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 11 sales; 1,234 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, Q3 2026
Institutional positions in Cloudflare, Inc. as of Sep 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
Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.
- Institutional holders
- 768
- +136 vs. Q2 2026
- Shares held
- 41.6M
- −2.32M (−5.3%) vs. Q2 2026
- Total value
- $14.4B
- +$3.68B (+34.2%) vs. Q2 2026
- New holders
- 173
- 262 more added
- Sold out
- 37
- 232 more reduced
602 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 1,234 | $69.8B |
| Q1 2026 | 1,145 | $57.1B |
| Q4 2025 | 1,096 | $54.8B |
| Q3 2025 | 1,045 | $59.1B |
| Q2 2025 | 950 | $54.3B |
| Q1 2025 | 873 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 681 | $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, Q3 2026
Shares, value and share of portfolio for each institution holding Cloudflare, Inc.; share changes are against Q2 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 12,834,829 | $4.46B | 4.21% | −1,763,765−12.1% | Reduced |
| Geode Capital Management, LLC | 5,880,928 | $2.04B | 0.11% | −82,977−1.4% | Reduced |
| Pictet Asset Management Holding SA | 1,391,966 | $483.5M | 0.46% | −406,147−22.6% | Reduced |
| Bank of New York Mellon Corp | 1,061,431 | $368.6M | 0.06% | +15,789+1.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,046,812 | $363.5M | 0.21% | +48,956+4.9% | Added |
| Deutsche Bank AG | 1,029,131 | $357.4M | 0.10% | −575,103−35.8% | Reduced |
| Amundi | 976,898 | $339.3M | 0.07% | −614,734−38.6% | Reduced |
| Swedbank AB | 960,689 | $333.6M | 0.28% | +79,232+9.0% | Added |
| Citigroup Inc | 950,104 | $330.0M | 0.16% | +215,482+29.3% | Added |
| DekaBank Deutsche Girozentrale | 677,872 | $238.5M | 0.27% | +621,888+1,110.8% | Added |
| Squarepoint Ops LLC | 525,993 | $182.7M | 0.39% | −112,968−17.7% | Reduced |
| Acadian Asset Management LLC | 513,622 | $178.3M | 0.21% | +238,183+86.5% | Added |
| Amanah Holdings Trust | 405,992 | $141.0M | 7.89% | +405,992 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 400,998 | $139.3M | 0.07% | +23,485+6.2% | Added |
| Daiwa Securities Group Inc. | 381,052 | $132.3M | 0.29% | −87,272−18.6% | Reduced |
| Exor Capital LLP | 378,561 | $131.5M | 2.29% | +78,538+26.2% | Added |
| Allspring Global Investments Holdings, LLC | 357,005 | $125.3M | 0.20% | −49,651−12.2% | Reduced |
| Dimensional Fund Advisors LP | 348,391 | $121.0M | 0.02% | +5,213+1.5% | Added |
| Russell Investments Group, Ltd. | 338,565 | $117.8M | 0.10% | +89,990+36.2% | Added |
| Allen Investment Management LLC | 333,810 | $115.9M | 1.31% | +5,463+1.7% | Added |
| Phoenix Holdings Ltd. | 291,572 | $101.3M | 0.68% | −515,992−63.9% | Reduced |
| Bessemer Group Inc | 284,553 | $98.8M | 0.14% | −73,123−20.4% | Reduced |
| Peregrine Capital Management LLC | 265,175 | $92.1M | 3.13% | −119,584−31.1% | Reduced |
| LPL Financial LLC | 260,913 | $90.6M | 0.02% | +11,823+4.7% | Added |
| Kames Capital plc | 237,582 | $82.5M | 0.87% | +44,354+23.0% | Added |
