% | Added |
| Andra AP-fonden | 33,456 | $6.90M | 0.09% | −14,475−30.2% | Reduced |
| Mizuho Markets Americas LLC | 33,357 | $6.88M | 0.19% | −156,394−82.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 33,180 | $6.85M | 0.23% | +41+0.1% | Added |
| Employees Retirement System of Texas | 33,174 | $6.84M | 0.06% | −2,049−5.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 33,127 | $6.84M | 0.08% | +23,394+240.4% | Added |
| Insight Holdings Group, LLC | 32,800 | $6.77M | 0.48% | +32,800 | New |
| Voleon Capital Management LP | 32,734 | $6.75M | 0.15% | −5,956−15.4% | Reduced |