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 |
|---|---|---|---|---|---|
| CloudAlpha Capital Management Limited/Hong Kong | 77,656 | $27.0M | 2.74% | +77,656 | New |
| Baker Chad R | 77,960 | $27.1M | 4.43% | 00.0% | Unchanged |
| Slow Capital, Inc. | 78,739 | $27.3M | 3.07% | +380.0% | Added |
| SEB Asset Management AB | 79,352 | $27.6M | 0.10% | +5,651+7.7% | Added |
| Raiffeisen Bank International AG | 80,067 | $28.2M | 0.33% | +67,913+558.8% | Added |
| Truist Financial Corp | 81,533 | $28.3M | 0.03% | −4,630−5.4% | Reduced |
| Silvant Capital Management LLC | 82,072 | $28.5M | 0.58% | −7,389−8.3% | Reduced |
| Jump Financial, LLC | 82,317 | $28.6M | 0.23% | +64,627+365.3% | Added |
| Erste Asset Management GmbH | 82,044 | $28.9M | 0.21% | +14,091+20.7% | Added |
| E Fund Management Co., Ltd. | 83,753 | $29.1M | 0.65% | +83,753 | New |
| Commonwealth Equity Services, LLC | 84,823 | $29.5M | 0.04% | −2,391−2.7% | Reduced |
| Arizona State Retirement System | 87,059 | $30.2M | 0.15% | +969+1.1% | Added |
| Robeco Institutional Asset Management B.V. | 87,321 | $30.3M | 0.04% | −58,287−40.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 87,161 | $30.3M | 0.14% | +167+0.2% | Added |
| Parnassus Investments | 88,802 | $30.8M | 0.09% | −1,420−1.6% | Reduced |
| Assenagon Asset Management S.A. | 89,582 | $31.1M | 0.03% | +48,806+119.7% | Added |
| Rheos Capital Works Inc. | 90,000 | $31.3M | 1.88% | −10,000−10.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 91,402 | $31.7M | 0.24% | +1,000+1.1% | Added |
| Jones Financial Companies LLLP | 91,197 | $31.8M | 0.01% | +10,291+12.7% | Added |
| Principal Financial Group Inc | 93,359 | $32.4M | 0.02% | −17,241−15.6% | Reduced |
| STRS Ohio | 96,459 | $33.5M | 0.12% | +13,269+16.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 98,073 | $34.1M | 0.14% | +3,525+3.7% | Added |
| Captrust Financial Advisors | 98,569 | $34.2M | 0.05% | +10,327+11.7% | Added |
| HRT Financial LP | 98,733 | $34.3M | 0.06% | −43,391−30.5% | Reduced |
| Wilshire Advisors LLC | 98,820 | $34.3M | 0.08% | +98,820 | New |
| Harel Insurance Investments & Financial Services Ltd. | 100,500 | $34.9M | 0.16% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 101,344 | $35.2M | 0.12% | +934+0.9% | Added |
| Exchange Traded Concepts, LLC | 105,349 | $36.6M | 0.16% | −8,583−7.5% | Reduced |
| Artemis Investment Management LLP | 106,057 | $36.8M | 0.32% | +7,175+7.3% | Added |
| Cerity Partners LLC | 110,928 | $38.5M | 0.04% | +44,821+67.8% | Added |
| Fiera Capital Corp | 114,597 | $39.8M | 0.16% | −21,482−15.8% | Reduced |
| Nykredit A/S | 116,415 | $40.4M | 0.15% | −2,747−2.3% | Reduced |
| Three Seasons Wealth, LLC | 116,465 | $40.4M | 3.60% | +116,465 | New |
| Manufacturers Life Insurance Company, The | 117,543 | $40.8M | 0.03% | +100,391+585.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 118,057 | $41.0M | 0.08% | +15,884+15.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 119,327 | $41.4M | 0.21% | −4,051−3.3% | Reduced |
| Quantinno Capital Management LP | 125,577 | $43.6M | 0.04% | +34,757+38.3% | Added |
| HighTower Advisors, LLC | 127,729 | $44.4M | 0.04% | +1,150+0.9% | Added |
| KLP Kapitalforvaltning AS | 129,100 | $44.8M | 0.14% | +5,400+4.4% | Added |
| NZS Capital, LLC | 135,254 | $47.0M | 1.22% | −1,329−1.0% | Reduced |
| Capital International Inc | 136,541 | $47.4M | 0.34% | −12,709−8.5% | Reduced |
| Ieq Capital, LLC | 139,944 | $48.6M | 0.21% | +46,930+50.5% | Added |
| Mackenzie Financial Corp | 141,473 | $49.1M | 0.05% | +35,009+32.9% | Added |
| BNP Paribas Arbitrage, SA | 144,679 | $50.2M | 0.03% | +12,193+9.2% | Added |
| Vontobel Holding Ltd. | 145,775 | $50.6M | 0.20% | −16,344−10.1% | Reduced |
| Toroso Investments, LLC | 148,645 | $51.6M | 0.12% | +128,818+649.7% | Added |
| Whittier Trust Co of Nevada Inc | 143,732 | $51.9M | 0.91% | +1,968+1.4% | Added |
| Reynders McVeigh Capital Management, LLC | 149,957 | $52.1M | 2.26% | +7,288+5.1% | Added |
| Blair William & Co | 154,430 | $53.6M | 0.14% | −21,772−12.4% | Reduced |
| Vanguard Global Advisers, LLC | 159,383 | $55.4M | 0.02% | +5,881+3.8% | Added |