| Congress Asset Management Co | 220,097 | $76.4M | 0.50% | −6,824−3.0% | Reduced |
| Bank of Montreal | 212,028 | $73.6M | 0.03% | +204,240+2,622.5% | Added |
| Asset Management One Co.,Ltd. | 199,819 | $69.4M | 0.17% | −13,056−6.1% | Reduced |
| Barclays PLC | 193,359 | $67.1M | 0.02% | −28,668−12.9% | Reduced |
| KBC Group NV | 192,348 | $66.8M | 0.14% | +105,575+121.7% | Added |
| PFA Pension, Forsikringsaktieselskab | 183,282 | $63.7M | 0.16% | +14,905+8.9% | Added |
| Standard Life Aberdeen plc | 178,022 | $61.8M | 0.10% | −23,826−11.8% | Reduced |
| Danske Bank A/S | 177,409 | $61.6M | 0.12% | +7,570+4.5% | Added |
| Handelsbanken Fonder AB | 176,803 | $61.4M | 0.17% | +2,081+1.2% | Added |
| Creative Planning | 159,932 | $55.5M | 0.03% | +31,689+24.7% | Added |
| Reynders McVeigh Capital Management, LLC | 149,957 | $52.1M | 2.26% | +7,288+5.1% | Added |
| Vontobel Holding Ltd. | 145,775 | $50.6M | 0.20% | −16,344−10.1% | Reduced |
| Mackenzie Financial Corp | 141,473 | $49.1M | 0.05% | +35,009+32.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 119,327 | $41.4M | 0.21% | −4,051−3.3% | Reduced |
| Three Seasons Wealth, LLC | 116,465 | $40.4M | 3.60% | +116,465 | New |
| Nykredit A/S | 116,415 | $40.4M | 0.15% | −2,747−2.3% | Reduced |
| Fiera Capital Corp | 114,597 | $39.8M | 0.16% | −21,482−15.8% | Reduced |
| Artemis Investment Management LLP | 106,057 | $36.8M | 0.32% | +7,175+7.3% | Added |
| Exchange Traded Concepts, LLC | 105,349 | $36.6M | 0.16% | −8,583−7.5% | Reduced |
| State of New Jersey Common Pension Fund D | 101,344 | $35.2M | 0.12% | +934+0.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 100,500 | $34.9M | 0.16% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 98,073 | $34.1M | 0.14% | +3,525+3.7% | Added |
| STRS Ohio | 96,459 | $33.5M | 0.12% | +13,269+16.0% | Added |
| Principal Financial Group Inc | 93,359 | $32.4M | 0.02% | −17,241−15.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 91,402 | $31.7M | 0.24% | +1,000+1.1% | Added |
| Assenagon Asset Management S.A. | 89,582 | $31.1M | 0.03% | +48,806+119.7% | Added |
| Parnassus Investments | 88,802 | $30.8M | 0.09% | −1,420−1.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 87,321 | $30.3M | 0.04% | −58,287−40.0% | Reduced |
| Arizona State Retirement System | 87,059 | $30.2M | 0.15% | +969+1.1% | Added |
| Commonwealth Equity Services, LLC | 84,823 | $29.5M | 0.04% | −2,391−2.7% | Reduced |
| Silvant Capital Management LLC | 82,072 | $28.5M | 0.58% | −7,389−8.3% | Reduced |
| Truist Financial Corp | 81,533 | $28.3M | 0.03% | −4,630−5.4% | Reduced |
| Raiffeisen Bank International AG | 80,067 | $28.2M | 0.33% | +67,913+558.8% | Added |
| SEB Asset Management AB | 79,352 | $27.6M | 0.10% | +5,651+7.7% | Added |
| Slow Capital, Inc. | 78,739 | $27.3M | 3.07% | +380.0% | Added |
| Baker Chad R | 77,960 | $27.1M | 4.43% | 00.0% | Unchanged |
| CloudAlpha Capital Management Limited/Hong Kong | 77,656 | $27.0M | 2.74% | +77,656 | New |
