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; 1,272 institutions reported holding it in 13F filings for Q2 2026, worth $78.5B in total; 3 superinvestors hold it, including ARK Invest and Oaktree Capital.
13F holders, Q2 2026
Institutional positions in Cloudflare, Inc. as of Jun 30, 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
- 1,272
- +123 vs. Q1 2026
- Shares held
- 421.4M
- +96.3M (+29.6%) vs. Q1 2026
- Total value
- $78.5B
- +$20.1B (+34.3%) vs. Q1 2026
- New holders
- 239
- 492 more added
- Sold out
- 116
- 384 more reduced
11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 1,272 | $78.5B |
| Q1 2026 | 1,160 | $58.5B |
| Q4 2025 | 1,107 | $56.4B |
| Q3 2025 | 1,056 | $63.0B |
| Q2 2025 | 968 | $56.2B |
| Q1 2025 | 891 | $31.6B |
| Q4 2024 | 795 | $29.7B |
| Q3 2024 | 706 | $22.0B |
| Q2 2024 | 680 | $22.4B |
| Q1 2024 | 730 | $30.9B |
| Q4 2023 | 701 | $24.4B |
| Q3 2023 | 603 | $21.5B |
| Q2 2023 | 587 | $20.6B |
| Q1 2023 | 598 | $19.9B |
| Q4 2022 | 573 | $11.9B |
| Q3 2022 | 588 | $14.1B |
| Q2 2022 | 550 | $10.4B |
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital World Investors | 24,325,692 | $5.97B | 0.70% | +1,590,123+7.0% | Added |
| BlackRock, Inc. | 21,598,907 | $5.39B | 0.08% | +504,625+2.4% | Added |
| Banque Cantonale Vaudoise | 21,067 | $5.17B | 0.72% | −5,057−19.4% | Reduced |
| Vanguard Portfolio Management LLC | 16,819,726 | $4.13B | 0.19% | +779,837+4.9% | Added |
| Morgan Stanley | 15,258,327 | $3.78B | 0.20% | −624,994−3.9% | Reduced |
| Baillie Gifford & Co | 14,598,594 | $3.58B | 3.25% | −1,325,829−8.3% | Reduced |
| Vanguard Capital Management LLC | 14,430,365 | $3.54B | 0.08% | +714,169+5.2% | Added |
| FMR LLC | 12,655,471 | $3.19B | 0.14% | −904,980−6.7% | Reduced |
| Capital International Investors | 10,981,005 | $2.69B | 0.56% | +87,840+0.8% | Added |
| State Street Corp | 7,420,765 | $1.90B | 0.06% | +242,046+3.4% | Added |
| Geode Capital Management, LLC | 5,963,905 | $1.46B | 0.08% | −29,524−0.5% | Reduced |
| Jennison Associates LLC | 5,419,068 | $1.33B | 0.80% | +1,024,584+23.3% | Added |
| JPMorgan Chase & Co | 5,269,562 | $1.30B | 0.08% | −633,183−10.7% | Reduced |
| American Century Companies Inc | 4,286,156 | $1.05B | 0.46% | +658,901+18.2% | Added |
| Voya Investment Management LLC | 2,322,031 | $1.03B | 0.89% | −559,106−19.4% | Reduced |
| Franklin Resources Inc | 3,729,976 | $1.01B | 0.22% | +379,201+11.3% | Added |
| Wellington Management Group LLP | 4,048,753 | $998.6M | 0.17% | +37,923+0.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,677,783 | $948.2M | 0.74% | −824,979−18.3% | Reduced |
| First Trust Advisors LP | 3,756,643 | $921.4M | 0.54% | −17,383−0.5% | Reduced |
| Norges Bank | 3,596,888 | $882.2M | 0.09% | +3,596,888 | New |
| Sands Capital Management, LLC | 3,239,504 | $794.6M | 2.95% | −422,245−11.5% | Reduced |
| Invesco Ltd. | 3,103,792 | $773.9M | 0.06% | −9,733−0.3% | Reduced |
| Goldman Sachs Group Inc | 3,071,969 | $754.8M | 0.08% | +619,603+25.3% | Added |
| Two Sigma Investments, LP | 2,586,183 | $698.7M | 0.53% | −233,654−8.3% | Reduced |