| Creative Planning | 159,932 | $55.5M | 0.03% | +31,689+24.7% | Added |
| Vanguard Investments Australia, Ltd. | 167,447 | $58.2M | 0.14% | +9,117+5.8% | Added |
| Capital International Ltd | 168,803 | $58.6M | 1.88% | +3,334+2.0% | Added |
| Handelsbanken Fonder AB | 176,803 | $61.4M | 0.17% | +2,081+1.2% | Added |
| Danske Bank A/S | 177,409 | $61.6M | 0.12% | +7,570+4.5% | Added |
| Standard Life Aberdeen plc | 178,022 | $61.8M | 0.09% | −23,826−11.8% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 183,282 | $63.7M | 0.16% | +14,905+8.9% | Added |
| Stifel Financial Corp | 184,850 | $64.2M | 0.05% | +27,480+17.5% | Added |
| KBC Group NV | 192,348 | $66.8M | 0.14% | +105,575+121.7% | Added |
| Barclays PLC | 193,359 | $67.1M | 0.02% | −28,668−12.9% | Reduced |
| APG Asset Management N.V. | 221,773 | $67.8M | 0.17% | −2,185−1.0% | Reduced |
| Asset Management One Co.,Ltd. | 199,819 | $69.4M | 0.17% | −13,056−6.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 206,062 | $71.2M | 0.11% | +38,514+23.0% | Added |
| Storebrand Asset Management AS | 206,394 | $71.7M | 0.17% | +25,058+13.8% | Added |
| Korea Investment CORP | 210,096 | $73.0M | 0.14% | −28,232−11.8% | Reduced |
| Bank of Montreal | 212,028 | $73.6M | 0.03% | +204,240+2,622.5% | Added |
| TD Asset Management Inc | 212,975 | $75.0M | 0.06% | −9,159−4.1% | Reduced |
| Panagora Asset Management Inc | 216,764 | $75.3M | 0.23% | +54,476+33.6% | Added |
| Congress Asset Management Co | 220,097 | $76.4M | 0.50% | −6,824−3.0% | Reduced |
| Ensign Peak Advisors, Inc | 224,976 | $78.1M | 0.13% | +93,738+71.4% | Added |
| Kames Capital plc | 237,582 | $82.5M | 0.87% | +44,354+23.0% | Added |
| Nomura Asset Management Co Ltd | 252,699 | $87.8M | 0.18% | −58,532−18.8% | Reduced |
| LPL Financial LLC | 260,913 | $90.6M | 0.02% | +11,823+4.7% | Added |
| Royal London Asset Management Ltd | 263,514 | $91.5M | 0.17% | −123,415−31.9% | Reduced |
| Peregrine Capital Management LLC | 265,175 | $92.1M | 3.13% | −119,584−31.1% | Reduced |
| SEI Investments Co | 280,484 | $97.4M | 0.09% | +17,609+6.7% | Added |
| Aviva PLC | 281,006 | $97.6M | 0.14% | +11,149+4.1% | Added |
| Bessemer Group Inc | 284,553 | $98.8M | 0.14% | −73,123−20.4% | Reduced |
| Phoenix Holdings Ltd. | 291,572 | $101.3M | 0.68% | −515,992−63.9% | Reduced |
| State Board of Administration of Florida Retirement System | 292,242 | $101.5M | 0.16% | +23,111+8.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 313,158 | $108.8M | 0.41% | −54,427−14.8% | Reduced |
| USS Investment Management Ltd | 322,084 | $111.8M | 0.45% | −8,482−2.6% | Reduced |
| Capital International Sarl | 326,497 | $113.4M | 1.54% | +17,688+5.7% | Added |
| Great West Life Assurance Co | 327,123 | $113.5M | 0.19% | +13,887+4.4% | Added |
| Arrowstreet Capital, Limited Partnership | 329,739 | $114.5M | 0.05% | +324,711+6,458.1% | Added |
| Allen Investment Management LLC | 333,810 | $115.9M | 1.31% | +5,463+1.7% | Added |
| Russell Investments Group, Ltd. | 338,565 | $117.8M | 0.10% | +89,990+36.2% | Added |
| Victory Capital Management Inc | 343,930 | $119.4M | 0.07% | −49,128−12.5% | Reduced |
| Dimensional Fund Advisors LP | 348,391 | $121.0M | 0.02% | +5,213+1.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 360,223 | $125.1M | 0.12% | −66,095−15.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 357,005 | $125.3M | 0.20% | −49,651−12.2% | Reduced |
| Whittier Trust Co | 347,652 | $125.5M | 1.19% | +2,837+0.8% | Added |
| Credit Agricole S A | 366,634 | $127.3M | 0.33% | −51,311−12.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 369,716 | $128.4M | 0.28% | −65,293−15.0% | Reduced |
| Exor Capital LLP | 378,561 | $131.5M | 2.29% | +78,538+26.2% | Added |
| Daiwa Securities Group Inc. | 381,052 | $132.3M | 0.29% | −87,272−18.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 400,998 | $139.3M | 0.07% | +23,485+6.2% | Added |
| Amanah Holdings Trust | 405,992 | $141.0M | 7.89% | +405,992 | New |
| Nikko Asset Management Americas, Inc. | 410,735 | $142.6M | 1.77% | +57,553+16.3% | Added |
| Rhumbline Advisers | 434,211 | $150.8M | 0.11% | +34,952+8.8% | Added |