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 |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 308,200 | $75.6M | 0.19% | +308,200 | New |
| Defiance ETFs, LLC | 304,017 | $74.9M | 1.04% | +105,888+53.4% | Added |
| Optiver Holding B.V. | 305,258 | $74.9M | 1.07% | +305,258 | New |
| Exor Capital LLP | 300,023 | $73.6M | 1.58% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 294,197 | $72.2M | 0.02% | +7,713+2.7% | Added |
| Whetstone Capital Advisors, LLC | 292,861 | $71.8M | 19.03% | −170−0.1% | Reduced |
| Schroder Investment Management Group | 289,552 | $70.6M | 0.05% | +23,767+8.9% | Added |
| Acadian Asset Management LLC | 275,439 | $67.5M | 0.08% | +268,274+3,744.2% | Added |
| Aviva PLC | 269,857 | $66.2M | 0.10% | +1,703+0.6% | Added |
| State Board of Administration of Florida Retirement System | 269,131 | $66.0M | 0.11% | −6,160−2.2% | Reduced |
| SEI Investments Co | 262,875 | $64.5M | 0.06% | −120,646−31.5% | Reduced |
| AustralianSuper Pty Ltd | 250,711 | $61.5M | 0.27% | +4,384+1.8% | Added |
| LPL Financial LLC | 249,090 | $61.1M | 0.01% | +10,633+4.5% | Added |
| Russell Investments Group, Ltd. | 248,575 | $61.0M | 0.05% | +35,526+16.7% | Added |
| Korea Investment CORP | 238,328 | $58.5M | 0.11% | −8,619−3.5% | Reduced |
| Congress Asset Management Co | 226,921 | $55.7M | 0.34% | −46,835−17.1% | Reduced |
| TD Asset Management Inc | 222,134 | $54.5M | 0.05% | +132,168+146.9% | Added |
| Barclays PLC | 222,027 | $54.5M | 0.02% | −219,492−49.7% | Reduced |
| Asset Management One Co.,Ltd. | 212,875 | $52.2M | 0.13% | −8,862−4.0% | Reduced |
| CI Private Wealth, LLC | 208,103 | $51.0M | 0.07% | +185,906+837.5% | Added |
| Broad Bay Capital Management, LP | 202,875 | $49.8M | 4.72% | −101,525−33.4% | Reduced |
| Standard Life Aberdeen plc | 201,848 | $49.5M | 0.07% | +21,100+11.7% | Added |
| Alliancebernstein L.P. | 239,287 | $49.4M | 0.02% | −25,281−9.6% | Reduced |
| APG Asset Management N.V. | 223,958 | $48.0M | 0.12% | +61,586+37.9% | Added |
| Kames Capital plc | 193,228 | $47.4M | 0.51% | +31,452+19.4% | Added |
| 1832 Asset Management L.P. | 192,800 | $47.3M | 0.06% | −1,020,100−84.1% | Reduced |
| Storebrand Asset Management AS | 181,336 | $44.5M | 0.11% | −1,212−0.7% | Reduced |
| Blair William & Co | 176,202 | $43.2M | 0.11% | +6,117+3.6% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 175,723 | $43.1M | 0.28% | −7,921−4.3% | Reduced |
| Handelsbanken Fonder AB | 174,722 | $42.9M | 0.12% | −1,924−1.1% | Reduced |
| Renaissance Technologies LLC | 171,400 | $42.0M | 0.06% | +171,400 | New |
| Meridiem Capital Partners LP | 169,946 | $41.7M | 1.92% | +60,884+55.8% | Added |
| Danske Bank A/S | 169,839 | $41.7M | 0.08% | +2,600+1.6% | Added |
| PFA Pension, Forsikringsaktieselskab | 168,377 | $41.3M | 0.10% | −3,948−2.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 167,548 | $40.9M | 0.06% | −18,017−9.7% | Reduced |
| Capital International Ltd | 165,469 | $40.6M | 1.32% | +14,209+9.4% | Added |
| Frontier Capital Management Co LLC | 165,415 | $40.6M | 0.38% | +8,116+5.2% | Added |
| Jupiter Topco LLC | 162,576 | $39.9M | 0.02% | +162,576 | New |
| Panagora Asset Management Inc | 162,288 | $39.8M | 0.12% | +49,125+43.4% | Added |
| Vontobel Holding Ltd. | 162,119 | $39.8M | 0.13% | +42,533+35.6% | Added |
| State of Wisconsin Investment Board | 161,261 | $39.6M | 0.08% | −3,470−2.1% | Reduced |
| New York State Common Retirement Fund | 159,601 | $39.1M | 0.05% | +700+0.4% | Added |
| Vanguard Investments Australia, Ltd. | 158,330 | $38.8M | 0.10% | +1,024+0.7% | Added |
| Stifel Financial Corp | 157,370 | $38.6M | 0.03% | +37,922+31.7% | Added |
| Ci Investments Inc. | 156,186 | $38.3M | 0.12% | −75,200−32.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 141,764 | $38.1M | 0.71% | +2,120+1.5% | Added |
| Vanguard Global Advisers, LLC | 153,502 | $37.7M | 0.02% | −3,609−2.3% | Reduced |
| Mizuho Markets Americas LLC | 150,941 | $37.0M | 0.66% | +117,584+352.5% | Added |
| Capital International Inc | 149,250 | $36.6M | 0.26% | +16,131+12.1% | Added |
