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
- 971
- +155 vs. Q2 2026
- Shares held
- 141.7M
- +2.79M (+2.0%) vs. Q2 2026
- Total value
- $48.9B
- +$14.9B (+43.7%) vs. Q2 2026
- New holders
- 198
- 368 more added
- Sold out
- 43
- 285 more reduced
418 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 | 1,097 | $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 | 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 |
|---|---|---|---|---|---|
| Signature Estate & Investment Advisors LLC | 32,397 | $11.3M | 0.20% | +31,559+3,766.0% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Thrivent Financial for Lutherans | 43,784 | $15.2M | 0.02% | −7,772−15.1% | 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 |
| Teacher Retirement System of Texas | 68,725 | $16.9M | 0.05% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 50,500 | $17.5M | 0.08% | −2,680−5.0% | Reduced |
| Spear Advisors LLC | 53,133 | $18.5M | 8.04% | −26,752−33.5% | Reduced |
| Lyell Wealth Management, LP | 55,648 | $19.3M | 1.15% | −259−0.5% | Reduced |
| 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 |
| 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 |
| Davis-Rea Ltd. | 68,374 | $23.7M | 6.26% | −5,010−6.8% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Erste Asset Management GmbH | 82,044 | $28.9M | 0.21% | +14,091+20.7% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Creative Planning | 159,932 | $55.5M | 0.03% | +31,689+24.7% | 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 |