| Legal & General Group Plc | 2,641,523 | $647.9M | 0.14% | −312,651−10.6% | Reduced |
| D. E. Shaw & Co., Inc. | 1,947,802 | $625.0M | 0.39% | +660,556+51.3% | Added |
| UBS Asset Management Americas Inc | 2,418,577 | $593.2M | 0.11% | −125,466−4.9% | Reduced |
| Bank of America Corp | 2,208,432 | $541.7M | 0.03% | +140,749+6.8% | Added |
| Northern Trust Corp | 2,100,022 | $515.1M | 0.06% | +98,721+4.9% | Added |
| AQR Capital Management LLC | 2,076,835 | $509.4M | 0.18% | +1,169,447+128.9% | Added |
| Vanguard Fiduciary Trust Co | 2,063,824 | $506.2M | 0.11% | +61,677+3.1% | Added |
| Royal Bank of Canada | 1,841,879 | $473.1M | 0.08% | +234,211+14.6% | Added |
| T. Rowe Price Investment Management, Inc. | 1,892,593 | $464.2M | 0.30% | +1,892,593 | New |
| Pictet Asset Management Holding SA | 1,798,113 | $441.0M | 0.42% | +416,128+30.1% | Added |
| Charles Schwab Investment Management Inc | 1,795,993 | $440.5M | 0.06% | +183,543+11.4% | Added |
| Amundi | 1,591,632 | $411.5M | 0.10% | −115,624−6.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,668,352 | $409.2M | 4.22% | −109,816−6.2% | Reduced |
| Deutsche Bank AG | 1,604,234 | $397.8M | 0.12% | +27,733+1.8% | Added |
| Massachusetts Financial Services Co | 1,578,485 | $387.1M | 0.12% | +111,375+7.6% | Added |
| Price T Rowe Associates Inc | 1,544,713 | $378.9M | 0.04% | +149,845+10.7% | Added |
| Polar Capital Holdings Plc | 1,240,516 | $304.3M | 0.86% | +76,432+6.6% | Added |
| Strategy Capital LLC | 1,106,100 | $271.3M | 16.72% | −32,517−2.9% | Reduced |
| Marshall Wace, LLP | 1,065,580 | $261.4M | 0.22% | +78,973+8.0% | Added |
| Bank of New York Mellon Corp | 3,545,642 | $259.6M | 0.04% | +1,301,601+58.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 997,856 | $244.8M | 0.14% | −76,541−7.1% | Reduced |
| Menora Mivtachim Holdings Ltd. | 983,250 | $241.2M | 0.94% | +983,250 | New |
| National Pension Service | 959,987 | $235.5M | 0.15% | +15,546+1.6% | Added |
| UBS Group AG | 957,879 | $234.9M | 0.04% | −300,519−23.9% | Reduced |
| Clearbridge Investments, LLC | 912,622 | $223.8M | 0.19% | +900,639+7,516.0% | Added |
| Raymond James Financial Inc | 909,543 | $223.1M | 0.06% | −31,304−3.3% | Reduced |
| HSBC Holdings PLC | 880,981 | $217.4M | 0.10% | +299,160+51.4% | Added |
| Nuveen, LLC | 816,850 | $216.8M | 0.05% | +80,942+11.0% | Added |
| Swedbank AB | 881,457 | $216.2M | 0.19% | −46,149−5.0% | Reduced |
| Swiss National Bank | 875,100 | $214.6M | 0.11% | −52,100−5.6% | Reduced |
| Westfield Capital Management Co LP | 835,502 | $204.9M | 0.67% | +293,936+54.3% | Added |
| Penserra Capital Management LLC | 816,098 | $200.2M | 1.54% | +87,450+12.0% | Added |
| Balyasny Asset Management LLC | 670,903 | $198.2M | 0.36% | +320,666+91.6% | Added |
| Phoenix Holdings Ltd. | 807,564 | $198.1M | 1.35% | +485,747+150.9% | Added |
| Wolverine Asset Management LLC | – | $182.1M | 2.38% | – | New |
| Citigroup Inc | 734,622 | $180.2M | 0.08% | −70,571−8.8% | Reduced |
| Wells Fargo & Company | 714,505 | $177.8M | 0.03% | +98,384+16.0% | Added |
| Lord, Abbett & Co. LLC | 494,215 | $167.6M | 0.48% | −497,845−50.2% | Reduced |
