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
- $69.8B
- +$12.8B (+22.4%) 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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 67,300 | $16.5M | 0.04% | −23,771−26.1% | Reduced |
| Erste Asset Management GmbH | 67,953 | $16.6M | 0.13% | −11,117−14.1% | Reduced |
| DnB Asset Management AS | 68,216 | $16.7M | 0.05% | −108−0.2% | Reduced |
| Teacher Retirement System of Texas | 68,725 | $16.9M | 0.05% | +12,473+22.2% | Added |
| Cookson Peirce & Co Inc | 70,616 | $17.3M | 0.57% | +692+1.0% | Added |
| Xponance, Inc. | 71,098 | $17.4M | 0.11% | −2,076−2.8% | Reduced |
| Manchester Global Management (UK) Ltd | 71,303 | $17.5M | 1.93% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 72,061 | $17.7M | 0.12% | +8,097+12.7% | Added |
| Davis-Rea Ltd. | 73,384 | $18.0M | 5.13% | +10,000+15.8% | Added |
| SEB Asset Management AB | 73,701 | $18.1M | 0.07% | +4,816+7.0% | Added |
| Hartline Investment Corp | 74,027 | $18.2M | 1.58% | −46,490−38.6% | Reduced |
| Cetera Investment Advisers | 74,773 | $18.3M | 0.02% | −4,283−5.4% | Reduced |
| Sentinel Trust Co Lba | 74,918 | $18.4M | 1.63% | −3,000−3.9% | Reduced |
| Voloridge Investment Management, LLC | 76,592 | $18.8M | 0.08% | +76,592 | New |
| Baker Chad R | 77,960 | $19.1M | 3.09% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 80,906 | $19.2M | 0.01% | +7,385+10.0% | Added |
| Slow Capital, Inc. | 78,701 | $19.3M | 2.25% | +2,794+3.7% | Added |
| Federated Hermes, Inc. | 78,943 | $19.4M | 0.03% | −37,483−32.2% | Reduced |
| RMB Capital Management, LLC | 79,384 | $19.5M | 0.30% | −453−0.6% | Reduced |
| Spear Advisors LLC | 79,885 | $19.6M | 6.73% | +77,206+2,881.9% | Added |
| RPG Investment Advisory, LLC | 80,054 | $19.6M | 2.02% | −14,869−15.7% | Reduced |
| Parkwood LLC | 80,411 | $19.7M | 1.41% | −29,589−26.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 80,439 | $19.7M | 0.04% | −4,442−5.2% | Reduced |
| MML Investors Services, LLC | 82,119 | $20.1M | 0.04% | +4,739+6.1% | Added |
| TIAA Wealth Investment Management LLC | 82,314 | $20.2M | 0.13% | +69,068+521.4% | Added |
| STRS Ohio | 83,190 | $20.4M | 0.08% | +75,692+1,009.5% | Added |
| Teachers Retirement System of the State of Kentucky | 85,532 | $21.0M | 0.14% | −38,019−30.8% | Reduced |
| Arizona State Retirement System | 86,090 | $21.1M | 0.11% | −512−0.6% | Reduced |
| Truist Financial Corp | 86,163 | $21.1M | 0.03% | +6,276+7.9% | Added |
| KBC Group NV | 86,773 | $21.3M | 0.05% | −249,580−74.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 86,994 | $21.3M | 0.10% | −4,817−5.2% | Reduced |
| Commonwealth Equity Services, LLC | 87,214 | $21.4M | 0.03% | +746+0.9% | Added |
| Holocene Advisors, LP | 87,605 | $21.5M | 0.05% | +79,142+935.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 88,088 | $21.6M | 0.04% | +88,088 | New |
| Captrust Financial Advisors | 88,242 | $21.6M | 0.03% | −8,986−9.2% | Reduced |
| QRG Capital Management, Inc. | 89,277 | $21.9M | 0.18% | +18,914+26.9% | Added |
| Silvant Capital Management LLC | 89,461 | $21.9M | 0.64% | +3,938+4.6% | Added |
| Flight Deck Capital, LP | 89,800 | $22.0M | 10.69% | +25,200+39.0% | Added |
| Parnassus Investments | 90,222 | $22.1M | 0.06% | −36,758−28.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 90,402 | $22.2M | 0.17% | −27,800−23.5% | Reduced |
| Quantinno Capital Management LP | 90,820 | $22.3M | 0.03% | +10,720+13.4% | Added |
| Tudor Investment Corp Et Al | 91,048 | $22.3M | 0.09% | +91,048 | New |
| Ieq Capital, LLC | 93,014 | $22.8M | 0.11% | +43,468+87.7% | Added |
| Oribel Capital Management, LP | 94,000 | $23.1M | 1.92% | +15,300+19.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 94,548 | $23.2M | 0.10% | −5,958−5.9% | Reduced |
| Artemis Investment Management LLP | 98,882 | $24.3M | 0.22% | +98,882 | New |
| Rheos Capital Works Inc. | 100,000 | $24.5M | 1.40% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 100,016 | $24.5M | 0.23% | +100,016 | New |
| State of New Jersey Common Pension Fund D | 100,410 | $24.6M | 0.08% | −7,900−7.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 100,500 | $24.7M | 0.12% | +100,500 | New |
