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
- 1,150
- +172 vs. Q2 2026
- Shares held
- 224.2M
- +875.9K (+0.4%) vs. Q2 2026
- Total value
- $77.6B
- +$22.8B (+41.7%) vs. Q2 2026
- New holders
- 232
- 441 more added
- Sold out
- 60
- 345 more reduced
256 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 | 1,146 | $57.1B |
| Q4 2025 | 1,098 | $54.8B |
| Q3 2025 | 1,047 | $59.8B |
| Q2 2025 | 951 | $54.3B |
| Q1 2025 | 874 | $29.8B |
| Q4 2024 | 774 | $28.4B |
| Q3 2024 | 682 | $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 |
|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 23,702 | $8.35M | 0.07% | +14,897+169.2% | Added |
| SRS Capital Advisors, Inc. | 24,072 | $8.36M | 0.05% | +11,121+85.9% | Added |
| Private Advisory Group LLC | 24,122 | $8.38M | 0.46% | −80−0.3% | Reduced |
| Lountzis Asset Management, LLC | 24,199 | $8.40M | 2.78% | −2,725−10.1% | Reduced |
| Private Advisor Group, LLC | 24,449 | $8.49M | 0.03% | +2,328+10.5% | Added |
| Omers Administration Corp | 24,822 | $8.62M | 0.05% | +8,646+53.4% | Added |
| Kestra Advisory Services, LLC | 25,151 | $8.73M | 0.02% | +2,998+13.5% | Added |
| Soltis Investment Advisors LLC | 25,437 | $8.83M | 0.41% | −7,014−21.6% | Reduced |
| Motley Fool Asset Management LLC | 25,710 | $8.93M | 0.34% | +1,645+6.8% | Added |
| Sanctuary Advisors, LLC | 25,748 | $8.94M | 0.04% | −349−1.3% | Reduced |
| Andra AP-fonden | 26,256 | $9.32M | 0.11% | −22,100−45.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 26,872 | $9.33M | 0.17% | −551−2.0% | Reduced |
| Nordea Investment Management AB | 27,066 | $9.48M | 0.01% | −18,603−40.7% | Reduced |
| Los Angeles Capital Management LLC | 27,739 | $9.63M | 0.03% | −12,945−31.8% | Reduced |
| Jasper Ridge Partners, L.P. | 27,835 | $9.67M | 0.24% | 00.0% | Unchanged |
| Atika Capital Management LLC | 28,000 | $9.72M | 0.95% | +28,000 | New |
| Janney Montgomery Scott LLC | 28,109 | $9.76M | 0.02% | +2,657+10.4% | Added |
| ASR Vermogensbeheer N.V. | 28,168 | $9.78M | 0.10% | +15,119+115.9% | Added |
| Fideuram Asset Management (Ireland) dac | 32,928 | $9.80M | 0.22% | +14,545+79.1% | Added |
| Sepio Capital, LP | 29,053 | $10.1M | 0.40% | −103−0.4% | Reduced |
| Osbon Capital Management LLC | 29,600 | $10.3M | 7.48% | −240−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 29,612 | $10.3M | 0.44% | −4,772−13.9% | Reduced |
| Abn Amro Investment Solutions | 29,633 | $10.3M | 0.08% | +7,809+35.8% | Added |
| Eurizon Capital SGR S.p.A. | 30,610 | $10.6M | 0.03% | −689−2.2% | Reduced |
| Virginia Retirement Systems Et Al | 31,150 | $10.8M | 0.07% | 00.0% | Unchanged |
| Saudi Central Bank | 32,117 | $11.2M | 0.11% | +10,399+47.9% | Added |
| Signature Estate & Investment Advisors LLC | 32,397 | $11.3M | 0.20% | +31,559+3,766.0% | Added |
| Verition Fund Management LLC | 32,676 | $11.3M | 0.09% | +32,676 | New |
| Group One Trading, L.P. | 32,730 | $11.4M | 0.35% | −7,906−19.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 33,154 | $11.5M | 0.30% | +120.0% | Added |
| US Bancorp | 33,260 | $11.6M | 0.01% | +1,056+3.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 33,397 | $11.6M | 0.08% | +2,406+7.8% | Added |
| Clear Harbor Asset Management, LLC | 33,493 | $11.6M | 0.67% | −576−1.7% | Reduced |
| AIA Group Ltd | 33,602 | $11.7M | 0.14% | −15,111−31.0% | Reduced |
| RH Tailwind Management, LLC | 34,500 | $12.0M | 3.29% | +34,500 | New |
| Y.D. More Investments Ltd | 34,679 | $12.1M | 0.35% | +12,982+59.8% | Added |
| RPG Investment Advisory, LLC | 35,080 | $12.2M | 2.26% | −44,974−56.2% | Reduced |
| Glynn Capital Management LLC | 35,115 | $12.2M | 3.65% | −12,771−26.7% | Reduced |
| Colony Group, LLC | 35,361 | $12.3M | 0.01% | +8,961+33.9% | Added |
| Ethic Inc. | 36,030 | $12.5M | 0.14% | −1,004−2.7% | Reduced |
| Mirova | 36,697 | $12.7M | 0.47% | +34,557+1,614.8% | Added |
| GWM Advisors LLC | 36,860 | $12.8M | 0.04% | +8,385+29.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 36,995 | $12.8M | 1.90% | +725+2.0% | Added |
| O'Shaughnessy Asset Management, LLC | 49,019 | $13.1M | 0.06% | +6,688+15.8% | Added |
| Bearing Point Capital, LLC | 37,827 | $13.1M | 1.70% | −9,862−20.7% | Reduced |
| Foundations Investment Advisors, LLC | 38,061 | $13.2M | 0.13% | +946+2.5% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 38,363 | $13.3M | 0.57% | −69,503−64.4% | Reduced |