| Robeco Institutional Asset Management B.V. | 145,608 | $35.7M | 0.04% | +141,260+3,248.9% | Added |
| Reynders McVeigh Capital Management, LLC | 142,669 | $35.0M | 1.55% | −2,741−1.9% | Reduced |
| HRT Financial LP | 142,124 | $34.9M | 0.06% | +142,124 | New |
| Contour Asset Management LLC | 140,946 | $34.6M | 0.82% | +140,946 | New |
| NZS Capital, LLC | 136,583 | $33.5M | 0.87% | −520−0.4% | Reduced |
| LMR Partners LLP | 136,257 | $33.4M | 0.25% | +136,257 | New |
| Fiera Capital Corp | 136,079 | $33.4M | 0.12% | +6,307+4.9% | Added |
| Treasurer of the State of North Carolina | 134,613 | $33.0M | 0.09% | +400+0.3% | Added |
| BNP Paribas Arbitrage, SA | 132,486 | $32.5M | 0.02% | −420,671−76.0% | Reduced |
| Ensign Peak Advisors, Inc | 131,238 | $32.2M | 0.05% | −25,519−16.3% | Reduced |
| SG Americas Securities, LLC | 128,375 | $31.5M | 0.02% | +31,657+32.7% | Added |
| Creative Planning | 128,243 | $31.5M | 0.02% | +34,941+37.4% | Added |
| HighTower Advisors, LLC | 126,579 | $31.0M | 0.03% | +33,398+35.8% | Added |
| Public Employees Retirement System of Ohio | 124,328 | $30.5M | 0.09% | +13,818+12.5% | Added |
| KLP Kapitalforvaltning AS | 123,700 | $30.3M | 0.10% | +4,700+3.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 123,378 | $30.3M | 0.14% | +14,500+13.3% | Added |
| Nykredit A/S | 119,162 | $29.2M | 0.11% | +119,162 | New |
| Natixis | 116,593 | $28.6M | 0.14% | +16,981+17.0% | Added |
| Exchange Traded Concepts, LLC | 113,932 | $27.9M | 0.14% | +74,133+186.3% | Added |
| Principal Financial Group Inc | 110,600 | $27.1M | 0.01% | −134,419−54.9% | Reduced |
| Tredje AP-fonden | 108,864 | $26.7M | 0.12% | +14,524+15.4% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 107,866 | $26.5M | 1.09% | +107,866 | New |
| La Banque Postale Asset Management SA | 107,023 | $26.3M | 0.26% | +44,209+70.4% | Added |
| Mackenzie Financial Corp | 106,464 | $26.1M | 0.03% | −87,852−45.2% | Reduced |
| Millennium Management LLC | 105,636 | $25.9M | 0.02% | −117,411−52.6% | Reduced |
| Avalon Global Asset Management LLC | 105,400 | $25.9M | 3.80% | +25,000+31.1% | Added |
| Union Bancaire Privee, UBP SA | 119,058 | $25.8M | 0.28% | +63,607+114.7% | Added |
| 12 West Capital Management LP | 105,000 | $25.8M | 4.82% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 102,173 | $25.1M | 0.05% | +6,588+6.9% | Added |
| Scge Management, L.P. | 100,800 | $24.7M | 0.42% | +100,800 | New |
| Harel Insurance Investments & Financial Services Ltd. | 100,500 | $24.7M | 0.12% | +100,500 | New |
| State of New Jersey Common Pension Fund D | 100,410 | $24.6M | 0.08% | −7,900−7.3% | Reduced |
| ExodusPoint Capital Management, LP | 100,016 | $24.5M | 0.23% | +100,016 | New |
| Rheos Capital Works Inc. | 100,000 | $24.5M | 1.40% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 98,882 | $24.3M | 0.22% | +98,882 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 94,548 | $23.2M | 0.10% | −5,958−5.9% | Reduced |
| Oribel Capital Management, LP | 94,000 | $23.1M | 1.92% | +15,300+19.4% | Added |
| Ieq Capital, LLC | 93,014 | $22.8M | 0.11% | +43,468+87.7% | Added |
| Tudor Investment Corp Et Al | 91,048 | $22.3M | 0.09% | +91,048 | New |
| Quantinno Capital Management LP | 90,820 | $22.3M | 0.03% | +10,720+13.4% | Added |
| Mn Services Vermogensbeheer B.V. | 90,402 | $22.2M | 0.17% | −27,800−23.5% | Reduced |
| Parnassus Investments | 90,222 | $22.1M | 0.06% | −36,758−28.9% | Reduced |
| Flight Deck Capital, LP | 89,800 | $22.0M | 10.69% | +25,200+39.0% | Added |
| Silvant Capital Management LLC | 89,461 | $21.9M | 0.64% | +3,938+4.6% | Added |
| QRG Capital Management, Inc. | 89,277 | $21.9M | 0.18% | +18,914+26.9% | Added |
| Captrust Financial Advisors | 88,242 | $21.6M | 0.03% | −8,986−9.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 88,088 | $21.6M | 0.04% | +88,088 | New |
| Holocene Advisors, LP | 87,605 | $21.5M | 0.05% | +79,142+935.2% | Added |
| Commonwealth Equity Services, LLC | 87,214 | $21.4M | 0.03% | +746+0.9% | Added |
| Resona Asset Management Co.,Ltd. | 86,994 | $21.3M | 0.10% | −4,817−5.2% | Reduced |
| KBC Group NV | 86,773 | $21.3M | 0.05% | −249,580−74.2% | Reduced |