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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 86,090 | $21.1M | 0.11% | −512−0.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 85,532 | $21.0M | 0.14% | −38,019−30.8% | Reduced |
| STRS Ohio | 83,190 | $20.4M | 0.08% | +75,692+1,009.5% | Added |
| TIAA Wealth Investment Management LLC | 82,314 | $20.2M | 0.13% | +69,068+521.4% | Added |
| MML Investors Services, LLC | 82,119 | $20.1M | 0.04% | +4,739+6.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 80,439 | $19.7M | 0.04% | −4,442−5.2% | Reduced |
| Parkwood LLC | 80,411 | $19.7M | 1.41% | −29,589−26.9% | Reduced |
| RPG Investment Advisory, LLC | 80,054 | $19.6M | 2.02% | −14,869−15.7% | Reduced |
| Spear Advisors LLC | 79,885 | $19.6M | 6.73% | +77,206+2,881.9% | Added |
| RMB Capital Management, LLC | 79,384 | $19.5M | 0.30% | −453−0.6% | Reduced |
| Federated Hermes, Inc. | 78,943 | $19.4M | 0.03% | −37,483−32.2% | Reduced |
| Slow Capital, Inc. | 78,701 | $19.3M | 2.25% | +2,794+3.7% | Added |
| Jones Financial Companies LLLP | 80,906 | $19.2M | 0.01% | +7,385+10.0% | Added |
| Baker Chad R | 77,960 | $19.1M | 3.09% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 76,592 | $18.8M | 0.08% | +76,592 | New |
| Sentinel Trust Co Lba | 74,918 | $18.4M | 1.63% | −3,000−3.9% | Reduced |
| Cetera Investment Advisers | 74,773 | $18.3M | 0.02% | −4,283−5.4% | Reduced |
| Hartline Investment Corp | 74,027 | $18.2M | 1.58% | −46,490−38.6% | Reduced |
| SEB Asset Management AB | 73,701 | $18.1M | 0.07% | +4,816+7.0% | Added |
| Davis-Rea Ltd. | 73,384 | $18.0M | 5.13% | +10,000+15.8% | Added |
| IFM Investors Pty Ltd | 72,061 | $17.7M | 0.12% | +8,097+12.7% | Added |
| Manchester Global Management (UK) Ltd | 71,303 | $17.5M | 1.93% | 00.0% | Unchanged |
| Xponance, Inc. | 71,098 | $17.4M | 0.11% | −2,076−2.8% | Reduced |
| Cookson Peirce & Co Inc | 70,616 | $17.3M | 0.57% | +692+1.0% | Added |
| Teacher Retirement System of Texas | 68,725 | $16.9M | 0.05% | +12,473+22.2% | Added |
| DnB Asset Management AS | 68,216 | $16.7M | 0.05% | −108−0.2% | Reduced |
| Erste Asset Management GmbH | 67,953 | $16.6M | 0.13% | −11,117−14.1% | Reduced |
| Gotham Asset Management, LLC | 67,300 | $16.5M | 0.04% | −23,771−26.1% | Reduced |
| IMC-Chicago, LLC | 66,518 | $16.3M | 0.15% | −15,577−19.0% | Reduced |
| Wim Investment Management Ltd | 66,119 | $16.2M | 5.31% | −161,630−71.0% | Reduced |
| Cerity Partners LLC | 66,107 | $16.2M | 0.02% | +18,409+38.6% | Added |
| Pinebridge Investments LLC | 62,956 | $15.4M | 0.13% | −57,593−47.8% | Reduced |
| Natixis Advisors, L.P. | 62,870 | $15.4M | 0.02% | +4,649+8.0% | Added |
| EFG International AG | 62,310 | $15.3M | 0.28% | −2,875−4.4% | Reduced |
| Assetmark, Inc | 62,325 | $15.3M | 0.03% | +142+0.2% | Added |
| Oak Ridge Investments LLC | 62,004 | $15.2M | 0.86% | −3,472−5.3% | Reduced |
| Cushing Asset Management, LP | 60,000 | $14.7M | 0.66% | +10,000+20.0% | Added |
| Advisor Group Holdings, Inc. | 58,345 | $14.3M | 0.02% | −1,244−2.1% | Reduced |
| Candriam Luxembourg S.C.A. | 58,366 | $14.3M | 0.06% | −2,445−4.0% | Reduced |
| Trexquant Investment LP | 57,718 | $14.2M | 0.09% | +14,027+32.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,509 | $14.1M | 0.02% | +21,113+61.4% | Added |
| Lyell Wealth Management, LP | 55,907 | $13.7M | 0.84% | +1,873+3.5% | Added |
| Delta Global Management LP | 55,803 | $13.7M | 1.48% | +24,352+77.4% | Added |
| Clear Street Group Inc. | 55,080 | $13.5M | 0.04% | +36,034+189.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 54,381 | $13.3M | 0.03% | −8,649−13.7% | Reduced |
| Davy Global Fund Management Ltd | 53,964 | $13.2M | 0.84% | −3,248−5.7% | Reduced |
| Robinhood Asset Management, LLC | 53,195 | $13.0M | 0.70% | +14,550+37.7% | Added |
| Varma Mutual Pension Insurance Co | 53,180 | $13.0M | 0.07% | −5,300−9.1% | Reduced |
| Mercer Global Advisors Inc | 52,573 | $12.9M | 0.02% | +20,681+64.8% | Added |
| Thrivent Financial for Lutherans | 51,556 | $12.6M | 0.02% | −693−1.3% | Reduced |
