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 $75.0B in total; superinvestors ARK Invest and Soros Fund Management hold it.
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
- 1,228
- +100 vs. Q1 2026
- Shares held
- 284.6M
- +7.90M (+2.9%) vs. Q1 2026
- Total value
- $74.9B
- +$17.9B (+31.5%) vs. Q1 2026
- New holders
- 218
- 487 more added
- Sold out
- 118
- 385 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 | 1,228 | $75.0B |
| Q1 2026 | 1,139 | $57.1B |
| Q4 2025 | 1,091 | $54.9B |
| Q3 2025 | 1,039 | $61.4B |
| Q2 2025 | 947 | $54.6B |
| Q1 2025 | 872 | $30.1B |
| Q4 2024 | 772 | $28.4B |
| Q3 2024 | 680 | $20.8B |
| Q2 2024 | 652 | $21.2B |
| Q1 2024 | 709 | $29.6B |
| Q4 2023 | 678 | $23.3B |
| Q3 2023 | 573 | $15.8B |
| Q2 2023 | 560 | $16.0B |
| Q1 2023 | 572 | $16.2B |
| Q4 2022 | 550 | $11.0B |
| Q3 2022 | 563 | $12.9B |
| 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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 24,408 | $5.99M | 0.16% | +24,408 | New |
| Global Wealth Management Investment Advisory, Inc. | 24,424 | $5.99M | 0.85% | +356+1.5% | Added |
| Janney Montgomery Scott LLC | 25,452 | $6.24M | 0.01% | +5,082+24.9% | Added |
| Premier Fund Managers Ltd | 25,756 | $6.27M | 0.57% | +120+0.5% | Added |
| XTX Topco Ltd | 25,795 | $6.33M | 0.08% | −46,347−64.2% | Reduced |
| Creek Drive Management Group LLC | 26,000 | $6.38M | 3.94% | −6,200−19.3% | Reduced |
| Sanctuary Advisors, LLC | 26,097 | $6.40M | 0.03% | −6,115−19.0% | Reduced |
| Commerce Bank | 26,233 | $6.43M | 0.03% | +1,479+6.0% | Added |
| Colony Group, LLC | 26,400 | $6.48M | 0.01% | +5,991+29.4% | Added |
| Cypress Point Investment Management LP | 26,422 | $6.48M | 1.17% | +1,491+6.0% | Added |
| Brinker Capital Investments, LLC | 26,663 | $6.54M | 0.05% | +3,507+15.1% | Added |
| Perigon Wealth Management, LLC | 26,761 | $6.56M | 0.10% | +111+0.4% | Added |
| Lountzis Asset Management, LLC | 26,924 | $6.60M | 2.09% | −24−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 27,322 | $6.70M | 0.07% | +12,230+81.0% | Added |
| Mount Yale Investment Advisors, LLC | 27,423 | $6.73M | 0.12% | +433+1.6% | Added |
| Jasper Ridge Partners, L.P. | 27,835 | $6.83M | 0.15% | 00.0% | Unchanged |
| Allstate Corp | 28,339 | $6.95M | 0.07% | −9,310−24.7% | Reduced |
| GWM Advisors LLC | 28,475 | $6.98M | 0.02% | +3,725+15.1% | Added |
| Sepio Capital, LP | 29,156 | $7.15M | 0.36% | −860−2.9% | Reduced |
| State of Michigan Retirement System | 29,354 | $7.20M | 0.03% | +29,354 | New |
| Osbon Capital Management LLC | 29,840 | $7.32M | 5.74% | +13,298+80.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,991 | $7.60M | 0.05% | +259+0.8% | Added |
| Virginia Retirement Systems Et Al | 31,150 | $7.64M | 0.05% | +31,150 | New |
| Eurizon Capital SGR S.p.A. | 31,299 | $7.68M | 0.02% | −29,305−48.4% | Reduced |
| Square Peg Capital Pty Ltd | 32,199 | $7.90M | 10.36% | +26,539+468.9% | Added |
| US Bancorp | 32,204 | $7.90M | 0.01% | +428+1.3% | Added |