| Nomura Asset Management International Inc. | 646,279 | $163.3M | 0.25% | −28,469−4.2% | Reduced |
| Squarepoint Ops LLC | 638,961 | $156.7M | 0.30% | +57,270+9.8% | Added |
| Calamos Advisors LLC | – | $153.7M | 0.56% | – | – |
| Vanguard Asset Management, Ltd | 614,819 | $150.8M | 0.10% | +72,861+13.4% | Added |
| Whitebox Advisors LLC | – | $149.6M | 2.42% | – | New |
| Neuberger Berman Group LLC | 606,033 | $148.6M | 0.10% | +99,277+19.6% | Added |
| Highbridge Capital Management LLC | – | $142.0M | 4.84% | – | – |
| Ameriprise Financial Inc | 490,016 | $140.4M | 0.03% | −74,104−13.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 426,318 | $129.3M | 0.13% | −6,446,455−93.8% | Reduced |
| Citadel Advisors LLC | 491,046 | $126.8M | 0.07% | −1,450,096−74.7% | Reduced |
| Artisan Partners Limited Partnership | 489,716 | $120.1M | 0.20% | −178,442−26.7% | Reduced |
| Daiwa Securities Group Inc. | 468,324 | $120.0M | 0.27% | +424,446+967.3% | Added |
| Fred Alger Management, LLC | 480,127 | $117.8M | 0.39% | −57,935−10.8% | Reduced |
| CIBC Bancorp USA Inc. | 476,845 | $116.9M | 0.14% | −18,054−3.6% | Reduced |
| Bamco Inc | 471,598 | $115.7M | 0.17% | +14,274+3.1% | Added |
| California State Teachers Retirement System | 467,067 | $114.6M | 0.11% | +1,208+0.3% | Added |
| Canada Pension Plan Investment Board | 457,160 | $112.1M | 0.06% | +318,719+230.2% | Added |
| Qube Research & Technologies Ltd | 454,589 | $111.5M | 0.12% | +454,589 | New |
| Aristeia Capital LLC | – | $110.3M | 1.73% | – | New |
| Tenor Capital Management Co., L.P. | – | $108.7M | 1.53% | – | – |
| Mitsubishi UFJ Trust & Banking Corp | 435,009 | $106.7M | 0.23% | −76,459−14.9% | Reduced |
| Jane Street Group, LLC | 432,774 | $106.2M | 0.07% | −1,163,665−72.9% | Reduced |
| Camden Asset Management L P | – | $105.9M | 3.08% | – | New |
| Credit Agricole S A | 417,945 | $102.5M | 0.26% | +14,764+3.7% | Added |
| Allspring Global Investments Holdings, LLC | 406,656 | $100.2M | 0.15% | −4,420−1.1% | Reduced |
| Mariner, LLC | 403,320 | $98.6M | 0.10% | −30,637−7.1% | Reduced |
| Rhumbline Advisers | 399,259 | $97.9M | 0.07% | +670+0.2% | Added |
| Victory Capital Management Inc | 393,058 | $96.4M | 0.05% | +8,283+2.2% | Added |
| Royal London Asset Management Ltd | 386,929 | $94.9M | 0.17% | +183,183+89.9% | Added |
| Tremblant Capital Group | 384,993 | $94.4M | 2.71% | +90,785+30.9% | Added |
| Peregrine Capital Management LLC | 384,759 | $94.4M | 3.07% | −17,090−4.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 377,513 | $92.6M | 0.05% | +33,010+9.6% | Added |
| California Public Employees Retirement System | 369,762 | $90.7M | 0.05% | −21,510−5.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 367,585 | $90.2M | 0.28% | −168,799−31.5% | Reduced |
| DeepCurrents Investment Group LLC | – | $89.6M | 3.07% | – | – |
| Bessemer Group Inc | 357,676 | $87.7M | 0.12% | −6,479−1.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 353,182 | $86.6M | 1.12% | −65,904−15.7% | Reduced |
| Capstone Investment Advisors, LLC | 1,088 | $86.5M | 0.60% | – | – |