| LGT Group Foundation | 50,730 | $12.4M | 0.14% | +7,824+18.2% | Added |
| JustInvest LLC | 49,840 | $12.2M | 0.10% | −432−0.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 49,395 | $12.1M | 1.05% | +1,395+2.9% | Added |
| Pathstone Holdings, LLC | 49,258 | $12.1M | 0.04% | −1,712−3.4% | Reduced |
| Graham Capital Management, L.P. | 49,237 | $12.1M | 0.32% | −19,666−28.5% | Reduced |
| AIA Group Ltd | 48,713 | $11.9M | 0.15% | −9,413−16.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 48,500 | $11.9M | 0.02% | +28,700+144.9% | Added |
| Andra AP-fonden | 48,356 | $11.9M | 0.14% | +14,900+44.5% | Added |
| Jefferies Financial Group Inc. | 48,132 | $11.8M | 0.11% | +33,132+220.9% | Added |
| Utah Retirement Systems | 47,980 | $11.8M | 0.11% | −2,969−5.8% | Reduced |
| Glynn Capital Management LLC | 47,886 | $11.7M | 3.23% | +4,706+10.9% | Added |
| Bearing Point Capital, LLC | 47,689 | $11.7M | 1.58% | +2,514+5.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 47,502 | $11.7M | 0.09% | −894−1.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 47,196 | $11.6M | 0.01% | +29,096+160.8% | Added |
| British Columbia Investment Management Corp | 46,500 | $11.4M | 0.07% | +2,952+6.8% | Added |
| Krane Funds Advisors LLC | 45,814 | $11.2M | 0.40% | +29,561+181.9% | Added |
| Nordea Investment Management AB | 45,669 | $11.1M | 0.01% | +2,761+6.4% | Added |
| Man Group plc | 44,830 | $11.0M | 0.02% | −8,882−16.5% | Reduced |
| AMJ Financial Wealth Management | 52,988 | $10.9M | 2.59% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 44,361 | $10.9M | 0.05% | +7,122+19.1% | Added |
| DekaBank Deutsche Girozentrale | 55,984 | $10.9M | 0.02% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 44,128 | $10.8M | 0.45% | +4,836+12.3% | Added |
| Toronto Dominion Bank | 43,871 | $10.8M | 0.02% | −141,579−76.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 42,331 | $10.4M | 0.05% | +2,880+7.3% | Added |
| Jacobs Levy Equity Management, Inc | 41,962 | $10.3M | 0.04% | +33,330+386.1% | Added |
| Kornitzer Capital Management Inc | 41,818 | $10.3M | 0.21% | +39,118+1,448.8% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 41,428 | $10.2M | 0.08% | −10,066−19.5% | Reduced |
| Nissay Asset Management Corp | 41,344 | $10.1M | 0.04% | +960+2.4% | Added |
| Assenagon Asset Management S.A. | 40,776 | $10.0M | 0.01% | +31,177+324.8% | Added |
| Los Angeles Capital Management LLC | 40,684 | $9.98M | 0.04% | +35,754+725.2% | Added |
| Group One Trading, L.P. | 40,636 | $9.97M | 0.29% | +1,137+2.9% | Added |
| Public Employees Retirement Association of Colorado | 40,361 | $9.90M | 0.03% | −269−0.7% | Reduced |
| 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 |
| Ambassador Advisors, LLC | 39,763 | $9.75M | 1.19% | +41+0.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 38,874 | $9.54M | 0.06% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 38,845 | $9.53M | 0.29% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 37,313 | $9.15M | 0.13% | −12,885−25.7% | Reduced |
| Foundations Investment Advisors, LLC | 37,115 | $9.10M | 0.09% | +195+0.5% | Added |
| Ethic Inc. | 37,034 | $9.08M | 0.11% | −1,020−2.7% | Reduced |
| Wealthfront Advisers LLC | 36,851 | $9.04M | 0.02% | +5,428+17.3% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 36,434 | $8.94M | 1.10% | +36,434 | New |
| Capital Group Investment Management Pte. Ltd. | 36,270 | $8.90M | 1.34% | +2,640+7.9% | Added |
| OP Asset Management Ltd | 35,091 | $8.61M | 0.09% | −20,623−37.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 34,384 | $8.43M | 0.38% | +8,699+33.9% | Added |
| Vestmark Advisory Solutions, Inc. | 34,280 | $8.41M | 0.08% | +1,153+3.5% | Added |
| Clear Harbor Asset Management, LLC | 34,069 | $8.36M | 0.52% | +8,861+35.2% | Added |
| Allianz Asset Management GmbH | 33,821 | $8.30M | 0.01% | −34,297−50.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 33,142 | $8.13M | 0.23% | −38−0.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 32,877 | $8.07M | 0.03% | +3,219+10.9% | Added |