| Cambridge Investment Research Advisors, Inc. | 77,065 | $26.8M | 0.06% | −3,374−4.2% | Reduced |
| Candriam Luxembourg S.C.A. | 76,607 | $26.7M | 0.12% | +18,241+31.3% | Added |
| Portman Square Capital LLP | 75,939 | $26.4M | 5.76% | +75,939 | New |
| IFM Investors Pty Ltd | 73,898 | $25.7M | 0.16% | +1,837+2.5% | Added |
| Sentinel Trust Co Lba | 72,918 | $25.3M | 2.13% | −2,000−2.7% | Reduced |
| Xponance, Inc. | 72,587 | $25.2M | 0.15% | +1,489+2.1% | Added |
| Cookson Peirce & Co Inc | 70,408 | $24.5M | 0.88% | −208−0.3% | Reduced |
| Hartline Investment Corp | 69,869 | $24.3M | 2.50% | −4,158−5.6% | Reduced |
| Union Bancaire Privee, UBP SA | 75,363 | $24.0M | 0.37% | −43,695−36.7% | Reduced |
| Davis-Rea Ltd. | 68,374 | $23.7M | 6.26% | −5,010−6.8% | Reduced |
| Assetmark, Inc | 62,395 | $21.7M | 0.04% | +70+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 66,590 | $21.3M | 0.03% | +11,081+20.0% | Added |
| Cushing Asset Management, LP | 60,000 | $20.8M | 0.96% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 59,719 | $20.7M | 0.75% | +13,905+30.4% | Added |
| Oak Ridge Investments LLC | 57,803 | $20.1M | 1.19% | −4,201−6.8% | Reduced |
| Lyell Wealth Management, LP | 55,648 | $19.3M | 1.15% | −259−0.5% | Reduced |
| Spear Advisors LLC | 53,133 | $18.5M | 8.04% | −26,752−33.5% | Reduced |
| OP Asset Management Ltd | 47,379 | $16.5M | 0.14% | +12,288+35.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 47,139 | $16.4M | 0.13% | −363−0.8% | Reduced |
| Thrivent Financial for Lutherans | 43,784 | $15.2M | 0.02% | −7,772−15.1% | Reduced |
| Swiss Life Asset Management Ltd | 42,368 | $14.7M | 0.06% | −1,993−4.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 42,306 | $14.7M | 0.12% | +878+2.1% | Added |
| Prescott Group Capital Management, L.L.C. | 41,949 | $14.6M | 1.31% | −7,446−15.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 41,166 | $14.3M | 0.03% | +25,762+167.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 40,045 | $13.9M | 0.04% | −14,336−26.4% | Reduced |
| Archon Partners LLC | 40,000 | $13.9M | 1.44% | 00.0% | Unchanged |
| Capelight Capital Asset Management LP | 40,000 | $13.9M | 6.21% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 39,996 | $13.9M | 0.03% | +3,145+8.5% | Added |
| Kornitzer Capital Management Inc | 39,893 | $13.9M | 0.29% | −1,925−4.6% | Reduced |
| Yarbrough Capital, LLC | 38,845 | $13.5M | 0.38% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 38,363 | $13.3M | 0.57% | −69,503−64.4% | Reduced |
| Ethic Inc. | 36,030 | $12.5M | 0.14% | −1,004−2.7% | Reduced |
| Glynn Capital Management LLC | 35,115 | $12.2M | 3.65% | −12,771−26.7% | Reduced |
| RPG Investment Advisory, LLC | 35,080 | $12.2M | 2.26% | −44,974−56.2% | Reduced |
| Y.D. More Investments Ltd | 34,679 | $12.1M | 0.35% | +12,982+59.8% | Added |
| AIA Group Ltd | 33,602 | $11.7M | 0.14% | −15,111−31.0% | Reduced |
| Clear Harbor Asset Management, LLC | 33,493 | $11.6M | 0.67% | −576−1.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 33,397 | $11.6M | 0.08% | +2,406+7.8% | Added |