| Yarbrough Capital, LLC | 38,845 | $13.5M | 0.38% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 38,874 | $13.5M | 0.09% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 39,338 | $13.7M | 0.08% | +12,675+47.5% | Added |
| Kornitzer Capital Management Inc | 39,893 | $13.9M | 0.29% | −1,925−4.6% | Reduced |
| Wealthfront Advisers LLC | 39,996 | $13.9M | 0.03% | +3,145+8.5% | Added |
| 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 |
| Bank Julius Baer & Co. Ltd, Zurich | 40,045 | $13.9M | 0.04% | −14,336−26.4% | Reduced |
| Public Employees Retirement Association of Colorado | 40,371 | $14.0M | 0.05% | +100.0% | Added |
| British Columbia Investment Management Corp | 40,756 | $14.2M | 0.09% | −5,744−12.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 41,166 | $14.3M | 0.03% | +25,762+167.2% | Added |
| Prescott Group Capital Management, L.L.C. | 41,949 | $14.6M | 1.31% | −7,446−15.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 42,306 | $14.7M | 0.12% | +878+2.1% | Added |
| Swiss Life Asset Management Ltd | 42,368 | $14.7M | 0.06% | −1,993−4.5% | Reduced |
| LGT Fund Management Co Ltd. | 43,578 | $15.1M | 0.54% | −550−1.2% | Reduced |
| Thrivent Financial for Lutherans | 43,784 | $15.2M | 0.02% | −7,772−15.1% | Reduced |
| MML Investors Services, LLC | 45,719 | $15.9M | 0.05% | −36,400−44.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 47,139 | $16.4M | 0.13% | −363−0.8% | Reduced |
| OP Asset Management Ltd | 47,379 | $16.5M | 0.14% | +12,288+35.0% | Added |
| Pathstone Holdings, LLC | 51,006 | $17.3M | 0.05% | +1,748+3.5% | Added |
| Varma Mutual Pension Insurance Co | 50,500 | $17.5M | 0.08% | −2,680−5.0% | Reduced |
| Scge Management, L.P. | 52,700 | $18.3M | 0.38% | −48,100−47.7% | Reduced |
| Spear Advisors LLC | 53,133 | $18.5M | 8.04% | −26,752−33.5% | Reduced |
| Robinhood Asset Management, LLC | 53,153 | $18.5M | 0.87% | −42−0.1% | Reduced |
| AMJ Financial Wealth Management | 53,909 | $18.7M | 4.12% | +921+1.7% | Added |
| Quadrature Capital Ltd | 54,318 | $18.9M | 0.12% | +44,397+447.5% | Added |
| Lyell Wealth Management, LP | 55,648 | $19.3M | 1.15% | −259−0.5% | Reduced |
| Davy Global Fund Management Ltd | 55,927 | $19.4M | 1.19% | +1,963+3.6% | Added |
| Oak Ridge Investments LLC | 57,803 | $20.1M | 1.19% | −4,201−6.8% | Reduced |
| Krane Funds Advisors LLC | 59,719 | $20.7M | 0.75% | +13,905+30.4% | Added |
| Cushing Asset Management, LP | 60,000 | $20.8M | 0.96% | 00.0% | Unchanged |
| Bank of Nova Scotia | 60,221 | $20.9M | 0.03% | +39,490+190.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 66,590 | $21.3M | 0.03% | +11,081+20.0% | Added |
| Assetmark, Inc | 62,395 | $21.7M | 0.04% | +70+0.1% | Added |
| Stephens Investment Management Group LLC | 63,328 | $22.0M | 0.24% | +63,328 | New |
| Teachers Retirement System of the State of Kentucky | 65,479 | $22.7M | 0.16% | −20,053−23.4% | Reduced |
| Oribel Capital Management, LP | 67,800 | $23.5M | 2.55% | −26,200−27.9% | Reduced |
| Davis-Rea Ltd. | 68,374 | $23.7M | 6.26% | −5,010−6.8% | Reduced |
| Teacher Retirement System of Texas | 68,993 | $24.0M | 0.06% | +268+0.4% | Added |
| Union Bancaire Privee, UBP SA | 75,363 | $24.0M | 0.37% | −43,695−36.7% | Reduced |
| Hartline Investment Corp | 69,869 | $24.3M | 2.50% | −4,158−5.6% | Reduced |
| Cookson Peirce & Co Inc | 70,408 | $24.5M | 0.88% | −208−0.3% | Reduced |
| DnB Asset Management AS | 72,037 | $25.0M | 0.07% | +3,821+5.6% | Added |
| Advisor Group Holdings, Inc. | 72,049 | $25.1M | 0.03% | +13,704+23.5% | Added |
| Xponance, Inc. | 72,587 | $25.2M | 0.15% | +1,489+2.1% | Added |
| Sentinel Trust Co Lba | 72,918 | $25.3M | 2.13% | −2,000−2.7% | Reduced |
| Natixis Advisors, L.P. | 73,189 | $25.4M | 0.03% | +10,319+16.4% | Added |
| IFM Investors Pty Ltd | 73,898 | $25.7M | 0.16% | +1,837+2.5% | Added |
| Ci Investments Inc. | 74,970 | $26.0M | 0.08% | −81,216−52.0% | Reduced |
| Cetera Investment Advisers | 75,377 | $26.2M | 0.02% | +604+0.8% | Added |
| Portman Square Capital LLP | 75,939 | $26.4M | 5.76% | +75,939 | New |
| Candriam Luxembourg S.C.A. | 76,607 | $26.7M | 0.12% | +18,241+31.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 77,065 | $26.8M | 0.06% | −3,374−4.2% | Reduced |