| Soltis Investment Advisors LLC | 32,451 | $7.96M | 0.46% | −2,169−6.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 32,877 | $8.07M | 0.03% | +3,219+10.9% | Added |
| Fifth Third Wealth Advisors LLC | 33,142 | $8.13M | 0.23% | −38−0.1% | Reduced |
| Allianz Asset Management GmbH | 33,821 | $8.30M | 0.01% | −34,297−50.3% | Reduced |
| Clear Harbor Asset Management, LLC | 34,069 | $8.36M | 0.52% | +8,861+35.2% | Added |
| Vestmark Advisory Solutions, Inc. | 34,280 | $8.41M | 0.08% | +1,153+3.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 34,384 | $8.43M | 0.38% | +8,699+33.9% | Added |
| OP Asset Management Ltd | 35,091 | $8.61M | 0.09% | −20,623−37.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 36,270 | $8.90M | 1.34% | +2,640+7.9% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 36,434 | $8.94M | 1.10% | +36,434 | New |
| Wealthfront Advisers LLC | 36,851 | $9.04M | 0.02% | +5,428+17.3% | Added |
| Ethic Inc. | 37,034 | $9.08M | 0.11% | −1,020−2.7% | Reduced |
| Foundations Investment Advisors, LLC | 37,115 | $9.10M | 0.09% | +195+0.5% | Added |
| Liontrust Investment Partners LLP | 37,313 | $9.15M | 0.13% | −12,885−25.7% | Reduced |
| Yarbrough Capital, LLC | 38,845 | $9.53M | 0.29% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 38,874 | $9.54M | 0.06% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 39,763 | $9.75M | 1.19% | +41+0.1% | Added |
| Archon Partners LLC | 40,000 | $9.81M | 1.05% | −10,000−20.0% | Reduced |
| Capelight Capital Asset Management LP | 40,000 | $9.81M | 4.89% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 40,361 | $9.90M | 0.03% | −269−0.7% | Reduced |
| Group One Trading, L.P. | 40,636 | $9.97M | 0.29% | +1,137+2.9% | Added |
| Los Angeles Capital Management LLC | 40,684 | $9.98M | 0.04% | +35,754+725.2% | Added |
| Assenagon Asset Management S.A. | 40,776 | $10.0M | 0.01% | +31,177+324.8% | Added |
| Nissay Asset Management Corp | 41,344 | $10.1M | 0.04% | +960+2.4% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 41,428 | $10.2M | 0.08% | −10,066−19.5% | Reduced |
| Kornitzer Capital Management Inc | 41,818 | $10.3M | 0.21% | +39,118+1,448.8% | Added |
| Jacobs Levy Equity Management, Inc | 41,962 | $10.3M | 0.04% | +33,330+386.1% | Added |
| O'Shaughnessy Asset Management, LLC | 42,331 | $10.4M | 0.05% | +2,880+7.3% | Added |
| Toronto Dominion Bank | 43,871 | $10.8M | 0.02% | −141,579−76.3% | Reduced |
| LGT Fund Management Co Ltd. | 44,128 | $10.8M | 0.45% | +4,836+12.3% | Added |
| DekaBank Deutsche Girozentrale | 55,984 | $10.9M | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 44,361 | $10.9M | 0.05% | +7,122+19.1% | Added |
| AMJ Financial Wealth Management | 52,988 | $10.9M | 2.59% | 00.0% | Unchanged |
| Man Group plc | 44,830 | $11.0M | 0.02% | −8,882−16.5% | Reduced |
| Nordea Investment Management AB | 45,669 | $11.1M | 0.01% | +2,761+6.4% | Added |
| Krane Funds Advisors LLC | 45,814 | $11.2M | 0.40% | +29,561+181.9% | Added |