| Scge Management, L.P. | 100,800 | $24.7M | 0.42% | +100,800 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 102,173 | $25.1M | 0.05% | +6,588+6.9% | Added |
| 12 West Capital Management LP | 105,000 | $25.8M | 4.82% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 119,058 | $25.8M | 0.40% | +63,607+114.7% | Added |
| Avalon Global Asset Management LLC | 105,400 | $25.9M | 3.80% | +25,000+31.1% | Added |
| Millennium Management LLC | 105,636 | $25.9M | 0.02% | −117,411−52.6% | Reduced |
| Mackenzie Financial Corp | 106,464 | $26.1M | 0.03% | −87,852−45.2% | Reduced |
| La Banque Postale Asset Management SA | 107,023 | $26.3M | 0.26% | +44,209+70.4% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 107,866 | $26.5M | 1.09% | +107,866 | New |
| Tredje AP-fonden | 108,864 | $26.7M | 0.12% | +14,524+15.4% | Added |
| Principal Financial Group Inc | 110,600 | $27.1M | 0.01% | −134,419−54.9% | Reduced |
| Exchange Traded Concepts, LLC | 113,932 | $27.9M | 0.14% | +74,133+186.3% | Added |
| Natixis | 116,593 | $28.6M | 0.14% | +16,981+17.0% | Added |
| Nykredit A/S | 119,162 | $29.2M | 0.11% | +119,162 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 123,378 | $30.3M | 0.14% | +14,500+13.3% | Added |
| KLP Kapitalforvaltning AS | 123,700 | $30.3M | 0.10% | +4,700+3.9% | Added |
| Public Employees Retirement System of Ohio | 124,328 | $30.5M | 0.09% | +13,818+12.5% | Added |
| HighTower Advisors, LLC | 126,579 | $31.0M | 0.03% | +33,398+35.8% | Added |
| Creative Planning | 128,243 | $31.5M | 0.02% | +34,941+37.4% | Added |
| SG Americas Securities, LLC | 128,375 | $31.5M | 0.02% | +31,657+32.7% | Added |
| Ensign Peak Advisors, Inc | 131,238 | $32.2M | 0.05% | −25,519−16.3% | Reduced |
| BNP Paribas Arbitrage, SA | 132,486 | $32.5M | 0.02% | −420,671−76.0% | Reduced |
| Treasurer of the State of North Carolina | 134,613 | $33.0M | 0.09% | +400+0.3% | Added |
| Fiera Capital Corp | 136,079 | $33.4M | 0.12% | +6,307+4.9% | Added |
| LMR Partners LLP | 136,257 | $33.4M | 0.25% | +136,257 | New |
| NZS Capital, LLC | 136,583 | $33.5M | 0.87% | −520−0.4% | Reduced |
| Contour Asset Management LLC | 140,946 | $34.6M | 0.82% | +140,946 | New |
| HRT Financial LP | 142,124 | $34.9M | 0.06% | +142,124 | New |
| Reynders McVeigh Capital Management, LLC | 142,669 | $35.0M | 1.55% | −2,741−1.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 145,608 | $35.7M | 0.04% | +141,260+3,248.9% | Added |
| Capital International Inc | 149,250 | $36.6M | 0.26% | +16,131+12.1% | Added |
| Mizuho Markets Americas LLC | 150,941 | $37.0M | 0.66% | +117,584+352.5% | Added |
| Vanguard Global Advisers, LLC | 153,502 | $37.7M | 0.02% | −3,609−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 141,764 | $38.1M | 0.71% | +2,120+1.5% | Added |
| Ci Investments Inc. | 156,186 | $38.3M | 0.12% | −75,200−32.5% | Reduced |
| Stifel Financial Corp | 157,370 | $38.6M | 0.03% | +37,922+31.7% | Added |
| Vanguard Investments Australia, Ltd. | 158,330 | $38.8M | 0.10% | +1,024+0.7% | Added |
| New York State Common Retirement Fund | 159,601 | $39.1M | 0.05% | +700+0.4% | Added |
| State of Wisconsin Investment Board | 161,261 | $39.6M | 0.08% | −3,470−2.1% | Reduced |
| Vontobel Holding Ltd. | 162,119 | $39.8M | 0.13% | +42,533+35.6% | Added |
| Panagora Asset Management Inc | 162,288 | $39.8M | 0.12% | +49,125+43.4% | Added |
| Jupiter Topco LLC | 162,576 | $39.9M | 0.02% | +162,576 | New |
| Frontier Capital Management Co LLC | 165,415 | $40.6M | 0.38% | +8,116+5.2% | Added |
| Capital International Ltd | 165,469 | $40.6M | 1.32% | +14,209+9.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 167,548 | $40.9M | 0.06% | −18,017−9.7% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 168,377 | $41.3M | 0.10% | −3,948−2.3% | Reduced |
| Danske Bank A/S | 169,839 | $41.7M | 0.08% | +2,600+1.6% | Added |
| Meridiem Capital Partners LP | 169,946 | $41.7M | 1.92% | +60,884+55.8% | Added |
| Renaissance Technologies LLC | 171,400 | $42.0M | 0.06% | +171,400 | New |
| Handelsbanken Fonder AB | 174,722 | $42.9M | 0.12% | −1,924−1.1% | Reduced |