| British Columbia Investment Management Corp | 46,500 | $11.4M | 0.07% | +2,952+6.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 47,196 | $11.6M | 0.01% | +29,096+160.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 47,502 | $11.7M | 0.09% | −894−1.8% | Reduced |
| Bearing Point Capital, LLC | 47,689 | $11.7M | 1.58% | +2,514+5.6% | Added |
| Glynn Capital Management LLC | 47,886 | $11.7M | 3.23% | +4,706+10.9% | Added |
| Utah Retirement Systems | 47,980 | $11.8M | 0.11% | −2,969−5.8% | Reduced |
| Jefferies Financial Group Inc. | 48,132 | $11.8M | 0.11% | +33,132+220.9% | Added |
| Andra AP-fonden | 48,356 | $11.9M | 0.14% | +14,900+44.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 48,500 | $11.9M | 0.02% | +28,700+144.9% | Added |
| AIA Group Ltd | 48,713 | $11.9M | 0.15% | −9,413−16.2% | Reduced |
| Graham Capital Management, L.P. | 49,237 | $12.1M | 0.32% | −19,666−28.5% | Reduced |
| Pathstone Holdings, LLC | 49,258 | $12.1M | 0.04% | −1,712−3.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 49,395 | $12.1M | 1.05% | +1,395+2.9% | Added |
| JustInvest LLC | 49,840 | $12.2M | 0.10% | −432−0.9% | Reduced |
| LGT Group Foundation | 50,730 | $12.4M | 0.14% | +7,824+18.2% | Added |
| Thrivent Financial for Lutherans | 51,556 | $12.6M | 0.02% | −693−1.3% | Reduced |
| Mercer Global Advisors Inc | 52,573 | $12.9M | 0.02% | +20,681+64.8% | Added |
| Varma Mutual Pension Insurance Co | 53,180 | $13.0M | 0.07% | −5,300−9.1% | Reduced |
| Robinhood Asset Management, LLC | 53,195 | $13.0M | 0.70% | +14,550+37.7% | Added |
| Davy Global Fund Management Ltd | 53,964 | $13.2M | 0.84% | −3,248−5.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 54,381 | $13.3M | 0.03% | −8,649−13.7% | Reduced |
| Clear Street Group Inc. | 55,080 | $13.5M | 0.04% | +36,034+189.2% | Added |
| Delta Global Management LP | 55,803 | $13.7M | 1.48% | +24,352+77.4% | Added |
| Lyell Wealth Management, LP | 55,907 | $13.7M | 0.84% | +1,873+3.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,509 | $14.1M | 0.02% | +21,113+61.4% | Added |
| Trexquant Investment LP | 57,718 | $14.2M | 0.09% | +14,027+32.1% | Added |
| Candriam Luxembourg S.C.A. | 58,366 | $14.3M | 0.06% | −2,445−4.0% | Reduced |
| Advisor Group Holdings, Inc. | 58,345 | $14.3M | 0.02% | −1,244−2.1% | Reduced |
| Cushing Asset Management, LP | 60,000 | $14.7M | 0.66% | +10,000+20.0% | Added |
| Oak Ridge Investments LLC | 62,004 | $15.2M | 0.86% | −3,472−5.3% | Reduced |
| Assetmark, Inc | 62,325 | $15.3M | 0.03% | +142+0.2% | Added |
| EFG International AG | 62,310 | $15.3M | 0.28% | −2,875−4.4% | Reduced |
| Natixis Advisors, L.P. | 62,870 | $15.4M | 0.02% | +4,649+8.0% | Added |
| Pinebridge Investments LLC | 62,956 | $15.4M | 0.13% | −57,593−47.8% | Reduced |
| Cerity Partners LLC | 66,107 | $16.2M | 0.02% | +18,409+38.6% | Added |
| Wim Investment Management Ltd | 66,119 | $16.2M | 5.31% | −161,630−71.0% | Reduced |
| IMC-Chicago, LLC | 66,518 | $16.3M | 0.15% | −15,577−19.0% | Reduced |
| Gotham Asset Management, LLC | 67,300 | $16.5M | 0.04% | −23,771−26.1% | Reduced |